§ 13F · FUND PROFILE
Wiser Advisor Group LLC.
AUM · $91M (13F)Positions · 229Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$107K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 20K | $6M | 6.3% | −9% |
| 2 | VOO | VANGUARD S&P | 8K | $6M | 6.2% | −1% |
| 3 | LLY | ELI LILLY | 4K | $5M | 5.6% | ±0% |
| 4 | GOOGL | ALPHABET INC | 14K | $5M | 5.4% | −2% |
| 5 | BUFR | FIRST TRUST | 134K | $5M | 5.3% | +15% |
| 6 | AMZN | AMAZON COM | 15K | $3M | 3.8% | +9% |
| 7 | HFXI | NYLI FTSE | 85K | $3M | 3.5% | −1% |
| 8 | DTCR | GLOBAL X | 86K | $3M | 2.9% | ±0% |
| 9 | XMHQ | INVESCO S&P | 23K | $3M | 2.8% | ±0% |
| 10 | GRID | FIRST TRUST | 13K | $2M | 2.7% | ±0% |
§ 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 $91 million in assets. The fund runs a broad portfolio of 229 positions.
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