Wiser Advisor Group Llc Portfolio Stock Holdings
According to the SEC 13F filed on April 22, 2026, Wiser Advisor Group Llc disclosed 223 stock positions valued at approximately $82.72M as of quarter-end March 31, 2026. The largest holdings include APPLE INC, VANGUARD S&P, and ALPHABET INC.
- Report Period
- March 31, 2026
- No. of Stocks
- 223
- Portfolio Value
- $82.72M
Holdings by Sector
Wiser Advisor Group Llc Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.70% | 21,854 | -820 | -3.62% | $5,546,249 |
| VANGUARD S&P | VOO | Other | 5.98% | 8,281 | -132 | -1.57% | $4,948,437 |
| ALPHABET INC | GOOGL | Communication Services | 4.85% | 13,945 | -1,116 | -7.41% | $4,010,141 |
| ELI LILLY | LLY | Healthcare | 4.76% | 4,281 | -52 | -1.20% | $3,937,424 |
| FIRST TRUST | BUFR | Other | 4.74% | 116,116 | +64,265 | +123.94% | $3,921,240 |
| NYLI FTSE | HFXI | Other | 3.47% | 85,561 | +1,218 | +1.44% | $2,873,146 |
| AMAZON COM | AMZN | Consumer Cyclical | 3.37% | 13,389 | -221 | -1.62% | $2,788,528 |
| INVESCO S&P | XMHQ | Other | 2.87% | 22,965 | +418 | +1.85% | $2,373,847 |
| FIRST TRUST | GRID | Other | 2.51% | 12,718 | -10 | -0.08% | $2,080,360 |
| GLOBAL X | DTCR | Other | 2.50% | 86,175 | -126 | -0.15% | $2,064,741 |
| VANGUARD VALUE | VTV | Other | 2.47% | 10,432 | -175 | -1.65% | $2,046,833 |
| META PLATFORMS | META | Communication Services | 2.43% | 3,509 | -165 | -4.49% | $2,007,515 |
| VANGUARD TOTAL | BND | Other | 2.40% | 27,004 | -1,207 | -4.28% | $1,988,607 |
| SCHWAB US | SCHX | Other | 2.38% | 76,644 | -791 | -1.02% | $1,965,152 |
| GLOBAL X | MLPA | Other | 2.35% | 36,009 | +9,973 | +38.30% | $1,939,827 |
| JPMORGAN CHASE | JPM | Financial Services | 2.29% | 6,438 | +2 | +0.03% | $1,893,887 |
| WALMART INC | WMT | Consumer Defensive | 2.22% | 14,744 | -95 | -0.64% | $1,832,399 |
| VANGUARD SMALL | VB | Other | 2.19% | 6,916 | -68 | -0.97% | $1,811,476 |
| HARTFORD MUN | HMOP | Other | 2.12% | 45,224 | -1,839 | -3.91% | $1,751,998 |
| NVIDIA CORP | NVDA | Technology | 2.09% | 9,908 | -856 | -7.95% | $1,727,961 |
| VANGUARD GROWTH | VUG | Other | 2.03% | 3,846 | -308 | -7.41% | $1,679,756 |
| MICROSOFT CORP | MSFT | Technology | 1.94% | 4,335 | -192 | -4.24% | $1,604,587 |
| TAIWAN SEMICONDUCTOR | TSM | Technology | 1.80% | 4,398 | -59 | -1.32% | $1,486,388 |
| SCHWAB US | SCHA | Other | 1.74% | 49,564 | +9,443 | +23.54% | $1,441,329 |
| BERKSHIRE HATHAWAY | BRK-A | Financial Services | 1.74% | 2 | - | - | $1,436,280 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.72% | 4,582 | -12 | -0.26% | $1,423,936 |
| HOME DEPOT | HD | Consumer Cyclical | 1.51% | 3,795 | -20 | -0.52% | $1,248,078 |
| XTRACKERS USD | HYLB | Other | 1.51% | 34,485 | -390 | -1.12% | $1,246,955 |
| COCA COLA COMPANY | KO | Consumer Defensive | 1.44% | 15,698 | -9 | -0.06% | $1,193,871 |
| BLACKSTONE INC | BX | Financial Services | 1.22% | 8,749 | +8,645 | +8312.50% | $1,006,050 |
Showing 30 of 223 holdings in the latest reporting period.