Wiser Advisor Group LLC
SEC Form 13F institutional filer · CIK 0002011550
13F-HR · 119 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
61.8%
Wiser Advisor Group LLC — $54.3M AUM allocation strategy
Wiser Advisor Group LLC files SEC Form 13F and reports $54.3M of long US equity value across 119 reported holdings for 2026-03-31.
Its largest sector bet is Financials 17.5%, followed by Information Technology 16.3% and Communication Services 11.1%.
The top 10 holdings account for 62% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Wiser Advisor Group LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$54.3M
total across 119 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
62% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BX +8.66K sh · +$990K+$SCHW +8.55K sh · +$174K+$IVZ +458 sh · +$52.7K
Biggest trims (shares)
−$IVV −1.43K sh · −$233K−$GOOG −1.12K sh · −$704K−$NVDA −856 sh · −$280K
Exited to nil (held last quarter, gone now)
$ELV ($81.8K last qtr)$EBAY ($60.9K last qtr)$UBER ($8.17K last qtr)$GE ($3.41K last qtr)$FISV ($1.68K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services11.1%—
- Technology Hardware, Storage & Peripherals10.2%—
- Asset Management & Custody Banks7.6%—
- Pharmaceuticals7.2%—
- Investment Banking & Brokerage6.4%—
- Broadline Retail5.2%—
- Diversified Banks3.5%—
- Consumer Staples Merchandise Retail3.4%—
- Other holdings45.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 21.9K | $5.55M | -820 | 10.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 13.9K | $4.01M | -1.12K | 7.4% |
| $LLY | Eli Lilly and Company | 4.28K | $3.94M | -52 | 7.3% |
| $SCHW | Charles Schwab Corporation | 128K | $3.49M | +8.55K | 6.4% |
| $IVZ | Invesco Ltd | 66.9K | $3.07M | +458 | 5.7% |
| $AMZN | Amazon.com Inc | 13.4K | $2.79M | -221 | 5.1% |
| $META | Meta Platforms Inc | 3.51K | $2.01M | -165 | 3.7% |
| $JPM | JP Morgan Chase & Co | 6.44K | $1.89M | +2 | 3.5% |
| $WMT | Walmart Inc | 14.7K | $1.83M | -95 | 3.4% |
…and 110 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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