Wiser Advisor Group LLC
Wiser Advisor Group LLC reported 229 positions worth $91.3M as of June 30, 2026 (13F filed August 17, 2026). Largest holding: AAPL (6.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $5.8M | 6.33% | 19,993 | — | — | |
| ▸ 2 | VOO | SH | $5.6M | 6.18% | 8,220 | — | — | |
| ▸ 3 | LLY | SH | $5.1M | 5.62% | 4,279 | — | — | |
| ▸ 4 | GOOGL | SH | $4.9M | 5.35% | 13,675 | — | — | |
| ▸ 5 | BUFR | SH | $4.9M | 5.34% | 133,562 | — | — | |
| ▸ 6 | AMZN | SH | $3.5M | 3.82% | 14,649 | — | — | |
| ▸ 7 | HFXI | SH | $3.2M | 3.53% | 84,606 | — | — | |
| ▸ 8 | DTCR | SH | $2.6M | 2.86% | 86,041 | — | — | |
| ▸ 9 | XMHQ | SH | $2.6M | 2.83% | 22,938 | — | — | |
| ▸ 10 | GRID | SH | $2.4M | 2.68% | 12,767 | — | — |
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Frequently Asked Questions
What stocks does Wiser Advisor Group LLC hold as of Q2 2026?
Wiser Advisor Group LLC reported 229 positions worth $91.3M in its Q2 2026 13F filing. Largest positions: AAPL (6.3%), VOO (6.2%), LLY (5.6%), GOOGL (5.4%) and BUFR (5.3%).
What did Wiser Advisor Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wiser Advisor Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.