Wiser Advisor Group LLC - Portfolio overview

Wiser Advisor Group LLC has 261 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.62%
2. VOO - VANGUARD S&P, 5.90%
3. GOOGL - ALPHABET INC, 4.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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