Wiser Advisor Group LLC: 13F holdings
CIK 20115502026Q2
| Positions | 229 |
|---|
| Reported value | $91.3m |
|---|
| Filed | 2026-08-17 |
|---|
Change since last quarter
| Positions | 229 (+5 vs prior quarter) |
|---|
| Reported value | $91.3m (+10.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 19,993 | $5.8m | 6.3% |
| VOO VANGUARD S&P | 8,220 | $5.6m | 6.2% |
| LLY ELI LILLY | 4,279 | $5.1m | 5.6% |
| GOOGL ALPHABET INC | 13,675 | $4.9m | 5.4% |
| BUFR FIRST TRUST | 133,562 | $4.9m | 5.3% |
| AMZN AMAZON COM | 14,649 | $3.5m | 3.8% |
| HFXI NYLI FTSE | 84,606 | $3.2m | 3.5% |
| DTCR GLOBAL X | 86,041 | $2.6m | 2.9% |
| XMHQ INVESCO S&P | 22,938 | $2.6m | 2.8% |
| GRID FIRST TRUST | 12,767 | $2.4m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011550")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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