Wiser Advisor Group LLC
CIK 2011550 · Holdings on Mar 31, 2026 · First reported Apr 22, 2026
Top ten holdings
Q1 2026- AAPL6.70%
- VOO5.98%
- GOOGL4.85%
- LLY4.76%
- BUFR4.74%
- HFXI3.47%
- AMZN3.37%
- XMHQ2.87%
- GRID2.51%
- DTCR2.50%
Share classes counted separately41.75%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BUFRWeight increased · +2.71 pp2.03% → 4.74%Shares +64.27K (+123.94%)
- BXWeight increased · +1.20 pp0.02% → 1.22%Shares +8.64K (+8,312.50%)
- MLPAWeight increased · +0.91 pp1.44% → 2.35%Shares +9.97K (+38.30%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCCommon Stock View history and evidence | $5.55M | 6.70% | 21.85K shares | 7.05% → 6.70%-0.35 pp -820 (-3.62%) | Reduced | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFMF Closed and MF Open View history and evidence | $4.95M | 5.98% | 8.28K shares | 6.03% → 5.98%-0.05 pp -132 (-1.57%) | Reduced | ↗▾ |
| 03 | GOOGLALPHABET INC-CL ACommon Stock View history and evidence | $4.01M | 4.85% | 13.95K shares | 5.39% → 4.85%-0.54 pp -1.12K (-7.41%) | Reduced | ↗▾ |
| 04 | LLYELI LILLY & COCommon Stock View history and evidence | $3.94M | 4.76% | 4.28K shares | 5.33% → 4.76%-0.57 pp -52 (-1.20%) | Reduced | ↗▾ |
| 05 | BUFRFT VEST LAD BUFFERVETF-USD IMF Closed and MF Open View history and evidence | $3.92M | 4.74% | 116.12K shares | 2.03% → 4.74%+2.71 pp +64.27K (+123.94%) | Added | ↗▾ |
| 06 | HFXINYLIM FTSE INTR EQ CN ETF-UIMF Closed and MF Open View history and evidence | $2.87M | 3.47% | 85.56K shares | 3.13% → 3.47%+0.34 pp +1.22K (+1.44%) | Added | ↗▾ |
| 07 | AMZNAMAZON.COM INCCommon Stock View history and evidence | $2.79M | 3.37% | 13.39K shares | 3.59% → 3.37%-0.22 pp -221 (-1.62%) | Reduced | ↗▾ |
| 08 | XMHQINVESCO S&P MIDCAP QUAL ETFMF Closed and MF Open View history and evidence | $2.37M | 2.87% | 22.96K shares | 2.64% → 2.87%+0.23 pp +418 (+1.85%) | Added | ↗▾ |
| 09 | GRIDFIRST TRST NASD CL EDG SGIIFMF Closed and MF Open View history and evidence | $2.08M | 2.51% | 12.72K shares | 2.23% → 2.51%+0.28 pp -10 (-0.08%) | Reduced | ↗▾ |
| 10 | DTCRGLOBAL X DATA CENTER & DIGITMF Closed and MF Open View history and evidence | $2.06M | 2.50% | 86.17K shares | 2.08% → 2.50%+0.42 pp -126 (-0.15%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 17
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AKRE AKRE FOCUS ETF | Non-derivative | -42,820 | -$2.81M | SEC filing ↗ | SEC filing ↗ |
| NVO NOVO-NORDISK A/S-SPONS ADR | Non-derivative | -7,602 | -$386.79K | SEC filing ↗ | SEC filing ↗ |
| ITOT ISHARES CORE S&P TOTAL U.S. | Non-derivative | -999 | -$148.58K | SEC filing ↗ | SEC filing ↗ |
3 / 17 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2011550 · Period Mar 31, 2026
Data loaded Oct 15, 2026 · First reported Apr 22, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 82719816
}Research all 224 reported holdings.
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