Wiser Advisor Group LLC 13F Holdings
CIK 0002011550
As of Sep 30, 2025, Wiser Advisor Group LLC reported 248 positions worth $80.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 23,271 | $5.9M | 7.38% |
| VANGUARD 500 INDEX FUND | VOO | — | 8,415 | $5.2M | 6.42% |
| ALPHABET INC | GOOGL | Equity | 14,932 | $3.6M | 4.52% |
| ELI LILLY & CO | LLY | Healthcare | 4,404 | $3.4M | 4.18% |
| AMAZON.COM INC | AMZN | Equity | 13,523 | $3.0M | 3.70% |
| META PLATFORMS INC | META | Communication Services | 3,636 | $2.7M | 3.33% |
| NEW YORK LIFE INVESTMENTS ET | HFXI | — | 82,351 | $2.6M | 3.18% |
| INVESCO S&P MIDCAP QUALITY ETF | XMHQ | — | 22,113 | $2.3M | 2.89% |
| MICROSOFT CORP | MSFT | Technology | 4,455 | $2.3M | 2.87% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 27,687 | $2.1M | 2.56% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 4,220 | $2.0M | 2.52% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 6,367 | $2.0M | 2.50% |
| NVIDIA CORP | NVDA | Technology | 10,653 | $2.0M | 2.48% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 75,143 | $2.0M | 2.47% |
| VANGUARD VALUE INDEX FUND | VTV | — | 10,544 | $2.0M | 2.45% |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND | GRID | — | 12,284 |