Wiser Wealth Management, Inc
Wiser Wealth Management, Inc reported 75 holdings worth US$523M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Wiser Wealth Management, Inc reported 75 holdings worth US$523M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 75
- Value as reported
- US$523M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 13,967 | US$4.04M | 0.77% |
| Nvidia Corporation | 14,029 | US$2.81M | 0.54% |
| Alphabet Inc (google) Class C | 7,720 | US$2.76M | 0.53% |
| Microsoft Corp. | 5,369 | US$2M | 0.38% |
| Home Depot, Inc. (the) | 4,411 | US$1.56M | 0.30% |
| Amazon.com, Inc. | 5,986 | US$1.43M | 0.27% |
| Southern Company (the) | 13,296 | US$1.27M | 0.24% |
| Johnson & Johnson | 4,418 | US$1.12M | 0.21% |
| Broadcom Inc. | 2,613 | US$987K | 0.19% |
| Meta Platforms, Inc. | 1,306 | US$736K | 0.14% |
| Micron Technology, Inc. | 601 | US$694K | 0.13% |
| Tesla, Inc. | 1,560 | US$656K | 0.13% |
| Eli Lilly And Company | 525 | US$630K | 0.12% |
| Jp Morgan Chase & Co. | 1,923 | US$629K | 0.12% |
| Visa Inc. | 1,704 | US$585K | 0.11% |
| Berkshire Hathaway Inc. | 1,143 | US$572K | 0.11% |
| Walmart Inc. | 5,022 | US$569K | 0.11% |
| Advanced Micro Devices Inc | 887 | US$515K | 0.10% |
| Coca-cola Company (the) | 5,373 | US$437K | 0.08% |
| Procter & Gamble Company (the) | 2,741 | US$402K | 0.08% |
| Exxon Mobil Corporation | 2,876 | US$393K | 0.08% |
| Applied Materials, Inc. | 538 | US$389K | 0.07% |
| Norfolk Southern Corporation | 1,088 | US$342K | 0.07% |
| Intel Corporation | 2,450 | US$342K | 0.07% |
| Philip Morris International Inc | 1,700 | US$308K | 0.06% |
| Unitedhealth Group Incorporated | 718 | US$298K | 0.06% |
| Caterpillar, Inc. | 263 | US$280K | 0.05% |
| Cisco Systems, Inc. | 2,348 | US$276K | 0.05% |
| Lam Research Corporation | 614 | US$266K | 0.05% |
| Ge Aerospace | 696 | US$260K | 0.05% |
| Costco Wholesale Corporation | 269 | US$252K | 0.05% |
| Abbvie Inc. | 1,000 | US$252K | 0.05% |
| Mastercard Incorporated | 476 | US$244K | 0.05% |
| Kla Corporation | 737 | US$222K | 0.04% |
| Oracle Corporation | 1,464 | US$215K | 0.04% |
| Texas Instruments Incorporated | 707 | US$211K | 0.04% |
| Netflix, Inc. | 2,936 | US$210K | 0.04% |
| Weyerhaeuser Company | 8,646 | US$207K | 0.04% |
| Tjx Companies, Inc. (the) | 1,358 | US$206K | 0.04% |
| Goldman Sachs Group, Inc. (the) | 200 | US$202K | 0.04% |
| At&t Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related