Wiser Advisor Group LLC

Q3 2026 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
237
Total value ($000)
$90,249
Net value change ($000)
-1,086 (-1.2%)
New positions
13
Sold out positions
5
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 674 35.5%
RDVI 672 NEW
META 596 30.1%
AAPL 578 10.0%
NVDA 235 11.9%
BUFR 112 2.3%
KO 99 7.7%
SCHX 80 3.5%
JPM 48 2.3%
AIRR 45 500.0%
Top Reduces (Value $000, Stocks/ETFs)
MCD -1,140 -91.4%
DIVO -663 -98.2%
GOOGL -243 -5.0%
DTCR -207 -7.9%
SCHA -197 -11.1%
VOO -179 -3.2%
LLY -169 -3.3%
VUG -140 -7.9%
WMT -135 -8.1%
GRID -107 -4.4%
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