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CIK: 0002011550
Total reported value
$91.3M
$91.3M
233 檔
26.2%
At the close of Q4 2025, Wiser Advisor Group LLC disclosed equity holdings valued at approximately $91.3M, spread across 233 reported holdings.
In Q4 2025, Wiser Advisor Group LLC displayed an active expansion posture, initiating 8 new positions and adding to 95 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.05% | -0.37% | -2.57% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.03% | +0.20% | -0.02% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.39% | +0.50% | +0.86% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.33% | +0.86% | -1.61% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.59% | +0.45% | +0.64% | |
| 6 | AKRE | Akre Focus ETF | ETF-Other | 3.21% | — | — | |
| 7 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 3.13% | +0.06% | +2.42% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.77% | -0.26% | +1.05% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.64% | -0.04% | +1.96% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | +0.14% | +1.62% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.39% | -0.27% | +1.89% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.38% | +0.09% | +3.05% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.37% | +0.02% | +1.08% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.32% | -0.08% | -1.56% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 2.32% | -0.16% | +0.60% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | +0.08% | +1.04% | |
| 17 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 2.23% | +0.17% | +3.61% | |
| 18 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 2.11% | -0.24% | +0.43% | |
| 19 | DTCR | Global X Data Center & Digit | ETF-Other | 2.08% | +0.36% | +4.16% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 2.06% | -0.10% | -0.71% | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.03% | +0.60% | +148.78% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.89% | -0.39% | +2.31% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.73% | -0.10% | — | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.61% | -0.36% | +1.39% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.55% | +0.49% | +1.36% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.50% | -1.51% | EXIT | |
| 27 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.47% | -0.11% | +3.19% | |
| 28 | MLPA | Global X Mlp ETF | ETF-Other | 1.44% | -0.24% | -1.82% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.31% | +0.21% | -1.79% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.26% | -0.04% | +2.36% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.01% | -0.02% | +0.52% | |
| 32 | PLD | Prologis Inc | Stock-Real Estate | 0.97% | -0.12% | +0.47% | |
| 33 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.95% | -0.09% | -0.30% | |
| 34 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.90% | — | -0.52% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | +0.34% | -6.40% | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.73% | -0.06% | +1.02% | |
| 37 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.71% | +0.03% | +1.82% | |
| 38 | ZM | Zoom Communications Inc | Stock-Tech | 0.71% | — | +0.35% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.65% | +0.01% | +28.82% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | +0.02% | -2.76% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | +0.04% | +4.65% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.49% | -0.05% | +0.23% | |
| 43 | TRP | Tc Energy CORP | Stock-Energy | 0.46% | -0.02% | +1.04% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.02% | -0.35% | |
| 45 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.44% | -0.07% | -14.31% | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.44% | — | -7.22% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.07% | +0.32% | |
| 48 | PGX | Invesco Preferred ETF | ETF-Other | 0.35% | -0.04% | +0.15% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | +0.02% | +0.14% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | +1.2% | +148.78% | Add |
| 2 | LLY | Eli Lilly & Co | +1.2% | -1.61% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | +0.86% | Add |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +28.82% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 6 | BAC | Bank Of America CORP | +0.1% | +145.47% | Add |
| 7 | VNM | Vaneck Vietnam ETF | 0% | +21.34% | Add |
| 8 | WMT | Walmart Inc | 0% | +2.31% | Add |
| 9 | PLD | Prologis Inc | 0% | +0.47% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.36% | Add |
| 11 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 12 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 13 | MRK | Merck & Co. Inc. | 0% | +0.76% | Add |
| 14 | RTX | Rtx CORP | 0% | +0.41% | Add |
| 15 | JNJ | Johnson & Johnson | 0% | +0.37% | Add |
| 16 | PLTR | Palantir Technologies Inc-a | 0% | +32.58% | Add |
| 17 | SQM | Quimica Y Minera Chil-sp Adr | 0% | — | Unchanged |
| 18 | CSCO | Cisco Systems Inc | — | +0.55% | Add |
| 19 | MAR | Marriott International -cl A | — | — | Unchanged |
| 20 | AXP | American Express Co | — | +0.38% | Add |
| 21 | ELV | Elevance Health Inc | — | +0.43% | Add |
| 22 | UAL | United Airlines Holdings Inc | — | — | Unchanged |
| 23 | VZ | Verizon Communications Inc | — | -53.53% | Trim |
| 24 | NDAQ | Nasdaq Inc | — | +0.31% | Add |
| 25 | PSCH | Invesco S&p Smallcap Health | — | — | Unchanged |
| 26 | SCHW | Schwab (charles) CORP | — | +3.59% | Add |
| 27 | NEE | Nextera Energy Inc | — | — | Unchanged |
| 28 | REAL | Realreal Inc/the | — | — | Unchanged |
| 29 | DUOL | Duolingo | — | — | Unchanged |
| 30 | VEA | Vanguard Ftse Developed ETF | — | +0.61% | Add |
| 31 | GMED | Globus Medical Inc - A | — | — | Unchanged |
| 32 | MPLX | Mplx LP | — | +2.12% | Add |
| 33 | ABNB | Airbnb Inc-class A | — | — | Unchanged |
| 34 | DASH | Doordash Inc - A | — | — | Unchanged |
| 35 | VTR | Ventas Inc | — | +0.78% | Add |
| 36 | CUBE | Cubesmart | — | +1.32% | Add |
| 37 | IHG | Intercontinental Hotels-adr | — | — | Unchanged |
| 38 | AZNN | Astrazeneca Plc-spons Adr | — | — | Unchanged |
| 39 | XPO | Xpo Inc | — | — | Unchanged |
| 40 | FDX | Fedex CORP | — | — | Unchanged |
| 41 | CRM | Salesforce Inc | — | — | Unchanged |
| 42 | HST | Host Hotels & Resorts Inc | — | +1.19% | Add |
| 43 | NET | Cloudflare Inc - Class A | — | — | Unchanged |
| 44 | KMB | Kimberly-clark CORP | — | — | Unchanged |
| 45 | AMTM | Amentum Holdings Inc | — | -85.87% | Trim |
| 46 | MO | Altria Group Inc | — | +1.67% | Add |
| 47 | C | Citigroup Inc | — | +0.93% | Add |
| 48 | REXR | Rexford Industrial Realty In | — | +1.10% | Add |
| 49 | UBER | Uber Technologies Inc | — | — | Unchanged |
| 50 | AEE | Ameren Corporation | — | — | Unchanged |
According to official SEC Form 13F filings, Wiser Advisor Group LLC reported a total U.S. public equity portfolio value of $91.3M across 233 disclosed positions in Q4 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 26.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $2.8M
Top Position Liquidated / Trimmed
DIS
前期市值: $228.0K
During Q4 2025, Wiser Advisor Group LLC's top holdings by market value included AAPL (7.0%)、VOO (6.0%)、GOOGL (5.4%). The largest single position, AAPL, represented 7.0% of total portfolio value.
In Q4 2025, Wiser Advisor Group LLC made 157 total portfolio adjustments, initiating 8 new buys, adding to 95 positions, trimming 36 holdings, and fully liquidating 18 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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