Wiser Advisor Group LLC
RIA/Wealth
Wiser Advisor Group LLC is a RIA/Wealth led by Larry Lytle, reporting $115.1M in AUM as of Q3 2025 with 45% ETF concentration.
CEOLarry Lytle
- Portfolio Value
- $80.4M
- Positions
- 248
- Top Holding
- AAPL at 7.37%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wiser Advisor Group LLC's portfolio (41% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $5.9M | 7.37% | -$49.9K Sold | 0.00% 23.3K shares | |
ETF ETF | $5.2M | 6.41% | -$170.3K Sold | — 8.4K shares | |
Internet Content & Information Communication Services | $3.6M | 4.51% | +$98.0K Bought | 0.00% 14.9K shares | |
Drug Manufacturers - General Healthcare | $3.4M | 4.18% | +$80.1K Bought | 0.00% 4.4K shares | |
Specialty Retail Consumer Cyclical | $3.0M | 3.69% | +$75.3K Bought | 0.00% 13.5K shares | |
Internet Content & Information Communication Services | $2.7M | 3.32% | +$104.3K Bought | 0.00% 3.6K shares | |
ETF ETF | $2.6M | 3.18% | +$89.0K Bought | — 82.4K shares | |
ETF ETF | $2.3M | 2.89% | +$2.3M Bought | — 22.1K shares | |
Software - Infrastructure Technology | $2.3M | 2.87% | +$88.0K Bought | 0.00% 4.5K shares | |
ETF ETF | $2.1M | 2.56% | -$140.0K Sold | — 27.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wiser Advisor Group LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+18.86% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-12.35% | |
-6.36% | |
-5.42% | |
-4.27% | |
-3.85% |
Analytics
Portfolio insights and performance metrics for Wiser Advisor Group LLC
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