Wiser Advisor Group LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Wiser Advisor Group LLC reported 224 stock positions worth $82.7 million. Its top holding was Apple (AAPL) at 6.7% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.0%) and Alphabet Class A (GOOGL, 4.8%). Compared with Q4 2025, it opened 7 new positions, sold out of 16, added to 89 and reduced 58. The biggest buy was FT Vest Lad Buffervetf-Usd I (BUFR, shares +124%) and the biggest sale an exit from Akre Focus ETF (AKRE).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002011550
- Portfolio Value
- $82.7M (Q1 2026)
- SEC Filing
- 0002011550-26-000002 ↗ filed Apr 22, 2026
Holdings Value
Holdings 224 stocks · $82.7M
| AAPL Apple Inc. | 6.70% | 21,854 | $5.5M | Reduce -3.6% |
| VOO Vanguard S&P 500 ETF | 5.98% | 8,281 | $4.9M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 4.85% | 13,945 | $4.0M | Reduce -7.4% |
| LLY Eli Lilly & Co. | 4.76% | 4,281 | $3.9M | Reduce -1.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 4.74% | 116,116 | $3.9M | Add +123.9% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 3.47% | 85,561 | $2.9M | Add +1.4% |
| AMZN Amazon.com Inc. | 3.37% | 13,389 | $2.8M | Reduce -1.6% |
| XMHQ Invesco S&P Midcap Qual ETF | 2.87% | 22,965 | $2.4M | Add +1.9% |
| GRID First TRST Nasd Class Edg Sgiif | 2.51% | 12,718 | $2.1M | Reduce -0.1% |
| DTCR Global X Data Center & Digit | 2.50% | 86,175 | $2.1M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.47% | 10,432 | $2.0M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 2.43% | 3,509 | $2.0M | Reduce -4.5% |
| BND Vanguard Total Bond Market | 2.40% | 27,004 | $2.0M | Reduce -4.3% |
| SCHX Schwab US Large-Cap ETF | 2.38% | 76,644 | $2.0M | Reduce -1.0% |
| MLPA Global X MLP ETF | 2.35% | 36,009 | $1.9M | Add +38.3% |
| JPM JPMorgan Chase & Co. | 2.29% | 6,438 | $1.9M | Add +0.0% |
| WMT Walmart Inc. | 2.22% | 14,744 | $1.8M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.19% | 6,916 | $1.8M | Reduce -1.0% |
| HMOP Hartford Municipal Opp ETF | 2.12% | 45,224 | $1.8M | Reduce -3.9% |
| NVDA Nvidia Corp. | 2.09% | 9,908 | $1.7M | Reduce -8.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.03% | 3,846 | $1.7M | Reduce -7.4% |
| MSFT Microsoft Corp. | 1.94% | 4,335 | $1.6M | Reduce -4.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.80% | 4,398 | $1.5M | Reduce -1.3% |
| SCHA Schwab US Small-Cap ETF | 1.74% | 49,564 | $1.4M | Add +23.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.74% | 2 | $1.4M | No change |
| MCD McDonald's Corp. | 1.72% | 4,582 | $1.4M | Reduce -0.3% |
| HD Home Depot Inc. | 1.51% | 3,795 | $1.2M | Reduce -0.5% |
| HYLB Xtrackers Usd High Yield Cor | 1.51% | 34,485 | $1.2M | Reduce -1.1% |
| KO The Coca-Cola Co. | 1.44% | 15,698 | $1.2M | Reduce -0.1% |
| BX Blackstone Inc. | 1.22% | 8,749 | $1.0M | Add +8312.5% |
| PLD Prologis Inc. | 1.07% | 6,670 | $882K | Add +0.8% |
| VNQ Vanguard Real Estate ETF | 1.00% | 9,313 | $826K | Reduce -6.8% |
| FPE FT-Preferred Secur & Inc. ETF | 0.94% | 43,652 | $775K | Reduce -4.3% |
| NUE Nucor Corp. | 0.87% | 4,250 | $719K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 1,396 | $669K | Reduce -3.6% |
| DIVO Amplify CWP Enhan Divid ETF | 0.80% | 14,736 | $661K | Add +2.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.74% | 2,238 | $616K | Add +0.1% |
| TRP TC Energy Corp. | 0.55% | 7,237 | $453K | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 0.53% | 3,500 | $435K | Reduce -4.7% |
| TSLA Tesla Inc. | 0.52% | 1,168 | $434K | Reduce -5.2% |
| VCIT Vanguard Int-Term Corporate | 0.50% | 5,032 | $416K | Reduce -1.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.47% | 835 | $387K | Reduce -29.8% |
| PZA Invesco National Amt-Free Mu | 0.46% | 16,685 | $383K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 618 | $357K | No change |
| IVV iShares Core S&P 500 ETF | 0.39% | 499 | $326K | Reduce -13.2% |
| PGX Invesco Preferred ETF | 0.36% | 27,098 | $295K | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.28% | 806 | $231K | Add +0.1% |
| AVGO Broadcom Inc. | 0.28% | 736 | $228K | Reduce -0.4% |
| HYD Vaneck High Yield Muni ETF | 0.25% | 4,135 | $207K | Reduce -6.7% |
| VNM Vaneck Vietnam ETF | 0.24% | 11,651 | $202K | Add +2.5% |
| ARKX ARK Space & Defense Innovati | 0.24% | 6,691 | $196K | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.23% | 194 | $193K | No change |
| FPX First Trust US Equity Opport | 0.23% | 1,179 | $187K | Reduce -11.3% |
| IVE iShares S&P 500 Value ETF | 0.23% | 883 | $186K | Reduce -12.5% |
| V Visa Inc. Class A | 0.22% | 597 | $180K | Add +1.0% |
| RTX RTX Corp. | 0.17% | 746 | $144K | Add +0.4% |
| JNJ Johnson & Johnson | 0.16% | 538 | $132K | Add +0.4% |
| ORCL Oracle Corp. | 0.16% | 888 | $131K | Add +0.2% |
| WELL Welltower Inc. | 0.16% | 659 | $130K | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.15% | 1,641 | $127K | Add +0.5% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.15% | 5,049 | $122K | Reduce -7.2% |
| ABT Abbott Laboratories | 0.14% | 1,166 | $120K | Reduce -18.2% |
| ALL Allstate Corp. | 0.14% | 545 | $113K | Add +0.6% |
| WM Waste Management Inc. | 0.14% | 491 | $113K | Add +0.4% |
| FEZ State Street SPDR Euro Stoxx | 0.13% | 1,774 | $110K | Add +0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 208 | $102K | Add +0.5% |
| NFLX Netflix Inc. | 0.12% | 1,016 | $98K | Reduce -1.4% |
| AMT American Tower Corp. | 0.10% | 480 | $83K | Add +1.1% |
| LOW Lowe's Cos Inc. | 0.10% | 346 | $82K | Add +0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 557 | $81K | Add +90.1% |
| AXP American Express Co. | 0.10% | 266 | $81K | No change |
| MRK Merck & Co. Inc. | 0.10% | 665 | $80K | Add +0.8% |
| CVX Chevron Corp. | 0.09% | 376 | $78K | Add +1.1% |
| XPO Xpo Inc. | 0.09% | 387 | $75K | No change |
| PSCH Invesco S&P Smallcap Health | 0.09% | 1,818 | $75K | No change |
| VEA Vanguard Ftse Developed ETF | 0.09% | 1,108 | $71K | Reduce -16.7% |
| NEE Nextera Energy Inc. | 0.08% | 723 | $67K | Reduce -17.1% |
| MAR Marriott International Class A | 0.08% | 205 | $67K | Add +0.5% |
| DGX Quest Diagnostics Inc. | 0.08% | 340 | $67K | Add +0.6% |
| LMT Lockheed Martin Corp. | 0.08% | 110 | $66K | Add +1.9% |
| CMG Chipotle Mexican Grill Inc. | 0.08% | 2,050 | $66K | No change |
| EQIX Equinix Inc. | 0.08% | 67 | $66K | Add +1.5% |
| RDVY First Trust Rising Dividend | 0.08% | 923 | $63K | Add +0.3% |
| O Realty Income Corp. | 0.07% | 947 | $58K | Add +1.3% |
| NDAQ Nasdaq Inc. | 0.07% | 654 | $56K | Add +0.3% |
| SYK Stryker Corp. | 0.07% | 166 | $55K | No change |
| SCHW Schwab (charles) Corp. | 0.06% | 550 | $52K | Add +0.4% |
| AVB Avalonbay Communities Inc. | 0.06% | 293 | $48K | Add +1.0% |
| HST Host Hotels & Resorts Inc. | 0.06% | 2,435 | $47K | Add +1.9% |
| VXUS Vanguard Total Intl Stock | 0.06% | 604 | $47K | Add +2.9% |
| UDR Udr Inc. | 0.06% | 1,352 | $46K | Add +1.1% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.05% | 360 | $45K | Add +0.8% |
| MPLX MPLX LP | 0.05% | 786 | $45K | Add +1.9% |
| MU Micron Technology Inc. | 0.05% | 131 | $44K | No change |
| DLR Digital Realty Trust Inc. | 0.05% | 245 | $44K | Reduce -3.5% |
| LITE Lumentum Holdings Inc. | 0.05% | 61 | $43K | Add +6000.0% |
| ADBE Adobe Inc. | 0.05% | 172 | $42K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.05% | 139 | $42K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.05% | 1,462 | $40K | Add +1.7% |
| UAL United Airlines Holdings Inc. | 0.05% | 428 | $39K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| AKRE Akre Focus ETF | Sold out | 0.00% | −3.21 |
| RACE Ferrari NV | Reduce -99.8% | 0.00% | −0.90 |
| ZM Zoom Communications Inc. | Reduce -99.6% | 0.00% | −0.71 |
| LLY Eli Lilly & Co. | Reduce -1.2% | 4.76% | −0.57 |
| MSFT Microsoft Corp. | Reduce -4.2% | 1.94% | −0.56 |
| GOOGL Alphabet Inc. Class A | Reduce -7.4% | 4.85% | −0.54 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.44 |
| META Meta Platforms Inc. Class A | Reduce -4.5% | 2.43% | −0.35 |
| AAPL Apple Inc. | Reduce -3.6% | 6.70% | −0.34 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.4% | 2.03% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 3.37% | −0.22 |
| NVDA Nvidia Corp. | Reduce -8.0% | 2.09% | −0.21 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -29.8% | 0.47% | −0.19 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.17 |
| TSLA Tesla Inc. | Reduce -5.2% | 0.52% | −0.11 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.09 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.07 |
| ABT Abbott Laboratories | Reduce -18.2% | 0.14% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -13.2% | 0.39% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -1.6% | 5.98% | −0.05 |
| BAC Bank of America Corp. | Reduce -59.3% | 0.03% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.6% | 0.81% | −0.02 |
| FPX First Trust US Equity Opport | Reduce -11.3% | 0.23% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -12.5% | 0.23% | −0.02 |
| AVGO Broadcom Inc. | Reduce -0.4% | 0.28% | −0.02 |
| COIN Coinbase Global Inc. Class A | Reduce -12.4% | 0.04% | −0.01 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -4.3% | 0.94% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -6.8% | 1.00% | −0.01 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -16.7% | 0.09% | −0.01 |
| HYD Vaneck High Yield Muni ETF | Reduce -6.7% | 0.25% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.0% | 2.38% | −0.01 |
| NKE Nike Inc. Class B | Reduce -35.6% | 0.01% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -26.6% | 0.02% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.00 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.00 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -7.2% | 0.15% | −0.00 |
| GE General Electric | Sold out | 0.00% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -26.3% | 0.01% | −0.00 |
| VXF Vanguard Extended Market ETF | Reduce -55.6% | 0.00% | −0.00 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.00 |
| SCHR Schwab Intermediate-Term US | Reduce -39.9% | 0.00% | −0.00 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.00 |
| SBAC SBA Communications Corp. | Sold out | 0.00% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -21.1% | 0.01% | −0.00 |
| PSK SS SPDR Ice Pref Sec ETF | Sold out | 0.00% | −0.00 |
| VT Vanguard Tot World STK ETF | Reduce -8.2% | 0.02% | −0.00 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.00 |
| ACI Albertsons Cos Inc. Class A | Sold out | 0.00% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Reduce -15.0% | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| BUFR FT Vest Lad Buffervetf-Usd I | Add +123.9% | 4.74% | +2.71 |
| BX Blackstone Inc. | Add +8312.5% | 1.22% | +1.20 |
| MLPA Global X MLP ETF | Add +38.3% | 2.35% | +0.90 |
| NUE Nucor Corp. | New | 0.87% | +0.87 |
| SCHA Schwab US Small-Cap ETF | Add +23.5% | 1.74% | +0.44 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Add +1.4% | 3.47% | +0.34 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +1.9% | 2.87% | +0.23 |
| PLD Prologis Inc. | Add +0.8% | 1.07% | +0.10 |
| DIVO Amplify CWP Enhan Divid ETF | Add +2.9% | 0.80% | +0.07 |
| LITE Lumentum Holdings Inc. | Add +6000.0% | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +90.1% | 0.10% | +0.04 |
| JNJ Johnson & Johnson | Add +0.4% | 0.16% | +0.03 |
| RCL Royal Caribbean Cruises Ltd. | Add +0.1% | 0.74% | +0.03 |
| CVX Chevron Corp. | Add +1.1% | 0.09% | +0.03 |
| IBRX Immunitybio Inc. | Add +50.0% | 0.03% | +0.02 |
| EQIX Equinix Inc. | Add +1.5% | 0.08% | +0.02 |
| LMT Lockheed Martin Corp. | Add +1.9% | 0.08% | +0.02 |
| WELL Welltower Inc. | Add +0.3% | 0.16% | +0.02 |
| RTX RTX Corp. | Add +0.4% | 0.17% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.8% | 0.10% | +0.02 |
| GD General Dynamics Corp. | New | 0.01% | +0.01 |
| WM Waste Management Inc. | Add +0.4% | 0.14% | +0.01 |
| DGX Quest Diagnostics Inc. | Add +0.6% | 0.08% | +0.01 |
| BA The Boeing Co. | New | 0.01% | +0.01 |
| SHEL Shell PLC-ADR | Add +1.0% | 0.04% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.15% | +0.01 |
| O Realty Income Corp. | Add +1.3% | 0.07% | +0.01 |
| PGX Invesco Preferred ETF | Add +0.1% | 0.36% | +0.01 |
| MAR Marriott International Class A | Add +0.5% | 0.08% | +0.01 |
| HST Host Hotels & Resorts Inc. | Add +1.9% | 0.06% | +0.01 |
| VRT Vertiv Holdings Co. Class A | New | 0.01% | +0.01 |
| ALL Allstate Corp. | Add +0.6% | 0.14% | +0.01 |
| PEGA Pegasystems Inc. | Add +580.8% | 0.01% | +0.01 |
| MPLX MPLX LP | Add +1.9% | 0.05% | +0.01 |
| FCX Freeport-McMoran Inc. | New | 0.01% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +2.9% | 0.06% | +0.01 |
| AMT American Tower Corp. | Add +1.1% | 0.10% | +0.00 |
| ADC Agree Realty Corp. | Add +1.1% | 0.04% | +0.00 |
| BRX Brixmor Property Group Inc. | Add +1.2% | 0.03% | +0.00 |
| VTR Ventas Inc. | Add +0.8% | 0.04% | +0.00 |
| SUI Sun Communities Inc. | Add +0.8% | 0.05% | +0.00 |
| KIM Kimco Realty Corp. | Add +1.2% | 0.03% | +0.00 |
| DUK Duke Energy Corp. | Add +0.6% | 0.03% | +0.00 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.10% | +0.00 |
| MO Altria Group Inc. | Add +1.6% | 0.02% | +0.00 |
| DOC Healthpeak Properties Inc. | Add +1.8% | 0.04% | +0.00 |
| TRNO Terreno Realty Corp. | Add +0.9% | 0.03% | +0.00 |
| AMLP Alerian MLP ETF | Add +2.0% | 0.02% | +0.00 |
| RDVY First Trust Rising Dividend | Add +0.3% | 0.08% | +0.00 |
| PFE Pfizer Inc. | Add +1.6% | 0.02% | +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 |