Holdings of Wiser Advisor Group LLC
204 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 46.6 % of the equity sleeve
Sector breakdown
- Technology 15.6 %
- Communication 8.9 %
- Consumer discretionary 8.7 %
- Funds 8.0 %
- Financials 7.8 %
- Health care 6.3 %
- Consumer staples 4.6 %
- Real estate 2.0 %
- Materials 1.0 %
- Industrials 0.8 %
- Utilities 0.2 %
- Energy 0.1 %
- Unattributed 35.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 97.8 %
- TW 2.1 %
- GB 0.1 %
- CL 0.0 %
- NL 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 196 | 69.8M $ | 97.78 % |
| 2 | TW | 2 | 1.5M $ | 2.10 % |
| 3 | GB | 4 | 66.4K $ | 0.09 % |
| 4 | CL | 1 | 18.2K $ | 0.03 % |
| 5 | NL | 1 | 2.6K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 201 | Vanguard Extended Market ETF | 8 | 1.7K $ | |
| 202 | iShares Core MSCI Total International Stock ETF | 18 | 1.6K $ | |
| 203 | iShares Trust | 5 | 566 $ | |
| 204 | GRAIL Inc | 1 | 52 $ |