13F filer

Wiser Advisor Group

As of Jun 30, 2026 Filed Aug 17, 2026 CIK 2011550 SEC filings ↗

13F Value

$91.3M

Positions

229

Top Position

AAPL6.3%

Top 5

28.8%

Latest filing changes

vs Mar 31, 2026

1 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +436.2%+$1.4M

2 BUFR FT Vest Laddered Buffer ETF +15.0%+$637K

3 BRK.B Berkshire Hathaway Class B +50.3%+$351K

4 AMZN Amazon +9.4%+$300K

5 MSFT Microsoft +17.5%+$283K

Holdings229

#
1	AAPL Apple	6.3%	$5.8M	-8.5%	20.0K	6.7%	Common Stock
2	VOO Vanguard 500 Index Fund — ETF Shares	6.2%	$5.6M	-0.7%	8.2K	6.0%	ETF
3	LLY Eli Lilly	5.6%	$5.1M	-0.0%	4.3K	4.8%	Common Stock
4	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 13,675 reported quantity $4,886,953 reported value	5.4%	$4.9M	-1.9%	13.7K	4.8%	Common Stock
5	BUFR FT Vest Laddered Buffer ETF	5.3%	$4.9M	+15.0%	133.6K	4.7%	ETF
6	AMZN Amazon	3.8%	$3.5M	+9.4%	14.6K	3.4%	Common Stock
7	HFXI NYLIM FTSE International Equity Currency Neutral ETF	3.5%	$3.2M	-1.1%	84.6K	3.5%	ETF
8	DTCR Global X Data Center & Digital Infrastructure ETF	2.9%	$2.6M	-0.2%	86.0K	2.5%	ETF
9	XMHQ Invesco S&P MidCap Quality ETF	2.8%	$2.6M	-0.1%	22.9K	2.9%	ETF
10	GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	2.7%	$2.4M	+0.4%	12.8K	2.5%	ETF
11	SCHX Schwab U.S. Large-Cap ETF	2.5%	$2.3M	+0.1%	76.7K	2.4%	ETF
12	VTV Vanguard Morningstar Value Index Fund — ETF Shares	2.3%	$2.1M	-7.0%	9.7K	2.5%	ETF
13	JPM JPMorgan Chase	2.3%	$2.1M	-0.1%	6.4K	2.3%	Common Stock
14	TSM Taiwan Semiconductor Manufacturing	2.3%	$2.1M	-0.4%	4.4K	1.8%	ADR
15	META Meta Platforms	2.2%	$2.0M	+0.3%	3.5K	2.4%	Common Stock
16	NVDA NVIDIA	2.2%	$2.0M	-0.2%	9.9K	2.1%	Common Stock
17	BND Vanguard Total Bond Market Index Fund — ETF Shares	2.1%	$1.9M	-1.7%	26.5K	2.4%	ETF
18	MLPA Global X MLP ETF	2.1%	$1.9M	+0.8%	36.3K	2.3%	ETF
19	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	2.1%	$1.9M	-9.0%	6.3K	2.2%	ETF
20	MSFT Microsoft	2.1%	$1.9M	+17.5%	5.1K	1.9%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing3

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.