Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002011550

Wiser Advisor Group LLC

PHOENIX, AZ · File #028-23729

Latest AUM
$87.4M
Positions
233
Top-10 Concentration
45.2%
Filings
8

Sector Allocation

Technology
13.3%$11.6M
Healthcare
6.0%$5.2M
Financials
4.5%$4.0M
Real Estate
0.6%$507,434
Industrials
0.4%$384,064
Energy
0.1%$56,771
Utilities
0.1%$48,286

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL22,674$6.2M7.64%
2VANGUARD S&P9229083638,413$5.3M6.54%
3ALPHABET INCGOOG15,061$4.7M5.85%
4ELI LILLYLLY4,333$4.7M5.77%
5AMAZON COMAMZN13,610$3.1M3.90%
6PROFESSIONALLY MANAGED74316P57942,820$2.8M3.48%
7NYLI FTSE45409B56084,343$2.7M3.39%
8META PLATFORMSMETA3,674$2.4M3.01%
9INVESCO S&PIVZ22,547$2.3M2.86%
10MICROSOFT CORPMSFT4,527$2.2M2.72%
11VANGUARD TOTAL92193783528,211$2.1M2.59%
12SCHWAB US80852420177,435$2.1M2.58%
13JPMORGAN CHASEVYLD6,436$2.1M2.57%
14VANGUARD GROWTH9229087364,154$2.0M2.51%
15VANGUARD VALUE92290874410,607$2.0M2.51%
16NVIDIA CORPNVDA10,764$2.0M2.49%
17FIRST TRUST33737A10812,728$1.9M2.42%
18HARTFORD MUN41653L50347,063$1.8M2.28%
19GLOBAL X37954Y23686,301$1.8M2.26%
20VANGUARD SMALL9229087516,984$1.8M2.23%