Wiser Wealth Management, Inc: 13F holdings
CIK 15732632026Q2
| Positions | 75 |
|---|
| Reported value | $522.7m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 75 (+17 vs prior quarter) |
|---|
| Reported value | $522.7m (+12.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 241,952 | $166.2m | 31.8% |
| JCPB J P MORGAN EXCHANGE TRADED F | 1,314,982 | $61.7m | 11.8% |
| VEA VANGUARD TAX-MANAGED FDS | 630,260 | $44.9m | 8.6% |
| VGT VANGUARD WORLD FD | 304,688 | $36.4m | 7.0% |
| SLQD ISHARES TR | 510,292 | $25.7m | 4.9% |
| COWZ PACER FDS TR | 400,271 | $24.9m | 4.8% |
| BNDX VANGUARD CHARLOTTE FDS | 496,529 | $24.0m | 4.6% |
| VIOO VANGUARD ADMIRAL FDS INC | 153,116 | $21.1m | 4.0% |
| IVV ISHARES TR | 26,722 | $20.0m | 3.8% |
| BSV VANGUARD BD INDEX FDS | 250,382 | $19.5m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1573263")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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