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
224 檔
24.5%
During the Q1 2026 filing period, Wiser Advisor Group LLC (CIK: 0002011550) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $91.3M across 224 reported positions.
Wiser Advisor Group LLC executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 16 holdings and trimming 55 positions.
Showing top 200 holdings (of 224 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.70% | -0.37% | -3.62% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.98% | +0.20% | -1.57% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.85% | +0.50% | -7.41% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.76% | +0.86% | -1.20% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.74% | +0.60% | +123.94% | |
| 6 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 3.47% | +0.06% | +1.44% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.37% | +0.45% | -1.62% | |
| 8 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.87% | -0.04% | +1.85% | |
| 9 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 2.51% | +0.17% | -0.08% | |
| 10 | DTCR | Global X Data Center & Digit | ETF-Other | 2.50% | +0.36% | -0.15% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.47% | -0.16% | -1.65% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.43% | -0.26% | -4.49% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.40% | -0.27% | -4.28% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.38% | +0.09% | -1.02% | |
| 15 | MLPA | Global X Mlp ETF | ETF-Other | 2.35% | -0.24% | +38.30% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.29% | +0.02% | +0.03% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 2.22% | -0.39% | -0.64% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 2.19% | -0.10% | -0.97% | |
| 19 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 2.12% | -0.24% | -3.91% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | +0.08% | -7.95% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 2.03% | -0.08% | -7.41% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | +0.14% | -4.24% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.80% | +0.49% | -1.32% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.74% | +0.21% | +23.54% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.74% | -0.10% | — | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.72% | -0.36% | -0.26% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.51% | -1.51% | EXIT | |
| 28 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.51% | -0.11% | -1.12% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.44% | -0.04% | -0.06% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 1.22% | -0.07% | +8312.50% | |
| 31 | PLD | Prologis Inc | Stock-Real Estate | 1.07% | -0.12% | +0.82% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.00% | -0.02% | -6.75% | |
| 33 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.94% | -0.09% | -4.28% | |
| 34 | NUE | Nucor CORP | Stock-Materials | 0.87% | +0.16% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | +0.34% | -3.59% | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.80% | -0.06% | +2.88% | |
| 37 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.74% | +0.03% | +0.13% | |
| 38 | TRP | Tc Energy CORP | Stock-Energy | 0.55% | -0.02% | -0.75% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | +0.04% | -4.66% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | +0.02% | -5.19% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.50% | -0.05% | -1.68% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.47% | +0.01% | -29.77% | |
| 43 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.46% | -0.07% | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.07% | — | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.02% | -13.22% | |
| 46 | PGX | Invesco Preferred ETF | ETF-Other | 0.36% | -0.04% | +0.15% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.03% | +0.12% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.02% | -0.41% | |
| 49 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.25% | -0.02% | -6.74% | |
| 50 | VNM | Vaneck Vietnam ETF | ETF-Other | 0.24% | -0.24% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | +2.7% | +123.94% | Add |
| 2 | BX | Blackstone Inc | +1.2% | +8312.50% | Add |
| 3 | MLPA | Global X Mlp ETF | +0.9% | +38.30% | Add |
| 4 | SCHA | Schwab US Small-cap ETF | +0.4% | +23.54% | Add |
| 5 | DTCR | Global X Data Center & Digit | +0.4% | -0.15% | Trim |
| 6 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | +0.3% | +1.44% | Add |
| 7 | WMT | Walmart Inc | +0.3% | -0.64% | Trim |
| 8 | GRID | First Trst Nasd Cl Edg Sgiif | +0.3% | -0.08% | Trim |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -1.32% | Trim |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | +0.2% | +1.85% | Add |
| 11 | KO | Coca-cola Co/the | +0.2% | -0.06% | Trim |
| 12 | VTV | Vanguard Value ETF | +0.2% | -1.65% | Trim |
| 13 | VB | Vanguard Small-cap ETF | +0.1% | -0.97% | Trim |
| 14 | MCD | Mcdonald's CORP | +0.1% | -0.26% | Trim |
| 15 | PLD | Prologis Inc | +0.1% | +0.82% | Add |
| 16 | TRP | Tc Energy CORP | +0.1% | -0.75% | Trim |
| 17 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | +2.88% | Add |
| 18 | LITE | Lumentum Holdings Inc | +0.1% | +6000.00% | Add |
| 19 | HYLB | Xtrackers Usd High Yield Cor | 0% | -1.12% | Trim |
| 20 | PLTR | Palantir Technologies Inc-a | 0% | +90.10% | Add |
| 21 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 22 | XPO | Xpo Inc | 0% | — | Unchanged |
| 23 | CVX | Chevron CORP | 0% | +1.08% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | +0.37% | Add |
| 25 | IBRX | Immunitybio Inc | 0% | +50.00% | Add |
| 26 | RCL | Royal Caribbean Cruises Ltd. | 0% | +0.13% | Add |
| 27 | IJR | Ishares Core S&p Small-cap E | 0% | -4.66% | Trim |
| 28 | HMOP | Hartford Municipal Opp ETF | 0% | -3.91% | Trim |
| 29 | EQIX | Equinix Inc | 0% | +1.52% | Add |
| 30 | LMT | Lockheed Martin CORP | 0% | +1.85% | Add |
| 31 | MRK | Merck & Co. Inc. | 0% | +0.76% | Add |
| 32 | WELL | Welltower Inc | 0% | +0.30% | Add |
| 33 | WM | Waste Management Inc | 0% | +0.41% | Add |
| 34 | PZA | Invesco National Amt-free Mu | 0% | — | Unchanged |
| 35 | ARKX | Ark Space & Defense Innovati | 0% | -1.01% | Trim |
| 36 | BND | Vanguard Total Bond Market | 0% | -4.28% | Trim |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 38 | HD | Home Depot Inc | 0% | -0.52% | Trim |
| 39 | VCIT | Vanguard Int-term Corporate | 0% | -1.68% | Trim |
| 40 | PGX | Invesco Preferred ETF | 0% | +0.15% | Add |
| 41 | SHEL | Shell Plc-adr | 0% | +1.02% | Add |
| 42 | DGX | Quest Diagnostics Inc | 0% | +0.59% | Add |
| 43 | RTX | Rtx CORP | 0% | +0.40% | Add |
| 44 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 45 | PEGA | Pegasystems Inc | 0% | +580.77% | Add |
| 46 | O | Realty Income CORP | 0% | +1.28% | Add |
| 47 | DLR | Digital Realty Trust Inc | 0% | -3.54% | Trim |
| 48 | HST | Host Hotels & Resorts Inc | 0% | +1.93% | Add |
| 49 | MAR | Marriott International -cl A | 0% | +0.49% | Add |
| 50 | HON | Honeywell International Inc | 0% | — | 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 224 disclosed positions in Q1 2026.
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 24.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
NUE
市值: $718.7K
Top Position Liquidated / Trimmed
AKRE
前期市值: $2.8M
During Q1 2026, Wiser Advisor Group LLC's top holdings by market value included AAPL (6.7%)、VOO (6.0%)、GOOGL (4.8%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q1 2026, Wiser Advisor Group LLC made 154 total portfolio adjustments, initiating 7 new buys, adding to 76 positions, trimming 55 holdings, and fully liquidating 16 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.