Wiser Advisor Group LLC — Q4 2025 13F Holdings

Name: Wiser Advisor Group LLC — 13F Holdings, Q4 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 233 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	7.05%	-0.35%	-2.57%
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	6.03%	-0.05%	-0.02%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	5.39%	-0.54%	+0.86%
4	LLY	Eli Lilly & Co	Stock-Healthcare	5.33%	-0.57%	-1.61%
5	AMZN	Amazon.com INC	Stock-Consumer Disc	3.59%	-0.22%	+0.64%
6	AKRE	Akre Focus ETF	ETF-Other	3.21%	-3.21%	EXIT
7	HFXI	Nyli Ftse Intl Eq Cur Ntrl	ETF-Other	3.13%	+0.34%	+2.42%
8	META	Meta Platforms Inc-class A	Stock-Comm Services	2.77%	-0.34%	+1.05%
9	XMHQ	Invesco S&p Midcap Qual ETF	ETF-Other	2.64%	+0.23%	+1.96%
10	MSFT	Microsoft CORP	Stock-Tech	2.50%	-0.56%	+1.62%
11	BND	Vanguard Total Bond Market	ETF-Other	2.39%	+0.01%	+1.89%
12	SCHX	Schwab US Large-cap ETF	ETF-Other	2.38%	—	+3.05%
13	JPM	Jpmorgan Chase & Co	Stock-Financials	2.37%	-0.08%	+1.08%
14	VUG	Vanguard Growth ETF	ETF-Other	2.32%	-0.29%	-1.56%
15	VTV	Vanguard Value ETF	ETF-Other	2.32%	—	+0.60%
16	NVDA	Nvidia CORP	Stock-Tech	2.30%	-0.21%	+1.04%
17	GRID	First Trst Nasd Cl Edg Sgiif	ETF-Other	2.23%	+0.28%	+3.61%
18	HMOP	Hartford Municipal Opp ETF	ETF-Other	2.11%	+0.02%	+0.43%
19	DTCR	Global X Data Center & Digit	ETF-Other	2.08%	+0.42%	+4.16%
20	VB	Vanguard Small-cap ETF	ETF-Other	2.06%	—	-0.71%
21	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	2.03%	+2.71%	+148.78%
22	WMT	Walmart INC	Stock-Consumer Staples	1.89%	+0.33%	+2.31%
23	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	1.73%	+0.01%	—
24	MCD	Mcdonald's CORP	Stock-Consumer Disc	1.61%	—	+1.39%
25	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	1.55%	+0.25%	+1.36%
26	HD	Home Depot INC	Stock-Consumer Disc	1.50%	+0.01%	+0.29%
27	HYLB	Xtrackers Usd High Yield Cor	ETF-High Yield	1.47%	+0.04%	+3.19%
28	MLPA	Global X Mlp ETF	ETF-Other	1.44%	+0.91%	-1.82%
29	SCHA	Schwab US Small-cap ETF	ETF-Other	1.31%	+0.43%	-1.79%
30	KO	Coca-cola Co/the	Stock-Consumer Staples	1.26%	+0.18%	+2.36%
31	VNQ	Vanguard Real Estate ETF	ETF-Other	1.01%	-0.01%	+0.52%
32	PLD	Prologis INC	Stock-Real Estate	0.97%	+0.10%	+0.47%
33	FPE	Ft-preferred Secur & INC ETF	ETF-Other	0.95%	-0.01%	-0.30%
34	RACE	Ferrari N.V.	Stock-Consumer Disc	0.90%	-0.90%	-0.52%
35	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.83%	-0.02%	-6.40%
36	DIVO	Amplify Cwp Enhan Divid ETF	ETF-Other	0.73%	—	+1.02%
37	RCL	Royal Caribbean Cruises Ltd.	Stock-Consumer Disc	0.71%	—	+1.82%
38	ZM	Zoom Communications INC	Stock-Tech	0.71%	-0.71%	+0.35%
39	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	0.65%	-0.18%	+28.82%
40	TSLA	Tesla INC	Stock-Consumer Disc	0.63%	-0.11%	-2.76%
41	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.50%	—	+4.65%
42	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.49%	—	+0.23%
43	TRP	Tc Energy CORP	Stock-Energy	0.46%	+0.09%	+1.04%
44	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.45%	-0.06%	-0.35%
45	PZA	Invesco National Amt-free Mu	ETF-Other	0.44%	—	-14.31%
46	NVO	Novo-nordisk A/s-spons Adr	Stock-Healthcare	0.44%	-0.44%	EXIT
47	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.43%	—	+0.32%
48	PGX	Invesco Preferred ETF	ETF-Other	0.35%	—	+0.15%
49	AVGO	Broadcom INC	Stock-Tech	0.29%	-0.01%	+0.14%
50	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.29%	—	—

1–50 of 200

Holding changes this quarter

Position changes disclosed by Wiser Advisor Group LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BUFR	Ft Vest Lad Buffervetf-usd I	+1.2%	+148.78%	Add
2	LLY	Eli Lilly & Co	+1.2%	-1.61%	Trim
3	GOOGL	Alphabet Inc-cl A	+0.9%	+0.86%	Add
4	DIA	Ss Spdr Dow Jones Indus Avg	+0.1%	+28.82%	Add
5	GOOG	Alphabet Inc-cl C	+0.1%	—	Unchanged
6	BAC	Bank Of America CORP	+0.1%	+145.47%	Add
7	VNM	Vaneck Vietnam ETF	0%	+21.34%	Add
8	WMT	Walmart INC	0%	+2.31%	Add
9	PLD	Prologis INC	0%	+0.47%	Add
10	TSM	Taiwan Semiconductor-sp Adr	0%	+1.36%	Add
11	TMO	Thermo Fisher Scientific INC	0%	—	Unchanged
12	KO	Coca-cola Co/the	0%	+2.36%	Add
13	IJR	Ishares Core S&p Small-cap E	0%	+4.65%	Add
14	DTCR	Global X Data Center & Digit	0%	+4.16%	Add
15	ZM	Zoom Communications INC	0%	+0.35%	Add
16	FISV	Fiserv INC	0%	-86.84%	Trim
17	COIN	Coinbase Global INC -class A	0%	—	Unchanged
18	NFLX	Netflix INC	0%	+984.21%	Add
19	HFXI	Nyli Ftse Intl Eq Cur Ntrl	-0.1%	+2.42%	Add
20	HON	Honeywell International INC	-0.1%	-66.31%	Trim
21	SCHX	Schwab US Large-cap ETF	-0.1%	+3.05%	Add
22	GRID	First Trst Nasd Cl Edg Sgiif	-0.1%	+3.61%	Add
23	HYLB	Xtrackers Usd High Yield Cor	-0.1%	+3.19%	Add
24	AMZN	Amazon.com INC	-0.1%	+0.64%	Add
25	MCD	Mcdonald's CORP	-0.1%	+1.39%	Add
26	ORCL	Oracle CORP	-0.1%	+0.23%	Add
27	PZA	Invesco National Amt-free Mu	-0.1%	-14.31%	Trim
28	VNQ	Vanguard Real Estate ETF	-0.1%	+0.52%	Add
29	NVO	Novo-nordisk A/s-spons Adr	-0.1%	-7.22%	Trim
30	JPM	Jpmorgan Chase & Co	-0.1%	+1.08%	Add
31	VTV	Vanguard Value ETF	-0.1%	+0.60%	Add
32	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	-6.40%	Trim
33	MLPA	Global X Mlp ETF	-0.2%	-1.82%	Trim
34	RCL	Royal Caribbean Cruises Ltd.	-0.2%	+1.82%	Add
35	BND	Vanguard Total Bond Market	-0.2%	+1.89%	Add
36	NVDA	Nvidia CORP	-0.2%	+1.04%	Add
37	AAPL	Apple INC	-0.3%	-2.57%	Trim
38	MSFT	Microsoft CORP	-0.4%	+1.62%	Add
39	VOO	Vanguard S&p 500 ETF	-0.4%	-0.02%	Trim
40	RACE	Ferrari N.V.	-0.4%	-0.52%	Trim
41	HD	Home Depot INC	-0.4%	+0.29%	Add
42	META	Meta Platforms Inc-class A	-0.6%	+1.05%	Add
43	AKRE	Akre Focus ETF	—	NEW	New buy
44	DIS	Walt Disney Co/the	—	EXIT	Sold out
45	ARKX	Ark Space & Defense Innovati	—	NEW	New buy
46	ITOT	Ishares Core S&p Total U.s.	—	NEW	New buy
47	MDLZ	Mondelez International Inc-a	—	EXIT	Sold out
48	AKAM	Akamai Technologies INC	—	EXIT	Sold out
49	XMMO	Invesco S&p Midcap Momentum	—	NEW	New buy
50	LIN	Linde plc	—	EXIT	Sold out