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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, LLY, GOOGL, BUFR, and represent 28.83% of Wiser Advisor Group's stock portfolio.
Added to shares of these 10 stocks: VUG, BUFR, BRK.B, AMZN, MSFT, GILD, UNP, BX, HYLB, MLPA.
Started 10 new stock positions in GILD, UNP, Aiai Holdings Corp, CCL, HON, FDXF, AKAM, SPCX, HONA, BV.
Reduced shares in these 10 stocks: HD, AAPL, VNM, VB, VTV, GOOGL, HMOP, VOO, HFXI, PLD.
Sold out of its positions in Carnival Corporation, HD, Honeywell International, IVW, VNM.
Wiser Advisor Group was a net buyer of stock by $510k.
Wiser Advisor Group has $91M in assets under management (AUM), dropping by 10.41%.
Central Index Key (CIK): 0002011550

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Portfolio Holdings for Wiser Advisor Group

Wiser Advisor Group holds 229 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	6.3	$5.8M	-8%	20k	289.36	View chart
Vanguard S&p MF Closed and MF Open (VOO)	6.2	$5.6M		8.2k	686.78	View chart
Eli Lilly Common Stock (LLY)	5.6	$5.1M		4.3k	1199.50	View chart
Alphabet Common Stock (GOOGL)	5.4	$4.9M		14k	357.36	View chart
First Trust MF Closed and MF Open (BUFR)	5.3	$4.9M	+15%	134k	36.53	View chart
Amazon Common Stock (AMZN)	3.8	$3.5M	+9%	15k	238.34	View chart
Nyli Ftse MF Closed and MF Open (HFXI)	3.5	$3.2M		85k	38.09	View chart
Global X MF Closed and MF Open (DTCR)	2.9	$2.6M		86k	30.37	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	2.8	$2.6M		23k	112.88	View chart
First Trust MF Closed and MF Open (GRID)	2.7	$2.4M		13k	191.74	View chart
Schwab Us MF Closed and MF Open (SCHX)	2.5	$2.3M		77k	29.43	View chart
Vanguard Value MF Closed and MF Open (VTV)	2.3	$2.1M	-7%	9.7k	217.92	View chart
Jpmorgan Chase Common Stock (JPM)	2.3	$2.1M		6.4k	327.35	View chart
Taiwan Semiconductor Common Stock (TSM)	2.3	$2.1M		4.4k	477.60	View chart
Meta Platforms Common Stock (META)	2.2	$2.0M		3.5k	563.23	View chart
Nvidia Corp Common Stock (NVDA)	2.2	$2.0M		9.9k	200.08	View chart
Vanguard Total MF Closed and MF Open (BND)	2.1	$1.9M		27k	73.41	View chart
Global X MF Closed and MF Open (MLPA)	2.1	$1.9M		36k	53.08	View chart
Vanguard Small MF Closed and MF Open (VB)	2.1	$1.9M	-8%	6.3k	303.14	View chart
Microsoft Corp Common Stock (MSFT)	2.1	$1.9M	+17%	5.1k	373.02	View chart
Schwab Us MF Closed and MF Open (SCHA)	1.9	$1.8M		49k	36.13	View chart
Vanguard Growth MF Closed and MF Open (VUG)	1.9	$1.8M	+436%	21k	86.14	View chart
Hartford Mun MF Closed and MF Open (HMOP)	1.9	$1.7M	-3%	44k	39.15	View chart
Walmart Common Stock (WMT)	1.8	$1.7M		15k	113.26	View chart
Berkshire Hathaway Common Stock (BRK.A)	1.6	$1.5M		2.00	748850.00	View chart
Coca Cola Company Common Stock (KO)	1.4	$1.3M		16k	81.27	View chart
Xtrackers Usd MF Closed and MF Open (HYLB)	1.4	$1.3M		35k	36.52	View chart
Mcdonalds Corp Common Stock (MCD)	1.4	$1.2M		4.6k	270.30	View chart
Blackstone Common Stock (BX)	1.2	$1.1M	+2%	9.0k	117.67	View chart
Berkshire Hathaway Common Stock (BRK.B)	1.1	$1.0M	+50%	2.1k	500.39	View chart
Nucor Corp Common Stock (NUE)	1.0	$945k		4.2k	222.75	View chart
Vanguard Real MF Closed and MF Open (VNQ)	1.0	$897k		9.3k	96.43	View chart
Prologis Common Stock (PLD)	1.0	$870k	-3%	6.4k	135.47	View chart
First Trust MF Closed and MF Open (FPE)	0.9	$778k		44k	17.88	View chart
Royal Caribbean Common Stock (RCL)	0.8	$708k		2.2k	317.50	View chart
Amplify Cwp MF Closed and MF Open (DIVO)	0.7	$676k		15k	45.70	View chart
Ishares Core MF Closed and MF Open (IJR)	0.6	$521k		3.5k	148.30	View chart
Tesla Common Stock (TSLA)	0.5	$490k		1.2k	420.60	View chart
Tc Energy Common Stock (TRP)	0.5	$484k		7.3k	66.29	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.5	$455k		618.00	736.84	View chart
State Street MF Closed and MF Open (DIA)	0.5	$437k		837.00	522.38	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.4	$410k		5.0k	82.65	View chart
Ishares Core MF Closed and MF Open (IVV)	0.4	$375k		500.00	748.96	View chart
Invesco National MF Closed and MF Open (PZA)	0.4	$359k	-8%	15k	23.52	View chart
Invesco P MF Closed and MF Open (PGX)	0.3	$297k		27k	10.84	View chart
Alphabet Common Stock (GOOG)	0.3	$285k		806.00	353.51	View chart
Broadcom Common Stock (AVGO)	0.3	$273k		722.00	377.95	View chart
First Trust MF Closed and MF Open (FPX)	0.3	$243k		1.2k	206.18	View chart
Ark Space MF Closed and MF Open (ARKX)	0.2	$228k		6.7k	34.12	View chart
Vaneck High MF Closed and MF Open (HYD)	0.2	$214k		4.2k	51.52	View chart
Visa Common Stock (V)	0.2	$205k		598.00	343.19	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.2	$201k		886.00	227.07	View chart
Cisco Systems Common Stock (CSCO)	0.2	$193k		1.6k	117.45	View chart
Costco Wholesale Common Stock (COST)	0.2	$186k	+2%	199.00	935.31	View chart
Micron Technology Common Stock (MU)	0.2	$151k		131.00	1154.12	View chart
Welltower Common Stock (WELL)	0.2	$150k		661.00	227.11	View chart
Rtx Corp Common Stock (RTX)	0.2	$142k		749.00	189.70	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$137k		540.00	254.20	View chart
Oracle Corp Common Stock (ORCL)	0.1	$131k		891.00	146.53	View chart
Allstate Corp Common Stock (ALL)	0.1	$130k		548.00	237.76	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	0.1	$124k		5.1k	24.35	View chart
State Street MF Closed and MF Open (FEZ)	0.1	$124k		1.8k	68.69	View chart
Waste Management Common Stock (WM)	0.1	$110k		493.00	222.96	View chart
Thermo Fisher Common Stock (TMO)	0.1	$104k		208.00	500.88	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$99k	-6%	1.1k	90.73	View chart
Invesco S&p MF Closed and MF Open (PSCH)	0.1	$95k		1.8k	52.38	View chart
American Express Common Stock (AXP)	0.1	$90k		267.00	338.23	View chart
Merck & Company Common Stock (MRK)	0.1	$86k		670.00	128.53	View chart
Xpo Common Stock (XPO)	0.1	$79k		387.00	205.29	View chart
American Tower Common Stock (AMT)	0.1	$79k		485.00	163.41	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$79k		1.1k	71.24	View chart
Lowes Companies Common Stock (LOW)	0.1	$77k		348.00	220.65	View chart
Marriott Intl Common Stock (MAR)	0.1	$76k		205.00	370.31	View chart
First Trust MF Closed and MF Open (RDVY)	0.1	$75k		925.00	81.03	View chart
Netflix Common Stock (NFLX)	0.1	$73k		1.0k	71.40	View chart
Quest Diagnostics Common Stock (DGX)	0.1	$72k		341.00	212.03	View chart
Equinix Common Stock (EQIX)	0.1	$70k		67.00	1044.52	View chart
Chipotle Mexican Common Stock (CMG)	0.1	$70k		2.1k	34.00	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$65k		557.00	116.67	View chart
Nextera Energy Common Stock (NEE)	0.1	$64k		723.00	87.77	View chart
Chevron Corp Common Stock (CVX)	0.1	$63k		380.00	165.54	View chart
Realty Income Common Stock (O)	0.1	$59k		959.00	61.96	View chart
Host Hotels Common Stock (HST)	0.1	$58k		2.5k	23.71	View chart
United Airlines Common Stock (UAL)	0.1	$58k		428.00	135.99	View chart
Lockheed Martin Common Stock (LMT)	0.1	$56k		111.00	507.63	View chart
Avalonbay Commntys Common Stock (AVB)	0.1	$56k		296.00	188.80	View chart
Udr Common Stock (UDR)	0.1	$55k		1.4k	39.92	View chart
Schwab Charles Common Stock (SCHW)	0.1	$53k	+4%	577.00	92.19	View chart
Stryker Corp Common Stock (SYK)	0.1	$52k		166.00	315.66	View chart
Lumentum Holdings Common Stock (LITE)	0.1	$52k		61.00	858.07	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$52k		609.00	85.48	View chart
Nasdaq Common Stock (NDAQ)	0.1	$52k		657.00	78.79	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$48k		139.00	343.91	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.0	$45k		801.00	56.31	View chart
Franklin Covey Common Stock (FC)	0.0	$44k		1.8k	24.53	View chart
Digital Realty Common Stock (DLR)	0.0	$44k		247.00	179.53	View chart
Healthpeak Pptys Common Stock (DOC)	0.0	$44k		2.1k	21.40	View chart
Sun Communities Common Stock (SUI)	0.0	$44k		363.00	120.02	View chart
United Microelectronics Common Stock (UMC)	0.0	$40k		1.5k	27.22	View chart
Vici Properties Common Stock (VICI)	0.0	$39k		1.5k	26.56	View chart
Ameren Corp Common Stock (AEE)	0.0	$38k		337.00	113.04	View chart
Adobe Common Stock (ADBE)	0.0	$35k		172.00	205.02	View chart
Agree Realty Common Stock (ADC)	0.0	$35k		465.00	75.73	View chart
Ventas Common Stock (VTR)	0.0	$35k		392.00	88.79	View chart
Toll Brothers Common Stock (TOL)	0.0	$32k		196.00	164.90	View chart
Airbnb Common Stock (ABNB)	0.0	$32k		224.00	143.10	View chart
Shell Common Stock (SHEL)	0.0	$31k		399.00	77.46	View chart
Gilead Sciences Common Stock (GILD)	0.0	$30k	NEW	239.00	126.34	View chart
Kilroy Rlty Corp Common Stock (KRC)	0.0	$30k		799.00	37.48	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$30k	NEW	110.00	272.00	View chart
Cloudflare Common Stock (NET)	0.0	$30k		121.00	245.28	View chart
Terreno Realty Common Stock (TRNO)	0.0	$30k		457.00	64.82	View chart
Bank America Common Stock (BAC)	0.0	$30k		519.00	56.98	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$29k		296.00	98.95	View chart
Yum Brands Common Stock (YUM)	0.0	$29k	-2%	182.00	159.84	View chart
Healthcare Realty Common Stock (HR)	0.0	$29k		1.4k	20.17	View chart
Rexford Industrial Common Stock (REXR)	0.0	$28k		849.00	33.48	View chart
Cubesmart Common Stock (CUBE)	0.0	$28k		712.00	39.77	View chart
Mgm Resorts Common Stock (MGM)	0.0	$28k		590.00	47.81	View chart
Equity Lifestyle Common Stock (ELS)	0.0	$27k		419.00	64.42	View chart
Brixmor Property Common Stock (BRX)	0.0	$27k		846.00	31.54	View chart
State Street MF Closed and MF Open (SPY)	0.0	$27k		36.00	738.56	View chart
Immunitybio Common Stock (IBRX)	0.0	$26k		3.0k	8.76	View chart
Abbvie Common Stock (ABBV)	0.0	$26k		103.00	252.07	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.0	$26k		151.00	170.14	View chart
Intercontinental Hotels Common Stock (IHG)	0.0	$25k		141.00	173.68	View chart
Kimco Realty Common Stock (KIM)	0.0	$25k		965.00	25.34	View chart
Crown Castle Common Stock (CCI)	0.0	$24k		315.00	75.66	View chart
Coinbase Global Common Stock (COIN)	0.0	$24k	-4%	162.00	146.19	View chart
Metlife Common Stock (MET)	0.0	$24k		277.00	84.68	View chart
3m Company Common Stock (MMM)	0.0	$22k		136.00	161.53	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$22k		213.00	102.34	View chart
Nnn Reit Common Stock (NNN)	0.0	$22k		462.00	46.53	View chart
Invitation Homes Common Stock (INVH)	0.0	$21k		701.00	30.22	View chart
Vanguard Total MF Closed and MF Open (VT)	0.0	$21k		135.00	156.87	View chart
Procter & Gamble Common Stock (PG)	0.0	$21k		140.00	147.07	View chart
Duke Energy Common Stock (DUK)	0.0	$20k		160.00	126.92	View chart
Ishares Core MF Closed and MF Open (IJH)	0.0	$20k		263.00	77.05	View chart
Gxo Logistics Common Stock (GXO)	0.0	$20k		387.00	50.70	View chart
Altria Group Common Stock (MO)	0.0	$18k		252.00	71.97	View chart
Take-two Interactive Common Stock (TTWO)	0.0	$18k		72.00	249.99	View chart
Extra Space Common Stock (EXR)	0.0	$18k		123.00	144.76	View chart
Lamar Advertising Common Stock (LAMR)	0.0	$17k		107.00	155.81	View chart
Sociedad Quimica Common Stock (SQM)	0.0	$17k		225.00	74.04	View chart
Astrazeneca Common Stock (AZN)	0.0	$16k		86.00	189.62	View chart
Alerian M MF Closed and MF Open (AMLP)	0.0	$16k	+2%	305.00	51.83	View chart
Citigroup Common Stock (C)	0.0	$15k		109.00	140.00	View chart
Wisdomtree Artificial MF Closed and MF Open (WTAI)	0.0	$15k		312.00	47.50	View chart
State Street MF Closed and MF Open (XHS)	0.0	$15k		112.00	132.10	View chart
Gaming & Leisure Common Stock (GLPI)	0.0	$15k		332.00	44.51	View chart
Essential Properties Common Stock (EPRT)	0.0	$14k		475.00	29.88	View chart
Schwab Us MF Closed and MF Open (SCHB)	0.0	$14k		469.00	28.95	View chart
Fedex Corp Common Stock (FDX)	0.0	$13k	+2%	43.00	309.53	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.0	$13k		35.00	373.86	View chart
Motley Fool MF Closed and MF Open (TMFC)	0.0	$13k		171.00	76.32	View chart
Wec Energy Common Stock (WEC)	0.0	$13k		111.00	116.77	View chart
Virtus Infracap MF Closed and MF Open (PFFA)	0.0	$13k	+2%	628.00	20.57	View chart
Doordash Common Stock (DASH)	0.0	$13k		70.00	184.54	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$13k	+8%	213.00	59.70	View chart
Csx Corp Common Stock (CSX)	0.0	$13k		267.00	47.53	View chart
Pfizer Common Stock (PFE)	0.0	$13k		526.00	24.08	View chart
Salesforce Common Stock (CRM)	0.0	$12k		78.00	156.92	View chart
General Dynamics Common Stock (GD)	0.0	$12k		33.00	355.88	View chart
Carrier Global Common Stock (CARR)	0.0	$11k		152.00	73.36	View chart
Americold Realty Common Stock (COLD)	0.0	$11k		708.00	15.71	View chart
Boeing Company Common Stock (BA)	0.0	$11k		51.00	216.47	View chart
Space Exploration Common Stock (SPCX)	0.0	$11k	NEW	63.00	170.84	View chart
Honeywell Intl Common Stock (HON)	0.0	$11k	NEW	48.00	223.79	View chart
Blackstone Mortgage Common Stock (BXMT)	0.0	$11k	+2%	634.00	16.94	View chart
Rxo Common Stock (RXO)	0.0	$11k		387.00	27.59	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.0	$11k		64.00	163.67	View chart
Honeywell Aerospace Common Stock (HONA)	0.0	$10k	NEW	47.00	221.09	View chart
Globus Medical Common Stock (GMED)	0.0	$9.6k		122.00	79.02	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$9.6k		223.00	43.17	View chart
Microchip Technology Common Stock (MCHP)	0.0	$9.6k		106.00	90.78	View chart
The Realreal Common Stock (REAL)	0.0	$9.4k		800.00	11.79	View chart
First Trust MF Closed and MF Open (AIRR)	0.0	$9.3k		70.00	133.37	View chart
Kimberly Clark Common Stock (KMB)	0.0	$9.1k		83.00	109.77	View chart
Alexandria Real Common Stock (ARE)	0.0	$9.0k		171.00	52.73	View chart
Schwab Fundamental MF Closed and MF Open (FNDX)	0.0	$8.9k		286.00	31.11	View chart
Philip Morris Common Stock (PM)	0.0	$8.4k		46.00	182.48	View chart
Vertiv Holdings Common Stock (VRT)	0.0	$8.4k		25.00	334.96	View chart
Jacobs Solutions Common Stock (J)	0.0	$8.2k		65.00	126.00	View chart
Barclays Common Stock (BCS)	0.0	$8.1k		302.00	26.85	View chart
Ishares Msci MF Closed and MF Open (KSA)	0.0	$8.1k		216.00	37.37	View chart
Target Corp Common Stock (TGT)	0.0	$7.9k		60.00	131.37	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.0	$7.4k		140.00	52.82	View chart
Akamai Technologies Common Stock (AKAM)	0.0	$7.1k	NEW	60.00	118.22	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.0	$6.0k		20.00	300.45	View chart
At&t Common Stock (T)	0.0	$5.8k		281.00	20.70	View chart
Stanley Black Common Stock (SWK)	0.0	$5.8k		61.00	94.74	View chart
Pursuit Attractions Common Stock (PRSU)	0.0	$5.6k		100.00	55.97	View chart
Tractor Supply Common Stock (TSCO)	0.0	$5.5k		174.00	31.55	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.0	$5.5k		113.00	48.27	View chart
Schwab Fundamental MF Closed and MF Open (FNDA)	0.0	$5.4k		143.00	37.99	View chart
Pegasystems Common Stock (PEGA)	0.0	$5.3k		177.00	30.00	View chart
Freeport Mcmoran Common Stock (FCX)	0.0	$5.2k		82.00	63.06	View chart
Nike Common Stock (NKE)	0.0	$5.1k		125.00	41.05	View chart
Crown Holdings Common Stock (CCK)	0.0	$5.1k	+2%	46.00	110.83	View chart
Vanguard Mortgage MF Closed and MF Open (VMBS)	0.0	$5.0k		107.00	46.97	View chart
Ford Motor Common Stock (F)	0.0	$4.9k		354.00	13.88	View chart
American Water Common Stock (AWK)	0.0	$4.5k		34.00	132.82	View chart
National Grid Common Stock (NGG)	0.0	$4.5k		54.00	82.63	View chart
Verizon Communications Common Stock (VZ)	0.0	$4.0k		95.00	42.39	View chart
Hsbc Holdings Common Stock (HSBC)	0.0	$3.9k		41.00	95.10	View chart
Aiai Holdings Common Stock	0.0	$3.8k	NEW	274.00	13.91	View chart
Glacier Bancorp Common Stock (GBCI)	0.0	$3.7k		73.00	51.26	View chart
Pinnacle West Common Stock (PNW)	0.0	$3.5k		33.00	107.00	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.0	$3.3k		34.00	97.41	View chart
Ing Groep Common Stock (ING)	0.0	$3.2k	+3%	102.00	31.25	View chart
Fedex Freight Common Stock (FDXF)	0.0	$3.2k	NEW	21.00	151.00	View chart
Octave Specialty Common Stock (OSG)	0.0	$3.1k		500.00	6.24	View chart
Duolingo Common Stock (DUOL)	0.0	$3.1k		27.00	115.04	View chart
Sony Group Common Stock (SONY)	0.0	$3.0k		151.00	20.07	View chart
Yum China Common Stock (YUMC)	0.0	$3.0k		74.00	40.64	View chart
Zoom Communications Common Stock (ZM)	0.0	$2.8k		32.00	86.31	View chart
Camping World Common Stock (CWH)	0.0	$2.5k		328.00	7.62	View chart
Schwab Intermediate MF Closed and MF Open (SCHR)	0.0	$2.1k		87.00	24.59	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.0	$2.0k		8.00	255.38	View chart
Solstice Advanced Common Stock (SOLS)	0.0	$2.0k		23.00	88.78	View chart
Ishares Gold Common Stock (IAU)	0.0	$2.0k		27.00	75.52	View chart
Ferrari Nv Common Stock (RACE)	0.0	$1.9k		5.00	376.00	View chart
Fidelity National Common Stock (FIS)	0.0	$1.9k		48.00	38.94	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$1.8k	+5%	19.00	93.95	View chart
Wisdomtree U S MF Closed and MF Open (NTSX)	0.0	$1.2k	+5%	20.00	57.65	View chart
Brightview Holdings Common Stock (BV)	0.0	$340.000800	NEW	24.00	14.17	View chart
Carnival Corp Common Stock (CCL)	0.0	$260.000100	NEW	9.00	28.89	View chart
Northern Dynasty Common Stock (NAK)	0.0	$192.000000		100.00	1.92	View chart
Grail Common Stock (GRAL)	0.0	$68.000000		1.00	68.00	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 Q2 filed Aug. 17, 2026
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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