AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Wiser Wealth Management, Inc. has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 169.3% from approximately $167.03M to $449.75M quarter-over-quarter. This substantial increase suggests either a massive influx of client capital during the period, a consolidation of reporting entities, or significant market appreciation, though the scale points primarily toward capital inflows or acquisitions. The por...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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