Wiser Advisor Group LLC — 13F Holdings & Portfolio
CIK 2011550 · latest 13F-HR filed 2026-04-22
Wiser Advisor Group LLC manages $82.7M in 13F-reported U.S. long-equity assets across 224 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (6.70%), VOO (5.98%), GOOGL (4.85%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 17, added to 63, and trimmed 83.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$82.7M
Long-equity book
224
Distinct positions
2026-03-31
Filed 2026-04-22
+8 / −17 / ↑63 / ↓83
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FIRST TRUST$2.1M +120.7%
- BLACKSTONE INC$990.0K +6175.7%
- GLOBAL X$679.4K +53.9%
- SCHWAB US$298.7K +26.1%
- GLOBAL X$243.8K +13.4%
Top Trims
- FERRARI NV-$782.8K -99.8%
- ELI LILLY-$718.8K -15.4%
- ALPHABET INC-$703.9K -14.9%
- ZOOM COMMUNICATIONS-$619.8K -99.6%
- APPLE INC-$617.8K -10.0%
New Positions
- NUCOR CORP$718.7K
- ASTRAZENECA PLC$17.0K
- GENERAL DYNAMICS$11.3K
- BOEING COMPANY$10.2K
- VERTIV HOLDINGS$6.3K
Exited Positions
- PROFESSIONALLY MANAGED$2.8M
- NOVO NORDISK$386.8K
- ISHARES CORE$148.6K
- ELEVANCE HEALTH$81.8K
- EBAY INC$60.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $5.5M | 6.70% | 21,854 | SH |
| 2 | VANGUARD S&P | VOO | 922908363 | $4.9M | 5.98% | 8,281 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $4.0M | 4.85% | 13,945 | SH |
| 4 | ELI LILLY | LLY | 532457108 | $3.9M | 4.76% | 4,281 | SH |
| 5 | FIRST TRUST | BUFR | 33740F755 | $3.9M | 4.74% | 116,116 | SH |
| 6 | NYLI FTSE | HFXI | 45409B560 | $2.9M | 3.47% | 85,561 | SH |
| 7 | AMAZON COM | AMZN | 023135106 | $2.8M | 3.37% | 13,389 | SH |
| 8 | INVESCO S&P | XMHQ | 46137V472 | $2.4M | 2.87% | 22,965 | SH |
| 9 | FIRST TRUST | GRID | 33737A108 | $2.1M | 2.51% | 12,718 | SH |
| 10 | GLOBAL X | DTCR | 37954Y236 | $2.1M | 2.50% | 86,175 | SH |
| 11 | VANGUARD VALUE | VTV | 922908744 | $2.0M | 2.47% | 10,432 | SH |
| 12 | META PLATFORMS | META | 30303M102 | $2.0M | 2.43% | 3,509 | SH |
| 13 | VANGUARD TOTAL | BND | 921937835 | $2.0M | 2.40% | 27,004 | SH |
| 14 | SCHWAB US | SCHX | 808524201 | $2.0M | 2.38% | 76,644 | SH |
| 15 | GLOBAL X | MLPA | 37954Y343 | $1.9M | 2.35% | 36,009 | SH |
| 16 | JPMORGAN CHASE | JPM | 46625H100 | $1.9M | 2.29% | 6,438 | SH |
| 17 | WALMART INC | WMT | 931142103 | $1.8M | 2.22% | 14,744 | SH |
| 18 | VANGUARD SMALL | VB | 922908751 | $1.8M | 2.19% | 6,916 | SH |
| 19 | HARTFORD MUN | HMOP | 41653L503 | $1.8M | 2.12% | 45,224 | SH |
| 20 | NVIDIA CORP | NVDA | 67066G104 | $1.7M | 2.09% | 9,908 | SH |
| 21 | VANGUARD GROWTH | VUG | 922908736 | $1.7M | 2.03% | 3,846 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $1.6M | 1.94% | 4,335 | SH |
| 23 | TAIWAN SEMICONDUCTOR | TSM | 874039100 | $1.5M | 1.80% | 4,398 | SH |
| 24 | SCHWAB US | SCHA | 808524607 | $1.4M | 1.74% | 49,564 | SH |
| 25 | BERKSHIRE HATHAWAY | BRK.A | 084670108 | $1.4M | 1.74% | 2 | SH |
| 26 | MCDONALDS CORP | MCD | 580135101 | $1.4M | 1.72% | 4,582 | SH |
| 27 | HOME DEPOT | HD | 437076102 | $1.2M | 1.51% | 3,795 | SH |
| 28 | XTRACKERS USD | HYLB | 233051432 | $1.2M | 1.51% | 34,485 | SH |
| 29 | COCA COLA COMPANY | KO | 191216100 | $1.2M | 1.44% | 15,698 | SH |
| 30 | BLACKSTONE INC | BX | 09260D107 | $1.0M | 1.22% | 8,749 | SH |
| 31 | PROLOGIS INC | PLD | 74340W103 | $881.7K | 1.07% | 6,670 | SH |
| 32 | VANGUARD REAL | VNQ | 922908553 | $826.1K | 1.00% | 9,313 | SH |
| 33 | FIRST TRUST | FPE | 33739E108 | $774.8K | 0.94% | 43,652 | SH |
| 34 | NUCOR CORP | NUE | 670346105 | $718.7K | 0.87% | 4,250 | SH |
| 35 | BERKSHIRE HATHAWAY | BRK.B | 084670702 | $669.0K | 0.81% | 1,396 | SH |
| 36 | AMPLIFY CWP | DIVO | 032108409 | $660.9K | 0.80% | 14,736 | SH |
| 37 | ROYAL CARIBBEAN | RCL | V7780T103 | $615.8K | 0.74% | 2,238 | SH |
| 38 | TC ENERGY | TRP | 87807B107 | $453.0K | 0.55% | 7,237 | SH |
| 39 | ISHARES CORE | IJR | 464287804 | $435.1K | 0.53% | 3,500 | SH |
| 40 | TESLA INC | TSLA | 88160R101 | $434.2K | 0.52% | 1,168 | SH |
| 41 | VANGUARD INTERMEDIATE | VCIT | 92206C870 | $416.4K | 0.50% | 5,032 | SH |
| 42 | STATE STREET | DIA | 78467X109 | $386.8K | 0.47% | 835 | SH |
| 43 | INVESCO NATIONAL | PZA | 46138E537 | $383.4K | 0.46% | 16,685 | SH |
| 44 | INVESCO QQQ | QQQ | 46090E103 | $356.9K | 0.43% | 618 | SH |
| 45 | ISHARES CORE | IVV | 464287200 | $325.8K | 0.39% | 499 | SH |
| 46 | INVESCO PFD | PGX | 46138E511 | $294.8K | 0.36% | 27,098 | SH |
| 47 | ALPHABET INC | GOOG | 02079K107 | $231.2K | 0.28% | 806 | SH |
| 48 | BROADCOM INC | AVGO | 11135F101 | $227.9K | 0.28% | 736 | SH |
| 49 | VANECK HIGH | HYD | 92189H409 | $207.3K | 0.25% | 4,135 | SH |
| 50 | VANECK VIETNAM | VNM | 92189F817 | $201.7K | 0.24% | 11,651 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-22 | $82.7M | 224 | 0002011550-26-000002 |
| 2025-12-31 | 2026-02-09 | $87.4M | 233 | 0002011550-26-000001 |