Wiser Advisor Group LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Wiser Advisor Group LLC reported 39 stock positions worth $57.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 8.6% of the portfolio, followed by Apple (AAPL, 8.4%) and Eli Lilly (LLY, 5.8%). Compared with Q1 2025, it opened 2 new positions, sold out of 238, added to 21 and reduced 15. The biggest buy was a new position in First TRST Nasd Class Edg Sgiif (GRID) and the biggest sale an exit from First Trust Managed Municipa (FMB).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002011550
- Portfolio Value
- $57.6M (Q2 2025)
- SEC Filing
- 0002011550-25-000004 ↗ filed Aug 8, 2025
Holdings Value
Holdings 39 stocks · $57.6M
| VOO Vanguard S&P 500 ETF | 8.58% | 8,693 | $4.9M | Reduce -6.8% |
| AAPL Apple Inc. | 8.36% | 23,467 | $4.8M | Reduce -7.7% |
| LLY Eli Lilly & Co. | 5.82% | 4,299 | $3.4M | Add +1.8% |
| AMZN Amazon.com Inc. | 5.02% | 13,180 | $2.9M | Add +0.7% |
| META Meta Platforms Inc. Class A | 4.48% | 3,494 | $2.6M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 4.45% | 14,529 | $2.6M | Add +1.5% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 4.07% | 79,482 | $2.3M | Reduce -3.8% |
| BND Vanguard Total Bond Market | 3.78% | 29,569 | $2.2M | Reduce -3.6% |
| MSFT Microsoft Corp. | 3.70% | 4,285 | $2.1M | Add +4.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.38% | 11,014 | $1.9M | Reduce -6.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.34% | 4,379 | $1.9M | Reduce -17.2% |
| JPM JPMorgan Chase & Co. | 3.12% | 6,192 | $1.8M | Reduce -16.1% |
| SCHX Schwab US Large-Cap ETF | 3.04% | 71,603 | $1.7M | Add +12.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.87% | 6,974 | $1.7M | Reduce -13.0% |
| NVDA Nvidia Corp. | 2.82% | 10,264 | $1.6M | Add +36.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.53% | 2 | $1.5M | No change |
| GRID First TRST Nasd Class Edg Sgiif | 2.50% | 10,335 | $1.4M | New |
| HD Home Depot Inc. | 2.47% | 3,874 | $1.4M | Add +0.4% |
| WMT Walmart Inc. | 2.38% | 14,028 | $1.4M | Add +3.1% |
| MCD McDonald's Corp. | 2.23% | 4,402 | $1.3M | Add +7.1% |
| HYLB Xtrackers Usd High Yield Cor | 2.14% | 33,363 | $1.2M | Add +2.3% |
| KO The Coca-Cola Co. | 1.81% | 14,730 | $1.0M | Add +2.6% |
| SCHA Schwab US Small-Cap ETF | 1.79% | 40,770 | $1.0M | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.62% | 4,112 | $931K | Add +66.9% |
| RACE Ferrari NV | 1.58% | 1,857 | $911K | Add +7.6% |
| FPE FT-Preferred Secur & Inc. ETF | 1.50% | 48,366 | $861K | Reduce -8.0% |
| VNQ Vanguard Real Estate ETF | 1.48% | 9,593 | $854K | Add +1.2% |
| PLD Prologis Inc. | 1.37% | 7,513 | $790K | Reduce -26.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.33% | 1,577 | $766K | Add +2619.0% |
| RCL Royal Caribbean Cruises Ltd. | 1.12% | 2,052 | $643K | Reduce -17.2% |
| DIVO Amplify CWP Enhan Divid ETF | 1.04% | 14,040 | $597K | Add +8.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.73% | 960 | $423K | Add +306.8% |
| VCIT Vanguard Int-Term Corporate | 0.73% | 5,070 | $420K | Reduce -3.1% |
| TSLA Tesla Inc. | 0.70% | 1,267 | $402K | Add +2.4% |
| IJR iShares Core S&P Small-Cap E | 0.66% | 3,495 | $382K | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 0.62% | 576 | $358K | Reduce -15.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 1,965 | $244K | Reduce -40.1% |
| V Visa Inc. Class A | 0.36% | 589 | $209K | Add +0.2% |
| ENBRIDGE INC (ENBCN V6 01/15/77 16-A) | 0.03% | 20,000 | $20K | New |
Portfolio Sells Q1 2025 → Q2 2025
| FMB First Trust Managed Municipa | Sold out | 0.00% | −3.22 |
| XMHQ Invesco S&P Midcap Qual ETF | Sold out | 0.00% | −2.98 |
| MLPA Global X MLP ETF | Sold out | 0.00% | −1.56 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.71 |
| PZA Invesco National Amt-Free Mu | Sold out | 0.00% | −0.66 |
| BLOK Amplify Blockchain Tech ETF | Sold out | 0.00% | −0.64 |
| TRP TC Energy Corp. | Sold out | 0.00% | −0.51 |
| PGX Invesco Preferred ETF | Sold out | 0.00% | −0.45 |
| DTCR Global X Data Center & Digit | Sold out | 0.00% | −0.43 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.39 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.36 |
| HYD Vaneck High Yield Muni ETF | Sold out | 0.00% | −0.34 |
| PLD Prologis Inc. | Reduce -26.3% | 1.37% | −0.31 |
| PSCH Invesco S&P Smallcap Health | Sold out | 0.00% | −0.29 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.28 |
| BUFR FT Vest Lad Buffervetf-Usd I | Sold out | 0.00% | −0.28 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.24 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.24 |
| FPX First Trust US Equity Opport | Sold out | 0.00% | −0.23 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.23 |
| VNM Vaneck Vietnam ETF | Sold out | 0.00% | −0.19 |
| MMIT Nylim Mackay Muni Intermedia | Sold out | 0.00% | −0.19 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.19 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.18 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.18 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.17 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.17 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.16 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.15 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.15 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.15 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.15 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.15 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.15 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.14 |
| RTX RTX Corp. | Sold out | 0.00% | −0.14 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.14 |
| FEZ State Street SPDR Euro Stoxx | Sold out | 0.00% | −0.14 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.14 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.13 |
| AXP American Express Co. | Sold out | 0.00% | −0.10 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.10 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.09 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.09 |
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −0.09 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.09 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.09 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.09 |
| UDR Udr Inc. | Sold out | 0.00% | −0.09 |
Portfolio Buys Q1 2025 → Q2 2025
| GRID First TRST Nasd Class Edg Sgiif | New | 2.50% | +2.50 |
| NVDA Nvidia Corp. | Add +36.3% | 2.82% | +1.61 |
| META Meta Platforms Inc. Class A | Add +0.9% | 4.48% | +1.53 |
| MSFT Microsoft Corp. | Add +4.2% | 3.70% | +1.42 |
| AMZN Amazon.com Inc. | Add +0.7% | 5.02% | +1.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2619.0% | 1.33% | +1.29 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 4.45% | +1.18 |
| TSM Taiwan Semiconductor-SP ADR | Add +66.9% | 1.62% | +1.01 |
| SCHX Schwab US Large-Cap ETF | Add +12.2% | 3.04% | +0.96 |
| LLY Eli Lilly & Co. | Add +1.8% | 5.82% | +0.67 |
| WMT Walmart Inc. | Add +3.1% | 2.38% | +0.62 |
| DIA SS SPDR Dow Jones Indus Avg | Add +306.8% | 0.73% | +0.59 |
| RACE Ferrari NV | Add +7.6% | 1.58% | +0.49 |
| HYLB Xtrackers Usd High Yield Cor | Add +2.3% | 2.14% | +0.40 |
| SCHA Schwab US Small-Cap ETF | Add +0.1% | 1.79% | +0.38 |
| HD Home Depot Inc. | Add +0.4% | 2.47% | +0.38 |
| MCD McDonald's Corp. | Add +7.1% | 2.23% | +0.34 |
| KO The Coca-Cola Co. | Add +2.6% | 1.81% | +0.29 |
| DIVO Amplify CWP Enhan Divid ETF | Add +8.8% | 1.04% | +0.26 |
| TSLA Tesla Inc. | Add +2.4% | 0.70% | +0.23 |
| VNQ Vanguard Real Estate ETF | Add +1.2% | 1.48% | +0.22 |
| V Visa Inc. Class A | Add +0.2% | 0.36% | +0.06 |
| ENBRIDGE INC (ENBCN V6 01/15/77 16-A) | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 229 | $91.3M | AAPL, VOO, LLY, GOOGL, BUFR |
| Q1 2026 | 224 | $82.7M | AAPL, VOO, GOOGL, LLY, BUFR |
| Q4 2025 | 233 | $87.4M | AAPL, VOO, GOOGL, LLY, AMZN |
| Q3 2025 | 248 | $80.4M | AAPL, VOO, GOOGL, LLY, AMZN |
| Q2 2025 | 39 | $57.6M | VOO, AAPL, LLY, AMZN, META |
| Q1 2025 | 275 | $67.7M | AAPL, VOO, LLY, AMZN, HFXI |
| Q4 2024 | 268 | $68.8M | AAPL, VOO, FMB, AMZN, VUG |
| Q3 2024 | 261 | $67.0M | AAPL, VOO, FMB, BND, AMZN |
| Q2 2024 | 303 | $63.6M | AAPL, VOO, FMB, BND, AMZN |
| Q1 2024 | 305 | $63.8M | VOO, AAPL, FMB, BND, VB |