Wiser Advisor Group LLC reported 162 positions worth $46.17M for the quarter ended Jun 30, 2026, up 10.2% on the prior quarter. It opened 7 new positions, added to 73, trimmed 15 and exited 1. Its largest holding is Apple Inc. at 12.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +702 | +50.3% | $351.27K | 2.27% |
| AMZN Amazon Com Inc | +1,260 | +9.4% | $300.31K | 7.56% |
| MSFT Microsoft Corp | +759 | +17.5% | $283.13K | 4.12% |
| GILD Gilead Sciences, Inc. | +239 | – | $30.20K | 0.065% |
| UNP Union Pacific Corp | +110 | – | $29.92K | 0.065% |
| BX Blackstone Inc. | +214 | +2.4% | $25.18K | 2.28% |
| SPCX Space Exploration Technologies Corp | +63 | – | $10.76K | 0.023% |
| HONA Honeywell Aerospace Inc. | +47 | – | $10.39K | 0.023% |
| MCD Mcdonalds Corp | +30 | +0.7% | $8.11K | 2.7% |
| AKAM Akamai Technologies Inc | +60 | – | $7.09K | 0.015% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HD Home Depot, Inc. | -3,795 | -100.0% | $1.25M | Exited |
| AAPL Apple Inc. | -1,861 | -8.5% | $538.50K | 12.53% |
| GOOGL Alphabet Inc. | -270 | -1.9% | $96.49K | 10.58% |
| PLD Prologis, Inc. | -248 | -3.7% | $33.60K | 1.88% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -16 | -0.4% | $7.64K | 4.53% |
| ABT Abbott Laboratories | -72 | -6.2% | $6.53K | 0.215% |
| AVGO Broadcom Inc. | -14 | -1.9% | $5.29K | 0.591% |
| NVDA Nvidia Corp | -24 | -0.2% | $4.80K | 4.28% |
| RCL Royal Caribbean Cruises Ltd | -9 | -0.4% | $2.86K | 1.53% |
| LLY ELI LILLY & Co | -2 | 0.0% | $2.40K | 11.12% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GILD Gilead Sciences, Inc. | +239 | $30.20K | 0.065% |
| UNP Union Pacific Corp | +110 | $29.92K | 0.065% |
| SPCX Space Exploration Technologies Corp | +63 | $10.76K | 0.023% |
| HONA Honeywell Aerospace Inc. | +47 | $10.39K | 0.023% |
| AKAM Akamai Technologies Inc | +60 | $7.09K | 0.015% |
| FDXF FedEx Freight Holding Company, Inc. | +21 | $3.17K | <0.01% |
| BV BrightView Holdings, Inc. | +24 | $340.00 | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HD Home Depot, Inc. | -3,795 | $1.25M | 2.98% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 20.0K | $5.79M | 12.53% | -1,861 | -8.5% | Reduced | 0% |
| 2 | LLY ELI LILLY & Co | Healthcare | 4,279 | $5.13M | 11.12% | -2 | 0.0% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 13.7K | $4.89M | 10.58% | -270 | -1.9% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 14.6K | $3.49M | 7.56% | +1,260 | +9.4% | Added | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 6,433 | $2.11M | 4.56% | -5 | -0.1% | Reduced | 0% |
| 6 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 4,382 | $2.09M | 4.53% | -16 | -0.4% | Reduced | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 3,520 | $1.98M | 4.29% | +11 | +0.3% | Added | 0% |
| 8 | NVDA Nvidia Corp | Technology | 9,884 | $1.98M | 4.28% | -24 | -0.2% | Reduced | 0% |
| 9 | MSFT Microsoft Corp | Technology | 5,094 | $1.90M | 4.12% | +759 | +17.5% | Added | 0% |
| 10 | WMT Walmart Inc. | Consumer Staples | 14.7K | $1.67M | 3.61% | -12 | -0.1% | Reduced | 0% |
| 11 | BRK-A Berkshire Hathaway Inc | Financial Services | 2 | $1.50M | 3.24% | 0 | 0.0% | Unchanged | 0% |
| 12 | KO Coca Cola Co | Consumer Staples | 15.8K | $1.28M | 2.78% | +82 | +0.5% | Added | 0% |
| 13 | MCD Mcdonalds Corp | Consumer Discretionary | 4,612 | $1.25M | 2.7% | +30 | +0.7% | Added | 0% |
| 14 | BX Blackstone Inc. | Financial Services | 8,963 | $1.05M | 2.28% | +214 | +2.4% | Added | 0% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,098 | $1.05M | 2.27% | +702 | +50.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Wiser Advisor.
As of its Q2 2026 13F filing, Wiser Advisor Group LLC’s five largest positions were Apple Inc. (AAPL) at 12.5%, ELI LILLY & Co (LLY) at 11.1%, Alphabet Inc. (GOOGL) at 10.6%, Amazon Com Inc (AMZN) at 7.6%, Jpmorgan Chase & Co (JPM) at 4.6% of the reported portfolio.
Wiser Advisor Group LLC reported a 13F portfolio worth $46.17M across 162 positions for Q2 2026. That is up 10.2% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($351.27K), Amazon Com Inc ($300.31K), Microsoft Corp ($283.13K). It opened 7 new positions.
Its largest sales by value were Home Depot, Inc. ($1.25M), Apple Inc. ($538.50K), Alphabet Inc. ($96.49K). It exited 1 positions entirely.
From the Form 13F-HR reports Wiser Advisor Group LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.