Wiser Advisor Group LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$57.6B
Holdings
39
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD S&P | 8,693 | $4.9B | 8.58% | |
| 2 | AAPLAPPLE INC | 23,467 | $4.8B | 8.36% | |
| 3 | LLYELI LILLY | 4,299 | $3.4B | 5.82% | |
| 4 | AMZNAMAZON COM | 13,180 | $2.9B | 5.02% | |
| 5 | METAMETA PLATFORMS | 3,494 | $2.6B | 4.48% | |
| 6 | GOOGLALPHABET INC | 14,529 | $2.6B | 4.45% | |
| 7 | HFXINYLI FTSE | 79,482 | $2.3B | 4.07% | |
| 8 | BNDVANGUARD TOTAL | 29,569 | $2.2B | 3.78% | |
| 9 | MSFTMICROSOFT CORP | 4,285 | $2.1B | 3.70% | |
| 10 | VTVVANGUARD VALUE | 11,014 | $1.9B | 3.38% | |
| 11 | VUGVANGUARD GROWTH | 4,379 | $1.9B | 3.34% | |
| 12 | JPMJPMORGAN CHASE | 6,192 | $1.8B | 3.12% | |
| 13 | SCHXSCHWAB US | 71,603 | $1.7B | 3.04% | |
| 14 | VBVANGUARD SMALL | 6,974 | $1.7B | 2.87% | |
| 15 | NVDANVIDIA CORP | 10,264 | $1.6B | 2.82% | |
| 16 | BRK-BBERKSHIRE HATHAWAY | 2 | $1.5B | 2.53% | |
| 17 | GRIDFIRST TRUST | 10,335 | $1.4B | 2.50% | |
| 18 | HDHOME DEPOT | 3,874 | $1.4B | 2.47% | |
| 19 | WMTWALMART INC | 14,028 | $1.4B | 2.38% | |
| 20 | MCDMCDONALDS CORP | 4,402 | $1.3B | 2.23% | |
| 21 | HYLBXTRACKERS USD | 33,363 | $1.2B | 2.14% | |
| 22 | KOCOCA COLA COMPANY | 14,730 | $1.0B | 1.81% | |
| 23 | SCHASCHWAB US | 40,770 | $1.0B | 1.79% | |
| 24 | TSMTAIWAN SEMICONDUCTOR | 4,112 | $931.4M | 1.62% | |
| 25 | RACEFERRARI NV | 1,857 | $911.2M | 1.58% | |
| 26 | XFEBFIRST TRUST | 48,366 | $860.9M | 1.50% | |
| 27 | VNQVANGUARD REAL | 9,593 | $854.4M | 1.48% | |
| 28 | PLDPROLOGIS INC | 7,513 | $789.8M | 1.37% | |
| 29 | BRK/BBERKSHIRE HATHAWAY | 1,577 | $766.1M | 1.33% | |
| 30 | RCLROYAL CARIBBEAN | 2,052 | $642.6M | 1.12% | |
| 31 | DIVOAMPLIFY CWP | 14,040 | $597.4M | 1.04% | |
| 32 | DONSPDR DOW | 960 | $423.0M | 0.73% | |
| 33 | VCITVANGUARD INTERMEDIATE | 5,070 | $420.4M | 0.73% | |
| 34 | TSLATESLA INC | 1,267 | $402.5M | 0.70% | |
| 35 | IJRISHARES CORE | 3,495 | $382.0M | 0.66% | |
| 36 | IVVISHARES CORE | 576 | $357.9M | 0.62% | |
| 37 | DISWALT DISNEY | 1,965 | $243.7M | 0.42% | |
| 38 | VVISA INC | 589 | $209.0M | 0.36% | |
| 39 | ENBCN V6 01/15/77 16-AENBRIDGE INC 6 77 | 20,000 | $20.0M | 0.03% |