Portfolio (Quarterly) Guide ↗

Wiser Wealth Management, Inc

· CIK 0001573263

13F Portfolio $523M AUM 75 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 19 New 41 Added 13 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	T	AT&T INC	Communication Services	8,139	$236K	0.05%	SOLD
2	VUG	VANGUARD INDEX FDS	—	480	$210K	0.04%	SOLD

Sector Allocation

Technology 36.1%

Financial Services 25.7%

Consumer Cyclical 10.7%

Communication Services 7.9%

Healthcare 6.4%

Consumer Defensive 5.5%

Utilities 3.5%

Industrials 2.5%

Energy 1.1%

Real Estate 0.6%