Wiser Wealth Management, Inc reported 46 positions worth $41.78M for the quarter ended Sep 30, 2026, up 18.3% on the prior quarter. It opened 5 new positions, added to 33, trimmed 8 and exited 5. Its largest holding is Apple Inc. at 12.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BITB Bitwise Bitcoin ETF | +11.4K | +11.6% | $515.79K | 11.89% |
| AAPL Apple Inc. | +1,349 | +9.7% | $449.25K | 12.21% |
| NVDA Nvidia Corp | +1,667 | +11.9% | $380.71K | 8.58% |
| MSFT Microsoft Corp | +640 | +11.9% | $328.28K | 7.38% |
| CRWD CrowdStrike Holdings, Inc. | +1,051 | – | $278.25K | 0.666% |
| MRK Merck & Co., Inc. | +1,896 | – | $275.51K | 0.659% |
| PLTR Palantir Technologies Inc. | +1,408 | – | $263.37K | 0.63% |
| ETHW Bitwise Ethereum ETF | +11.9K | +10.5% | $226.01K | 5.69% |
| T At&T Inc. | +8,394 | – | $204.81K | 0.49% |
| PANW Palo Alto Networks Inc | +507 | – | $201.44K | 0.482% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| KLAC Kla Corp | -737 | -100.0% | $222.36K | Exited |
| TXN Texas Instruments Inc | -707 | -100.0% | $210.74K | Exited |
| WY Weyerhaeuser Co | -8,646 | -100.0% | $206.99K | Exited |
| TJX Tjx Companies Inc | -1,358 | -100.0% | $205.74K | Exited |
| GS Goldman Sachs Group Inc | -200 | -100.0% | $202.27K | Exited |
| HD Home Depot, Inc. | -356 | -8.1% | $101.28K | 2.76% |
| KO Coca Cola Co | -784 | -14.6% | $67.49K | 0.946% |
| UNH Unitedhealth Group Inc | -120 | -16.7% | $44.05K | 0.525% |
| FBTC Fidelity Wise Origin Bitcoin Fund | -268 | -2.1% | $19.47K | 2.14% |
| WMT Walmart Inc. | -70 | -1.4% | $7.27K | 1.23% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 15.3K | $5.10M | 12.21% | +1,349 | +9.7% | Added | 0% |
| 2 | BITB Bitwise Bitcoin ETF | Others | 109.5K | $4.97M | 11.89% | +11.4K | +11.6% | Added | 0.16% |
| 3 | NVDA Nvidia Corp | Technology | 15.7K | $3.58M | 8.58% | +1,667 | +11.9% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 6,009 | $3.08M | 7.38% | +640 | +11.9% | Added | 0% |
| 5 | ETHW Bitwise Ethereum ETF | Financial Services | 124.8K | $2.38M | 5.69% | +11.9K | +10.5% | Added | 0.84% |
| 6 | GOOGL Alphabet Inc. | Technology | 5,573 | $1.92M | 4.59% | +228 | +4.3% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 6,431 | $1.60M | 3.84% | +445 | +7.4% | Added | 0% |
| 8 | JNJ Johnson & Johnson | Healthcare | 4,860 | $1.29M | 3.08% | +442 | +10.0% | Added | 0% |
| 9 | HD Home Depot, Inc. | Consumer Discretionary | 4,055 | $1.15M | 2.76% | -356 | -8.1% | Reduced | 0% |
| 10 | SO Southern Co | Utilities | 13.4K | $1.11M | 2.66% | +121 | +0.9% | Added | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 1,403 | $1.02M | 2.44% | +97 | +7.4% | Added | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 2,808 | $986.14K | 2.36% | +195 | +7.5% | Added | 0% |
| 13 | FBTC Fidelity Wise Origin Bitcoin Fund | Others | 12.3K | $894.31K | 2.14% | -268 | -2.1% | Reduced | 0.01% |
| 14 | GOOG Alphabet Inc. | Technology | 2,496 | $850.59K | 2.04% | +94 | +3.9% | Added | 0% |
| 15 | MU Micron Technology Inc | Technology | 653 | $695.52K | 1.66% | +52 | +8.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Wiser Wealth Management.
As of its Q3 2026 13F filing, Wiser Wealth Management, Inc’s five largest positions were Apple Inc. (AAPL) at 12.2%, Bitwise Bitcoin ETF (BITB) at 11.9%, Nvidia Corp (NVDA) at 8.6%, Microsoft Corp (MSFT) at 7.4%, Bitwise Ethereum ETF (ETHW) at 5.7% of the reported portfolio.
Wiser Wealth Management, Inc reported a 13F portfolio worth $41.78M across 46 positions for Q3 2026. That is up 18.3% from the previous quarter.
Its largest purchases by value were Bitwise Bitcoin ETF ($515.79K), Apple Inc. ($449.25K), Nvidia Corp ($380.71K). It opened 5 new positions.
Its largest sales by value were Kla Corp ($222.36K), Texas Instruments Inc ($210.74K), Weyerhaeuser Co ($206.99K). It exited 5 positions entirely.
From the Form 13F-HR reports Wiser Wealth Management, Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.