Wiser Advisor Group LLC
CIK: 0002011550Latest portfolio: $87.4M · Q4 2025
Holdings
233
Total Value
$87.4M
New Positions
8
Closed Positions
23
Top Holdings
View All 233 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 22,674 | $6.2M | 7.05% | -597 | |
| 2 | VOOVANGUARD S&P | 8,413 | $5.3M | 6.03% | -2 | |
| 3 | GOOGLALPHABET INC | 15,061 | $4.7M | 5.39% | +129 | |
| 4 | LLYELI LILLY | 4,333 | $4.7M | 5.32% | -71 | |
| 5 | AMZNAMAZON COM | 13,610 | $3.1M | 3.59% | +87 | |
| 6 | AKREPROFESSIONALLY MANAGED | 42,820 | $2.8M | 3.21% | NEW | |
| 7 | HFXINYLI FTSE | 84,343 | $2.7M | 3.13% | +2K | |
| 8 | METAMETA PLATFORMS | 3,674 | $2.4M | 2.77% | +38 | |
| 9 | XMHQINVESCO S&P | 22,547 | $2.3M | 2.64% | +434 | |
| 10 | MSFTMICROSOFT CORP | 4,527 | $2.2M | 2.50% | +72 | |
| 11 | BNDVANGUARD TOTAL | 28,211 | $2.1M | 2.39% | +524 | |
| 12 | SCHXSCHWAB US | 77,435 | $2.1M | 2.38% | +2K | |
| 13 | JPMJPMORGAN CHASE | 6,436 | $2.1M | 2.37% | +69 | |
| 14 | VUGVANGUARD GROWTH | 4,154 | $2.0M | 2.32% | -66 | |
| 15 | VTVVANGUARD VALUE | 10,607 | $2.0M | 2.32% | +63 | |
| 16 | NVDANVIDIA CORP | 10,764 | $2.0M | 2.30% | +111 | |
| 17 | GRIDFIRST TRUST | 12,728 | $1.9M | 2.23% | +444 | |
| 18 | HEMIHARTFORD MUN | 47,063 | $1.8M | 2.10% | +202 | |
| 19 | DTCRGLOBAL X | 86,301 | $1.8M | 2.08% | +3K | |
| 20 | VBVANGUARD SMALL | 6,984 | $1.8M | 2.06% | -50 | |
| 21 | BUFRFIRST TRUST | 51,851 | $1.8M | 2.03% | +31K | |
| 22 | WMTWALMART INC | 14,839 | $1.7M | 1.89% | +335 | |
| 23 | BRK-BBERKSHIRE HATHAWAY | 2 | $1.5M | 1.73% | — | |
| 24 | MCDMCDONALDS CORP | 4,594 | $1.4M | 1.61% | +63 | |
| 25 | TSMTAIWAN SEMICONDUCTOR | 4,457 | $1.4M | 1.55% | +60 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($5.276280527362309e+176T)
Real Estate0.0% ($8.44121835252505e+49T)
Technology0.0% ($6.164218920071355e+40T)
Consumer Cyclical0.0% ($3.141140413127847e+39T)
Unknown0.0% ($1.840150983072738e+26T)
Healthcare0.0% ($4.656386178120111e+24T)
Industrials0.0% ($136107525247302107136.0T)
Communication Services0.0% ($4714242425.3T)
Consumer Defensive0.0% ($16531098.2T)
Utilities0.0% ($7.0T)
Energy0.0% ($401.6B)
Basic Materials0.0% ($151K)
Filing History
Fund Information
Wiser Advisor Group LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $87.4M across 233 holdings. The largest position is APPLE INC (AAPL), representing 7.0% of the portfolio. Compared to the previous quarter, the fund opened 8 new positions and closed 23 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.