account_balance
Investment manager · 13F filer · SEC CIK 2011550
Wiser Advisor Group LLC
Reported value$90.2Mas of Sep 30, 2026
Positions237 13 new, 5 sold out
Top 10 weight45.3%AAPL alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.1%Trimmed −4%
VOOVanguard Index FDS
6.1%Trimmed −5%
BUFRFirst Tr Exchng Traded Fd Vi
5.5%
LLYELI Lilly & Co
5.5%
GOOGLAlphabet Inc.
5.1%
AMZNAmazon.com Inc
3.9%Trimmed −3%
HFXINylim ETF Tr
3.5%
XMHQInvesco Exchange Traded Fd T
2.9%Added +2%
METAMeta Platforms, Inc.
2.9%
MSFTMicrosoft Corp
2.9%
DTCRGlobal X FDS
2.7%Added +3%
GRIDFirst Tr Exchange-Traded Fd
2.6%Added +4%
AAPLApple Inc.
7.1%Trimmed −4%
VOOVanguard Index FDS
6.1%Trimmed −5%
BUFRFirst Tr Exchng Traded Fd Vi
5.5%
LLYELI Lilly & Co
5.5%
GOOGLAlphabet Inc.
5.1%
AMZNAmazon.com Inc
3.9%
HFXINylim ETF Tr
3.5%
XMHQInvesco Exchange Traded Fd T
2.9%
METAMeta Platforms, Inc.
2.9%
MSFTDTCR2.7%
GRID2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.1% Trimmed −4%
VOO Vanguard Index FDS 6.1% Trimmed −5%
BUFR First Tr Exchng Traded Fd Vi 5.5% Held
LLY ELI Lilly & Co 5.5% HeldGOOGL Alphabet Inc. 5.1% HeldAMZN Amazon.com Inc 3.9% Trimmed −3%HFXI Nylim ETF Tr 3.5% Held
XMHQ Invesco Exchange Traded Fd T 2.9% Added +2%
META Meta Platforms, Inc. 2.9% HeldMSFT Microsoft Corp 2.9% HeldDTCR Global X FDS 2.7% Added +3%
GRID First Tr Exchange-Traded Fd 2.6% Added +4%
What changed
Biggest moves since Jun 30, 2026
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