Wiser Advisor Group LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Wiser Advisor Group LLC reported 233 stock positions worth $87.4 million. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.0%) and Alphabet Class A (GOOGL, 5.4%). Compared with Q3 2025, it opened 7 new positions, sold out of 23, added to 118 and reduced 37. The biggest buy was a new position in Akre Focus ETF (AKRE) and the biggest sale Ferrari (RACE, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002011550
- Portfolio Value
- $87.4M (Q4 2025)
- SEC Filing
- 0002011550-26-000001 ↗ filed Feb 9, 2026
Holdings Value
Holdings 233 stocks · $87.4M
| AAPL Apple Inc. | 7.05% | 22,674 | $6.2M | Reduce -2.6% |
| VOO Vanguard S&P 500 ETF | 6.03% | 8,413 | $5.3M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 5.39% | 15,061 | $4.7M | Add +0.9% |
| LLY Eli Lilly & Co. | 5.33% | 4,333 | $4.7M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 3.59% | 13,610 | $3.1M | Add +0.6% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 3.21% | 42,820 | $2.8M | New |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 3.13% | 84,343 | $2.7M | Add +2.4% |
| META Meta Platforms Inc. Class A | 2.77% | 3,674 | $2.4M | Add +1.1% |
| XMHQ Invesco S&P Midcap Qual ETF | 2.64% | 22,547 | $2.3M | Add +2.0% |
| MSFT Microsoft Corp. | 2.50% | 4,527 | $2.2M | Add +1.6% |
| BND Vanguard Total Bond Market | 2.39% | 28,211 | $2.1M | Add +1.9% |
| SCHX Schwab US Large-Cap ETF | 2.38% | 77,435 | $2.1M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 2.37% | 6,436 | $2.1M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.32% | 4,154 | $2.0M | Reduce -1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.32% | 10,607 | $2.0M | Add +0.6% |
| NVDA Nvidia Corp. | 2.30% | 10,764 | $2.0M | Add +1.0% |
| GRID First TRST Nasd Class Edg Sgiif | 2.23% | 12,728 | $1.9M | Add +3.6% |
| HMOP Hartford Municipal Opp ETF | 2.10% | 47,063 | $1.8M | Add +0.4% |
| DTCR Global X Data Center & Digit | 2.08% | 86,301 | $1.8M | Add +4.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.06% | 6,984 | $1.8M | Reduce -0.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.03% | 51,851 | $1.8M | Add +148.8% |
| WMT Walmart Inc. | 1.89% | 14,839 | $1.7M | Add +2.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.73% | 2 | $1.5M | No change |
| MCD McDonald's Corp. | 1.61% | 4,594 | $1.4M | Add +1.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.55% | 4,457 | $1.4M | Add +1.4% |
| HD Home Depot Inc. | 1.50% | 3,815 | $1.3M | Add +0.3% |
| HYLB Xtrackers Usd High Yield Cor | 1.47% | 34,875 | $1.3M | Add +3.2% |
| MLPA Global X MLP ETF | 1.44% | 26,036 | $1.3M | Reduce -1.8% |
| SCHA Schwab US Small-Cap ETF | 1.31% | 40,121 | $1.1M | Reduce -1.8% |
| KO The Coca-Cola Co. | 1.26% | 15,707 | $1.1M | Add +2.4% |
| VNQ Vanguard Real Estate ETF | 1.01% | 9,987 | $884K | Add +0.5% |
| PLD Prologis Inc. | 0.97% | 6,616 | $845K | Add +0.5% |
| FPE FT-Preferred Secur & Inc. ETF | 0.95% | 45,606 | $831K | Reduce -0.3% |
| RACE Ferrari NV | 0.90% | 2,123 | $784K | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 1,448 | $728K | Reduce -6.4% |
| DIVO Amplify CWP Enhan Divid ETF | 0.73% | 14,323 | $637K | Add +1.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.71% | 2,235 | $623K | Add +1.8% |
| ZM Zoom Communications Inc. | 0.71% | 7,212 | $622K | Add +0.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.65% | 1,189 | $571K | Add +28.8% |
| TSLA Tesla Inc. | 0.63% | 1,232 | $554K | Reduce -2.8% |
| IJR iShares Core S&P Small-Cap E | 0.50% | 3,671 | $441K | Add +4.7% |
| VCIT Vanguard Int-Term Corporate | 0.49% | 5,118 | $429K | Add +0.2% |
| TRP TC Energy Corp. | 0.46% | 7,292 | $401K | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 0.45% | 575 | $394K | Reduce -0.3% |
| PZA Invesco National Amt-Free Mu | 0.44% | 16,685 | $387K | Reduce -14.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.44% | 7,602 | $387K | Reduce -7.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 618 | $379K | Add +0.3% |
| PGX Invesco Preferred ETF | 0.35% | 27,058 | $304K | Add +0.1% |
| AVGO Broadcom Inc. | 0.29% | 739 | $256K | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.29% | 805 | $253K | No change |
| HYD Vaneck High Yield Muni ETF | 0.26% | 4,434 | $227K | Reduce -2.4% |
| FPX First Trust US Equity Opport | 0.25% | 1,330 | $217K | Add +0.1% |
| VNM Vaneck Vietnam ETF | 0.25% | 11,370 | $217K | Add +21.3% |
| IVE iShares S&P 500 Value ETF | 0.24% | 1,009 | $214K | No change |
| V Visa Inc. Class A | 0.24% | 591 | $207K | Add +0.2% |
| ARKX ARK Space & Defense Innovati | 0.22% | 6,759 | $196K | New |
| ABT Abbott Laboratories | 0.20% | 1,426 | $179K | Add +0.4% |
| ORCL Oracle Corp. | 0.20% | 886 | $173K | Add +0.2% |
| COST Costco Wholesale Corp. | 0.19% | 194 | $167K | Add +6.6% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 999 | $149K | New |
| RTX RTX Corp. | 0.16% | 743 | $136K | Add +0.4% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.15% | 5,443 | $132K | Add +0.9% |
| CSCO Cisco Systems Inc. | 0.14% | 1,633 | $126K | Add +0.6% |
| WELL Welltower Inc. | 0.14% | 657 | $122K | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 207 | $120K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.13% | 1,771 | $114K | Add +0.8% |
| ALL Allstate Corp. | 0.13% | 542 | $113K | Add +0.4% |
| JNJ Johnson & Johnson | 0.13% | 536 | $111K | Add +0.4% |
| WM Waste Management Inc. | 0.12% | 489 | $107K | Add +0.4% |
| AXP American Express Co. | 0.11% | 266 | $98K | Add +0.4% |
| NFLX Netflix Inc. | 0.11% | 1,030 | $97K | Add +8.4% |
| AMT American Tower Corp. | 0.10% | 475 | $83K | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 0.10% | 345 | $83K | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 0.10% | 1,330 | $83K | Add +0.6% |
| ELV Elevance Health Inc. | 0.09% | 233 | $82K | Add +0.4% |
| PSCH Invesco S&P Smallcap Health | 0.09% | 1,818 | $80K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.09% | 2,050 | $76K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 1,274 | $70K | Add +145.5% |
| NEE Nextera Energy Inc. | 0.08% | 872 | $70K | No change |
| MRK Merck & Co. Inc. | 0.08% | 660 | $70K | Add +0.8% |
| RDVY First Trust Rising Dividend | 0.07% | 920 | $64K | Add +0.2% |
| MAR Marriott International Class A | 0.07% | 204 | $63K | No change |
| NDAQ Nasdaq Inc. | 0.07% | 652 | $63K | Add +0.3% |
| EBAY eBay Inc. | 0.07% | 700 | $61K | Add +0.4% |
| ADBE Adobe Inc. | 0.07% | 172 | $60K | No change |
| DGX Quest Diagnostics Inc. | 0.07% | 338 | $59K | Add +0.3% |
| SYK Stryker Corp. | 0.07% | 166 | $58K | Add +0.6% |
| CVX Chevron Corp. | 0.06% | 372 | $57K | Add +1.1% |
| SCHW Schwab (charles) Corp. | 0.06% | 548 | $55K | Add +3.6% |
| O Realty Income Corp. | 0.06% | 935 | $53K | Add +1.4% |
| AVB Avalonbay Communities Inc. | 0.06% | 290 | $53K | Reduce -1.0% |
| XPO Xpo Inc. | 0.06% | 387 | $53K | No change |
| LMT Lockheed Martin Corp. | 0.06% | 108 | $52K | Reduce -12.2% |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 293 | $52K | Add +32.6% |
| EQIX Equinix Inc. | 0.06% | 66 | $51K | Reduce -1.5% |
| UDR Udr Inc. | 0.06% | 1,337 | $49K | Add +1.3% |
| UAL United Airlines Holdings Inc. | 0.05% | 428 | $48K | No change |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.05% | 357 | $44K | Add +0.3% |
| VXUS Vanguard Total Intl Stock | 0.05% | 587 | $44K | Reduce -15.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.05% | 139 | $44K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| RACE Ferrari NV | Reduce -0.5% | 0.90% | −0.39 |
| VOO Vanguard S&P 500 ETF | Reduce -0.0% | 6.03% | −0.37 |
| AAPL Apple Inc. | Reduce -2.6% | 7.05% | −0.32 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.28 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.6% | 2.32% | −0.20 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.7% | 2.06% | −0.16 |
| MLPA Global X MLP ETF | Reduce -1.8% | 1.44% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.4% | 0.83% | −0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -7.2% | 0.44% | −0.12 |
| PZA Invesco National Amt-Free Mu | Reduce -14.3% | 0.44% | −0.12 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.8% | 1.31% | −0.11 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -0.3% | 0.95% | −0.09 |
| TSLA Tesla Inc. | Reduce -2.8% | 0.63% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.06 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −0.06 |
| HON Honeywell International Inc. | Reduce -66.3% | 0.02% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 0.45% | −0.03 |
| FISV Fiserv Inc. | Reduce -86.8% | 0.00% | −0.03 |
| HYD Vaneck High Yield Muni ETF | Reduce -2.4% | 0.26% | −0.03 |
| LIN Linde PLC | Sold out | 0.00% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -59.2% | 0.01% | −0.02 |
| DUK Duke Energy Corp. | Reduce -42.2% | 0.02% | −0.02 |
| AMT American Tower Corp. | Reduce -1.9% | 0.10% | −0.02 |
| FMB First Trust Managed Municipa | Sold out | 0.00% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -12.2% | 0.06% | −0.02 |
| BLOK Amplify Blockchain Tech ETF | Sold out | 0.00% | −0.02 |
| J Jacobs Solutions Inc. | Reduce -51.9% | 0.01% | −0.02 |
| VICI Vici Properties Inc. | Reduce -1.0% | 0.05% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -15.1% | 0.05% | −0.01 |
| KNG FT Vest S&P 500 DVD Arst TRG | Sold out | 0.00% | −0.01 |
| DLR Digital Realty Trust Inc. | Reduce -2.3% | 0.04% | −0.01 |
| PAWZ Proshares Pet Care ETF | Sold out | 0.00% | −0.01 |
| AVB Avalonbay Communities Inc. | Reduce -1.0% | 0.06% | −0.01 |
| ARE Alexandria Real Estate Equit | Reduce -10.3% | 0.01% | −0.01 |
| ROBO Robo Global Robotics and Aut | Sold out | 0.00% | −0.01 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -53.5% | 0.01% | −0.01 |
| TMFC Motley Fool 100 Index ETF | Reduce -30.5% | 0.01% | −0.01 |
| EQIX Equinix Inc. | Reduce -1.5% | 0.06% | −0.01 |
| SRVR Pacer Data & Infrastructure | Sold out | 0.00% | −0.01 |
| YUMC Yum China Holdings Inc. | Reduce -61.6% | 0.00% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -46.5% | 0.00% | −0.01 |
| DOW Dow Inc. | Sold out | 0.00% | −0.00 |
| SYNA Synaptics Inc. | Sold out | 0.00% | −0.00 |
| UPST Upstart Holdings Inc. | Sold out | 0.00% | −0.00 |
| SOLS Solstice Adv Materials Inc. | Reduce -67.4% | 0.00% | −0.00 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.00 |
| SOLV Solventum Corp. | Sold out | 0.00% | −0.00 |
| T AT&T Inc. | Reduce -4.8% | 0.01% | −0.00 |
| AMTM Amentum Holdings Inc. | Reduce -85.9% | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| AKRE Akre Focus ETF | New | 3.21% | +3.21 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +148.8% | 2.03% | +1.17 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 5.39% | +0.88 |
| ARKX ARK Space & Defense Innovati | New | 0.22% | +0.22 |
| ITOT iShares Core S&P Total U.S. | New | 0.17% | +0.17 |
| DIA SS SPDR Dow Jones Indus Avg | Add +28.8% | 0.65% | +0.12 |
| BAC Bank of America Corp. | Add +145.5% | 0.08% | +0.05 |
| VNM Vaneck Vietnam ETF | Add +21.3% | 0.25% | +0.04 |
| WMT Walmart Inc. | Add +2.3% | 1.89% | +0.03 |
| PLD Prologis Inc. | Add +0.5% | 0.97% | +0.03 |
| XMMO Invesco S&P Midcap Momentum | New | 0.02% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.4% | 1.55% | +0.02 |
| BX Blackstone Inc. | New | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.8% | 0.08% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +32.6% | 0.06% | +0.01 |
| AIRR First Trust Rba American Ind | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.14% | +0.01 |
| JNJ Johnson & Johnson | Add +0.4% | 0.13% | +0.00 |
| AXP American Express Co. | Add +0.4% | 0.11% | +0.00 |
| RTX RTX Corp. | Add +0.4% | 0.16% | +0.00 |
| KTOS Kratos Defense & Security | New | 0.00% | +0.00 |
| C Citigroup Inc. | Add +0.9% | 0.01% | +0.00 |
| NDAQ Nasdaq Inc. | Add +0.3% | 0.07% | +0.00 |
| VTR Ventas Inc. | Add +0.8% | 0.03% | +0.00 |
| ELV Elevance Health Inc. | Add +0.4% | 0.09% | +0.00 |
| F Ford Motor Co. | Add +1.2% | 0.01% | +0.00 |
| MPLX MPLX LP | Add +2.1% | 0.05% | +0.00 |
| TGT Target Corp. | Add +1.7% | 0.01% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +3.0% | 0.01% | 0.00 |
| ACI Albertsons Cos Inc. Class A | Add +3.9% | 0.00% | −0.00 |
| SCHW Schwab (charles) Corp. | Add +3.6% | 0.06% | −0.00 |
| BXMT Blackstone Mortgage Tru Class A | Add +2.5% | 0.01% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +2.6% | 0.00% | −0.00 |
| SCHR Schwab Intermediate-Term US | Add +0.7% | 0.00% | −0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +0.7% | 0.01% | −0.00 |
| SWK Stanley Black & Decker Inc. | Add +1.7% | 0.01% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Add +1.9% | 0.01% | −0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.6% | 0.01% | −0.00 |
| LAMR Lamar Advertising Co. Class A | Add +1.0% | 0.02% | −0.00 |
| WTAI Wisdomtree AI and Innovation | Add +0.7% | 0.01% | −0.00 |
| GBCI Glacier Bancorp Inc. | Add +1.4% | 0.00% | −0.00 |
| PM Philip Morris International | Add +2.2% | 0.01% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.7% | 0.01% | −0.00 |
| AMLP Alerian MLP ETF | Add +2.1% | 0.02% | −0.00 |
| PFFA Virtus Infracap US Pref STCK | Add +2.4% | 0.01% | −0.00 |
| EPRT Essential Properties Realty | Add +1.1% | 0.02% | −0.00 |
| TRNO Terreno Realty Corp. | Add +0.9% | 0.03% | −0.00 |
| PFE Pfizer Inc. | Add +1.6% | 0.01% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.8% | 0.02% | −0.00 |
| HST Host Hotels & Resorts Inc. | Add +1.2% | 0.05% | −0.00 |
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 |