Institutional Fund
Wiser Advisor Group LLC
Phoenix, AZCIK 20115505 filings on record
Portfolio Value
$82.72M
Q1 2026
Holdings
224
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-5.4%
from $87.44M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.7%
- Vanguard Index Fds6.0%
- Alphabet Inc4.8%
- Eli Lilly & Co4.8%
- First Tr Exchng Traded Fd Vi4.7%
- New York Life Investments Et3.5%
- Other69.5%
Portfolio Holdings
224 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 21.9K | $5.55M | 6.7% | −820 | Reduced |
| 2 | Vanguard Index Fds | 8.3K | $4.95M | 6.0% | −132 | Reduced |
| 3 | Alphabet Inc | 13.9K | $4.01M | 4.8% | −1.1K | Reduced |
| 4 | Eli Lilly & Co | 4.3K | $3.94M | 4.8% | −52 | Reduced |
| 5 | First Tr Exchng Traded Fd Vi | 116.1K | $3.92M | 4.7% | +64.3K | Added |
| 6 | New York Life Investments Et | 85.6K | $2.87M | 3.5% | +1.2K | Added |
| 7 | Amazon Com Inc | 13.4K | $2.79M | 3.4% | −221 | Reduced |
| 8 | Invesco Exchange Traded Fd T | 23.0K | $2.37M | 2.9% | +418 | Added |
| 9 | First Tr Exchange Traded Fd | 12.7K | $2.08M | 2.5% | −10 | Reduced |
| 10 | Global X Fds | 86.2K | $2.06M | 2.5% | −126 | Reduced |
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