Wiser Advisor Group

Wiser Advisor Group as of June 30, 2026

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