Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Wiser Advisor Group LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Name: Wiser Advisor Group LLC 13F Holdings (2026-06-30)
Creator: ko.io

Wiser Advisor Group LLC (CIK 2011550) reported $91.3M across 229 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($5.8M, 6.33%), VOO ($5.6M, 6.18%), LLY ($5.1M, 5.62%), GOOGL ($4.9M, 5.35%), BUFR ($4.9M, 5.34%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	AAPL	APPLE INC	$5.8M	6.33%	19,993	Trimmed
2	VOO	VANGUARD S&P	$5.6M	6.18%	8,220	Trimmed
3	LLY	ELI LILLY	$5.1M	5.62%	4,279	Trimmed
4	GOOGL	ALPHABET INC	$4.9M	5.35%	13,675	Trimmed
5	BUFR	FIRST TRUST	$4.9M	5.34%	133,562	Added
6	AMZN	AMAZON COM	$3.5M	3.82%	14,649	Added
7	HFXI	NYLI FTSE	$3.2M	3.53%	84,606	Trimmed
8	DTCR	GLOBAL X	$2.6M	2.86%	86,041	Trimmed
9	XMHQ	INVESCO S&P	$2.6M	2.83%	22,938	Trimmed
10	GRID	FIRST TRUST	$2.4M	2.68%	12,767	Added
11	SCHX	SCHWAB US	$2.3M	2.47%	76,743	Added
12	VTV	VANGUARD VALUE	$2.1M	2.31%	9,697	Trimmed
13	JPM	JPMORGAN CHASE	$2.1M	2.31%	6,433	Trimmed
14	TSM	TAIWAN SEMICONDUCTOR	$2.1M	2.29%	4,382	Trimmed
15	NVDA	NVIDIA CORP	$2.0M	2.17%	9,884	Trimmed
16	META	META PLATFORMS	$2.0M	2.17%	3,520	Added
17	BND	VANGUARD TOTAL	$1.9M	2.13%	26,549	Trimmed
18	MLPA	GLOBAL X	$1.9M	2.11%	36,302	Added
19	VB	VANGUARD SMALL	$1.9M	2.09%	6,294	Trimmed
20	MSFT	MICROSOFT CORP	$1.9M	2.08%	5,094	Added
21	SCHA	SCHWAB US	$1.8M	1.95%	49,261	Trimmed
22	VUG	VANGUARD GROWTH	$1.8M	1.95%	20,624	Added
23	HMOP	HARTFORD MUN	$1.7M	1.88%	43,792	Trimmed
24	WMT	WALMART INC	$1.7M	1.83%	14,732	Trimmed
25	BRK/A	BERKSHIRE HATHAWAY	$1.5M	1.64%	2	Hold

Source: SEC Form 13F filings · as of 2026-06-30