Wiser Advisor Group LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 91,335
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 229 | 91,335 | 13F-HR | Wiser Advisor Group LLC |
| Q1 2026 | 4/22/2026 | 224 | 82,720 | 13F-HR | Wiser Advisor Group LLC |
| Q4 2025 | 2/9/2026 | 233 | 87,439 | 13F-HR | Wiser Advisor Group LLC |
| Q3 2025 | 11/14/2025 | 248 | 80,421 | 13F-HR | Wiser Advisor Group LLC |
| Q2 2025 | 8/8/2025 | 39 | 57,561 | 13F-HR | Wiser Advisor Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 53.85 K | 59.0% | 4.722 K | 0 | 4.722 K |
| ETFs | 37.48 K | 41.0% | 3.881 K | 0 | 3.881 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
91,335
Holdings
229
QoQ value change ($000)
8,615
(10.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.