Wiser Advisor Group LLC

Q1 2026 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
224
Total value ($000)
$82,720
Net value change ($000)
-4,719 (-5.4%)
New positions
8
Sold out positions
17
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BUFR 2,145 120.8%
BX 990 6187.5%
NUE 719 NEW
MLPA 680 54.0%
SCHA 298 26.1%
DTCR 244 13.4%
WMT 179 10.8%
HFXI 136 5.0%
GRID 132 6.8%
TSM 131 9.7%
Top Reduces (Value $000, Stocks/ETFs)
AKRE -2,805 -100.0%
RACE -782 -99.7%
LLY -719 -15.4%
GOOGL -704 -14.9%
ZM -619 -99.5%
AAPL -618 -10.0%
MSFT -584 -26.7%
META -417 -17.2%
NVO -387 -100.0%
AMZN -352 -11.2%
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