Wiser Advisor Group

Wiser Advisor Group as of March 31, 2026

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