Wiser Advisor Group
Wiser Advisor Group reported 229 stocks worth $91.3M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are AAPL (6.3%), VOO (6.2%) and LLY (5.6%). Compared with Q1 2026, the fund added to BUFR, AMZN and GRID, trimmed AAPL, VOO and GOOGL and sold out of HD, VNM and IVW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $5.8M | 6.3% | 20K | −1,861 (−9%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $5.6M | 6.2% | 8,220 | −61 (−1%) | 8 of 8 | |
| 3 |  LLY Eli Lilly & Co | $5.1M | 5.6% | 4,279 | No change | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $4.9M | 5.3% | 14K | −270 (−2%) | 8 of 8 | |
| 5 |  BUFR First Trust | $4.9M | 5.3% | 134K | +17K (+15%) | 5 of 8 | |
| 6 |  AMZN Amazon Com Inc | $3.5M | 3.8% | 15K | +1,260 (+9%) | 8 of 8 | |
| 7 |  HFXI Nyli Ftse | $3.2M | 3.5% | 85K | −955 (−1%) | 8 of 8 | |
| 8 |  DTCR Global X Fds | $2.6M | 2.9% | 86K | −134 (−0%) | 5 of 8 | |
| 9 |  XMHQ Invesco S&P | $2.6M | 2.8% | 23K | −27 (−0%) | 7 of 8 | |
| 10 |  GRID First TR Exchange Traded FD | $2.4M | 2.7% | 13K | +49 (+0%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wiser Advisor Group 13F FAQ
What does Wiser Advisor Group own?
Wiser Advisor Group reported 229 stocks worth $91.3M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are AAPL (6.3%), VOO (6.2%) and LLY (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did Wiser Advisor Group buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 106 added to, 25 trimmed and 5 sold out. It sold all of HD, VNM and IVW.
When will Wiser Advisor Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Wiser Advisor Group's portfolio worth?
The Q2 2026 filing reports $91.3M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.