Wiser Advisor Group LLC
•CIK: 2011550•Filing: Q4 2025
**Wiser Advisor Group LLC** manages $87M across a diversified portfolio of 233 positions. The fund maintains significant exposure to mega-cap technology and healthcare names, with top holdings including AAPL at $6.2M and VOO at $5.3M. Further concentration is evident in GOOGL ($4.7M), LLY ($4.7M), and AMZN ($3.1M). This allocation suggests a focus on established market leaders across technology, healthcare, and growth sectors.
Total AUM
$87.4M
QoQ Performance
+8.7%
Positions
208
Top 10 Concentration
41.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
VOO
GOOGL
LLY
AAPL7.0%
VOO6.0%
GOOGL5.4%
LLY5.3%
AMZN3.6%
AKRE3.2%
HFXI3.1%
META2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.6%
Technology21.0%
Consumer10.5%
ETF6.5%
Healthcare5.9%
Financial5.4%
Consumer Staples1.3%
Real Estate1.2%
🚪 Exited Positionssold since Q3 2025
+49 more exited positions
Changes from Q3 2025
NEW6 new positions
↑113 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023