Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $80.4 Billion
  • Q3 2025

Wiser Advisor Group LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $80.4 Billion distributed in 248 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.93B, Vanguard Index Fds S&P 500 ETF with a value of $5.15B, Alphabet Inc. with a value of $3.63B, Eli Lilly & CO with a value of $3.36B, and Amazon Com Inc with a value of $2.97B.

Examining the 13F form we can see an increase of $22.9B in the current position value, from $57.6B to 80.4B.

Wiser Advisor Group LLC is based out at Phoenix, AZ

Below you can find more details about Wiser Advisor Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $80.4 Billion
ETFs: $36.5 Billion
Technology: $13 Billion
Consumer Cyclical: $8.67 Billion
Communication Services: $6.9 Billion
Financial Services: $4.91 Billion
Healthcare: $4.53 Billion
Consumer Defensive: $2.79 Billion
Real Estate: $1.8 Billion
Other: $1.25 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.15 Billion 6.41% of portfolio
8,415
Q3 2025 Reduced 3.2%
$0
$2.55 Billion 3.18% of portfolio
82,351
Q3 2025 Added 3.61%
$0
$2.32 Billion 2.89% of portfolio
22,113
Q3 2025 New
$0
$2.06 Billion 2.56% of portfolio
27,687
Q3 2025 Reduced 6.36%
$0
$2.02 Billion 2.52% of portfolio
4,220
Q3 2025 Reduced 3.63%
$0
$1.98 Billion 2.46% of portfolio
75,143
Q3 2025 Added 4.94%
$0
$1.97 Billion 2.45% of portfolio
10,544
Q3 2025 Reduced 4.27%
$0
$1.86 Billion 2.31% of portfolio
12,284
Q3 2025 Added 18.86%
$0
$1.83 Billion 2.27% of portfolio
46,861
Q3 2025 New
$0
$1.79 Billion 2.22% of portfolio
7,034
Q3 2025 Added 0.86%
$0
$1.7 Billion 2.11% of portfolio
82,855
Q3 2025 New
$0
$1.28 Billion 1.6% of portfolio
26,520
Q3 2025 New
$0
$1.25 Billion 1.56% of portfolio
33,798
Q3 2025 Added 1.3%
$0
$1.14 Billion 1.42% of portfolio
40,851
Q3 2025 Added 0.2%
$0
$908 Million 1.13% of portfolio
9,935
Q3 2025 Added 3.57%
$0
$834 Million 1.04% of portfolio
45,743
Q3 2025 Reduced 5.42%
$0
$632 Million 0.79% of portfolio
14,179
Q3 2025 Added 0.99%
$0
$450 Million 0.56% of portfolio
19,472
Q3 2025 New
$0
$429 Million 0.53% of portfolio
5,106
Q3 2025 Added 0.71%
$0
$428 Million 0.53% of portfolio
923
Q3 2025 Reduced 3.85%
$0
$417 Million 0.52% of portfolio
3,508
Q3 2025 Added 0.37%
$0
$386 Million 0.48% of portfolio
577
Q3 2025 Added 0.17%
$0
$370 Million 0.46% of portfolio
616
Q3 2025 New
$0
$313 Million 0.39% of portfolio
27,018
Q3 2025 New
$0
$231 Million 0.29% of portfolio
4,542
Q3 2025 New
$0
$221 Million 0.27% of portfolio
1,328
Q3 2025 New
$0
$208 Million 0.26% of portfolio
1,009
Q3 2025 New
$0
$167 Million 0.21% of portfolio
9,370
Q3 2025 New
$0
$131 Million 0.16% of portfolio
5,396
Q3 2025 New
$0
$109 Million 0.14% of portfolio
1,757
Q3 2025 New
$0
$79.2 Million 0.1% of portfolio
1,322
Q3 2025 New
$0
$75.7 Million 0.09% of portfolio
1,818
Q3 2025 New
$0
$61.7 Million 0.08% of portfolio
918
Q3 2025 New
$0
$50.8 Million 0.06% of portfolio
691
Q3 2025 New
$0
$42.8 Million 0.05% of portfolio
139
Q3 2025 New
$0
$28.8 Million 0.04% of portfolio
287
Q3 2025 New
$0
$29.4 Million 0.04% of portfolio
1,145
Q3 2025 New
$0
$23.5 Million 0.03% of portfolio
35
Q3 2025 New
$0
$20.3 Million 0.03% of portfolio
147
Q3 2025 New
$0
$23.3 Million 0.03% of portfolio
356
Q3 2025 New
$0
$14.7 Million 0.02% of portfolio
290
Q3 2025 New
$0
$14.3 Million 0.02% of portfolio
264
Q3 2025 New
$0
$12.4 Million 0.02% of portfolio
184
Q3 2025 New
$0
$17.4 Million 0.02% of portfolio
246
Q3 2025 New
$0
$13.5 Million 0.02% of portfolio
287
Q3 2025 New
$0
$12.7 Million 0.02% of portfolio
584
Q3 2025 New
$0
$8.86 Million 0.01% of portfolio
310
Q3 2025 New
$0
$6.96 Million 0.01% of portfolio
141
Q3 2025 New
$0
$4.89 Million 0.01% of portfolio
104
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 248
  • Current Value $80.4 Billion
  • Prior Value $57.6 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 210 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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