Wiser Advisor Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$2.28M |
| 2 |
Hartford Municipal Opportunities ETF
HMOP
|
+$1.8M |
| 3 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$1.59M |
| 4 |
Global X MLP ETF
MLPA
|
+$1.32M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$680K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$164K |
| 2 |
Vanguard Total Bond Market
BND
|
+$139K |
| 3 |
Prologis
PLD
|
+$102K |
| 4 |
Vanguard Morningstar Value ETF
VTV
|
+$85.1K |
| 5 |
Vanguard Morningstar Growth ETF
VUG
|
+$72.9K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 45.38% |
| 2 | Technology | 16.08% |
| 3 | Consumer Discretionary | 10.81% |
| 4 | Communication Services | 8.56% |
| 5 | Financials | 6.18% |
Similar funds
Wiser Advisor Group's Q3 2025 Portfolio in Review
As of Q3 2025, Wiser Advisor Group held 249 positions worth $80.4M, up 40% from $57.6M the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Wiser Advisor Group deployed $17.6M of net new capital in Q3 2025, opening 210 new positions and adding to 26 existing holdings. Its largest new stake was Invesco S&P MidCap Quality ETF: 22,113 shares worth $2.32M.
By sector, the portfolio is most concentrated in Miscellaneous at 45% of assets, up from 42% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $164K trimmed.
- Wiser Advisor Group's largest Q3 2025 buy was Invesco S&P MidCap Quality ETF: 22,113 shares worth $2.32M.
- Wiser Advisor Group added most to First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025, an estimated $280K increase.
- Wiser Advisor Group's biggest Q3 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $164K.
- Wiser Advisor Group's ten largest holdings make up 41% of its $80.4M portfolio in Q3 2025.
- Wiser Advisor Group opened 210 new positions and closed 1 in Q3 2025.
- Wiser Advisor Group's portfolio value rose 40% quarter-over-quarter to $80.4M.
Based on Wiser Advisor Group's 13F filing for Q3 2025, filed 14 Nov 2025.