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Casey Smith

Wiser Wealth Management, Inc

Assets Managed
$522.736M
Holdings
75
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.73%(2Q avg: 7.92%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Wiser Wealth Management, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Wiser Wealth Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 522.736M in assets, with a quarterly growth rate of 12.73% and a 2-quarter average growth rate of 7.92%. The portfolio is managed by Casey Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.88%
31.79%
$166.175M
241,952 shares@ $686.82 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 2.31%
11.81%
$61.725M
1.315M shares@ $46.95 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.94%
8.6%
$44.906M
630,260 shares@ $71.26 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 686.05%
6.97%
$36.416M
304,688 shares@ $119.52 avg price
SLQD
Ishares 0-5 Yr Inv Grd Corp
Recent Activity
Increased 3.85%
4.92%
$25.703M
510,292 shares@ $50.37 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 3.16%
4.77%
$24.897M
400,271 shares@ $62.2 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Decreased -1.74%
4.61%
$24.047M
496,529 shares@ $48.44 avg price
VIOO
Vanguard S&p Small-cap 600 E
Recent Activity
Decreased -0.8%
4.03%
$21.06M
153,116 shares@ $137.54 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.06%
3.83%
$20.012M
26,722 shares@ $748.88 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 2.84%
3.74%
$19.507M
250,382 shares@ $77.92 avg price

1-10 of 75