Wiser Advisor Group LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$80.4M
Signature - Title
Shannon Hemphill - Compliance Consultant
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by Wiser Advisor Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wiser Advisor Group LLC reported 248 stock holdings with total value $80.4M as of Q3 2025. Top holdings included AAPL, VOO, GOOGL, LLY, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 248 $80.4M +$18.8M -$759K +$18.1M AAPL, VOO, GOOGL, LLY, AMZN 13F-HR 11/14/2025, 03:29 PM
Q2 2025 39 $57.6M +$4.06M -$18.1M -$14M VOO, AAPL, LLY, AMZN, META 13F-HR 8/8/2025, 11:45 AM
Q1 2025 275 $67.7M +$5.44M -$3.93M +$1.51M AAPL, VOO, LLY, AMZN, HFXI 13F-HR 5/14/2025, 12:43 PM
Q4 2024 268 $68.8M +$3.54M -$841K +$2.7M AAPL, VOO, FMB, AMZN, VUG 13F-HR 2/5/2025, 01:20 PM
Q3 2024 261 $67M +$1.74M -$2.27M -$524K AAPL, VOO, FMB, BND, AMZN 13F-HR 11/13/2024, 10:40 AM
Q2 2024 303 $63.6M +$2.28M -$3.05M -$763K AAPL, VOO, FMB, BND, AMZN 13F-HR 8/14/2024, 05:23 PM
Q1 2024 306 $63.8M +$3.27M -$2.42M +$848K VOO, AAPL, FMB, BND, VB 13F-HR 5/15/2024, 07:15 PM
Q4 2023 303 $60.1M $0 $0 AAPL, VOO, FMB, BND, VB 13F-HR 2/12/2024, 07:16 PM