DOSSIER · 13F-HR · Q2 2026

Wiser Advisor Group LLC

$91M in tracked AUM across 229 positions as of Q2 2026.

WA
CIK 0002011550 · last filed Jun 30, 2026
Total AUM
$91M
as of Q2 2026
Holdings
229
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Wiser Advisor Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$6M20K6.3%
02
VOO
VANGUARD S&P
$6M8K6.2%
03
LLY
ELI LILLY
$5M4K5.6%
04
GOOGL
ALPHABET INC
$5M14K5.4%
05
BUFR
FIRST TRUST
$5M134K5.3%
06
AMZN
AMAZON COM
$3M15K3.8%
07
HFXI
NYLI FTSE
$3M85K3.5%
08
DTCR
GLOBAL X
$3M86K2.9%
09
XMHQ
INVESCO S&P
$3M23K2.8%
10
GRID
FIRST TRUST
$2M13K2.7%

Filing history

2026Q2Jun 30
$91M 10.4%
229 positionsView →
2026Q1Mar 31
$83M 5.4%
224 positionsView →
2025Q4Dec 31
$87M 180.3%
233 positionsView →
2025Q3Sep 30
$31M 45.8%
115 positionsView →
2025Q2Jun 30
$58M 153.9%
39 positionsLocked
2025Q1Mar 31
$23M 67.0%
131 positionsLocked
2024Q4Dec 31
$69M 2.6%
268 positionsLocked
2024Q3Sep 30
$67M 5.4%
261 positionsLocked
2024Q2Jun 30
$64M 0.4%
303 positionsLocked
2024Q1Mar 31
$64M 6.2%
3,197 positionsLocked
2023Q4Dec 31
$60M
303 positionsLocked