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Wiser Wealth Management, Inc
hedge fundUpdated 5 days agoManaged by Wiser Wealth Management, Inc • Latest filing Q3 2026
Portfolio value
$550.3M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
30.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $449.7M |
| Q1 2026 | $463.7M |
| Q2 2026 | $522.7M |
| Q3 2026 | $550.3M |
Top holdings
73 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $171.3M | 244.4K | 31.13% | Added(+1.0%) | |
| 2 | $68M | 1.52M | 12.36% | Added(+15.5%) | |
| 3 | $46.2M | 654.3K | 8.40% | Added(+3.8%) | |
| 4 | $37M | 294.3K | 6.72% | Trimmed(-3.4%) | |
| 5 | ? N/A ISHARES TR | $29M | 585.6K | 5.26% | Added(+14.8%) |
| 6 | $27.8M | 593.4K | 5.05% | Added(+19.5%) | |
| 7 | $27.3M | 409.4K | 4.97% | Added(+2.3%) | |
| 8 | $21.7M | 284.6K | 3.95% | Added(+13.7%) | |
| 9 | $20.5M | 26.8K | 3.72% | Added(+0.2%) | |
| 10 | $19.1M | 150.9K | 3.47% | Trimmed(-1.4%) | |
| 11 | $10.1M | 143.3K | 1.83% | Trimmed(-15.4%) | |
| 12 | $5.9M | 120.6K | 1.08% | Trimmed(-6.4%) | |
| 13 | $5.1M | 15.3K | 0.93% | Added(+9.7%) | |
| 14 | $5M | 109.5K | 0.90% | Added(+11.6%) | |
| 15 | $3.8M | 27.7K | 0.68% | Added(+2.8%) | |
| 16 | $3.6M | 15.7K | 0.65% | Added(+11.9%) | |
| 17 | $3.2M | 9.1K | 0.58% | Added(+0.1%) | |
| 18 | $3.1M | 6.0K | 0.56% | Added(+11.9%) | |
| 19 | $2.4M | 6.5K | 0.44% | Trimmed(-0.3%) | |
| 20 | $2.4M | 22.8K | 0.43% | Trimmed(-1.9%) |