Wiser Advisor Group LLC

Q4 2025 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
233
Total value ($000)
$87,439
Net value change ($000)
+7,018 (8.7%)
New positions
8
Sold out positions
23
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AKRE 2,805 NEW
LLY 1,296 38.6%
GOOGL 1,084 29.9%
BUFR 1,079 154.8%
AAPL 238 4.0%
ARKX 196 NEW
HFXI 183 7.2%
AMZN 172 5.8%
WMT 158 10.6%
ITOT 149 NEW
Top Reduces (Value $000, Stocks/ETFs)
RACE -251 -24.3%
META -245 -9.2%
HD -228 -14.8%
DIS -228 -100.0%
MSFT -118 -5.1%
RCL -87 -12.3%
ORCL -76 -30.5%
NVO -68 -14.9%
PZA -63 -14.0%
MDLZ -52 -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