§ 13F · FUND PROFILE
Wiser Advisor Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $57.6T (13F)Positions · 39Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 23K | $6.2T | 7.0% | −3% |
| 2 | VOO | VANGUARD S&P | 8K | $5.3T | 6.0% | ±0% |
| 3 | GOOGL | ALPHABET INC | 15K | $4.7T | 5.4% | +1% |
| 4 | LLY | ELI LILLY | 4K | $4.7T | 5.3% | −2% |
| 5 | AMZN | AMAZON COM | 14K | $3.1T | 3.6% | +1% |
| 6 | AKRE | PROFESSIONALLY MANAGED | 43K | $2.8T | 3.2% | NEW |
| 7 | HFXI | NYLI FTSE | 84K | $2.7T | 3.1% | +2% |
| 8 | META | META PLATFORMS | 4K | $2.4T | 2.8% | +1% |
| 9 | XMHQ | INVESCO S&P | 23K | $2.3T | 2.6% | +2% |
| 10 | MSFT | MICROSOFT CORP | 5K | $2.2T | 2.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WISER SIGNAL
AC read
Wiser Advisor Group LLC is a Other fund managing $57560.9 trillion in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed