Wiser Advisor Group LLC 13F Holdings · Q2 2026
Wiser Advisor Group LLC reported 229 securities worth $91.33M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (6.33%), VOO (6.18%), LLY (5.62%). Among its top 25 positions this quarter: 8 added, 16 trimmed.
| 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 | JPM | JPMORGAN CHASE | $2.1M | 2.31% | 6,433 | Trimmed |
| 13 | VTV | VANGUARD VALUE | $2.1M | 2.31% | 9,697 | Trimmed |
| 14 | TSM | TAIWAN SEMICONDUCTOR | $2.1M | 2.29% | 4,382 | Trimmed |
| 15 | META | META PLATFORMS | $2.0M | 2.17% | 3,520 | Added |
| 16 | NVDA | NVIDIA CORP | $2.0M | 2.17% | 9,884 | Trimmed |
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR