Wiser Advisor Group LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Wiser Advisor Group LLC reported 248 stock positions worth $80.4 million. Its top holding was Apple (AAPL) at 7.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.4%) and Alphabet Class A (GOOGL, 4.5%). Compared with Q2 2025, it opened 210 new positions, sold out of 1, added to 26 and reduced 10. The biggest buy was a new position in Invesco S&P Midcap Qual ETF (XMHQ) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −3%).

Most Recent 13F
Q2 2026
Location
PHOENIX, AZ
CIK
0002011550
Portfolio Value
$80.4M (Q3 2025)
SEC Filing
0002011550-25-000006 ↗ filed Nov 14, 2025

Holdings Value

0$20.0M$40.0M$60.0M$80.0M$100.0M Q1 2024: $63.8M Q1 2024 Q2 2024: $63.6M Q2 2024 Q3 2024: $67.0M Q3 2024 Q4 2024: $68.8M Q4 2024 Q1 2025: $67.7M Q1 2025 Q2 2025: $57.6M Q2 2025 Q3 2025: $80.4M $80.4M Q3 2025 Q4 2025: $87.4M Q4 2025 Q1 2026: $82.7M Q1 2026 Q2 2026: $91.3M Q2 2026

Holdings 248 stocks · $80.4M
AAPL Apple Inc. 7.37% 23,271 $5.9M Reduce -0.8%
VOO Vanguard S&P 500 ETF 6.41% 8,415 $5.2M Reduce -3.2%
GOOGL Alphabet Inc. Class A 4.51% 14,932 $3.6M Add +2.8%
LLY Eli Lilly & Co. 4.18% 4,404 $3.4M Add +2.4%
AMZN Amazon.com Inc. 3.69% 13,523 $3.0M Add +2.6%
META Meta Platforms Inc. Class A 3.32% 3,636 $2.7M Add +4.1%
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 3.18% 82,351 $2.6M Add +3.6%
XMHQ Invesco S&P Midcap Qual ETF 2.89% 22,113 $2.3M New
MSFT Microsoft Corp. 2.87% 4,455 $2.3M Add +4.0%
BND Vanguard Total Bond Market 2.56% 27,687 $2.1M Reduce -6.4%
VUG Vanguard Mrngstar GR ETF-Sui 2.52% 4,220 $2.0M Reduce -3.6%
JPM JPMorgan Chase & Co. 2.50% 6,367 $2.0M Add +2.8%
NVDA Nvidia Corp. 2.47% 10,653 $2.0M Add +3.8%
SCHX Schwab US Large-Cap ETF 2.46% 75,143 $2.0M Add +4.9%
VTV Vanguard Mrngstr Val ETF-Aui 2.45% 10,544 $2.0M Reduce -4.3%
GRID First TRST Nasd Class Edg Sgiif 2.31% 12,284 $1.9M Add +18.9%
HMOP Hartford Municipal Opp ETF 2.27% 46,861 $1.8M New
VB Vanguard Most SM-Cap ETF-Usd 2.22% 7,034 $1.8M Add +0.9%
DTCR Global X Data Center & Digit 2.11% 82,855 $1.7M New
HD Home Depot Inc. 1.92% 3,804 $1.5M Reduce -1.8%
BRK.A Berkshire Hathaway Inc. Class A 1.88% 2 $1.5M No change
WMT Walmart Inc. 1.86% 14,504 $1.5M Add +3.4%
MCD McDonald's Corp. 1.71% 4,531 $1.4M Add +2.9%
MLPA Global X MLP ETF 1.60% 26,520 $1.3M New
HYLB Xtrackers Usd High Yield Cor 1.56% 33,798 $1.3M Add +1.3%
TSM Taiwan Semiconductor-SP ADR 1.53% 4,397 $1.2M Add +6.9%
SCHA Schwab US Small-Cap ETF 1.42% 40,851 $1.1M Add +0.2%
RACE Ferrari NV 1.29% 2,134 $1.0M Add +14.9%
KO The Coca-Cola Co. 1.27% 15,345 $1.0M Add +4.2%
VNQ Vanguard Real Estate ETF 1.13% 9,935 $908K Add +3.6%
FPE FT-Preferred Secur & Inc. ETF 1.04% 45,743 $834K Reduce -5.4%
BRK.B Berkshire Hathaway Inc. Class B 0.97% 1,547 $778K Reduce -1.9%
PLD Prologis Inc. 0.94% 6,585 $754K Reduce -12.3%
RCL Royal Caribbean Cruises Ltd. 0.88% 2,195 $710K Add +7.0%
BUFR FT Vest Lad Buffervetf-Usd I 0.87% 20,842 $697K New
DIVO Amplify CWP Enhan Divid ETF 0.79% 14,179 $632K Add +1.0%
ZM Zoom Communications Inc. 0.74% 7,187 $593K New
TSLA Tesla Inc. 0.70% 1,267 $563K No change
NVO Novo-Nordisk A/S-Spons ADR 0.57% 8,194 $455K New
PZA Invesco National Amt-Free Mu 0.56% 19,472 $450K New
VCIT Vanguard Int-Term Corporate 0.53% 5,106 $429K Add +0.7%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.53% 923 $428K Reduce -3.9%
IJR iShares Core S&P Small-Cap E 0.52% 3,508 $417K Add +0.4%
TRP TC Energy Corp. 0.49% 7,217 $393K New
IVV iShares Core S&P 500 ETF 0.48% 577 $386K Add +0.2%
QQQ Invesco QQQ Trust Series 1 0.46% 616 $370K New
PGX Invesco Preferred ETF 0.39% 27,018 $313K New
ORCL Oracle Corp. 0.31% 884 $249K New
AVGO Broadcom Inc. 0.30% 738 $243K New
HYD Vaneck High Yield Muni ETF 0.29% 4,542 $231K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.28% 1,991 $228K Add +1.3%
FPX First Trust US Equity Opport 0.27% 1,328 $221K New
IVE iShares S&P 500 Value ETF 0.26% 1,009 $208K New
V Visa Inc. Class A 0.25% 590 $201K Add +0.2%
GOOG Alphabet Inc. Class C 0.24% 805 $196K New
ABT Abbott Laboratories 0.24% 1,420 $190K New
COST Costco Wholesale Corp. 0.21% 182 $169K New
VNM Vaneck Vietnam ETF 0.21% 9,370 $167K New
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.16% 5,396 $131K New
RTX RTX Corp. 0.15% 740 $124K New
WELL Welltower Inc. 0.15% 656 $117K New
ALL Allstate Corp. 0.14% 540 $116K New
NFLX Netflix Inc. 0.14% 95 $114K New
CSCO Cisco Systems Inc. 0.14% 1,624 $111K New
FEZ State Street SPDR Euro Stoxx 0.14% 1,757 $109K New
WM Waste Management Inc. 0.13% 487 $108K New
TMO Thermo Fisher Scientific Inc. 0.13% 207 $101K New
JNJ Johnson & Johnson 0.12% 534 $99K New
AMT American Tower Corp. 0.12% 484 $93K New
AXP American Express Co. 0.11% 265 $88K New
LOW Lowe's Cos Inc. 0.11% 343 $86K New
CMG Chipotle Mexican Grill Inc. 0.10% 2,050 $80K New
VEA Vanguard Ftse Developed ETF 0.10% 1,322 $79K New
PSCH Invesco S&P Smallcap Health 0.09% 1,818 $76K New
ELV Elevance Health Inc. 0.09% 232 $75K New
NEE Nextera Energy Inc. 0.08% 872 $66K New
COIN Coinbase Global Inc. Class A 0.08% 193 $65K New
DGX Quest Diagnostics Inc. 0.08% 337 $64K New
EBAY eBay Inc. 0.08% 697 $63K New
RDVY First Trust Rising Dividend 0.08% 918 $62K New
LMT Lockheed Martin Corp. 0.08% 123 $61K New
SYK Stryker Corp. 0.08% 165 $61K New
ADBE Adobe Inc. 0.08% 172 $61K New
HON Honeywell International Inc. 0.07% 282 $59K New
NDAQ Nasdaq Inc. 0.07% 650 $58K New
CVX Chevron Corp. 0.07% 368 $57K New
AVB Avalonbay Communities Inc. 0.07% 293 $57K New
O Realty Income Corp. 0.07% 922 $56K New
MRK Merck & Co. Inc. 0.07% 655 $55K New
MAR Marriott International Class A 0.07% 204 $53K New
EQIX Equinix Inc. 0.07% 67 $53K New
MDLZ Mondelez International Inc. Class A 0.06% 826 $52K New
VXUS Vanguard Total Intl Stock 0.06% 691 $51K New
SCHW Schwab (charles) Corp. 0.06% 529 $51K New
XPO Xpo Inc. 0.06% 387 $50K New
AKAM Akamai Technologies Inc. 0.06% 655 $50K New
UDR Udr Inc. 0.06% 1,320 $49K New
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.06% 1,453 $47K New
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.06% 356 $46K New
DLR Digital Realty Trust Inc. 0.06% 260 $45K New

Show all 248 holdings

Portfolio Sells Q2 2025 → Q3 2025
VOO Vanguard S&P 500 ETF Reduce -3.2% 6.41% −2.17
BND Vanguard Total Bond Market Reduce -6.4% 2.56% −1.22
AAPL Apple Inc. Reduce -0.8% 7.37% −1.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -4.3% 2.45% −0.94
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.6% 2.52% −0.82
HD Home Depot Inc. Reduce -1.8% 1.92% −0.55
FPE FT-Preferred Secur & Inc. ETF Reduce -5.4% 1.04% −0.46
PLD Prologis Inc. Reduce -12.3% 0.94% −0.43
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.9% 0.97% −0.36
DIA SS SPDR Dow Jones Indus Avg Reduce -3.9% 0.53% −0.20
ENBRIDGE INC (ENBCN V6 01/15/77 16-A) Sold out 0.00% −0.03

Portfolio Buys Q2 2025 → Q3 2025
XMHQ Invesco S&P Midcap Qual ETF New 2.89% +2.89
HMOP Hartford Municipal Opp ETF New 2.27% +2.27
DTCR Global X Data Center & Digit New 2.11% +2.11
MLPA Global X MLP ETF New 1.60% +1.60
BUFR FT Vest Lad Buffervetf-Usd I New 0.87% +0.87
ZM Zoom Communications Inc. New 0.74% +0.74
NVO Novo-Nordisk A/S-Spons ADR New 0.57% +0.57
PZA Invesco National Amt-Free Mu New 0.56% +0.56
TRP TC Energy Corp. New 0.49% +0.49
QQQ Invesco QQQ Trust Series 1 New 0.46% +0.46
PGX Invesco Preferred ETF New 0.39% +0.39
ORCL Oracle Corp. New 0.31% +0.31
AVGO Broadcom Inc. New 0.30% +0.30
HYD Vaneck High Yield Muni ETF New 0.29% +0.29
FPX First Trust US Equity Opport New 0.27% +0.27
IVE iShares S&P 500 Value ETF New 0.26% +0.26
GOOG Alphabet Inc. Class C New 0.24% +0.24
ABT Abbott Laboratories New 0.24% +0.24
COST Costco Wholesale Corp. New 0.21% +0.21
VNM Vaneck Vietnam ETF New 0.21% +0.21
MMIT Nylim Mackay Muni Intermedia New 0.16% +0.16
RTX RTX Corp. New 0.15% +0.15
WELL Welltower Inc. New 0.15% +0.15
ALL Allstate Corp. New 0.14% +0.14
NFLX Netflix Inc. New 0.14% +0.14
CSCO Cisco Systems Inc. New 0.14% +0.14
FEZ State Street SPDR Euro Stoxx New 0.14% +0.14
WM Waste Management Inc. New 0.13% +0.13
TMO Thermo Fisher Scientific Inc. New 0.13% +0.13
JNJ Johnson & Johnson New 0.12% +0.12
AMT American Tower Corp. New 0.12% +0.12
AXP American Express Co. New 0.11% +0.11
LOW Lowe's Cos Inc. New 0.11% +0.11
CMG Chipotle Mexican Grill Inc. New 0.10% +0.10
VEA Vanguard Ftse Developed ETF New 0.10% +0.10
PSCH Invesco S&P Smallcap Health New 0.09% +0.09
ELV Elevance Health Inc. New 0.09% +0.09
NEE Nextera Energy Inc. New 0.08% +0.08
COIN Coinbase Global Inc. Class A New 0.08% +0.08
DGX Quest Diagnostics Inc. New 0.08% +0.08
EBAY eBay Inc. New 0.08% +0.08
RDVY First Trust Rising Dividend New 0.08% +0.08
LMT Lockheed Martin Corp. New 0.08% +0.08
SYK Stryker Corp. New 0.08% +0.08
ADBE Adobe Inc. New 0.08% +0.08
HON Honeywell International Inc. New 0.07% +0.07
NDAQ Nasdaq Inc. New 0.07% +0.07
CVX Chevron Corp. New 0.07% +0.07
AVB Avalonbay Communities Inc. New 0.07% +0.07
O Realty Income Corp. New 0.07% +0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 229$91.3MAAPL, VOO, LLY, GOOGL, BUFR
Q1 2026 224$82.7MAAPL, VOO, GOOGL, LLY, BUFR
Q4 2025 233$87.4MAAPL, VOO, GOOGL, LLY, AMZN
Q3 2025 248$80.4MAAPL, VOO, GOOGL, LLY, AMZN
Q2 2025 39$57.6MVOO, AAPL, LLY, AMZN, META
Q1 2025 275$67.7MAAPL, VOO, LLY, AMZN, HFXI
Q4 2024 268$68.8MAAPL, VOO, FMB, AMZN, VUG
Q3 2024 261$67.0MAAPL, VOO, FMB, BND, AMZN
Q2 2024 303$63.6MAAPL, VOO, FMB, BND, AMZN
Q1 2024 305$63.8MVOO, AAPL, FMB, BND, VB