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CIK: 0002011550
Total reported value
$91.3M
$91.3M
248 檔
23.0%
As reported in its official Q3 2025 Form 13F filing, Wiser Advisor Group LLC's tracked investment portfolio stood at $91.3M with 248 total positions.
Wiser Advisor Group LLC executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 21 holdings and trimming 57 positions.
Showing top 200 holdings (of 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.37% | -0.37% | -0.84% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.41% | +0.20% | -3.20% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.51% | +0.50% | +2.77% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.18% | +0.86% | +2.44% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.69% | +0.45% | +2.60% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.32% | -0.26% | +4.06% | |
| 7 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 3.18% | +0.06% | +3.61% | |
| 8 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.89% | -0.04% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.87% | +0.14% | +3.97% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.56% | -0.27% | -6.36% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.52% | -0.08% | -3.63% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.50% | +0.02% | +2.83% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.47% | +0.08% | +3.79% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.46% | +0.09% | +4.94% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 2.45% | -0.16% | -4.27% | |
| 16 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 2.31% | +0.17% | +18.86% | |
| 17 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 2.27% | -0.24% | — | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 2.22% | -0.10% | +0.86% | |
| 19 | DTCR | Global X Data Center & Digit | ETF-Other | 2.11% | +0.36% | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.92% | -1.51% | EXIT | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.88% | -0.10% | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.86% | -0.39% | +3.39% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.71% | -0.36% | +2.93% | |
| 24 | MLPA | Global X Mlp ETF | ETF-Other | 1.60% | -0.24% | — | |
| 25 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.56% | -0.11% | +1.30% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.53% | +0.49% | +6.93% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.42% | +0.21% | +0.20% | |
| 28 | RACE | Ferrari N.V. | Stock-Consumer Disc | 1.29% | — | +14.92% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.27% | -0.04% | +4.18% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.13% | -0.02% | +3.57% | |
| 31 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.04% | -0.09% | -5.42% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | +0.34% | -1.90% | |
| 33 | PLD | Prologis Inc | Stock-Real Estate | 0.94% | -0.12% | -12.35% | |
| 34 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.88% | +0.03% | +6.97% | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.87% | +0.60% | — | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.79% | -0.06% | +0.99% | |
| 37 | ZM | Zoom Communications Inc | Stock-Tech | 0.74% | — | — | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.02% | — | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.57% | — | — | |
| 40 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.56% | -0.07% | — | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.53% | -0.05% | +0.71% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.53% | +0.01% | -3.85% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.04% | +0.37% | |
| 44 | TRP | Tc Energy CORP | Stock-Energy | 0.49% | -0.02% | — | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | +0.17% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.07% | — | |
| 47 | PGX | Invesco Preferred ETF | ETF-Other | 0.39% | -0.04% | — | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.31% | -0.02% | — | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.02% | — | |
| 50 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.29% | -0.02% | — |
According to official SEC Form 13F filings, Wiser Advisor Group LLC reported a total U.S. public equity portfolio value of $91.3M across 248 disclosed positions in Q3 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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, GOOGL) accounted for 23.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
GRID
市值: $1.9M
Top Position Liquidated / Trimmed
UNH
前期市值: $94.8K
During Q3 2025, Wiser Advisor Group LLC's top holdings by market value included AAPL (7.4%)、VOO (6.4%)、GOOGL (4.5%). The largest single position, AAPL, represented 7.4% of total portfolio value.
In Q3 2025, Wiser Advisor Group LLC made 167 total portfolio adjustments, initiating 4 new buys, adding to 85 positions, trimming 57 holdings, and fully liquidating 21 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.
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