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 (2026-03-31)

Name: Wiser Advisor Group LLC 13F Holdings (2026-03-31)
Creator: ko.io

Wiser Advisor Group LLC (CIK 2011550) reported $82.7M across 223 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($5.5M, 6.70%), VOO ($4.9M, 5.98%), GOOGL ($4.0M, 4.85%), LLY ($3.9M, 4.76%), BUFR ($3.9M, 4.74%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	AAPL	APPLE INC	$5.5M	6.70%	21,854	Trimmed
2	VOO	VANGUARD S&P	$4.9M	5.98%	8,281	Trimmed
3	GOOGL	ALPHABET INC	$4.0M	4.85%	13,945	Trimmed
4	LLY	ELI LILLY	$3.9M	4.76%	4,281	Trimmed
5	BUFR	FIRST TRUST	$3.9M	4.74%	116,116	Added
6	HFXI	NYLI FTSE	$2.9M	3.47%	85,561	Added
7	AMZN	AMAZON COM	$2.8M	3.37%	13,389	Trimmed
8	XMHQ	INVESCO S&P	$2.4M	2.87%	22,965	Added
9	GRID	FIRST TRUST	$2.1M	2.51%	12,718	Trimmed
10	VPN	GLOBAL X	$2.1M	2.50%	86,175	Trimmed
11	VTV	VANGUARD VALUE	$2.0M	2.47%	10,432	Trimmed
12	META	META PLATFORMS	$2.0M	2.43%	3,509	Trimmed
13	BND	VANGUARD TOTAL	$2.0M	2.40%	27,004	Trimmed
14	SCHX	SCHWAB US	$2.0M	2.38%	76,644	Trimmed
15	MLPA	GLOBAL X	$1.9M	2.35%	36,009	Added
16	JPM	JPMORGAN CHASE	$1.9M	2.29%	6,438	Added
17	WMT	WALMART INC	$1.8M	2.22%	14,744	Trimmed
18	VB	VANGUARD SMALL	$1.8M	2.19%	6,916	Trimmed
19	HMOP	HARTFORD MUN	$1.8M	2.12%	45,224	Trimmed
20	NVDA	NVIDIA CORP	$1.7M	2.09%	9,908	Trimmed
21	VUG	VANGUARD GROWTH	$1.7M	2.03%	3,846	Trimmed
22	MSFT	MICROSOFT CORP	$1.6M	1.94%	4,335	Trimmed
23	TSM	TAIWAN SEMICONDUCTOR	$1.5M	1.80%	4,398	Trimmed
24	SCHA	SCHWAB US	$1.4M	1.74%	49,564	Added
25	BRK/A	BERKSHIRE HATHAWAY	$1.4M	1.74%	2	Hold

Source: SEC Form 13F filings · as of 2026-03-31