Wiser Advisor Group LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$87.4M
Holdings
233
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (233 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 22,674 | $6.2M | 7.05% | |
| 2 | VOOVANGUARD S&P | 8,413 | $5.3M | 6.03% | |
| 3 | GOOGLALPHABET INC | 15,061 | $4.7M | 5.39% | |
| 4 | LLYELI LILLY | 4,333 | $4.7M | 5.32% | |
| 5 | AMZNAMAZON COM | 13,610 | $3.1M | 3.59% | |
| 6 | AKREPROFESSIONALLY MANAGED | 42,820 | $2.8M | 3.21% | |
| 7 | HFXINYLI FTSE | 84,343 | $2.7M | 3.13% | |
| 8 | METAMETA PLATFORMS | 3,674 | $2.4M | 2.77% | |
| 9 | XMHQINVESCO S&P | 22,547 | $2.3M | 2.64% | |
| 10 | MSFTMICROSOFT CORP | 4,527 | $2.2M | 2.50% | |
| 11 | BNDVANGUARD TOTAL | 28,211 | $2.1M | 2.39% | |
| 12 | SCHXSCHWAB US | 77,435 | $2.1M | 2.38% | |
| 13 | JPMJPMORGAN CHASE | 6,436 | $2.1M | 2.37% | |
| 14 | VUGVANGUARD GROWTH | 4,154 | $2.0M | 2.32% | |
| 15 | VTVVANGUARD VALUE | 10,607 | $2.0M | 2.32% | |
| 16 | NVDANVIDIA CORP | 10,764 | $2.0M | 2.30% | |
| 17 | GRIDFIRST TRUST | 12,728 | $1.9M | 2.23% | |
| 18 | HEMIHARTFORD MUN | 47,063 | $1.8M | 2.10% | |
| 19 | DTCRGLOBAL X | 86,301 | $1.8M | 2.08% | |
| 20 | VBVANGUARD SMALL | 6,984 | $1.8M | 2.06% | |
| 21 | BUFRFIRST TRUST | 51,851 | $1.8M | 2.03% | |
| 22 | WMTWALMART INC | 14,839 | $1.7M | 1.89% | |
| 23 | BRK-BBERKSHIRE HATHAWAY | 2 | $1.5M | 1.73% | |
| 24 | MCDMCDONALDS CORP | 4,594 | $1.4M | 1.61% | |
| 25 | TSMTAIWAN SEMICONDUCTOR | 4,457 | $1.4M | 1.55% | |
| 26 | HDHOME DEPOT | 3,815 | $1.3M | 1.50% | |
| 27 | HYLBXTRACKERS USD | 34,875 | $1.3M | 1.47% | |
| 28 | MLPAGLOBAL X | 26,036 | $1.3M | 1.44% | |
| 29 | SCHASCHWAB US | 40,121 | $1.1M | 1.31% | |
| 30 | KOCOCA COLA COMPANY | 15,707 | $1.1M | 1.26% | |
| 31 | VNQVANGUARD REAL | 9,987 | $883K | 1.01% | |
| 32 | PLDPROLOGIS INC | 6,616 | $844K | 0.97% | |
| 33 | XFEBFIRST TRUST | 45,606 | $830K | 0.95% | |
| 34 | RACEFERRARI NV | 2,123 | $784K | 0.90% | |
| 35 | BRK/BBERKSHIRE HATHAWAY | 1,448 | $727K | 0.83% | |
| 36 | DIVOAMPLIFY CWP | 14,323 | $637K | 0.73% | |
| 37 | RCLROYAL CARIBBEAN | 2,235 | $623K | 0.71% | |
| 38 | ZMZOOM COMMUNICATIONS | 7,212 | $622K | 0.71% | |
| 39 | DONSPDR DOW | 1,189 | $571K | 0.65% | |
| 40 | TSLATESLA INC | 1,232 | $554K | 0.63% | |
| 41 | IJRISHARES CORE | 3,671 | $441K | 0.50% | |
| 42 | VCITVANGUARD INTERMEDIATE | 5,118 | $428K | 0.49% | |
| 43 | TRPTC ENERGY | 7,292 | $401K | 0.46% | |
| 44 | IVVISHARES CORE | 575 | $393K | 0.45% | |
| 45 | NVONOVO NORDISK | 7,602 | $386K | 0.44% | |
| 46 | PZAINVESCO NATIONAL | 16,685 | $386K | 0.44% | |
| 47 | NDQINVESCO QQQ | 618 | $379K | 0.43% | |
| 48 | PGXINVESCO PFD | 27,058 | $304K | 0.35% | |
| 49 | AVGOBROADCOM INC | 739 | $255K | 0.29% | |
| 50 | GOOGALPHABET INC | 805 | $252K | 0.29% | |
| 51 | HYDVANECK HIGH | 4,434 | $226K | 0.26% | |
| 52 | FPXFIRST TRUST | 1,330 | $217K | 0.25% | |
| 53 | VNMVANECK VIETNAM | 11,370 | $216K | 0.25% | |
| 54 | IVEISHARES S&P | 1,009 | $213K | 0.24% | |
| 55 | VVISA INC | 591 | $207K | 0.24% | |
| 56 | ARKXARK SPACE | 6,759 | $195K | 0.22% | |
| 57 | ABTABBOTT LABORATORIES | 1,426 | $178K | 0.20% | |
| 58 | ORCLORACLE CORP | 886 | $172K | 0.20% | |
| 59 | COSTCOSTCO WHOLESALE | 194 | $166K | 0.19% | |
| 60 | ITOTISHARES CORE | 999 | $148K | 0.17% | |
| 61 | RTXRTX CORP | 743 | $136K | 0.16% | |
| 62 | MMITNYLI MACKAY | 5,443 | $132K | 0.15% | |
| 63 | CSCOCISCO SYSTEMS | 1,633 | $125K | 0.14% | |
| 64 | WELLWELLTOWER INC | 657 | $121K | 0.14% | |
| 65 | TMOTHERMO FISHER | 207 | $120K | 0.14% | |
| 66 | FEZSPDR EURO | 1,771 | $114K | 0.13% | |
| 67 | ALSALLSTATE CORP | 542 | $112K | 0.13% | |
| 68 | JNJJOHNSON & JOHNSON | 536 | $110K | 0.13% | |
| 69 | WMWASTE MANAGEMENT | 489 | $107K | 0.12% | |
| 70 | AXPAMERICAN EXPRESS | 266 | $98K | 0.11% | |
| 71 | NFLXNETFLIX INC | 1,030 | $96K | 0.11% | |
| 72 | AMTAMERICAN TOWER | 475 | $83K | 0.09% | |
| 73 | VEAVANGUARD FTSE | 1,330 | $83K | 0.09% | |
| 74 | LOWLOWES COMPANIES | 345 | $83K | 0.09% | |
| 75 | ELVELEVANCE HEALTH | 233 | $81K | 0.09% | |
| 76 | PSCHINVESCO S&P | 1,818 | $80K | 0.09% | |
| 77 | CMGCHIPOTLE MEXICAN | 2,050 | $75K | 0.09% | |
| 78 | BACBANK AMERICA | 1,274 | $70K | 0.08% | |
| 79 | NEENEXTERA ENERGY | 872 | $70K | 0.08% | |
| 80 | MRKMERCK & COMPANY | 660 | $69K | 0.08% | |
| 81 | MARMARRIOTT INTL | 204 | $63K | 0.07% | |
| 82 | NDAQNASDAQ INC | 652 | $63K | 0.07% | |
| 83 | RDVYFIRST TRUST | 920 | $63K | 0.07% | |
| 84 | ADBEADOBE INC | 172 | $60K | 0.07% | |
| 85 | EBAEBAY INC | 700 | $60K | 0.07% | |
| 86 | SYKSTRYKER CORP | 166 | $58K | 0.07% | |
| 87 | DGXQUEST DIAGNOSTICS | 338 | $58K | 0.07% | |
| 88 | CVXCHEVRON CORP | 372 | $56K | 0.06% | |
| 89 | SCHWSCHWAB CHARLES | 548 | $54K | 0.06% | |
| 90 | PLTRPALANTIR TECHNOLOGIES | 293 | $52K | 0.06% | |
| 91 | XPOXPO INC | 387 | $52K | 0.06% | |
| 92 | LMTLOCKHEED MARTIN | 108 | $52K | 0.06% | |
| 93 | OREALTY INCOME | 935 | $52K | 0.06% | |
| 94 | AVBAVALONBAY COMMNTYS | 290 | $52K | 0.06% | |
| 95 | EQIXEQUINIX INC | 66 | $50K | 0.06% | |
| 96 | UDRUDR INC | 1,337 | $49K | 0.06% | |
| 97 | UALUNITED AIRLINES | 428 | $47K | 0.05% | |
| 98 | SUISUN COMMUNITIES | 357 | $44K | 0.05% | |
| 99 | VXUSVANGUARD TOTAL | 587 | $44K | 0.05% | |
| 100 | COINCOINBASE GLOBAL | 193 | $43K | 0.05% |
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