Institutions / Wiser Advisor Group LLC

Wiser Advisor Group LLC

CIK 2011550 · Institution · as of Dec 31, 2025

Portfolio value

$87.44M

Positions

233

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 233 →

Company	Class	Value	Shares	% of portfolio
Apple Inc.	—	$6.16M	22,674	7.0%
Vanguard S&P	—	$5.28M	8,413	6.0%
Alphabet Inc.	—	$4.71M	15,061	5.4%
ELI LILLY & Co	—	$4.66M	4,333	5.3%
Amazon.com Inc	—	$3.14M	13,610	3.6%
Professionally Managed	—	$2.81M	42,820	3.2%
Nyli Ftse	—	$2.74M	84,343	3.1%
Meta Platforms Inc	—	$2.42M	3,674	2.8%
Invesco S&P	—	$2.31M	22,547	2.6%
Microsoft Corp	—	$2.19M	4,527	2.5%
Vanguard Total	—	$2.09M	28,211	2.4%
Schwab US	—	$2.08M	77,435	2.4%
JPMorgan Chase & Co	—	$2.07M	6,436	2.4%
Vanguard Growth	—	$2.03M	4,154	2.3%
Vanguard Value	—	$2.03M	10,607	2.3%
NVIDIA Corp	—	$2.01M	10,764	2.3%
First Trust	—	$1.95M	12,728	2.2%
Hartford Mun	—	$1.84M	47,063	2.1%
Global X	—	$1.82M	86,301	2.1%
Vanguard Small	—	$1.80M	6,984	2.1%
First Trust	—	$1.78M	51,851	2.0%
Walmart Inc.	—	$1.65M	14,839	1.9%
Berkshire Hathaway	—	$1.51M	2	1.7%
Mcdonald'S Corp	—	$1.40M	4,594	1.6%
Taiwan Semiconductor Manufacturing Co LtdTSM	ADR	$1.35M	4,457	1.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.