Wiser Advisor Group LLC

Q2 2026 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
229
Total value ($000)
$91,335
Net value change ($000)
+8,615 (10.4%)
New positions
10
Sold out positions
5
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LLY 1,196 30.4%
BUFR 958 24.4%
GOOGL 877 21.9%
AMZN 702 25.2%
VOO 697 14.1%
TSM 607 40.8%
DTCR 548 26.5%
BRK-B 381 57.0%
GRID 368 17.7%
HFXI 350 12.2%
Top Reduces (Value $000, Stocks/ETFs)
HD -1,248 -100.0%
VNM -202 -100.0%
MCD -177 -12.4%
WMT -163 -8.9%
BND -40 -2.0%
HMOP -38 -2.2%
NFLX -25 -25.5%
META -25 -1.2%
PZA -24 -6.3%
HON -22 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type