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Latest Wiser Advisor Group LLC Stock Portfolio

Wiser Advisor Group LLC Performance:
2025 Q4: 2.62%YTD: 12.6%2024: 10.49%
Performance for 2025 Q4 is 2.62%, and YTD is 12.6%, and 2024 is 10.49%.

About Wiser Advisor Group LLC and 13F Hedge Fund Stock Holdings

On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Wiser Advisor Group LLC reported an equity portfolio of $87.4 Millions as of 31 Dec, 2025.

The top stock holdings of Wiser Advisor Group LLC are AAPL, VB, GOOG. The fund has invested 7% of it's portfolio in APPLE INC and 6% of portfolio in VANGUARD S&P.

The fund managers got completely rid off WALT DISNEY (DIS), MONDELEZ INTERNATIONAL (MDLZ) and AKAMAI TECHNOLOGIES (AKAM) stocks. They significantly reduced their stock positions in GRAIL INC, HONEYWELL INTL (HON) and YUM CHINA (YUMC). Wiser Advisor Group LLC opened new stock positions in PROFESSIONALLY MANAGED, ARK SPACE (ARKF) and ISHARES CORE (IJR). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), FIRST TRUST (AFLG) and BANK AMERICA (BAC).

Wiser Advisor Group LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Wiser Advisor Group LLC made a return of 2.62% in the last quarter. In trailing 12 months, it's portfolio return was 12.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
professionally managed2,805,140
ark space195,876
ishares core148,580
invesco s&p20,907
blackstone inc16,031
first trust6,884
kratos defense1,215
solstice advanced1,117
New stocks bought by Wiser Advisor Group LLC

Additions

Ticker% Inc.
netflix inc984
first trust148
bank america145
palantir technologies32.58
spdr dow28.82
vaneck vietnam21.34
costco wholesale6.59
ishares core4.65
Additions to existing portfolio by Wiser Advisor Group LLC

Reductions

Ticker% Reduced
grail inc-87.5
fiserv inc-86.84
amentum holdings-85.87
honeywell intl-66.31
yum china-61.58
schwab us-59.21
verizon communications-53.53
jacobs solutions-51.85
Wiser Advisor Group LLC reduced stake in above stock

Sold off

Ticker$ Sold
walt disney-228,008
mondelez international-51,584
akamai technologies-49,623
first trust-14,688
amplify blockchain-12,350
first trust-8,917
pacer data-5,302
proshares pet-8,207
Wiser Advisor Group LLC got rid off the above stocks

Sector Distribution

Wiser Advisor Group LLC has about 52.9% of it's holdings in Others sector.

Sector%
Others52.9
Technology13.4
Consumer Cyclical8.6
Communication Services8.6
Healthcare6.9
Consumer Defensive3.4
Financial Services3.2
Real Estate2.1

Market Cap. Distribution

Wiser Advisor Group LLC has about 46.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED52.9
MEGA-CAP38.5
LARGE-CAP7.6

Stocks belong to which Index?

About 44.9% of the stocks held by Wiser Advisor Group LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others54.3
S&P 50044.9
Top 5 Winners (%)%
LITE
lumentum holdings
126.4 %
MU
micron technology inc
70.7 %
SQM
sociedad quimica
60.1 %
GMED
globus medical
52.5 %
REAL
the realreal
48.5 %
Top 5 Winners ($)$
LLY
eli lilly
1.4 M
GOOG
alphabet inc
1.0 M
AAPL
apple inc
0.4 M
AMZN
amazon com
0.2 M
VB
vanguard s&p
0.1 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.5 %
DUOL
duolingo inc
-45.5 %
ARE
alexandria real
-39.3 %
CWH
camping world
-38.2 %
COIN
coinbase global
-33.0 %
Top 5 Losers ($)$
NFLX
netflix inc
-0.6 M
META
meta platforms
-0.3 M
ferrari nv
-0.2 M
HD
home depot
-0.2 M
MSFT
microsoft corp
-0.2 M

Wiser Advisor Group LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Wiser Advisor Group LLC

Wiser Advisor Group LLC has 233 stocks in it's portfolio. About 41.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Wiser Advisor Group LLC last quarter.

Last Reported on: 09 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions