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Net flow Fri 30 Oct:−$815.8MCumulative:+$73.7BNAV:$116.6BCEFI:25 · FearBTC holders vs entry Fri 30 Oct:−3.0%Funds:58Assets:16
data for Fri 30 Oct · published Sat 31 Oct 05:48 UTC · T+1
Net flow Fri 30 Oct−$815.8MCumulative+$73.7BCEFI25Fear
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Wiser Wealth Management

Wealth adviser our classification, preliminary

Generated from SEC records

Investment manager in Marietta, filing as Wiser Wealth Management, Inc. Its 13F lists 75 positions; crypto ETFs make up 1.0% of the reported value.

Legal name (SEC)
Wiser Wealth Management, Inc
SEC filer ID (CIK)
1573263

Sources: SEC EDGAR (company record and the Q2 2026 13F). No Wikidata entry.

Crypto ETF holdings

Only US spot crypto ETFs from this 13F, not the whole portfolio.

13F filings for the quarter ended Jun 30, 2026 · next update after Nov 14, 2026 · What is a 13F?

Crypto ETF value$5.3MJun 30, 2026
Funds held4BTC · ETH
Change in shares, q/q+$600K+25K · +12% · ≈ at Jun 30 prices
Holding sinceQ2 249 quarters in a row

Value across crypto ETFs by quarter

US$, at each quarter-end price; it moves with the coin, shares tell the buying.

Q1 24: $0Q1 24Q2 24: $600KQ2 24Q3 24: $1.3MQ3 24Q4 24: $2.0MQ4 24Q1 25: $2.0MQ1 25Q2 25: $3.3MQ2 25Q3 25: $4.5MQ3 25Q4 25: $4.3MQ4 25Q1 26: $5.6M$5.6MQ1 26Q2 26: $5.3M$5.3MQ2 26
Q1 24: $0Q1 24Q2 24: $600KQ3 24: $1.3MQ4 24: $2.0MQ4 24Q1 25: $2.0MQ2 25: $3.3MQ3 25: $4.5MQ3 25Q4 25: $4.3MQ1 26: $5.6M$5.6MQ2 26: $5.3M$5.3MQ2 26

Positions on Jun 30, 2026

4 funds · “largest holder” = biggest position among all 13F filers in that fund

FundAssetValueOf its crypto ETFsOf the fund's 13F valueChange in shares, q/q
BITBBitcoin$3.1M58.5%0.5%+1K +1%
ETHWEthereum$1.3M24.5%3.2%+5K +4%
FBTCBitcoin$600K11.3%0.0%+7K +122%
FETHEthereum$200K3.8%0.3%new

Timeline

  1. Q2 24First crypto ETF position on record: $600K, BITB.
  2. Q3 24Entered ETHW.
  3. Q3 25Entered FETH.
  4. Q1 26Entered FBTC. Exited FETH. Peak value: $5.6M across crypto ETFs.
  5. Q2 26Entered FETH. Holds 4 funds worth $5.3M.

This page shows only crypto ETFs from this manager's 13F, not its whole portfolio. Open this 13F filing on sec.gov