Wiser Wealth Management, Inc
Wiser Wealth Management, Inc reported 73 holdings worth US$550M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Wiser Wealth Management, Inc reported 73 holdings worth US$550M as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 73
- Value as reported
- US$550M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 15,316 | US$5.1M | 0.93% |
| Nvidia Corporation | 15,696 | US$3.58M | 0.65% |
| Microsoft Corp. | 6,009 | US$3.08M | 0.56% |
| Alphabet Inc (google) Class C | 8,069 | US$2.77M | 0.50% |
| Amazon.com, Inc. | 6,431 | US$1.6M | 0.29% |
| Johnson & Johnson | 4,860 | US$1.29M | 0.23% |
| Home Depot, Inc. (the) | 4,055 | US$1.15M | 0.21% |
| Southern Company (the) | 13,417 | US$1.11M | 0.20% |
| Meta Platforms, Inc. | 1,403 | US$1.02M | 0.18% |
| Broadcom Inc. | 2,808 | US$986K | 0.18% |
| Micron Technology, Inc. | 653 | US$696K | 0.13% |
| Eli Lilly And Company | 573 | US$663K | 0.12% |
| Jp Morgan Chase & Co. | 1,995 | US$660K | 0.12% |
| Visa Inc. | 1,694 | US$609K | 0.11% |
| Berkshire Hathaway Inc. | 1,218 | US$607K | 0.11% |
| Tesla, Inc. | 1,696 | US$602K | 0.11% |
| Advanced Micro Devices Inc | 965 | US$590K | 0.11% |
| Walmart Inc. | 4,952 | US$515K | 0.09% |
| Exxon Mobil Corporation | 2,933 | US$477K | 0.09% |
| Procter & Gamble Company (the) | 2,897 | US$421K | 0.08% |
| Coca-cola Company (the) | 4,589 | US$395K | 0.07% |
| Norfolk Southern Corporation | 1,182 | US$365K | 0.07% |
| Philip Morris International Inc | 1,822 | US$348K | 0.06% |
| Intel Corporation | 2,700 | US$325K | 0.06% |
| Mastercard Incorporated | 552 | US$304K | 0.06% |
| Abbvie Inc. | 1,078 | US$282K | 0.05% |
| Crowdstrike Holdings, Inc. | 1,051 | US$278K | 0.05% |
| Merck & Company, Inc. | 1,896 | US$276K | 0.05% |
| Applied Materials, Inc. | 532 | US$272K | 0.05% |
| Cisco Systems, Inc. | 2,478 | US$267K | 0.05% |
| Palantir Technologies Inc. | 1,408 | US$263K | 0.05% |
| Costco Wholesale Corporation | 268 | US$244K | 0.04% |
| Ge Aerospace | 731 | US$228K | 0.04% |
| Caterpillar, Inc. | 281 | US$228K | 0.04% |
| Lam Research Corporation | 690 | US$227K | 0.04% |
| Unitedhealth Group Incorporated | 598 | US$220K | 0.04% |
| Oracle Corporation | 1,511 | US$207K | 0.04% |
| Netflix, Inc. | 2,963 | US$206K | 0.04% |
| At&t Inc. | 8,394 | US$205K | 0.04% |
| Palo Alto Networks, Inc. | 507 | US$201K | 0.04% |
| Texas Instruments Incorporated | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Weyerhaeuser Company | 0 | US$0 | 0.00% |
| Goldman Sachs Group, Inc. (the) | 0 | US$0 | 0.00% |
| Kla Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related