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Wiser Advisor Group

Latest statistics and disclosures from Wiser Advisor Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VOO, GOOGL, LLY, BUFR, and represent 27.04% of Wiser Advisor Group's stock portfolio.
Added to shares of these 10 stocks: BUFR, BX, NUE, MLPA, SCHA, XMHQ, LITE, HFXI, PLTR, DIVO.
Started 8 new stock positions in IVW, VRT, GD, BA, NUE, AZN, FCX, NAK.
Reduced shares in these 10 stocks: AKRE, RACE, ZM, NVO, GOOGL, AAPL, DIA, NVDA, ITOT, VUG.
Sold out of its positions in ACI, AMTM, ELV, AstraZeneca, EBAY, FISV, GE, HUBS, ITOT, IUSB. KTOS, NVO, PINS, AKRE, SBAC, PSK, UBER.
Wiser Advisor Group was a net seller of stock by $-1.9M.
Wiser Advisor Group has $83M in assets under management (AUM), dropping by -5.40%.
Central Index Key (CIK): 0002011550

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Portfolio Holdings for Wiser Advisor Group

Wiser Advisor Group holds 224 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	6.7	$5.5M	-3%	22k	253.79	View chart
Vanguard S&p MF Closed and MF Open (VOO)	6.0	$4.9M		8.3k	597.57	View chart
Alphabet Common Stock (GOOGL)	4.8	$4.0M	-7%	14k	287.57	View chart
Eli Lilly Common Stock (LLY)	4.8	$3.9M		4.3k	919.74	View chart
First Trust MF Closed and MF Open (BUFR)	4.7	$3.9M	+123%	116k	33.77	View chart
Nyli Ftse MF Closed and MF Open (HFXI)	3.5	$2.9M		86k	33.58	View chart
Amazon Common Stock (AMZN)	3.4	$2.8M		13k	208.27	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	2.9	$2.4M		23k	103.37	View chart
First Trust MF Closed and MF Open (GRID)	2.5	$2.1M		13k	163.58	View chart
Global X MF Closed and MF Open (DTCR)	2.5	$2.1M		86k	23.96	View chart
Vanguard Value MF Closed and MF Open (VTV)	2.5	$2.0M		10k	196.21	View chart
Meta Platforms Common Stock (META)	2.4	$2.0M	-4%	3.5k	572.10	View chart
Vanguard Total MF Closed and MF Open (BND)	2.4	$2.0M	-4%	27k	73.64	View chart
Schwab Us MF Closed and MF Open (SCHX)	2.4	$2.0M		77k	25.64	View chart
Global X MF Closed and MF Open (MLPA)	2.3	$1.9M	+38%	36k	53.87	View chart
Jpmorgan Chase Common Stock (JPM)	2.3	$1.9M		6.4k	294.17	View chart
Walmart Common Stock (WMT)	2.2	$1.8M		15k	124.28	View chart
Vanguard Small MF Closed and MF Open (VB)	2.2	$1.8M		6.9k	261.93	View chart
Hartford Mun MF Closed and MF Open (HMOP)	2.1	$1.8M	-3%	45k	38.74	View chart
Nvidia Corp Common Stock (NVDA)	2.1	$1.7M	-7%	9.9k	174.40	View chart
Vanguard Growth MF Closed and MF Open (VUG)	2.0	$1.7M	-7%	3.8k	436.75	View chart
Microsoft Corp Common Stock (MSFT)	1.9	$1.6M	-4%	4.3k	370.15	View chart
Taiwan Semiconductor Common Stock (TSM)	1.8	$1.5M		4.4k	337.97	View chart
Schwab Us MF Closed and MF Open (SCHA)	1.7	$1.4M	+23%	50k	29.08	View chart
Berkshire Hathaway Common Stock (BRK.A)	1.7	$1.4M		2.00	718140.00	View chart
Mcdonalds Corp Common Stock (MCD)	1.7	$1.4M		4.6k	310.77	View chart
Home Depot Common Stock (HD)	1.5	$1.2M		3.8k	328.87	View chart
Xtrackers Usd MF Closed and MF Open (HYLB)	1.5	$1.2M		35k	36.16	View chart
Coca Cola Company Common Stock (KO)	1.4	$1.2M		16k	76.05	View chart
Blackstone Common Stock (BX)	1.2	$1.0M	+8312%	8.7k	114.99	View chart
Prologis Common Stock (PLD)	1.1	$882k		6.7k	132.19	View chart
Vanguard Real MF Closed and MF Open (VNQ)	1.0	$826k	-6%	9.3k	88.70	View chart
First Trust MF Closed and MF Open (FPE)	0.9	$775k	-4%	44k	17.75	View chart
Nucor Corp Common Stock (NUE)	0.9	$719k	NEW	4.3k	169.10	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.8	$669k	-3%	1.4k	479.20	View chart
Amplify Cwp MF Closed and MF Open (DIVO)	0.8	$661k	+2%	15k	44.85	View chart
Royal Caribbean Common Stock (RCL)	0.7	$616k		2.2k	275.15	View chart
Tc Energy Common Stock (TRP)	0.5	$453k		7.2k	62.60	View chart
Ishares Core MF Closed and MF Open (IJR)	0.5	$435k	-4%	3.5k	124.32	View chart
Tesla Common Stock (TSLA)	0.5	$434k	-5%	1.2k	371.75	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.5	$416k		5.0k	82.75	View chart
State Street MF Closed and MF Open (DIA)	0.5	$387k	-29%	835.00	463.19	View chart
Invesco National MF Closed and MF Open (PZA)	0.5	$383k		17k	22.98	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.4	$357k		618.00	577.53	View chart
Ishares Core MF Closed and MF Open (IVV)	0.4	$326k	-13%	499.00	652.92	View chart
Invesco P MF Closed and MF Open (PGX)	0.4	$295k		27k	10.88	View chart
Alphabet Common Stock (GOOG)	0.3	$231k		806.00	286.85	View chart
Broadcom Common Stock (AVGO)	0.3	$228k		736.00	309.65	View chart
Vaneck High MF Closed and MF Open (HYD)	0.3	$207k	-6%	4.1k	50.14	View chart
Vaneck Vietnam MF Closed and MF Open (VNM)	0.2	$202k	+2%	12k	17.31	View chart
Ark Space MF Closed and MF Open (ARKX)	0.2	$196k		6.7k	29.35	View chart
Costco Wholesale Common Stock (COST)	0.2	$193k		194.00	995.11	View chart
First Trust MF Closed and MF Open (FPX)	0.2	$187k	-11%	1.2k	158.81	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.2	$186k	-12%	883.00	211.12	View chart
Visa Common Stock (V)	0.2	$180k		597.00	302.22	View chart
Rtx Corp Common Stock (RTX)	0.2	$144k		746.00	192.86	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$132k		538.00	244.49	View chart
Oracle Corp Common Stock (ORCL)	0.2	$131k		888.00	147.18	View chart
Welltower Common Stock (WELL)	0.2	$130k		659.00	197.77	View chart
Cisco Systems Common Stock (CSCO)	0.2	$127k		1.6k	77.61	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	0.1	$122k	-7%	5.0k	24.11	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$120k	-18%	1.2k	102.68	View chart
Allstate Corp Common Stock (ALL)	0.1	$113k		545.00	207.23	View chart
Waste Management Common Stock (WM)	0.1	$113k		491.00	229.81	View chart
State Street MF Closed and MF Open (FEZ)	0.1	$110k		1.8k	62.07	View chart
Thermo Fisher Common Stock (TMO)	0.1	$102k		208.00	490.62	View chart
Netflix Common Stock (NFLX)	0.1	$98k		1.0k	96.15	View chart
American Tower Common Stock (AMT)	0.1	$83k		480.00	172.47	View chart
Lowes Companies Common Stock (LOW)	0.1	$82k		346.00	236.59	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$82k	+90%	557.00	146.28	View chart
American Express Common Stock (AXP)	0.1	$81k		266.00	302.70	View chart
Merck & Company Common Stock (MRK)	0.1	$80k		665.00	120.36	View chart
Chevron Corp Common Stock (CVX)	0.1	$78k		376.00	206.91	View chart
Xpo Common Stock (XPO)	0.1	$75k		387.00	194.55	View chart
Invesco S&p MF Closed and MF Open (PSCH)	0.1	$75k		1.8k	41.15	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$71k	-16%	1.1k	64.08	View chart
Nextera Energy Common Stock (NEE)	0.1	$67k	-17%	723.00	92.88	View chart
Marriott Intl Common Stock (MAR)	0.1	$67k		205.00	326.27	View chart
Quest Diagnostics Common Stock (DGX)	0.1	$67k		340.00	195.76	View chart
Lockheed Martin Common Stock (LMT)	0.1	$66k		110.00	603.84	View chart
Chipotle Mexican Common Stock (CMG)	0.1	$66k		2.1k	32.01	View chart
Equinix Common Stock (EQIX)	0.1	$66k		67.00	977.64	View chart
First Trust MF Closed and MF Open (RDVY)	0.1	$63k		923.00	68.28	View chart
Realty Income Common Stock (O)	0.1	$58k		947.00	61.16	View chart
Nasdaq Common Stock (NDAQ)	0.1	$56k		654.00	84.91	View chart
Stryker Corp Common Stock (SYK)	0.1	$55k		166.00	328.52	View chart
Schwab Charles Common Stock (SCHW)	0.1	$52k		550.00	93.92	View chart
Avalonbay Commntys Common Stock (AVB)	0.1	$48k		293.00	163.42	View chart
Host Hotels Common Stock (HST)	0.1	$47k		2.4k	19.16	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$47k	+2%	604.00	77.12	View chart
Udr Common Stock (UDR)	0.1	$46k		1.4k	33.79	View chart
Sun Communities Common Stock (SUI)	0.1	$45k		360.00	126.04	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.1	$45k		786.00	57.04	View chart
Micron Technology Common Stock (MU)	0.1	$44k		131.00	337.68	View chart
Digital Realty Common Stock (DLR)	0.1	$44k	-3%	245.00	180.42	View chart
Lumentum Holdings Common Stock (LITE)	0.1	$43k	+6000%	61.00	702.79	View chart
Adobe Common Stock (ADBE)	0.1	$42k		172.00	243.08	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$42k		139.00	298.85	View chart
Vici Properties Common Stock (VICI)	0.0	$40k		1.5k	27.31	View chart
United Airlines Common Stock (UAL)	0.0	$39k		428.00	92.07	View chart
Ameren Corp Common Stock (AEE)	0.0	$37k		337.00	109.92	View chart
Shell Common Stock (SHEL)	0.0	$37k		395.00	92.90	View chart
Agree Realty Common Stock (ADC)	0.0	$35k		460.00	75.40	View chart
Healthpeak Pptys Common Stock (DOC)	0.0	$33k		2.0k	16.43	View chart
Ventas Common Stock (VTR)	0.0	$32k		390.00	81.69	View chart
Coinbase Global Common Stock (COIN)	0.0	$30k	-12%	169.00	174.61	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$29k		293.00	99.25	View chart
Yum Brands Common Stock (YUM)	0.0	$29k		186.00	155.62	View chart
Franklin Covey Common Stock (FC)	0.0	$29k		1.8k	15.79	View chart
Airbnb Common Stock (ABNB)	0.0	$28k		224.00	126.28	View chart
Terreno Realty Common Stock (TRNO)	0.0	$28k		454.00	61.39	View chart
Rexford Industrial Common Stock (REXR)	0.0	$27k		838.00	32.74	View chart
Toll Brothers Common Stock (TOL)	0.0	$27k		196.00	136.36	View chart
Equity Lifestyle Common Stock (ELS)	0.0	$26k		415.00	62.46	View chart
Cubesmart Common Stock (CUBE)	0.0	$26k		702.00	36.68	View chart
Bank America Common Stock (BAC)	0.0	$25k	-59%	519.00	48.75	View chart
Crown Castle Common Stock (CCI)	0.0	$25k		311.00	81.18	View chart
Cloudflare Common Stock (NET)	0.0	$25k		121.00	206.35	View chart
Brixmor Property Common Stock (BRX)	0.0	$24k		838.00	28.79	View chart
Healthcare Realty Common Stock (HR)	0.0	$24k		1.4k	16.99	View chart
State Street MF Closed and MF Open (SPY)	0.0	$23k	+2%	36.00	641.58	View chart
Immunitybio Common Stock (IBRX)	0.0	$23k	+50%	3.0k	7.67	View chart
Abbvie Common Stock (ABBV)	0.0	$22k		102.00	218.23	View chart
Kilroy Rlty Corp Common Stock (KRC)	0.0	$22k		785.00	28.20	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.0	$22k		151.00	145.02	View chart
Mgm Resorts Common Stock (MGM)	0.0	$22k		590.00	37.01	View chart
Honeywell Intl Common Stock (HON)	0.0	$22k		95.00	227.05	View chart
Kimco Realty Common Stock (KIM)	0.0	$21k		955.00	22.46	View chart
Duke Energy Common Stock (DUK)	0.0	$21k		160.00	130.74	View chart
Procter & Gamble Common Stock (PG)	0.0	$20k		139.00	144.81	View chart
Gxo Logistics Common Stock (GXO)	0.0	$20k		387.00	51.85	View chart
3m Company Common Stock (MMM)	0.0	$20k		135.00	145.30	View chart
Metlife Common Stock (MET)	0.0	$20k		276.00	70.63	View chart
Nnn Reit Common Stock (NNN)	0.0	$19k		462.00	42.03	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$19k		212.00	89.59	View chart
Intercontinental Hotels Common Stock (IHG)	0.0	$19k		140.00	133.93	View chart
Vanguard Total MF Closed and MF Open (VT)	0.0	$19k	-8%	135.00	138.04	View chart
Sociedad Quimica Common Stock (SQM)	0.0	$18k		225.00	80.94	View chart
Ishares Core MF Closed and MF Open (IJH)	0.0	$18k	-26%	262.00	67.63	View chart
Invitation Homes Common Stock (INVH)	0.0	$17k		693.00	24.86	View chart
Astrazeneca Common Stock (AZN)	0.0	$17k	NEW	86.00	197.22	View chart
Altria Group Common Stock (MO)	0.0	$16k		248.00	66.12	View chart
Extra Space Common Stock (EXR)	0.0	$16k		121.00	131.36	View chart
Alerian M MF Closed and MF Open (AMLP)	0.0	$16k	+2%	299.00	52.67	View chart
Fedex Corp Common Stock (FDX)	0.0	$15k		42.00	359.02	View chart
Salesforce Common Stock (CRM)	0.0	$15k		78.00	186.50	View chart
Pfizer Common Stock (PFE)	0.0	$15k		517.00	28.11	View chart
Gaming & Leisure Common Stock (GLPI)	0.0	$15k		326.00	44.36	View chart
Essential Properties Common Stock (EPRT)	0.0	$14k		471.00	30.35	View chart
Take-two Interactive Common Stock (TTWO)	0.0	$14k		72.00	197.51	View chart
Lamar Advertising Common Stock (LAMR)	0.0	$13k		106.00	126.42	View chart
United Microelectronics Common Stock (UMC)	0.0	$13k		1.5k	8.98	View chart
Wec Energy Common Stock (WEC)	0.0	$13k		111.00	115.77	View chart
Virtus Infracap MF Closed and MF Open (PFFA)	0.0	$13k	+2%	613.00	20.36	View chart
Citigroup Common Stock (C)	0.0	$12k		109.00	112.92	View chart
Blackstone Mortgage Common Stock (BXMT)	0.0	$12k	+2%	619.00	19.15	View chart
Schwab Us MF Closed and MF Open (SCHB)	0.0	$12k		468.00	25.09	View chart
General Dynamics Common Stock (GD)	0.0	$11k	NEW	33.00	343.21	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.0	$11k	+2%	35.00	323.14	View chart
Motley Fool MF Closed and MF Open (TMFC)	0.0	$11k		171.00	66.11	View chart
State Street MF Closed and MF Open (XHS)	0.0	$11k		112.00	100.13	View chart
Csx Corp Common Stock (CSX)	0.0	$11k		267.00	41.05	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$11k	-26%	196.00	54.04	View chart
Globus Medical Common Stock (GMED)	0.0	$11k		122.00	86.16	View chart
Doordash Common Stock (DASH)	0.0	$11k		70.00	150.16	View chart
Boeing Company Common Stock (BA)	0.0	$10k	NEW	51.00	199.02	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$10k		222.00	45.27	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.0	$9.1k		64.00	141.42	View chart
Wisdomtree Artificial MF Closed and MF Open (WTAI)	0.0	$8.8k		312.00	28.25	View chart
Carrier Global Common Stock (CARR)	0.0	$8.5k		151.00	56.48	View chart
Ishares Msci MF Closed and MF Open (KSA)	0.0	$8.5k		213.00	39.76	View chart
Jacobs Solutions Common Stock (J)	0.0	$8.3k		65.00	127.28	View chart
At&t Common Stock (T)	0.0	$8.1k		281.00	28.99	View chart
Kimberly Clark Common Stock (KMB)	0.0	$8.0k		83.00	96.47	View chart
Americold Realty Common Stock (COLD)	0.0	$8.0k		695.00	11.45	View chart
Schwab Fundamental MF Closed and MF Open (FNDX)	0.0	$7.9k	-11%	285.00	27.85	View chart
Tractor Supply Common Stock (TSCO)	0.0	$7.8k		172.00	45.38	View chart
Alexandria Real Common Stock (ARE)	0.0	$7.8k		168.00	46.40	View chart
First Trust MF Closed and MF Open (AIRR)	0.0	$7.8k		70.00	110.89	View chart
Philip Morris Common Stock (PM)	0.0	$7.6k		46.00	165.26	View chart
Pegasystems Common Stock (PEGA)	0.0	$7.5k	+580%	177.00	42.58	View chart
The Realreal Common Stock (REAL)	0.0	$7.3k		800.00	9.08	View chart
Target Corp Common Stock (TGT)	0.0	$7.2k		60.00	120.82	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.0	$6.8k		139.00	49.06	View chart
Microchip Technology Common Stock (MCHP)	0.0	$6.8k		105.00	64.61	View chart
Nike Common Stock (NKE)	0.0	$6.6k	-35%	125.00	52.82	View chart
Barclays Common Stock (BCS)	0.0	$6.4k		302.00	21.15	View chart
Vertiv Holdings Common Stock (VRT)	0.0	$6.3k	NEW	25.00	250.64	View chart
Rxo Common Stock (RXO)	0.0	$5.7k		387.00	14.62	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.0	$5.4k	-21%	112.00	48.17	View chart
Vanguard Mortgage MF Closed and MF Open (VMBS)	0.0	$5.0k		106.00	47.07	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.0	$5.0k		20.00	248.00	View chart
Freeport Mcmoran Common Stock (FCX)	0.0	$4.8k	NEW	82.00	58.78	View chart
Verizon Communications Common Stock (VZ)	0.0	$4.7k	-16%	94.00	50.05	View chart
American Water Common Stock (AWK)	0.0	$4.6k		34.00	136.35	View chart
Schwab Fundamental MF Closed and MF Open (FNDA)	0.0	$4.6k	-7%	142.00	32.51	View chart
National Grid Common Stock (NGG)	0.0	$4.6k		54.00	84.37	View chart
Crown Holdings Common Stock (CCK)	0.0	$4.6k		45.00	101.20	View chart
Stanley Black Common Stock (SWK)	0.0	$4.4k		61.00	71.52	View chart
Ford Motor Common Stock (F)	0.0	$4.0k		351.00	11.53	View chart
Pursuit Attractions Common Stock (PRSU)	0.0	$3.7k		100.00	36.63	View chart
Yum China Common Stock (YUMC)	0.0	$3.6k		73.00	48.85	View chart
Hsbc Holdings Common Stock (HSBC)	0.0	$3.4k		41.00	82.49	View chart
Pinnacle West Common Stock (PNW)	0.0	$3.3k		33.00	100.76	View chart
Glacier Bancorp Common Stock (GBCI)	0.0	$3.2k		72.00	44.71	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.0	$3.2k	-15%	34.00	94.00	View chart
Sony Group Common Stock (SONY)	0.0	$3.1k		151.00	20.68	View chart
Duolingo Common Stock (DUOL)	0.0	$2.7k		27.00	98.56	View chart
Ing Groep Common Stock (ING)	0.0	$2.6k		99.00	26.06	View chart
Zoom Communications Common Stock (ZM)	0.0	$2.6k	-99%	32.00	80.38	View chart
Ishares Gold Common Stock (IAU)	0.0	$2.4k		27.00	88.15	View chart
Octave Specialty Common Stock (OSG)	0.0	$2.3k		500.00	4.65	View chart
Camping World Common Stock (CWH)	0.0	$2.2k		328.00	6.82	View chart
Fidelity National Common Stock (FIS)	0.0	$2.2k	+2%	48.00	46.46	View chart
Schwab Intermediate MF Closed and MF Open (SCHR)	0.0	$2.1k	-39%	86.00	24.88	View chart
Solstice Advanced Common Stock (SOLS)	0.0	$1.8k		23.00	76.22	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.0	$1.7k	-55%	8.00	213.00	View chart
Ferrari Nv Common Stock (RACE)	0.0	$1.7k	-99%	5.00	338.40	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$1.6k		18.00	88.89	View chart
Wisdomtree U S MF Closed and MF Open (NTSX)	0.0	$1.0k		19.00	53.47	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.0	$566.000000	NEW	5.00	113.20	View chart
Carnival Corp Common Stock (CCL)	0.0	$234.000000		9.00	26.00	View chart
Northern Dynasty Common Stock (NAK)	0.0	$140.000000	NEW	100.00	1.40	View chart
Grail Common Stock (GRAL)	0.0	$52.000000		1.00	52.00	View chart

Past Filings by Wiser Advisor Group

SEC 13F filings are viewable for Wiser Advisor Group going back to 2024

Wiser Advisor Group 2026 Q1 filed April 22, 2026
Wiser Advisor Group 2025 Q4 filed Feb. 9, 2026
Wiser Advisor Group 2025 Q3 filed Nov. 14, 2025
Wiser Advisor Group 2025 Q2 filed Aug. 8, 2025
Wiser Advisor Group 2025 Q1 filed May 14, 2025
Wiser Advisor Group 2024 Q4 filed Feb. 5, 2025
Wiser Advisor Group 2024 Q3 filed Nov. 13, 2024
Wiser Advisor Group 2024 Q2 filed Aug. 14, 2024
Wiser Advisor Group 2024 Q1 filed May 16, 2024

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