Wiser Advisor Group LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 82,720
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 49.13 K | 59.4% | 0 | 38.31 K | -38.31 K |
| ETFs | 33.6 K | 40.6% | 33.6 K | 0 | 33.6 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
82,720
Holdings
224
QoQ value change ($000)
-4,719
(-5.4%)
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.