1y return+20.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $143 against $157 in the S&P 500.2
Wiser Advisor Group LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $5.8M | 6.3% | −8.5% |
| VOOVanguard S&p | $5.6M | 6.2% | |
| LLYEli Lilly | $5.1M | 5.6% | |
| GOOGLAlphabet Inc | $4.9M | 5.4% | −1.9% |
| BUFRFirst Trust | $4.9M | 5.3% | +15.0% |
| AMZNAmazon Com | $3.5M | 3.8% | +9.4% |
| HFXINyli Ftse | $3.2M | 3.5% | −1.1% |
| DTCRGlobal X | $2.6M | 2.9% | |
| XMHQInvesco S&p | $2.6M | 2.8% | |
| GRIDFirst Trust | $2.4M | 2.7% | |
| SCHXSchwab Us | $2.3M | 2.5% | |
| VTVVanguard Value | $2.1M | 2.3% | −7.0% |
| JPMJpmorgan Chase | $2.1M | 2.3% | |
| TSMTaiwan Semiconductor | $2.1M | 2.3% | |
| METAMeta Platforms | $2.0M | 2.2% | |
| NVDANvidia Corp | $2.0M | 2.2% | |
| BNDVanguard Total | $1.9M | 2.1% | −1.7% |
| MLPAGlobal X | $1.9M | 2.1% | |
| VBVanguard Small | $1.9M | 2.1% | −9.0% |
| MSFTMicrosoft Corp | $1.9M | 2.1% | +17.5% |
| SCHASchwab Us | $1.8M | 1.9% | |
| VUGVanguard Growth | $1.8M | 1.9% | −10.6% |
| HMOPHartford Mun | $1.7M | 1.9% | −3.2% |
| WMTWalmart Inc | $1.7M | 1.8% | |
| BRK/ABerkshire Hathaway | $1.5M | 1.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | December 31, 2023 | +304.0% | $2.0M |
| TSMTaiwan Semiconductor | June 30, 2024 | +174.8% | $2.1M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $4.9M |
| Royal CaribbeanCUSIP V7780T103 | December 31, 2023 | +145.2% | $708K |
| WMTWalmart Inc | December 31, 2023 | +115.5% | $1.7M |
| LLYEli Lilly | December 31, 2023 | +105.8% | $5.1M |
| JPMJpmorgan Chase | December 31, 2023 | +92.4% | $2.1M |
| TSLATesla Inc | December 31, 2023 | +69.3% | $490K |
| VUGVanguard Growth | December 31, 2023 | +66.3% | $1.8M |
| METAMeta Platforms | December 31, 2023 | +59.1% | $2.0M |
Sold off last quarter
- HDHome Depot was $1.2M
- VNMVaneck Vietnam was $202K
- Honeywell IntlCUSIP 438516106 was $22K
- IVWIshares S&p was $566
- Carnival CorpCUSIP 143658300 was $234
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.8% | +14.8% |
| March 31, 2026 | −4.0% | −4.6% |
| December 31, 2025 | +3.5% | +2.4% |
| September 30, 2025 | +8.3% | +7.8% |
| June 30, 2025 | +6.9% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +5.6% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wiser Advisor Group LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011550&type=13F-HR&dateb=&owner=include&count=40CIK 2011550
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011550/000142050626001840/Filed August 17, 2026 · accession 0001420506-26-001840