Wiser Advisor Group

Wiser Advisor Group as of Dec. 31, 2025

Portfolio Holdings for Wiser Advisor Group

Wiser Advisor Group holds 233 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 7.0 $6.2M 23k 271.86
Vanguard S&p MF Closed and MF Open (VOO) 6.0 $5.3M 8.4k 627.14
Alphabet Common Stock (GOOGL) 5.4 $4.7M 15k 313.00
Eli Lilly Common Stock (LLY) 5.3 $4.7M 4.3k 1074.59
Amazon Common Stock (AMZN) 3.6 $3.1M 14k 230.82
Professionally Managed MF Closed and MF Open (AKRE) 3.2 $2.8M 43k 65.51
Nyli Ftse MF Closed and MF Open (HFXI) 3.1 $2.7M 84k 32.45
Meta Platforms Common Stock (META) 2.8 $2.4M 3.7k 660.00
Invesco S&p MF Closed and MF Open (XMHQ) 2.6 $2.3M 23k 102.42
Microsoft Corp Common Stock (MSFT) 2.5 $2.2M 4.5k 483.64
Vanguard Total MF Closed and MF Open (BND) 2.4 $2.1M 28k 74.07
Schwab Us MF Closed and MF Open (SCHX) 2.4 $2.1M 77k 26.91
Jpmorgan Chase Common Stock (JPM) 2.4 $2.1M 6.4k 322.20
Vanguard Growth MF Closed and MF Open (VUG) 2.3 $2.0M 4.2k 487.81
Vanguard Value MF Closed and MF Open (VTV) 2.3 $2.0M 11k 190.99
Nvidia Corp Common Stock (NVDA) 2.3 $2.0M 11k 186.50
First Trust MF Closed and MF Open (GRID) 2.2 $1.9M 13k 153.02
Hartford Mun MF Closed and MF Open (HMOP) 2.1 $1.8M 47k 39.11
Global X MF Closed and MF Open (DTCR) 2.1 $1.8M 86k 21.10
Vanguard Small MF Closed and MF Open (VB) 2.1 $1.8M 7.0k 257.96
First Trust MF Closed and MF Open (BUFR) 2.0 $1.8M 52k 34.26
Walmart Common Stock (WMT) 1.9 $1.7M 15k 111.41
Berkshire Hathaway Common Stock (BRK.A) 1.7 $1.5M 2.00 754800.00
Mcdonalds Corp Common Stock (MCD) 1.6 $1.4M 4.6k 305.65
Taiwan Semiconductor Common Stock (TSM) 1.5 $1.4M 4.5k 303.91
Home Depot Common Stock (HD) 1.5 $1.3M 3.8k 344.08
Xtrackers Usd MF Closed and MF Open (HYLB) 1.5 $1.3M 35k 36.83
Global X MF Closed and MF Open (MLPA) 1.4 $1.3M 26k 48.41
Schwab Us MF Closed and MF Open (SCHA) 1.3 $1.1M 40k 28.48
Coca Cola Company Common Stock (KO) 1.3 $1.1M 16k 69.91
Vanguard Real MF Closed and MF Open (VNQ) 1.0 $884k 10k 88.49
Prologis Common Stock (PLD) 1.0 $845k 6.6k 127.66
First Trust MF Closed and MF Open (FPE) 1.0 $831k 46k 18.22
Ferrari Nv Common Stock (RACE) 0.9 $784k 2.1k 369.50
Berkshire Hathaway Common Stock (BRK.B) 0.8 $728k 1.4k 502.65
Amplify Cwp MF Closed and MF Open (DIVO) 0.7 $637k 14k 44.50
Royal Caribbean Common Stock (RCL) 0.7 $623k 2.2k 278.92
Zoom Communications Common Stock (ZM) 0.7 $622k 7.2k 86.29
Spdr Dow MF Closed and MF Open (DIA) 0.7 $571k 1.2k 480.53
Tesla Common Stock (TSLA) 0.6 $554k 1.2k 449.72
Ishares Core MF Closed and MF Open (IJR) 0.5 $441k 3.7k 120.19
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.5 $429k 5.1k 83.75
Tc Energy Common Stock (TRP) 0.5 $401k 7.3k 55.01
Ishares Core MF Closed and MF Open (IVV) 0.5 $394k 575.00 684.75
Invesco National MF Closed and MF Open (PZA) 0.4 $387k 17k 23.19
Novo Nordisk Common Stock (NVO) 0.4 $387k 7.6k 50.88
Invesco Qqq MF Closed and MF Open (QQQ) 0.4 $379k 618.00 613.93
Invesco P MF Closed and MF Open (PGX) 0.3 $304k 27k 11.24
Broadcom Common Stock (AVGO) 0.3 $256k 739.00 346.10
Alphabet Common Stock (GOOG) 0.3 $253k 805.00 313.98
Vaneck High MF Closed and MF Open (HYD) 0.3 $227k 4.4k 51.12
First Trust MF Closed and MF Open (FPX) 0.2 $218k 1.3k 163.53
Vaneck Vietnam MF Closed and MF Open (VNM) 0.2 $217k 11k 19.08
Ishares S&p MF Closed and MF Open (IVE) 0.2 $214k 1.0k 212.07
Visa Common Stock (V) 0.2 $207k 591.00 350.53
Ark Space MF Closed and MF Open (ARKX) 0.2 $196k 6.8k 28.98
Abbott Laboratories Common Stock (ABT) 0.2 $179k 1.4k 125.29
Oracle Corp Common Stock (ORCL) 0.2 $173k 886.00 194.89
Costco Wholesale Common Stock (COST) 0.2 $167k 194.00 860.29
Ishares Core MF Closed and MF Open (ITOT) 0.2 $149k 999.00 148.73
Rtx Corp Common Stock (RTX) 0.2 $136k 743.00 183.48
Nyli Mackay MF Closed and MF Open (MMIT) 0.2 $132k 5.4k 24.33
Cisco Systems Common Stock (CSCO) 0.1 $126k 1.6k 77.02
Welltower Common Stock (WELL) 0.1 $122k 657.00 185.58
Thermo Fisher Common Stock (TMO) 0.1 $120k 207.00 580.77
Spdr Euro MF Closed and MF Open (FEZ) 0.1 $114k 1.8k 64.40
Allstate Corp Common Stock (ALL) 0.1 $113k 542.00 208.19
Johnson & Johnson Common Stock (JNJ) 0.1 $111k 536.00 206.92
Waste Management Common Stock (WM) 0.1 $107k 489.00 219.71
American Express Common Stock (AXP) 0.1 $98k 266.00 369.38
Netflix Common Stock (NFLX) 0.1 $97k 1.0k 93.76
American Tower Common Stock (AMT) 0.1 $83k 475.00 175.64
Lowes Companies Common Stock (LOW) 0.1 $83k 345.00 241.13
Vanguard Ftse MF Closed and MF Open (VEA) 0.1 $83k 1.3k 62.48
Elevance Health Common Stock (ELV) 0.1 $82k 233.00 351.09
Invesco S&p MF Closed and MF Open (PSCH) 0.1 $80k 1.8k 44.06
Chipotle Mexican Common Stock (CMG) 0.1 $76k 2.1k 37.00
Bank America Common Stock (BAC) 0.1 $70k 1.3k 55.00
Nextera Energy Common Stock (NEE) 0.1 $70k 872.00 80.28
Merck & Company Common Stock (MRK) 0.1 $70k 660.00 105.31
First Trust MF Closed and MF Open (RDVY) 0.1 $64k 920.00 69.50
Marriott Intl Common Stock (MAR) 0.1 $63k 204.00 310.45
Nasdaq Common Stock (NDAQ) 0.1 $63k 652.00 97.13
Ebay Common Stock (EBAY) 0.1 $61k 700.00 87.07
Adobe Common Stock (ADBE) 0.1 $60k 172.00 349.99
Quest Diagnostics Common Stock (DGX) 0.1 $59k 338.00 173.61
Stryker Corp Common Stock (SYK) 0.1 $58k 166.00 350.57
Chevron Corp Common Stock (CVX) 0.1 $57k 372.00 152.61
Schwab Charles Common Stock (SCHW) 0.1 $55k 548.00 99.90
Realty Income Common Stock (O) 0.1 $53k 935.00 56.36
Avalonbay Commntys Common Stock (AVB) 0.1 $53k 290.00 181.50
Xpo Common Stock (XPO) 0.1 $53k 387.00 135.91
Lockheed Martin Common Stock (LMT) 0.1 $52k 108.00 485.19
Palantir Technologies Common Stock (PLTR) 0.1 $52k 293.00 177.75
Equinix Common Stock (EQIX) 0.1 $51k 66.00 771.65
Udr Common Stock (UDR) 0.1 $49k 1.3k 36.67
United Airlines Common Stock (UAL) 0.1 $48k 428.00 111.82
Sun Communities Common Stock (SUI) 0.1 $44k 357.00 124.01
Vanguard Total MF Closed and MF Open (VXUS) 0.1 $44k 587.00 75.40
Vanguard Large MF Closed and MF Open (VV) 0.1 $44k 139.00 314.80
Coinbase Global Common Stock (COIN) 0.0 $44k 193.00 226.14
Host Hotels Common Stock (HST) 0.0 $42k 2.4k 17.73
MPLX Oil & Gas, Real Estate and REIT (MPLX) 0.0 $41k 771.00 53.37
Vici Properties Common Stock (VICI) 0.0 $40k 1.4k 28.12
Digital Realty Common Stock (DLR) 0.0 $39k 254.00 154.57
Micron Technology Common Stock (MU) 0.0 $37k 131.00 285.18
Ameren Corp Common Stock (AEE) 0.0 $34k 337.00 99.86
Agree Realty Common Stock (ADC) 0.0 $33k 455.00 72.09
Healthpeak Pptys Common Stock (DOC) 0.0 $32k 2.0k 16.08
Rexford Industrial Common Stock (REXR) 0.0 $32k 830.00 38.70
Franklin Covey Common Stock (FC) 0.0 $30k 1.8k 16.78
Airbnb Common Stock (ABNB) 0.0 $30k 224.00 135.72
Ventas Common Stock (VTR) 0.0 $30k 387.00 77.41
Ishares Core MF Closed and MF Open (AGG) 0.0 $29k 291.00 99.90
Kilroy Rlty Corp Common Stock (KRC) 0.0 $29k 774.00 37.38
Shell Common Stock (SHEL) 0.0 $29k 391.00 73.57
Yum Brands Common Stock (YUM) 0.0 $28k 185.00 151.59
Crown Castle Common Stock (CCI) 0.0 $27k 306.00 89.00
Toll Brothers Common Stock (TOL) 0.0 $26k 196.00 134.88
Terreno Realty Common Stock (TRNO) 0.0 $26k 450.00 58.69
Cubesmart Common Stock (CUBE) 0.0 $25k 693.00 36.05
Equity Lifestyle Common Stock (ELS) 0.0 $25k 412.00 60.58
SPDR S&P MF Closed and MF Open (SPY) 0.0 $24k 35.00 689.97
Cloudflare Common Stock (NET) 0.0 $24k 121.00 197.15
Healthcare Realty Common Stock (HR) 0.0 $24k 1.4k 16.95
Ishares Core MF Closed and MF Open (IJH) 0.0 $24k 357.00 66.01
Abbvie Common Stock (ABBV) 0.0 $23k 102.00 227.58
Brixmor Property Common Stock (BRX) 0.0 $22k 828.00 26.21
Metlife Common Stock (MET) 0.0 $22k 274.00 78.90
Mgm Resorts Common Stock (MGM) 0.0 $22k 590.00 36.49
3m Company Common Stock (MMM) 0.0 $22k 134.00 160.62
Invesco S&p MF Closed and MF Open (XMMO) 0.0 $21k 151.00 138.46
Vanguard Total MF Closed and MF Open (VT) 0.0 $21k 147.00 140.69
Salesforce Common Stock (CRM) 0.0 $21k 78.00 264.27
Gxo Logistics Common Stock (GXO) 0.0 $20k 387.00 52.64
Procter & Gamble Common Stock (PG) 0.0 $20k 138.00 143.77
Intercontinental Hotels Common Stock (IHG) 0.0 $20k 140.00 141.31
Kimco Realty Common Stock (KIM) 0.0 $19k 944.00 20.27
Invitation Homes Common Stock (INVH) 0.0 $19k 686.00 27.78
Duke Energy Common Stock (DUK) 0.0 $19k 159.00 117.31
Honeywell Intl Common Stock (HON) 0.0 $19k 95.00 194.99
Take-two Interactive Common Stock (TTWO) 0.0 $18k 72.00 256.03
Nnn Reit Common Stock (NNN) 0.0 $18k 462.00 39.63
Starbucks Corp Common Stock (SBUX) 0.0 $18k 211.00 84.07
Blackstone Common Stock (BX) 0.0 $16k 104.00 154.14
Astrazeneca Common Stock 0.0 $16k 173.00 91.93
Doordash Common Stock (DASH) 0.0 $16k 70.00 226.49
Extra Space Common Stock (EXR) 0.0 $16k 120.00 129.91
Sociedad Quimica Common Stock (SQM) 0.0 $16k 225.00 68.80
Gaming & Leisure Common Stock (GLPI) 0.0 $14k 320.00 44.74
Vanguard Fste MF Closed and MF Open (VWO) 0.0 $14k 266.00 53.75
Altria Group Common Stock (MO) 0.0 $14k 244.00 57.65
Essential Properties Common Stock (EPRT) 0.0 $14k 466.00 29.66
Alerian M MF Closed and MF Open (AMLP) 0.0 $14k 293.00 47.08
Lamar Advertising Common Stock (LAMR) 0.0 $13k 104.00 127.15
Paypal Holdings Common Stock (PYPL) 0.0 $13k 222.00 58.25
Virtus Infracap MF Closed and MF Open (PFFA) 0.0 $13k 598.00 21.56
Pfizer Common Stock (PFE) 0.0 $13k 509.00 24.91
The Realreal Common Stock (REAL) 0.0 $13k 800.00 15.78
Citigroup Common Stock (C) 0.0 $13k 108.00 116.64
Nike Common Stock (NKE) 0.0 $12k 194.00 63.61
Motley Fool MF Closed and MF Open (TMFC) 0.0 $12k 171.00 71.92
Schwab Us MF Closed and MF Open (SCHB) 0.0 $12k 467.00 26.23
Fedex Corp Common Stock (FDX) 0.0 $12k 42.00 289.74
State Street MF Closed and MF Open (XHS) 0.0 $12k 112.00 106.86
Wec Energy Common Stock (WEC) 0.0 $12k 111.00 105.46
Blackstone Mortgage Common Stock (BXMT) 0.0 $12k 604.00 19.14
United Microelectronics Common Stock (UMC) 0.0 $12k 1.5k 7.86
Vanguard Total MF Closed and MF Open (VTI) 0.0 $12k 34.00 337.76
Globus Medical Common Stock (GMED) 0.0 $11k 122.00 87.31
Csx Corp Common Stock (CSX) 0.0 $9.7k 267.00 36.25
Ishares Esg MF Closed and MF Open (ESGU) 0.0 $9.5k 64.00 148.98
Wisdomtree Artificial MF Closed and MF Open (WTAI) 0.0 $9.1k 312.00 29.16
Americold Realty Common Stock (COLD) 0.0 $8.8k 683.00 12.86
Schwab Fundamental MF Closed and MF Open (FNDX) 0.0 $8.8k 322.00 27.20
Jacobs Solutions Common Stock (J) 0.0 $8.6k 65.00 132.46
Tractor Supply Common Stock (TSCO) 0.0 $8.6k 171.00 50.15
Kimberly Clark Common Stock (KMB) 0.0 $8.4k 83.00 100.89
Uber Technologies Common Stock (UBER) 0.0 $8.2k 100.00 81.71
Alexandria Real Common Stock (ARE) 0.0 $8.1k 166.00 48.89
Carrier Global Common Stock (CARR) 0.0 $8.0k 151.00 52.79
Ishares Msci MF Closed and MF Open (KSA) 0.0 $7.8k 213.00 36.42
Barclays Common Stock (BCS) 0.0 $7.6k 300.00 25.45
Philip Morris Common Stock (PM) 0.0 $7.3k 46.00 158.91
At&t Common Stock (T) 0.0 $7.0k 281.00 24.84
First Trust MF Closed and MF Open (AIRR) 0.0 $6.9k 70.00 98.34
Vanguard Total MF Closed and MF Open (BNDX) 0.0 $6.9k 142.00 48.33
Microchip Technology Common Stock (MCHP) 0.0 $6.6k 104.00 63.88
Schwab Fundamental MF Closed and MF Open (FNDF) 0.0 $6.3k 139.00 45.34
Target Corp Common Stock (TGT) 0.0 $5.8k 59.00 98.10
Vanguard Mortgage MF Closed and MF Open (VMBS) 0.0 $5.0k 106.00 46.88
Ishares Russell MF Closed and MF Open (IWM) 0.0 $4.9k 20.00 246.15
Rxo Common Stock (RXO) 0.0 $4.9k 387.00 12.64
Schwab Fundamental MF Closed and MF Open (FNDA) 0.0 $4.9k 154.00 31.53
Duolingo Common Stock (DUOL) 0.0 $4.7k 27.00 175.52
Crown Holdings Common Stock (CCK) 0.0 $4.7k 45.00 103.58
Verizon Communications Common Stock (VZ) 0.0 $4.6k 112.00 40.85
Ford Motor Common Stock (F) 0.0 $4.5k 347.00 13.11
Stanley Black Common Stock (SWK) 0.0 $4.5k 61.00 73.89
American Water Common Stock (AWK) 0.0 $4.4k 34.00 129.97
Ishares Core MF Closed and MF Open (IUSB) 0.0 $4.2k 91.00 46.68
National Grid Common Stock (NGG) 0.0 $4.2k 54.00 77.13
Immunitybio Common Stock (IBRX) 0.0 $4.0k 2.0k 1.98
Octave Specialty Common Stock (OSG) 0.0 $3.9k 500.00 7.78
Pinterest Common Stock (PINS) 0.0 $3.9k 150.00 25.89
Sony Group Common Stock (SONY) 0.0 $3.9k 151.00 25.58
Ishares Jpmorgan MF Closed and MF Open (EMB) 0.0 $3.8k 40.00 95.90
Vanguard Extended MF Closed and MF Open (VXF) 0.0 $3.8k 18.00 212.06
Schwab Intermediate MF Closed and MF Open (SCHR) 0.0 $3.6k 143.00 25.14
Yum China Common Stock (YUMC) 0.0 $3.5k 73.00 47.58
Ge Aerospace Common Stock (GE) 0.0 $3.4k 11.00 309.82
Pursuit Attractions Common Stock (PRSU) 0.0 $3.4k 100.00 33.68
Hsbc Holdings Common Stock (HSBC) 0.0 $3.2k 41.00 78.66
Camping World Common Stock (CWH) 0.0 $3.2k 328.00 9.72
Glacier Bancorp Common Stock (GBCI) 0.0 $3.2k 72.00 44.08
Fidelity National Common Stock (FIS) 0.0 $3.1k 47.00 66.62
Pinnacle West Common Stock (PNW) 0.0 $2.9k 33.00 88.70
Ing Groep Common Stock (ING) 0.0 $2.8k 98.00 28.12
Ishares Gold Common Stock (IAU) 0.0 $2.2k 27.00 81.19
Fiserv Common Stock (FI) 0.0 $1.7k 25.00 67.16
Ishares Core MF Closed and MF Open (IXUS) 0.0 $1.6k 18.00 86.83
Pegasystems Common Stock (PEGA) 0.0 $1.6k 26.00 59.81
Sba Communications Common Stock (SBAC) 0.0 $1.2k 6.00 202.67
Kratos Defense Common Stock (KTOS) 0.0 $1.2k 16.00 75.94
Solstice Advanced Common Stock (SOLS) 0.0 $1.1k 23.00 48.57
State Street MF Closed and MF Open (PSK) 0.0 $1.1k 34.00 31.68
Wisdomtree U S MF Closed and MF Open (NTSX) 0.0 $1.1k 19.00 56.05
Hubspot Common Stock (HUBS) 0.0 $803.000000 2.00 401.50
Albertsons Cos Common Stock (ACI) 0.0 $458.001000 27.00 16.96
Amentum Holdings Common Stock (AMTM) 0.0 $377.000000 13.00 29.00
Lumentum Holdings Common Stock (LITE) 0.0 $369.000000 1.00 369.00
Carnival Corp Common Stock (CCL) 0.0 $275.000400 9.00 30.56
Grail Common Stock (GRAL) 0.0 $86.000000 1.00 86.00