AAPLApple Inc.
What Wiser Wealth Management, Inc reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1573263 · Filed Jul 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD INDEX FDSS&P 500 ETF SHS | 242K | −0.9% | $166.2M | 31.8% |
J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | 1.3M | +2.3% | $61.7M | 11.8% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 630.3K | +1.9% | $44.9M | 8.6% |
VANGUARD WORLD FDINF TECH ETF |
| 304.7K |
| +686.0% |
| $36.4M |
| 7% |
ISHARES TR0-5YR INVT GR CP | 510.3K | +3.8% | $25.7M | 4.9% |
PACER FDS TRUS CASH COWS 100 | 400.3K | +3.2% | $24.9M | 4.8% |
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | 496.5K | −1.7% | $24M | 4.6% |
VANGUARD ADMIRAL FDS INCSMLLCP 600 IDX | 153.1K | −0.8% | $21.1M | 4% |
ISHARES TRCORE S&P500 ETF | 26.7K | −1.1% | $20M | 3.8% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 250.4K | +2.8% | $19.5M | 3.7% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 169.5K | +14.2% | $12.4M | 2.4% |
ISHARES TRCORE INTL AGGR | 128.9K | +35.9% | $6.5M | 1.2% |
AAPLApple Inc. | 14K | +13.5% | $4M | 0.8% |
ISHARES TRCORE S&P SCP ETF | 27K | −1.6% | $4M | 0.8% |
BITBBitwise Bitcoin ETF | 98.1K | +0.6% | $3.1M | 0.6% |
VANGUARD INDEX FDSLARGE CAP ETF | 9.1K | −0.4% | $3.1M | 0.6% |
NVDANVIDIA Corp | 14K | +9.2% | $2.8M | 0.5% |
ISHARES TRSHRT NAT MUN ETF | 23.3K | +16.5% | $2.5M | 0.5% |
VANGUARD INDEX FDSTOTAL STK MKT | 6.5K | +2.9% | $2.4M | 0.5% |
ISHARES TRCORE MSCI EAFE | 22.7K | −10.4% | $2.2M | 0.4% |
SPYSPDR S&P 500 ETF Trust | 2.7K | +15.6% | $2M | 0.4% |
MSFTMicrosoft Corp | 5.4K | +17.7% | $2M | 0.4% |
GOOGLAlphabet Inc. | 5.3K | +5.6% | $1.9M | 0.4% |
HDHome Depot, Inc. | 4.4K | −8.8% | $1.6M | 0.3% |
VANGUARD STAR FDSVG TL INTL STK F | 17.3K | −4.3% | $1.5M | 0.3% |
FIDELITY COVINGTON TRUSTMSCI INFO TECH I | 5.1K | +2.1% | $1.5M | 0.3% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 6K | −2.8% | $1.4M | 0.3% |
AMZNAmazon Com Inc | 6K | +7.3% | $1.4M | 0.3% |
ETHWBitwise Ethereum ETF | 113K | +4.2% | $1.3M | 0.2% |
SOSouthern Co | 13.3K | +120.7% | $1.3M | 0.2% |
JNJJohnson & Johnson | 4.4K | +1.4% | $1.1M | 0.2% |
AVGOBroadcom Inc. | 2.6K | +10.5% | $987.1K | 0.2% |
GOOGAlphabet Inc. | 2.4K | +8.7% | $848.8K | 0.2% |
METAMeta Platforms, Inc. | 1.3K | +13.1% | $735.7K | 0.1% |
MUMicron Technology Inc | 601 | New | $693.7K | 0.1% |
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | 8.7K | +48.0% | $685.8K | 0.1% |
ISHARES TRNATIONAL MUN ETF | 6.1K | +0.8% | $657.1K | 0.1% |
TSLATesla, Inc. | 1.6K | +8.9% | $656.1K | 0.1% |
FBTCFidelity Wise Origin Bitcoin Fund | 12.6K | +122.2% | $642.2K | 0.1% |
LLYELI LILLY & Co | 525 | +8.7% | $629.7K | 0.1% |
JPMJPMorgan Chase & Co | 1.9K | +17.6% | $629.5K | 0.1% |
VVisa Inc. | 1.7K | +34.9% | $584.6K | 0.1% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 1.1K | +3.8% | $571.9K | 0.1% |
WMTWalmart Inc. | 5K | +3.5% | $568.8K | 0.1% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 6.6K | −8.1% | $549.3K | 0.1% |
SPDR SERIES TRUSTSTATE STREET SPD | 5.8K | −5.2% | $525.1K | 0.1% |
AMDAdvanced Micro Devices Inc | 887 | New | $515.3K | 0.1% |
KOCoca Cola Co | 5.4K | +0.8% | $436.6K | 0.1% |
PGPROCTER & GAMBLE Co | 2.7K | −6.0% | $401.9K | 0.1% |
EXXON MOBIL CORPCOM | 2.9K | +12.6% | $393.3K | 0.1% |
AMATApplied Materials Inc | 538 | New | $389K | 0.1% |
NSCNorfolk Southern Corp | 1.1K | −1.6% | $342.3K | 0.1% |
INTCIntel Corp | 2.5K | New | $342.1K | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 448 | New | $329.9K | 0.1% |
PMPhilip Morris International Inc. | 1.7K | +8.8% | $307.5K | 0.1% |
FTITechnipFMC plc | 4.6K | +0.7% | $303.1K | 0.1% |
UNHUnitedHealth Group Inc | 718 | New | $298.4K | 0.1% |
CATCaterpillar Inc | 263 | New | $280.1K | 0.1% |
CSCOCisco Systems, Inc. | 2.3K | New | $275.8K | 0.1% |
LRCXLAM Research Corp | 614 | New | $266.1K | 0.1% |
GEGeneral Electric Co | 696 | New | $260.1K | 0.1% |
COSTCostco Wholesale Corp | 269 | +9.3% | $251.6K | 0.1% |
ABBVAbbVie Inc. | 1K | New | $251.6K | 0.1% |
ISHARES TRINTRM GOV CR ETF | 2.4K | New | $249.3K | 0.1% |
MAMastercard Inc | 476 | +5.3% | $244.5K | 0.1% |
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | 750 | New | $227.2K | 0.1% |
KLACKLA Corp | 737 | New | $222.4K | 0.1% |
ORCLOracle Corp | 1.5K | New | $214.5K | 0.1% |
TXNTexas Instruments Inc | 707 | New | $210.7K | 0.1% |
NFLXNetflix Inc | 2.9K | +0.7% | $209.6K | 0.1% |
FETHFidelity Ethereum Fund | 13.3K | New | $209K | 0.1% |
WYWeyerhaeuser Co | 8.6K | +0.1% | $207K | 0.1% |
TJXTJX Companies Inc | 1.4K | +8.1% | $205.7K | 0.1% |
ISHARES TRCORE S&P TTL STK | 1.2K | New | $203.7K | 0.1% |
GSGoldman Sachs Group Inc | 200 | New | $202.3K | 0.1% |
