Wiser Advisor Group LLC ETF holdings
Phoenix, AZ
Reported $45.1M in 64 ETFs in its Form 13F for June 30, 2026.
ETF value
$45.1M
ETFs held
64
Change from prior quarter
+10.6%
With price moves
ETFs as a share of its 13F
49.4%
of $91.3M
Top 10 of 64 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $5.6M | 8,220 | −61 shares |
| BUFR | FT Vest Laddered Buffer ETF | $4.9M | 133,562 | +17,446 shares |
| HFXI | NYLI FTSE International Equity Currency Neutral ETF | $3.2M | 84,606 | −955 shares |
| DTCR | Global X Data Center & Digital Infrastructure ETF | $2.6M | 86,041 | −134 shares |
| XMHQ | Invesco S&P MidCap Quality ETF | $2.6M | 22,938 | −27 shares |
| GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $2.4M | 12,767 | +49 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $2.3M | 76,743 | +99 shares |
| VTV | Vanguard Morningstar Value ETF | $2.1M | 9,697 | −735 shares |
| BND | Vanguard Total Bond Market ETF | $1.9M | 26,549 | −455 shares |
| MLPA | Global X MLP ETF | $1.9M | 36,302 | +293 shares |
54 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002011550. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wiser Advisor Group LLC own?
Wiser Advisor Group LLC reported 64 ETF positions worth $45.1M in its Form 13F for June 30, 2026. The largest was VOO, at $5.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.