Portfolio (Quarterly) Guide ↗

Wiser Wealth Management, Inc

· CIK 0001573263

13F Portfolio $464M AUM 58 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 40 Added 6 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ORCL	ORACLE CORP	Technology	1,277	$249K	0.06%	SOLD
2	FETH	FIDELITY ETHEREUM FD	Financial Services	7,411	$219K	0.05%	SOLD
3	UNH	UNITEDHEALTH GROUP INC	Healthcare	621	$205K	0.05%	SOLD

Sector Allocation

Financial Services 29.5%

Technology 28.1%

Consumer Cyclical 12.6%

Communication Services 11.8%

Consumer Defensive 7.0%

Healthcare 5.5%

Utilities 2.1%

Energy 1.6%

Industrials 1.1%

Real Estate 0.8%