Wiser Advisor Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Wiser Advisor Group LLC held in its portfolio 208 assets valued at $87,438,559 (i.e. $87.44M).
The most valuable assets in the portfolio included: APPLE INC ($6.16M), VANGUARD S&P ($5.28M), and ALPHABET INC ($4.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 208 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wiser Advisor Group LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 22674 | 6164079 | Common Stock |
| VANGUARD S&P | 8413 | 5276114 | MF Closed and MF Open |
| ALPHABET INC | 15866 | 4966768 | Common Stock |
| FIRST TRUST | 112505 | 4843340 | MF Closed and MF Open |
| ELI LILLY | 4333 | 4656218 | Common Stock |
| SCHWAB US | 118023 | 3238677 | MF Closed and MF Open |
| AMAZON COM | 13610 | 3141462 | Common Stock |
| GLOBAL X | 112337 | 3081358 | MF Closed and MF Open |
| PROFESSIONALLY MANAGED | 42820 | 2805141 | MF Closed and MF Open |
| NYLI FTSE | 84343 | 2736908 | MF Closed and MF Open |
| META PLATFORMS | 3674 | 2424845 | Common Stock |
| INVESCO S&P | 24516 | 2410300 | MF Closed and MF Open |
| BERKSHIRE HATHAWAY | 1450 | 2237436 | Common Stock |
| MICROSOFT CORP | 4527 | 2189446 | Common Stock |
| VANGUARD TOTAL | 29121 | 2172896 | MF Closed and MF Open |
| JPMORGAN CHASE | 6436 | 2073707 | Common Stock |
| VANGUARD GROWTH | 4154 | 2026361 | MF Closed and MF Open |
| VANGUARD VALUE | 10607 | 2025784 | MF Closed and MF Open |
| NVIDIA CORP | 10764 | 2007505 | Common Stock |
| HARTFORD MUN | 47063 | 1840618 | MF Closed and MF Open |
| VANGUARD SMALL | 6984 | 1801567 | MF Closed and MF Open |
| WALMART INC | 14839 | 1653245 | Common Stock |
| MCDONALDS CORP | 4594 | 1404149 | Common Stock |
| TAIWAN SEMICONDUCTOR | 4457 | 1354525 | Common Stock |
| HOME DEPOT | 3815 | 1312651 | Common Stock |
| XTRACKERS USD | 34875 | 1284448 | MF Closed and MF Open |
| COCA COLA COMPANY | 15707 | 1098105 | Common Stock |
| ISHARES CORE | 6002 | 1041993 | MF Closed and MF Open |
| VANGUARD REAL | 9987 | 883775 | MF Closed and MF Open |
| PROLOGIS INC | 6616 | 844608 | Common Stock |
| FERRARI NV | 2123 | 784445 | Common Stock |
| AMPLIFY CWP | 14323 | 637377 | MF Closed and MF Open |
| ROYAL CARIBBEAN | 2235 | 623383 | Common Stock |
| ZOOM COMMUNICATIONS | 7212 | 622327 | Common Stock |
| SPDR DOW | 1189 | 571346 | MF Closed and MF Open |
| TESLA INC | 1232 | 554055 | Common Stock |
| VANGUARD INTERMEDIATE | 5118 | 428655 | MF Closed and MF Open |
| TC ENERGY | 7292 | 401137 | Common Stock |
| INVESCO NATIONAL | 16685 | 386925 | MF Closed and MF Open |
| NOVO NORDISK | 7602 | 386790 | Common Stock |
| INVESCO QQQ | 618 | 379410 | MF Closed and MF Open |
| INVESCO PFD | 27058 | 304132 | MF Closed and MF Open |
| BROADCOM INC | 739 | 255768 | Common Stock |
| VANECK HIGH | 4434 | 226670 | MF Closed and MF Open |
| VANECK VIETNAM | 11370 | 216942 | MF Closed and MF Open |
| ISHARES S&P | 1009 | 213976 | MF Closed and MF Open |
| VISA INC | 591 | 207164 | Common Stock |
| ARK SPACE | 6759 | 195876 | MF Closed and MF Open |
| ABBOTT LABORATORIES | 1426 | 178667 | Common Stock |
| ORACLE CORP | 886 | 172671 | Common Stock |
| COSTCO WHOLESALE | 194 | 166896 | Common Stock |
| RTX CORP | 743 | 136329 | Common Stock |
| NYLI MACKAY | 5443 | 132438 | MF Closed and MF Open |
| CISCO SYSTEMS | 1633 | 125766 | Common Stock |
| WELLTOWER INC | 657 | 121924 | Common Stock |
| THERMO FISHER | 207 | 120220 | Common Stock |
| SPDR EURO | 1771 | 114045 | MF Closed and MF Open |
| ALLSTATE CORP | 542 | 112838 | Common Stock |
| JOHNSON & JOHNSON | 536 | 110910 | Common Stock |
| WASTE MANAGEMENT | 489 | 107440 | Common Stock |
| AMERICAN EXPRESS | 266 | 98255 | Common Stock |
| NETFLIX INC | 1030 | 96573 | Common Stock |
| AMERICAN TOWER | 475 | 83429 | Common Stock |
| LOWES COMPANIES | 345 | 83191 | Common Stock |
| VANGUARD FTSE | 1330 | 83093 | MF Closed and MF Open |
| ELEVANCE HEALTH | 233 | 81805 | Common Stock |
| CHIPOTLE MEXICAN | 2050 | 75850 | Common Stock |
| BANK AMERICA | 1274 | 70070 | Common Stock |
| NEXTERA ENERGY | 872 | 70004 | Common Stock |
| MERCK & COMPANY | 660 | 69503 | Common Stock |
| MARRIOTT INTL | 204 | 63331 | Common Stock |
| NASDAQ INC | 652 | 63327 | Common Stock |
| EBAY INC | 700 | 60948 | Common Stock |
| ADOBE INC | 172 | 60198 | Common Stock |
| QUEST DIAGNOSTICS | 338 | 58679 | Common Stock |
| STRYKER CORP | 166 | 58194 | Common Stock |
| CHEVRON CORP | 372 | 56771 | Common Stock |
| SCHWAB CHARLES | 548 | 54745 | Common Stock |
| REALTY INCOME | 935 | 52694 | Common Stock |
| AVALONBAY COMMNTYS | 290 | 52636 | Common Stock |
| XPO INC | 387 | 52597 | Common Stock |
| LOCKHEED MARTIN | 108 | 52401 | Common Stock |
| PALANTIR TECHNOLOGIES | 293 | 52081 | Common Stock |
| EQUINIX INC | 66 | 50929 | Common Stock |
| UDR INC | 1337 | 49033 | Common Stock |
| UNITED AIRLINES | 428 | 47859 | Common Stock |
| SUN COMMUNITIES | 357 | 44273 | Common Stock |
| VANGUARD LARGE | 139 | 43757 | MF Closed and MF Open |
| COINBASE GLOBAL | 193 | 43645 | Common Stock |
| HOST HOTELS | 2389 | 42364 | Common Stock |
| MPLX | 771 | 41151 | Oil & Gas, Real Estate and REIT |
| VICI PROPERTIES | 1438 | 40439 | Common Stock |
| DIGITAL REALTY | 254 | 39261 | Common Stock |
| MICRON TECHNOLOGY INC | 131 | 37358 | Common Stock |
| AMEREN CORP | 337 | 33653 | Common Stock |
| AGREE REALTY | 455 | 32802 | Common Stock |
| HEALTHPEAK PPTYS | 1998 | 32134 | Common Stock |
| REXFORD INDUSTRIAL | 830 | 32120 | Common Stock |
| FRANKLIN COVEY | 1812 | 30405 | Common Stock |
| AIRBNB INC | 224 | 30401 | Common Stock |
| VENTAS INC | 387 | 29958 | Common Stock |
| KILROY RLTY CORP | 774 | 28929 | Common Stock |
| SHELL PLC | 391 | 28766 | Common Stock |
| YUM BRANDS INC | 185 | 28044 | Common Stock |
| CROWN CASTLE | 306 | 27233 | Common Stock |
| TOLL BROTHERS | 196 | 26437 | Common Stock |
| TERRENO REALTY | 450 | 26411 | Common Stock |
| CUBESMART | 693 | 24984 | Common Stock |
| EQUITY LIFESTYLE | 412 | 24958 | Common Stock |
| SPDR S&P | 35 | 24149 | MF Closed and MF Open |
| CLOUDFLARE INC | 121 | 23855 | Common Stock |
| HEALTHCARE REALTY | 1393 | 23614 | Common Stock |
| ABBVIE INC | 102 | 23213 | Common Stock |
| BRIXMOR PROPERTY | 828 | 21706 | Common Stock |
| METLIFE INC | 274 | 21618 | Common Stock |
| MGM RESORTS | 590 | 21529 | Common Stock |
| 3M COMPANY | 134 | 21523 | Common Stock |
| SALESFORCE INC | 78 | 20613 | Common Stock |
| GXO LOGISTICS | 387 | 20372 | Common Stock |
| SCHWAB FUNDAMENTAL | 615 | 19916 | MF Closed and MF Open |
| PROCTER & GAMBLE | 138 | 19840 | Common Stock |
| INTERCONTINENTAL HOTELS | 140 | 19784 | Common Stock |
| KIMCO REALTY | 944 | 19132 | Common Stock |
| INVITATION HOMES | 686 | 19058 | Common Stock |
| DUKE ENERGY | 159 | 18653 | Common Stock |
| HONEYWELL INTL | 95 | 18524 | Common Stock |
| TAKE-TWO INTERACTIVE | 72 | 18434 | Common Stock |
| NNN REIT | 462 | 18309 | Common Stock |
| STARBUCKS CORP | 211 | 17739 | Common Stock |
| BLACKSTONE INC | 104 | 16031 | Common Stock |
| ASTRAZENECA PLC | 173 | 15904 | Common Stock |
| DOORDASH INC | 70 | 15854 | Common Stock |
| EXTRA SPACE | 120 | 15589 | Common Stock |
| SOCIEDAD QUIMICA | 225 | 15480 | Common Stock |
| GAMING & LEISURE | 320 | 14316 | Common Stock |
| VANGUARD FSTE | 266 | 14298 | MF Closed and MF Open |
| ALTRIA GROUP | 244 | 14066 | Common Stock |
| ESSENTIAL PROPERTIES | 466 | 13822 | Common Stock |
| ALERIAN MLP | 293 | 13794 | MF Closed and MF Open |
| LAMAR ADVERTISING | 104 | 13224 | Common Stock |
| STATE STREET | 146 | 13045 | MF Closed and MF Open |
| PAYPAL HOLDINGS | 222 | 12932 | Common Stock |
| VIRTUS INFRACAP | 598 | 12892 | MF Closed and MF Open |
| PFIZER INC | 509 | 12679 | Common Stock |
| THE REALREAL | 800 | 12624 | Common Stock |
| CITIGROUP INC | 108 | 12597 | Common Stock |
| NIKE INC | 194 | 12340 | Common Stock |
| MOTLEY FOOL | 171 | 12299 | MF Closed and MF Open |
| FEDEX CORP | 42 | 12169 | Common Stock |
| WEC ENERGY | 111 | 11706 | Common Stock |
| BLACKSTONE MORTGAGE | 604 | 11559 | Common Stock |
| UNITED MICROELECTRONICS | 1469 | 11549 | Common Stock |
| GLOBUS MEDICAL | 122 | 10652 | Common Stock |
| CSX CORP | 267 | 9679 | Common Stock |
| ISHARES ESG | 64 | 9535 | MF Closed and MF Open |
| WISDOMTREE ARTIFICIAL | 312 | 9097 | MF Closed and MF Open |
| AMERICOLD REALTY | 683 | 8785 | Common Stock |
| JACOBS SOLUTIONS | 65 | 8610 | Common Stock |
| TRACTOR SUPPLY | 171 | 8576 | Common Stock |
| KIMBERLY CLARK | 83 | 8374 | Common Stock |
| UBER TECHNOLOGIES | 100 | 8171 | Common Stock |
| ALEXANDRIA REAL | 166 | 8115 | Common Stock |
| CARRIER GLOBAL | 151 | 7972 | Common Stock |
| ISHARES MSCI | 213 | 7757 | MF Closed and MF Open |
| BARCLAYS PLC | 300 | 7634 | Common Stock |
| PHILIP MORRIS | 46 | 7310 | Common Stock |
| AT&T INC | 281 | 6980 | Common Stock |
| MICROCHIP TECHNOLOGY INC | 104 | 6644 | Common Stock |
| TARGET CORP | 59 | 5788 | Common Stock |
| VANGUARD MORTGAGE | 106 | 4969 | MF Closed and MF Open |
| ISHARES RUSSELL | 20 | 4923 | MF Closed and MF Open |
| RXO INC | 387 | 4892 | Common Stock |
| DUOLINGO INC | 27 | 4739 | Common Stock |
| CROWN HOLDINGS | 45 | 4661 | Common Stock |
| VERIZON COMMUNICATIONS | 112 | 4575 | Common Stock |
| FORD MOTOR | 347 | 4548 | Common Stock |
| STANLEY BLACK | 61 | 4507 | Common Stock |
| AMERICAN WATER | 34 | 4419 | Common Stock |
| NATIONAL GRID | 54 | 4165 | Common Stock |
| IMMUNITYBIO INC | 2000 | 3960 | Common Stock |
| OCTAVE SPECIALTY | 500 | 3890 | Common Stock |
| PINTEREST INC | 150 | 3884 | Common Stock |
| SONY GROUP | 151 | 3862 | Common Stock |
| ISHARES JPMORGAN | 40 | 3836 | MF Closed and MF Open |
| VANGUARD EXTENDED | 18 | 3817 | MF Closed and MF Open |
| SCHWAB INTERMEDIATE | 143 | 3595 | MF Closed and MF Open |
| YUM CHINA | 73 | 3473 | Common Stock |
| GE AEROSPACE | 11 | 3408 | Common Stock |
| PURSUIT ATTRACTIONS | 100 | 3368 | Common Stock |
| HSBC HOLDINGS | 41 | 3225 | Common Stock |
| CAMPING WORLD | 328 | 3189 | Common Stock |
| GLACIER BANCORP | 72 | 3174 | Common Stock |
| FIDELITY NATIONAL | 47 | 3131 | Common Stock |
| PINNACLE WEST | 33 | 2927 | Common Stock |
| ING GROEP | 98 | 2756 | Common Stock |
| ISHARES GOLD | 27 | 2192 | Common Stock |
| FISERV INC | 25 | 1679 | Common Stock |
| PEGASYSTEMS INC | 26 | 1555 | Common Stock |
| SBA COMMUNICATIONS | 6 | 1216 | Common Stock |
| KRATOS DEFENSE | 16 | 1215 | Common Stock |
| SOLSTICE ADVANCED | 23 | 1117 | Common Stock |
| WISDOMTREE U S | 19 | 1065 | MF Closed and MF Open |
| HUBSPOT INC | 2 | 803 | Common Stock |
| ALBERTSONS COS | 27 | 458 | Common Stock |
| AMENTUM HOLDINGS | 13 | 377 | Common Stock |
| LUMENTUM HOLDINGS | 1 | 369 | Common Stock |
| CARNIVAL CORP | 9 | 275 | Common Stock |
| GRAIL INC | 1 | 86 | Common Stock |
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