Wiser Wealth Management, Inc holds a concentrated book of 75 stocks worth $522.7M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened MICRON TECHNOLOGY INC and trimmed VANGUARD INDEX FDS. Their largest long position is VANGUARD INDEX FDS at 32% of the equity book.
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Use Arkolith to show Wiser Wealth Management, Inc's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $166.2M | 242.0K | 31.8% | ▼−0.9% Reduced · −2K sh | |
| 2 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $61.7M | 1.31M | 11.8% | ▲+2.3% Added · +30K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $44.9M | 630.3K | 8.6% | ▲+1.9% Added · +12K sh | |
| 4 | Vanguard World FD INF TECH ETF | $36.4M | 304.7K | 7.0% | ▲+686% Added · +266K sh | |
| 5 | Ishares TR 0-5YR INVT GR CP | $25.7M | 510.3K | 4.9% | ▲+3.8% Added · +19K sh | |
| 6 | Pacer FDS TR US CASH COWS 100 | $24.9M | 400.3K | 4.8% | ▲+3.1% Added · +12K sh | |
| 7 | Vanguard Charlotte FDS TOTAL INT BD ETF | $24.0M | 496.5K | 4.6% | ▼−1.7% Reduced · −9K sh | |
| 8 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $21.1M | 153.1K | 4.0% | ▼−0.8% Reduced · −1K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $20.0M | 26.7K | 3.8% | ▼−1.1% Reduced · −287 sh | |
| 10 | Vanguard BD Index FDS SHORT TRM BOND | $19.5M | 250.4K | 3.7% | ▲+2.8% Added · +7K sh | |
| 11 | Vanguard BD Index FDS TOTAL BND MRKT | $12.4M | 169.5K | 2.4% | ▲+14% Added · +21K sh | |
| 12 | Ishares TR CORE INTL AGGR | $6.5M | 128.9K | 1.2% | ▲+36% Added · +34K sh | |
| 13 | Apple Inc COM | $4.0M | 14.0K | 0.8% | ▲+14% Added · +2K sh | |
| 14 | Ishares TR CORE S&P SCP ETF | $4.0M | 27.0K | 0.8% | ▼−1.6% Reduced · −433 sh | |
| 15 | Bitwise Bitcoin ETF TR SHS BEN INT | $3.1M | 98.1K | 0.6% | ▲+0.6% Added · +564 sh | |
| 16 | Vanguard Index FDS LARGE CAP ETF | $3.1M | 9.1K | 0.6% | ▼−0.4% Reduced · −34 sh | |
| 17 | Nvidia Corporation COM | $2.8M | 14.0K | 0.5% | ▲+9.2% Added · +1K sh | |
| 18 | Ishares TR SHRT NAT MUN ETF | $2.5M | 23.3K | 0.5% | ▲+17% Added · +3K sh | |
| 19 | Vanguard Index FDS TOTAL STK MKT | $2.4M | 6.5K | 0.5% | ▲+2.9% Added · +181 sh | |
| 20 | Ishares TR CORE MSCI EAFE | $2.2M | 22.7K | 0.4% | ▼−10% Reduced · −3K sh | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $2.0M | 2.7K | 0.4% | ▲+16% Added · +363 sh | |
| 22 | Microsoft Corp COM | $2.0M | 5.4K | 0.4% | ▲+18% Added · +808 sh | |
| 23 | Alphabet Inc CAP STK CL A | $1.9M | 5.3K | 0.4% | ▲+5.6% Added · +283 sh | |
| 24 | Home Depot Inc COM | $1.6M | 4.4K | 0.3% | ▼−8.8% Reduced · −428 sh | |
| 25 | Vanguard Star FDS VG TL INTL STK F | $1.5M | 17.3K | 0.3% | ▼−4.3% Reduced · −777 sh | |
| 26 | Fidelity Covington Trust MSCI INFO TECH I | $1.5M | 5.1K | 0.3% | ▲+2.1% Added · +106 sh | |
| 27 | Vanguard Specialized Funds DIV APP ETF | $1.4M | 6.0K | 0.3% | ▼−2.8% Reduced · −174 sh | |
| 28 | Amazon Com Inc COM | $1.4M | 6.0K | 0.3% | ▲+7.3% Added · +407 sh | |
| 29 | Bitwise Ethereum ETF SHS | $1.3M | 113.0K | 0.2% | ▲+4.2% Added · +5K sh | |
| 30 | Southern Co COM | $1.3M | 13.3K | 0.2% | ▲+121% Added · +7K sh | |
| 31 | Johnson & Johnson COM | $1.1M | 4.4K | 0.2% | ▲+1.4% Added · +63 sh | |
| 32 | Broadcom Inc COM | $987K | 2.6K | 0.2% | ▲+11% Added · +249 sh | |
| 33 | Alphabet Inc CAP STK CL C | $849K | 2.4K | 0.2% | ▲+8.7% Added · +192 sh | |
| 34 | Meta Platforms Inc CL A | $736K | 1.3K | 0.1% | ▲+13% Added · +151 sh | |
| 35 | Micron Technology Inc COM | $694K | 601 | 0.1% | ▲New New position | |
| 36 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $686K | 8.7K | 0.1% | ▲+48% Added · +3K sh | |
| 37 | Ishares TR NATIONAL MUN ETF | $657K | 6.1K | 0.1% | ▲+0.8% Added · +50 sh | |
| 38 | Tesla Inc COM | $656K | 1.6K | 0.1% | ▲+8.9% Added · +128 sh | |
| 39 | Fidelity Wise Origin Bitcoin SHS | $642K | 12.6K | 0.1% | ▲+122% Added · +7K sh | |
| 40 | Eli Lilly & Co COM | $630K | 525 | 0.1% | ▲+8.7% Added · +42 sh | |
| 41 | JPMorgan Chase & Co COM | $629K | 1.9K | 0.1% | ▲+18% Added · +288 sh | |
| 42 | Visa Inc COM CL A | $585K | 1.7K | 0.1% | ▲+35% Added · +441 sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $572K | 1.1K | 0.1% | ▲+3.8% Added · +42 sh | |
| 44 | Walmart Inc COM | $569K | 5.0K | 0.1% | ▲+3.5% Added · +168 sh | |
| 45 | Vanguard Intl Equity Index F ALLWRLD EX US | $549K | 6.6K | 0.1% | ▼−8.1% Reduced · −579 sh | |
| 46 | SPDR Series Trust STATE STREET SPD | $525K | 5.8K | 0.1% | ▼−5.2% Reduced · −315 sh | |
| 47 | Advanced Micro Devices Inc COM | $515K | 887 | 0.1% | ▲New New position | |
| 48 | Coca Cola Co COM | $437K | 5.4K | 0.1% | ▲+0.8% Added · +44 sh | |
| 49 | Procter & Gamble Co COM | $402K | 2.7K | 0.1% | ▼−6.0% Reduced · −174 sh | |
| 50 | Exxon Mobil Corp COM | $393K | 2.9K | 0.1% | ▲+13% Added · +322 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 75 | $522.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 58 | $463.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 55 | $449.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 54 | $437.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 50 | $399.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 49 | $356.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 48 | $356.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 3, 2024 | 49 | $348.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.