§ 13F · FUND PROFILE
Wiser Advisor Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $80M (13F)Positions · 248Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$769K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 22K | $6M | 6.7% | −4% |
| 2 | VOO | VANGUARD S&P | 8K | $5M | 6.0% | −2% |
| 3 | GOOGL | ALPHABET INC | 14K | $4M | 4.8% | −7% |
| 4 | LLY | ELI LILLY | 4K | $4M | 4.8% | −1% |
| 5 | BUFR | FIRST TRUST | 116K | $4M | 4.7% | +124% |
| 6 | HFXI | NYLI FTSE | 86K | $3M | 3.5% | +1% |
| 7 | AMZN | AMAZON COM | 13K | $3M | 3.4% | −2% |
| 8 | XMHQ | INVESCO S&P | 23K | $2M | 2.9% | +2% |
| 9 | GRID | FIRST TRUST | 13K | $2M | 2.5% | ±0% |
| 10 | DTCR | GLOBAL X | 86K | $2M | 2.5% | ±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 $80 million in assets. The fund runs a broad portfolio of 248 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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