Wiser Advisor Group LLC - Portfolio Stock Holdings
Wiser Advisor Group LLC disclosed 232 stock positions in a recent SEC 13F filing. $91,334,024 of stock holdings were filed, with the largest holdings including AAPL, VOO, and LLY. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $127,790,495 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
232Est. Stock Holding Value:
$91,334,024Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wiser Advisor Group LLC
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% of Portfolio
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