WA

Wiser Advisor Group LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$82.7M

Reporting period: 2026-03-31 · Number of holdings: 224

Wiser Advisor Group LLC disclosed 224 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $82.7M and a quarterly turnover rate of 20.6%.

Personality snowflake

Concentration
11.33
Portfolio Stability
20.55
Momentum/Contrarian
100
Sector conviction
60.13
Diversification
100
Sizing Uniformity
76.83

Recent moves

  • Add BUFR

    +123.9%　$2.1M

  • Add BX

    +8312.5%　$990.0K

  • Add MLPA

    +38.3%　$679.4K

  • Trim RACE

    -99.8%　-$782.8K

  • Trim ZM

    -99.6%　-$619.8K

  • Trim LLY

    -1.2%　-$718.8K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech6.70%-0.35%-3.62%
2VOOVanguard S&p 500 ETFETF-Large Cap & Growth5.98%-0.05%-1.57%
3GOOGLAlphabet Inc-cl AStock-Comm Services4.85%-0.54%-7.41%
4LLYEli Lilly & CoStock-Healthcare4.76%-0.57%-1.20%
5BUFRFt Vest Lad Buffervetf-usd IETF-Other4.74%+2.71%+123.94%
6HFXINyli Ftse Intl Eq Cur NtrlETF-Other3.47%+0.34%+1.44%
7AMZNAmazon.com INCStock-Consumer Disc3.37%-0.22%-1.62%
8XMHQInvesco S&p Midcap Qual ETFETF-Other2.87%+0.23%+1.85%
9GRIDFirst Trst Nasd Cl Edg SgiifETF-Other2.51%+0.28%-0.08%
10DTCRGlobal X Data Center & DigitETF-Other2.50%+0.42%-0.15%
11VTVVanguard Value ETFETF-Other2.47%—-1.65%
12METAMeta Platforms Inc-class AStock-Comm Services2.43%-0.34%-4.49%
13BNDVanguard Total Bond MarketETF-Other2.40%+0.01%-4.28%
14SCHXSchwab US Large-cap ETFETF-Other2.38%—-1.02%
15MLPAGlobal X Mlp ETFETF-Other2.35%+0.91%+38.30%
16JPMJpmorgan Chase & CoStock-Financials2.29%-0.08%+0.03%
17WMTWalmart INCStock-Consumer Staples2.22%+0.33%-0.64%
18VBVanguard Small-cap ETFETF-Other2.19%—-0.97%
19HMOPHartford Municipal Opp ETFETF-Other2.12%+0.02%-3.91%
20NVDANvidia CORPStock-Tech2.09%-0.21%-7.95%
21VUGVanguard Growth ETFETF-Other2.03%-0.29%-7.41%
22MSFTMicrosoft CORPStock-Tech1.94%-0.56%-4.24%
23TSMTaiwan Semiconductor-sp AdrStock-Tech1.80%+0.25%-1.32%
24SCHASchwab US Small-cap ETFETF-Other1.74%+0.43%+23.54%
25BRK-ABerkshire Hathaway Inc-cl AStock-Other1.74%+0.01%—
26MCDMcdonald's CORPStock-Consumer Disc1.72%—-0.26%
27HDHome Depot INCStock-Consumer Disc1.51%+0.01%-0.52%
28HYLBXtrackers Usd High Yield CorETF-High Yield1.51%+0.04%-1.12%
29KOCoca-cola Co/theStock-Consumer Staples1.44%+0.18%-0.06%
30BXBlackstone INCStock-Financials1.22%+1.20%+8312.50%
31PLDPrologis INCStock-Real Estate1.07%+0.10%+0.82%
32VNQVanguard Real Estate ETFETF-Other1.00%-0.01%-6.75%
33FPEFt-preferred Secur & INC ETFETF-Other0.94%-0.01%-4.28%
34NUENucor CORPStock-Materials0.87%+0.87%NEW
35BRK-BBerkshire Hathaway Inc-cl BStock-Other0.81%-0.02%-3.59%
36DIVOAmplify Cwp Enhan Divid ETFETF-Other0.80%—+2.88%
37RCLRoyal Caribbean Cruises Ltd.Stock-Consumer Disc0.74%—+0.13%
38TRPTc Energy CORPStock-Energy0.55%+0.09%-0.75%
39IJRIshares Core S&p Small-cap EETF-Small Cap0.53%—-4.66%
40TSLATesla INCStock-Consumer Disc0.52%-0.11%-5.19%
41VCITVanguard Int-term CorporateETF-Corp Bonds0.50%—-1.68%
42DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth0.47%-0.18%-29.77%
43PZAInvesco National Amt-free MuETF-Other0.46%——
44QQQInvesco Qqq Trust Series 1ETF-Tech0.43%——
45IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.39%-0.06%-13.22%
46PGXInvesco Preferred ETFETF-Other0.36%—+0.15%
47GOOGAlphabet Inc-cl CStock-Comm Services0.28%—+0.12%
48AVGOBroadcom INCStock-Tech0.28%-0.01%-0.41%
49HYDVaneck High Yield Muni ETFETF-High Yield0.25%—-6.74%
50VNMVaneck Vietnam ETFETF-Other0.24%—+2.47%
1–50 of 224

Holding changes this quarter

Wiser Advisor Group LLC's most significant position changes for 2026-03-31: Sold out: Akre Focus ETF (AKRE); New buy: Nucor CORP (NUE); Sold out: Novo-nordisk A/s-spons Adr (NVO); Sold out: Ishares Core S&p Total U.s. (ITOT); Sold out: Elevance Health INC (ELV).

Position changes disclosed by Wiser Advisor Group LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BUFRFt Vest Lad Buffervetf-usd I+2.7%+123.94%Add
2BXBlackstone INC+1.2%+8312.50%Add
3MLPAGlobal X Mlp ETF+0.9%+38.30%Add
4SCHASchwab US Small-cap ETF+0.4%+23.54%Add
5DTCRGlobal X Data Center & Digit+0.4%-0.15%Trim
6HFXINyli Ftse Intl Eq Cur Ntrl+0.3%+1.44%Add
7WMTWalmart INC+0.3%-0.64%Trim
8GRIDFirst Trst Nasd Cl Edg Sgiif+0.3%-0.08%Trim
9TSMTaiwan Semiconductor-sp Adr+0.3%-1.32%Trim
10XMHQInvesco S&p Midcap Qual ETF+0.2%+1.85%Add
11KOCoca-cola Co/the+0.2%-0.06%Trim
12PLDPrologis INC+0.1%+0.82%Add
13TRPTc Energy CORP+0.1%-0.75%Trim
14LITELumentum Holdings INC+0.1%+6000.00%Add
15HYLBXtrackers Usd High Yield Cor0%-1.12%Trim
16PLTRPalantir Technologies Inc-a0%+90.10%Add
17HMOPHartford Municipal Opp ETF0%-3.91%Trim
18BNDVanguard Total Bond Market0%-4.28%Trim
19BRK-ABerkshire Hathaway Inc-cl A0%—Unchanged
20HDHome Depot INC0%-0.52%Trim
21SCHXSchwab US Large-cap ETF—-1.02%Trim
22VNQVanguard Real Estate ETF0%-6.75%Trim
23FPEFt-preferred Secur & INC ETF0%-4.28%Trim
24AVGOBroadcom INC0%-0.41%Trim
25BRK-BBerkshire Hathaway Inc-cl B0%-3.59%Trim
26FPXFirst Trust US Equity Opport0%-11.35%Trim
27ORCLOracle CORP0%+0.23%Add
28VOOVanguard S&p 500 ETF-0.1%-1.57%Trim
29BACBank Of America CORP-0.1%-59.26%Trim
30IVVIshares Core S&p 500 ETF-0.1%-13.22%Trim
31ABTAbbott Laboratories-0.1%-18.23%Trim
32JPMJpmorgan Chase & Co-0.1%+0.03%Add
33TSLATesla INC-0.1%-5.19%Trim
34DIASs Spdr Dow Jones Indus Avg-0.2%-29.77%Trim
35NVDANvidia CORP-0.2%-7.95%Trim
36AMZNAmazon.com INC-0.2%-1.62%Trim
37VUGVanguard Growth ETF-0.3%-7.41%Trim
38METAMeta Platforms Inc-class A-0.3%-4.49%Trim
39AAPLApple INC-0.4%-3.62%Trim
40GOOGLAlphabet Inc-cl A-0.5%-7.41%Trim
41MSFTMicrosoft CORP-0.6%-4.24%Trim
42LLYEli Lilly & Co-0.6%-1.20%Trim
43ZMZoom Communications INC-0.7%-99.56%Trim
44RACEFerrari N.V.-0.9%-99.76%Trim
45AKREAkre Focus ETF—EXITSold out
46NUENucor CORP—NEWNew buy
47NVONovo-nordisk A/s-spons Adr—EXITSold out
48ITOTIshares Core S&p Total U.s.—EXITSold out
49ELVElevance Health INC—EXITSold out
50EBAYEbay INC—EXITSold out

FAQ

What is Wiser Advisor Group LLC and what type of investor is it?
Wiser Advisor Group LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $82.7M, spread across 224 disclosed positions.
What are Wiser Advisor Group LLC's largest equity positions?
Based on the latest 13F filing, Wiser Advisor Group LLC's top holdings by market value are: 1. Apple INC (AAPL) — $5.5M (6.7%) 2. Vanguard S&p 500 ETF (VOO) — $4.9M (6.0%) 3. Alphabet Inc-cl A (GOOGL) — $4.0M (4.8%) 4. Eli Lilly & Co (LLY) — $3.9M (4.8%) 5. Ft Vest Lad Buffervetf-usd I (BUFR) — $3.9M (4.7%)
What changes did Wiser Advisor Group LLC make in its most recent portfolio filing?
In the latest reported quarter, Wiser Advisor Group LLC made 49 notable position adjustments: 1 new positions were initiated, 11 existing holdings were added to, 32 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Akre Focus ETF (AKRE); New buy: Nucor CORP (NUE); Sold out: Novo-nordisk A/s-spons Adr (NVO); Sold out: Ishares Core S&p Total U.s. (ITOT); Sold out: Elevance Health INC (ELV)
What sectors does Wiser Advisor Group LLC focus on?
Wiser Advisor Group LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 32.0% • Communication Services: 18.4% • Consumer Discretionary: 17.7% • Health Care: 12.8% • Consumer Staples: 9.4% • Financials: 8.6%