Q2 2026 13F · SEC CIK 2011550

Wiser Advisor Group LLC

Wealth managerFiled 2026-08-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $91.3M
Reported positions: 229
Top holdings a year, 3 yrs: +16.2%
Assets under management: $127.8M

Wiser Advisor Group LLC is a wealth manager that reported 229 positions worth $91.3M in its Q2 2026 13F, filed 2026-08-17. Its largest holdings were Apple Inc (AAPL, 6.3%), Vanguard Index Fds (VOO, 6.2%), Eli Lilly & Co (LLY, 5.6%). A portfolio copying its top holdings returned 16.2% a year over the last 3 years, against 18.8% for the S&P 500.

Wiser Advisor Group LLC holdings largest 50 of 229 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wiser Advisor Group LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	6.3%	6.7%	19,993	-8.5%	$5.8M
VOOVanguard Index Fds	6.2%	6.0%	8,220	-0.7%	$5.6M
LLYEli Lilly & Co	5.6%	4.8%	4,279	-0.0%	$5.1M
GOOGLAlphabet Inc	5.4%	4.8%	13,675	-1.9%	$4.9M
BUFRFirst Tr Exchng Traded Fd Vi	5.3%	4.7%	133,562	+15.0%	$4.9M
AMZNAmazon Com Inc	3.8%	3.4%	14,649	+9.4%	$3.5M
HFXINylim Ftse Internationalequity Currency	3.5%	3.5%	84,606	-1.1%	$3.2M
VPNGlobal X Fds	2.9%	2.5%	86,041	-0.2%	$2.6M
XMHQInvesco Exchange Traded Fd T	2.8%	2.9%	22,938	-0.1%	$2.6M
GRIDFirst Tr Exchange-Traded Fd	2.7%	2.5%	12,767	+0.4%	$2.4M
SCHXSchwab Strategic Tr	2.5%	2.4%	76,743	+0.1%	$2.3M
VTVVanguard Index Fds	2.3%	2.5%	9,697	-7.0%	$2.1M
JPMJpmorgan Chase & Co	2.3%	2.3%	6,433	-0.1%	$2.1M
TSMTaiwan Semiconductor Manufac	2.3%	1.8%	4,382	-0.4%	$2.1M
METAMeta Platforms Inc	2.2%	2.4%	3,520	+0.3%	$2.0M
NVDANvidia Corporation	2.2%	2.1%	9,884	-0.2%	$2.0M
BNDVanguard Bd Index Fds	2.1%	2.4%	26,549	-1.7%	$1.9M
MLPAGlobal X Mlp ETF	2.1%	2.3%	36,302	+0.8%	$1.9M
VBVanguard Index Fds	2.1%	2.2%	6,294	-9.0%	$1.9M
MSFTMicrosoft Corp	2.1%	1.9%	5,094	+17.5%	$1.9M
SCHASchwab Strategic Tr	1.9%	1.7%	49,261	-0.6%	$1.8M
VUGVanguard Index Fds	1.9%	2.0%	20,624	+436.2%	$1.8M
HMOPHartford Fds Exchange Traded	1.9%	2.1%	43,792	-3.2%	$1.7M
WMTWalmart Inc	1.8%	2.2%	14,732	-0.1%	$1.7M
BRK-ABerkshire Hathaway Inc Del	1.6%	1.7%	2	+0.0%	$1.5M
KOCoca Cola Co	1.4%	1.4%	15,780	+0.5%	$1.3M
HYLBDbx ETF Tr	1.4%	1.5%	34,947	+1.3%	$1.3M
MCDMcdonalds Corp	1.4%	1.7%	4,612	+0.7%	$1.2M
BXBlackstone Inc	1.2%	1.2%	8,963	+2.4%	$1.1M
BRK-BBerkshire Hathaway Inc Del	1.1%	0.8%	2,098	+50.3%	$1.0M
NUENucor Corp	1.0%	0.9%	4,243	-0.2%	$945K
VNQVanguard Index Fds	1.0%	1.0%	9,301	-0.1%	$897K
PLDPrologis Inc	1.0%	1.1%	6,422	-3.7%	$870K
FPEFirst Tr Exch Traded Fd III	0.9%	0.9%	43,530	-0.3%	$778K
RCLRoyal Caribbean Group	0.8%	0.7%	2,229	-0.4%	$708K
DIVOAmplify ETF Tr	0.7%	0.8%	14,781	+0.3%	$675K
IJRIshares Tr	0.6%	0.5%	3,511	+0.3%	$521K
TSLATesla Inc	0.5%	0.5%	1,166	-0.2%	$490K
TRPTc Energy Corp	0.5%	0.5%	7,299	+0.9%	$484K
QQQInvesco Qqq Tr	0.5%	0.4%	618	+0.0%	$455K
DIASpdr Dow Jones Indl Average	0.5%	0.5%	837	+0.2%	$437K
VCITVanguard Scottsdale Fds	0.4%	0.5%	4,966	-1.3%	$410K
IVVIshares Tr	0.4%	0.4%	500	+0.2%	$374K
PZAInvesco Exch Traded Fd Tr II	0.4%	0.5%	15,270	-8.5%	$359K
PGXInvesco Exch Traded Fd Tr II	0.3%	0.4%	27,359	+1.0%	$297K
GOOGAlphabet Inc	0.3%	0.3%	806	+0.0%	$285K
AVGOBroadcom Inc	0.3%	0.3%	722	-1.9%	$273K
FPXFirst Trust	0.3%	—	1,179	—	$243K
ARKXArk ETF Tr	0.3%	—	6,691	—	$228K
HYDVaneck ETF Trust	0.2%	0.3%	4,156	+0.5%	$214K

What Wiser Advisor Group LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.8% /yr; S&P 500 +20.1%
3 years: +16.2% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$91.3M	229
Q1 2026	$82.7M	224
Q4 2025	$87.4M	233
Q3 2025	$80.4M	248
Q2 2025	$57.6M	39
Q1 2025	$67.7M	275
Q4 2024	$68.8M	268
Q3 2024	$67.0M	261
Q2 2024	$63.6M	303
Q1 2024	$63.8M	305
Q4 2023	$60.1M	303

Questions about Wiser Advisor Group LLC's portfolio

What stocks does Wiser Advisor Group LLC own?

Wiser Advisor Group LLC's latest 13F, for Q2 2026 and filed Aug 17, 2026, lists 229 positions worth $91.3M. The largest are Apple Inc (AAPL) at 6.3%, Vanguard Index Fds (VOO) at 6.2%, Eli Lilly & Co (LLY) at 5.6%, Alphabet Inc (GOOGL) at 5.4% and First Tr Exchng Traded Fd Vi (BUFR) at 5.3%.

What did Wiser Advisor Group LLC buy last quarter?

In Q2 2026, Wiser Advisor Group LLC added Vanguard Index Fds (VUG) (+436.2% shares), Berkshire Hathaway Inc Del (BRK-B) (+50.3% shares) and Microsoft Corp (MSFT) (+17.5% shares), compared with its Q1 2026 filing.

What did Wiser Advisor Group LLC sell last quarter?

In Q2 2026, Wiser Advisor Group LLC cut from its top 50 Home Depot Inc (HD), cut from its top 50 Vaneck ETF Trust (VNM), Vanguard Index Fds (VB) (-9.0% shares), Apple Inc (AAPL) (-8.5% shares) and Invesco Exch Traded Fd Tr II (PZA) (-8.5% shares), compared with its Q1 2026 filing.

How has Wiser Advisor Group LLC's portfolio performed?

A portfolio copying Wiser Advisor Group LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.2% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +21.8% against +20.1%.

When is Wiser Advisor Group LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wiser Advisor Group LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wiser Advisor Group LLC manage?

Wiser Advisor Group LLC reported $127.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $91.3M.