Wiser Advisor Group LLC

Q3 2025 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
248
Total value ($000)
$80,421
Net value change ($000)
+22,860 (39.7%)
New positions
210
Sold out positions
0
Turnover %
21.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
XMHQ 2,321 NEW
HMOP 1,826 NEW
DTCR 1,697 NEW
MLPA 1,284 NEW
AAPL 1,111 23.1%
GOOGL 1,070 41.8%
BUFR 697 NEW
ZM 593 NEW
NVO 455 NEW
PZA 450 NEW
Top Reduces (Value $000, Stocks/ETFs)
BND -118 -5.4%
PLD -36 -4.6%
FPE -27 -3.1%
KO -24 -2.3%
DIS -16 -6.6%
V -8 -3.8%
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