Wiser Advisor Group LLC portfolio
Latest available portfolio: Q2 2026 · Holdings as of · Filed · in Form 13F holdings
See latest portfolio changes
$91.33M
Full value: $91,334,611 · USD · 30 Jun 2026Quarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 229 | $91,334,611 | +$3,263,406 | -$2,753,890 | +$509,516 | AAPL, VOO, LLY, GOOGL, BUFR | 13F-HR | 14 Aug 2026, 18:08 |
| Q1 2026 | 224 | $82,719,816 | +$4,983,767 | -$6,853,319 | -$1,869,552 | AAPL, VOO, GOOGL, LLY, BUFR | 13F-HR | 22 Apr 2026, 13:50 |
| Q4 2025 | 233 | $87,438,559 | +$5,333,300 | -$1,064,160 | +$4,269,140 | AAPL, VOO, GOOGL, LLY, AMZN | 13F-HR | 09 Feb 2026, 12:38 |
| Q3 2025 | 248 | $80,421,329 | +$18,835,296 | -$758,747 | +$18,076,549 | AAPL, VOO, GOOGL, LLY, AMZN | 13F-HR | 14 Nov 2025, 15:29 |
| Q2 2025 | 39 | $57,560,880 | +$4,057,351 | -$18,101,027 | -$14,043,676 | VOO, AAPL, LLY, AMZN, META | 13F-HR | 08 Aug 2025, 11:45 |
| Q1 2025 | 275 | $67,725,623 | +$5,435,525 | -$3,930,101 | +$1,505,424 | AAPL, VOO, LLY, AMZN, HFXI | 13F-HR | 14 May 2025, 12:43 |
| Q4 2024 | 268 | $68,750,567 | +$3,541,194 | -$841,226 | +$2,699,968 | AAPL, VOO, FMB, AMZN, VUG | 13F-HR | 05 Feb 2025, 13:20 |
| Q3 2024 | 261 | $67,005,534 | +$1,742,766 | -$2,266,795 | -$524,029 | AAPL, VOO, FMB, BND, AMZN | 13F-HR | 13 Nov 2024, 10:40 |
| Q2 2024 | 303 | $63,596,672 | +$2,282,815 | -$3,045,849 | -$763,034 | AAPL, VOO, FMB, BND, AMZN | 13F-HR | 14 Aug 2024, 17:23 |
| Q1 2024 | 306 | $63,836,269 | +$3,269,202 | -$2,420,735 | +$848,467 | VOO, AAPL, FMB, BND, VB | 13F-HR | 15 May 2024, 19:15 |
| Q4 2023 | 303 | $60,129,134 | $0 | $0 | $0 | AAPL, VOO, FMB, BND, VB | 13F-HR | 12 Feb 2024, 19:16 |
Showing 1-11 of 11 filings.
Manager details and filing context
- Latest 13F filing
- Q2 2026 - 17 Aug 2026
- Latest reported 13F value
- $91,334,611
- Largest 13F holdings
-
AAPL VOO LLY GOOGL BUFR AMZN HFXI DTCR XMHQ GRID SCHX VTV
+8 more
JPM TSM META NVDA BND MLPA VB MSFT - Form 13F summary
-
- Wiser Advisor Group LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Wiser Advisor Group LLC reported 229 equity holdings with a total reported market value of $91,334,611 for Q2 2026. Top reported holdings included AAPL, VOO, LLY, GOOGL, and BUFR.
- Manager signature
- Lytle Zachary Evan - CCO
- Manager location
- Phoenix, AZ
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value