StockDriftsStockDriftsTop 50 Wiser Advisor Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.33% | 20.0K | $5.8M | -8.52%(-1.86K) | $182.27(+67.84%) | 2026-06-30 | |
| VOO | VANGUARD S&P | 6.18% | 8.2K | $5.6M | -0.74%(-61) | $414.99(+71.96%) | 2026-06-30 | |
| LLY | ELI LILLY | 5.62% | 4.3K | $5.1M | -0.05%(-2) | $767.76(+53.72%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.35% | 13.7K | $4.9M | -1.94%(-270) | $148.26(+133.30%) | 2026-06-30 | |
| BUFR | FIRST TRUST | 5.34% | 133.6K | $4.9M | +15.02%(+17.45K) | $33.74(+10.93%) | 2026-06-30 | |
| AMZN | AMAZON COM | 3.82% | 14.6K | $3.5M | +9.41%(+1.26K) | $154.20(+70.33%) | 2026-06-30 | |
| HFXI | NYLI FTSE | 3.53% | 84.6K | $3.2M | -1.12%(-955) | $24.55(+57.09%) | 2026-06-30 | |
| DTCR | GLOBAL X | 2.86% | 86.0K | $2.6M | -0.16%(-134) | $18.95(+54.75%) | 2026-06-30 | |
| XMHQ | INVESCO S&P | 2.83% | 22.9K | $2.6M | -0.12%(-27) | $88.57(+35.35%) | 2026-06-30 | |
| GRID | FIRST TRUST | 2.68% | 12.8K | $2.4M | +0.39%(+49) | $130.47(+43.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +43.54% |
| Top 20 Holdings Unweighted | — | — | — | — | +42.58% |
Wiser Advisor Group LLC reports $91.33M in US-listed equity holdings across 229 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.3%), VOO (6.2%) and LLY (5.6%). The top 20 holdings account for 66.67% of reported assets. Its disclosed equity book has returned +43.54% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wiser Advisor Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011550). View Wiser Advisor Group LLC’s 13F filings on SEC