13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002011550
Total reported value
$91.3M
$91.3M
39 檔
20.3%
The Q2 2025 SEC filing reveals that Wiser Advisor Group LLC held a total portfolio value of $91.3M, covering 39 public equity positions.
During Q2 2025, Wiser Advisor Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, LLY) accounted for 20.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.58% | +0.20% | -6.78% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.36% | -0.37% | -7.68% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.82% | +0.86% | +1.82% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.02% | +0.45% | +0.68% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.48% | -0.26% | +0.95% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.45% | +0.50% | +1.52% | |
| 7 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 4.07% | +0.06% | -3.82% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.78% | -0.27% | -3.57% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.70% | +0.14% | +4.18% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.38% | -0.16% | -6.59% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 3.34% | -0.08% | -17.21% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.12% | +0.02% | -16.14% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.04% | +0.09% | +12.24% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.87% | -0.10% | -13.02% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.82% | +0.08% | +36.34% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.53% | -0.10% | — | |
| 17 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 2.50% | +0.17% | — | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 2.47% | -1.51% | EXIT | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 2.38% | -0.39% | +3.10% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.23% | -0.36% | +7.10% | |
| 21 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 2.14% | -0.11% | +2.27% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.81% | -0.04% | +2.63% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.79% | +0.21% | +0.08% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.62% | +0.49% | +66.88% | |
| 25 | RACE | Ferrari N.V. | Stock-Consumer Disc | 1.58% | — | +7.59% | |
| 26 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.50% | -0.09% | -7.99% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.48% | -0.02% | +1.23% | |
| 28 | PLD | Prologis Inc | Stock-Real Estate | 1.37% | -0.12% | -26.34% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | +0.34% | +2618.97% | |
| 30 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.12% | +0.03% | -17.16% | |
| 31 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.04% | -0.06% | +8.79% | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.73% | +0.01% | +306.78% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.73% | -0.05% | -3.13% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.02% | +2.43% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.66% | +0.04% | -0.77% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.02% | -15.54% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.42% | — | -40.09% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | — | +0.17% | |
| 39 | ENBCN V6 01-15-77 16-ABond | Enbridge Inc | Bond | 0.03% | — | — |
According to official SEC Form 13F filings, Wiser Advisor Group LLC reported a total U.S. public equity portfolio value of $91.3M across 39 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Wiser Advisor Group LLC's top holdings by market value included VOO (8.6%)、AAPL (8.4%)、LLY (5.8%). The largest single position, VOO, represented 8.6% of total portfolio value.
In Q2 2025, Wiser Advisor Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.