Wiser Wealth Management, Inc

RIA/Wealth

Wiser Wealth Management, Inc is a RIA/Wealth based in Marietta, GA led by Casey Tyler Smith, managing $437.4M across 54 long positions as of Q3 2025 with 94% ETF concentration, 87% concentrated in top 10 holdings, and 32% allocation to VOO.

PresidentCasey Tyler Smith

Portfolio Value: $437.4M
Positions: 54
Top Holding: VOO at 32.46%
Last Reported: Q3 2025

Address125 Church St, Suite 220, Marietta, GA, 30060, United States

Top Holdings

Largest long holdings in Wiser Wealth Management, Inc's portfolio (86.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$142.0M	32.46%	-$344.2K Sold	— 231.8K shares	Q2 2022 Held for 3y 5m
2 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$53.3M	12.18%	+$6.4M Bought	— 1.1M shares	Q1 2024 Held for 1y 8m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$36.4M	8.32%	+$1.3M Bought	— 607.3K shares	Q4 2020 Held for 4y 11m
4 Vanguard Information Technology VGT	ETF ETF	$27.9M	6.38%	-$3.0M Sold	— 37.4K shares	Q4 2020 Held for 4y 11m
5 iShares 0-5 Year Investment Grade Corporate Bond SLQD	ETF ETF	$22.8M	5.22%	+$2.4M Bought	— 449.1K shares	Q1 2023 Held for 2y 8m
6 Vanguard Total International Bond BNDX	ETF ETF	$22.4M	5.12%	+$2.7M Bought	— 452.6K shares	Q4 2020 Held for 4y 11m
7 Pacer US Cash Cows 100 COWZ	ETF ETF	$21.3M	4.86%	+$768.8K Bought	— 369.8K shares	Q2 2022 Held for 3y 5m
8 iShares Core S&P 500 ETF IVV	ETF ETF	$19.4M	4.43%	-$1.2M Sold	— 29.0K shares	Q4 2020 Held for 4y 11m
9 Vanguard Short-Term Bond BSV	ETF ETF	$17.3M	3.95%	+$1.4M Bought	— 219.1K shares	Q4 2020 Held for 4y 11m
10 Vanguard S&P Small-Cap 600 VIOO	ETF ETF	$16.3M	3.72%	+$640.6K Bought	— 147.4K shares	Q2 2022 Held for 3y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Wiser Wealth Management, Inc's latest filing

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Market Value

$437.4M

Prior: $399.3M

Q/Q Change

+9.52%

+$38.0M

Turnover Ratio

3.12%

New Purchases

2 stocks

$566.2K

Added To

33 stocks

+$19.4M

Sold Out Of

0 stocks

Reduced Holdings

17 stocks

-$6.3M

Increased Positions

Position	Shares Δ	Change
1 Oracle ORCL	New	0 → 1.3K +$359.1K
2 FETH Fidelity Ethereum Fund FETH	New	0 → 5.0K +$207.1K
3 Fidelity MSCI Information Technology Index ETF FTEC	+135.33%	2.2K → 5.1K +$651.0K
4 Eli Lilly LLY	+52.24%	312.0 → 475.0 +$124.4K
5 Visa V	+37.43%	903.0 → 1.2K +$115.4K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Total International Stock VXUS	-38.51%	35.2K → 21.6K −$994.4K
2 Walmart WMT	-21.49%	5.9K → 4.6K −$129.9K
3 Automatic Data Processing, Inc. ADP	-17.9%	989.0 → 812.0 −$51.9K
4 iShares Core MSCI EAFE ETF IEFA	-10.52%	24.8K → 22.2K −$227.4K
5 Vanguard Information Technology VGT	-9.81%	41.5K → 37.4K −$3.0M