Wiser Advisor Group LLC — Q3 2025 13F Holdings

Name: Wiser Advisor Group LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002011550

Total reported value

$82.7M

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Full holdings list this quarter

Showing top 200 holdings (of 248 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	7.37%	-0.35%	-0.84%
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	6.41%	-0.05%	-3.20%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	4.51%	-0.54%	+2.77%
4	LLY	Eli Lilly & Co	Stock-Healthcare	4.18%	-0.57%	+2.44%
5	AMZN	Amazon.com INC	Stock-Consumer Disc	3.69%	-0.22%	+2.60%
6	META	Meta Platforms Inc-class A	Stock-Comm Services	3.32%	-0.34%	+4.06%
7	HFXI	Nyli Ftse Intl Eq Cur Ntrl	ETF-Other	3.18%	+0.34%	+3.61%
8	XMHQ	Invesco S&p Midcap Qual ETF	ETF-Other	2.89%	+0.23%	—
9	MSFT	Microsoft CORP	Stock-Tech	2.87%	-0.56%	+3.97%
10	BND	Vanguard Total Bond Market	ETF-Other	2.56%	+0.01%	-6.36%
11	VUG	Vanguard Growth ETF	ETF-Other	2.52%	-0.29%	-3.63%
12	JPM	Jpmorgan Chase & Co	Stock-Financials	2.50%	-0.08%	+2.83%
13	NVDA	Nvidia CORP	Stock-Tech	2.47%	-0.21%	+3.79%
14	SCHX	Schwab US Large-cap ETF	ETF-Other	2.46%	—	+4.94%
15	VTV	Vanguard Value ETF	ETF-Other	2.45%	—	-4.27%
16	GRID	First Trst Nasd Cl Edg Sgiif	ETF-Other	2.31%	+0.28%	+18.86%
17	HMOP	Hartford Municipal Opp ETF	ETF-Other	2.27%	+0.02%	—
18	VB	Vanguard Small-cap ETF	ETF-Other	2.22%	—	+0.86%
19	DTCR	Global X Data Center & Digit	ETF-Other	2.11%	+0.42%	—
20	HD	Home Depot INC	Stock-Consumer Disc	1.92%	+0.01%	-1.81%
21	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	1.88%	+0.01%	—
22	WMT	Walmart INC	Stock-Consumer Staples	1.86%	+0.33%	+3.39%
23	MCD	Mcdonald's CORP	Stock-Consumer Disc	1.71%	—	+2.93%
24	MLPA	Global X Mlp ETF	ETF-Other	1.60%	+0.91%	—
25	HYLB	Xtrackers Usd High Yield Cor	ETF-High Yield	1.56%	+0.04%	+1.30%
26	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	1.53%	+0.25%	+6.93%
27	SCHA	Schwab US Small-cap ETF	ETF-Other	1.42%	+0.43%	+0.20%
28	RACE	Ferrari N.V.	Stock-Consumer Disc	1.29%	-0.90%	+14.92%
29	KO	Coca-cola Co/the	Stock-Consumer Staples	1.27%	+0.18%	+4.18%
30	VNQ	Vanguard Real Estate ETF	ETF-Other	1.13%	-0.01%	+3.57%
31	FPE	Ft-preferred Secur & INC ETF	ETF-Other	1.04%	-0.01%	-5.42%
32	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.97%	-0.02%	-1.90%
33	PLD	Prologis INC	Stock-Real Estate	0.94%	+0.10%	-12.35%
34	RCL	Royal Caribbean Cruises Ltd.	Stock-Consumer Disc	0.88%	—	+6.97%
35	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	0.87%	+2.71%	—
36	DIVO	Amplify Cwp Enhan Divid ETF	ETF-Other	0.79%	—	+0.99%
37	ZM	Zoom Communications INC	Stock-Tech	0.74%	-0.71%	—
38	TSLA	Tesla INC	Stock-Consumer Disc	0.70%	-0.11%	—
39	NVO	Novo-nordisk A/s-spons Adr	Stock-Healthcare	0.57%	-0.44%	EXIT
40	PZA	Invesco National Amt-free Mu	ETF-Other	0.56%	—	—
41	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.53%	—	+0.71%
42	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	0.53%	-0.18%	-3.85%
43	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.52%	—	+0.37%
44	TRP	Tc Energy CORP	Stock-Energy	0.49%	+0.09%	—
45	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.48%	-0.06%	+0.17%
46	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.46%	—	—
47	PGX	Invesco Preferred ETF	ETF-Other	0.39%	—	—
48	ORCL	Oracle CORP	Stock-Tech	0.31%	-0.04%	—
49	AVGO	Broadcom INC	Stock-Tech	0.30%	-0.01%	—
50	HYD	Vaneck High Yield Muni ETF	ETF-High Yield	0.29%	—	—

1–50 of 200

Holding changes this quarter

Position changes disclosed by Wiser Advisor Group LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DTCR	Global X Data Center & Digit	+1.7%	—	Add
2	NVDA	Nvidia CORP	+1.3%	+3.79%	Add
3	GOOGL	Alphabet Inc-cl A	+1.2%	+2.77%	Add
4	TSM	Taiwan Semiconductor-sp Adr	+0.9%	+6.93%	Add
5	BRK-B	Berkshire Hathaway Inc-cl B	+0.9%	-1.90%	Add
6	MSFT	Microsoft CORP	+0.6%	+3.97%	Add
7	BUFR	Ft Vest Lad Buffervetf-usd I	+0.6%	—	Add
8	SCHX	Schwab US Large-cap ETF	+0.4%	+4.94%	Add
9	DIA	Ss Spdr Dow Jones Indus Avg	+0.4%	-3.85%	Add
10	META	Meta Platforms Inc-class A	+0.4%	+4.06%	Add
11	TSLA	Tesla INC	+0.2%	—	Add
12	RACE	Ferrari N.V.	+0.2%	+14.92%	Add
13	RCL	Royal Caribbean Cruises Ltd.	+0.1%	+6.97%	Trim
14	ORCL	Oracle CORP	+0.1%	—	Add
15	AVGO	Broadcom INC	+0.1%	—	Unchanged
16	WMT	Walmart INC	+0.1%	+3.39%	Add
17	QQQ	Invesco Qqq Trust Series 1	+0.1%	—	Add
18	GOOG	Alphabet Inc-cl C	+0.1%	—	Add
19	MLPA	Global X Mlp ETF	0%	—	Add
20	FPX	First Trust US Equity Opport	0%	—	Trim
21	ZM	Zoom Communications INC	0%	—	Add
22	AMZN	Amazon.com INC	0%	+2.60%	Add
23	SCHA	Schwab US Small-cap ETF	0%	+0.20%	Add
24	DIVO	Amplify Cwp Enhan Divid ETF	0%	+0.99%	Add
25	XMHQ	Invesco S&p Midcap Qual ETF	-0.1%	—	Add
26	DUK	Duke Energy CORP	-0.1%	—	Trim
27	JPM	Jpmorgan Chase & Co	-0.2%	+2.83%	Trim
28	HD	Home Depot INC	-0.2%	-1.81%	Trim
29	HFXI	Nyli Ftse Intl Eq Cur Ntrl	-0.2%	+3.61%	Trim
30	CP	Canadian Pacific Kansas City	-0.2%	—	Trim
31	HYLB	Xtrackers Usd High Yield Cor	-0.2%	+1.30%	Add
32	MCD	Mcdonald's CORP	-0.2%	+2.93%	Add
33	PSCH	Invesco S&p Smallcap Health	-0.2%	—	Trim
34	DIS	Walt Disney Co/the	-0.2%	+1.32%	Trim
35	PFE	Pfizer INC	-0.2%	—	Trim
36	FPE	Ft-preferred Secur & INC ETF	-0.3%	-5.42%	Trim
37	VUG	Vanguard Growth ETF	-0.4%	-3.63%	Trim
38	BRK-A	Berkshire Hathaway Inc-cl A	-0.5%	—	Unchanged
39	VTV	Vanguard Value ETF	-0.6%	-4.27%	Trim
40	BLOK	Amplify Blockchain Tech ETF	-0.6%	—	Trim
41	VOO	Vanguard S&p 500 ETF	-0.7%	-3.20%	Trim
42	PLD	Prologis INC	-0.7%	-12.35%	Trim
43	BND	Vanguard Total Bond Market	-0.8%	-6.36%	Trim
44	AAPL	Apple INC	-1%	-0.84%	Trim
45	LLY	Eli Lilly & Co	-1%	+2.44%	Add
46	FMB	First Trust Managed Municipa	-3.2%	—	Trim
47	GRID	First Trst Nasd Cl Edg Sgiif	—	NEW	New buy
48	HMOP	Hartford Municipal Opp ETF	—	NEW	New buy
49	NVO	Novo-nordisk A/s-spons Adr	—	NEW	New buy
50	UNH	Unitedhealth Group INC	—	EXIT	Sold out