Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

$80.4 Billion
Q3 2025

Wiser Advisor Group LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $80.4 Billion distributed in 248 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.93B, Vanguard Index Fds S&P 500 ETF with a value of $5.15B, Alphabet Inc. with a value of $3.63B, Eli Lilly & CO with a value of $3.36B, and Amazon Com Inc with a value of $2.97B.

Examining the 13F form we can see an increase of $22.9B in the current position value, from $57.6B to 80.4B.

Wiser Advisor Group LLC is based out at Phoenix, AZ

Below you can find more details about Wiser Advisor Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $80.4 Billion

ETFs: $36.5 Billion

Technology: $13 Billion

Consumer Cyclical: $8.67 Billion

Communication Services: $6.9 Billion

Financial Services: $4.91 Billion

Healthcare: $4.53 Billion

Consumer Defensive: $2.79 Billion

Real Estate: $1.8 Billion

Other: $1.25 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$4.3T	$5.93 Billion 7.37% of portfolio	23,271	Q3 2025 Reduced 0.84%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$5.15 Billion 6.41% of portfolio	8,415	Q3 2025 Reduced 3.2%
GOOGL Alphabet Inc. Communication Services	$1.65T	$3.63 Billion 4.51% of portfolio	14,932	Q3 2025 Added 2.77%
LLY Eli Lilly & CO Healthcare	$971B	$3.36 Billion 4.18% of portfolio	4,404	Q3 2025 Added 2.44%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$2.97 Billion 3.69% of portfolio	13,523	Q3 2025 Added 2.6%
META Meta Platforms, Inc. Communication Services	$1.37T	$2.67 Billion 3.32% of portfolio	3,636	Q3 2025 Added 4.06%
HFXI Indexiq Iq 50 Percent Hedged F ETFs	$0	$2.55 Billion 3.18% of portfolio	82,351	Q3 2025 Added 3.61%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$2.32 Billion 2.89% of portfolio	22,113	Q3 2025 New
MSFT Microsoft Corp Technology	$3.78T	$2.31 Billion 2.87% of portfolio	4,455	Q3 2025 Added 3.97%

BND Vanguard Bd Index Fd Inc Total ETFs	$0	$2.06 Billion 2.56% of portfolio	27,687	Q3 2025 Reduced 6.36%
VUG Vanguard Growth ETF ETFs	$0	$2.02 Billion 2.52% of portfolio	4,220	Q3 2025 Reduced 3.63%
JPM Jpmorgan Chase & CO Financial Services	$881B	$2.01 Billion 2.5% of portfolio	6,367	Q3 2025 Added 2.83%
NVDA Nvidia Corp Technology	$465B	$1.99 Billion 2.47% of portfolio	10,653	Q3 2025 Added 3.79%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$1.98 Billion 2.46% of portfolio	75,143	Q3 2025 Added 4.94%
VTV Vanguard Value ETF ETFs	$0	$1.97 Billion 2.45% of portfolio	10,544	Q3 2025 Reduced 4.27%
GRID First Tr Nasdaq Clean Edge Sma ETFs	$0	$1.86 Billion 2.31% of portfolio	12,284	Q3 2025 Added 18.86%
HMOP Hartford Fds Exchange Traded T ETFs	$0	$1.83 Billion 2.27% of portfolio	46,861	Q3 2025 New
VB Vanguard Small Cap ETF ETFs	$0	$1.79 Billion 2.22% of portfolio	7,034	Q3 2025 Added 0.86%

VPN Global X Fds Data Ctr Reits & ETFs	$0	$1.7 Billion 2.11% of portfolio	82,855	Q3 2025 New
HD Home Depot, Inc. Consumer Cyclical	$367B	$1.54 Billion 1.92% of portfolio	3,804	Q3 2025 Reduced 1.81%
BRK-A Berkshire Hathaway Inc Financial Services	$453B	$1.51 Billion 1.88% of portfolio	2	Q4 2023 New
WMT Walmart Inc. Consumer Defensive	$279B	$1.49 Billion 1.86% of portfolio	14,504	Q3 2025 Added 3.39%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$1.38 Billion 1.71% of portfolio	4,531	Q3 2025 Added 2.93%
MLPA Global X Mlp ETF ETFs	$0	$1.28 Billion 1.6% of portfolio	26,520	Q3 2025 New
HYLB Xtrackers Usd High Yield Corp ETFs	$0	$1.25 Billion 1.56% of portfolio	33,798	Q3 2025 Added 1.3%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.46T	$1.23 Billion 1.53% of portfolio	4,397	Q3 2025 Added 6.93%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$1.14 Billion 1.42% of portfolio	40,851	Q3 2025 Added 0.2%
RACE Ferrari N.V. Consumer Cyclical	$76.2B	$1.04 Billion 1.29% of portfolio	2,134	Q3 2025 Added 14.92%
KO Coca Cola CO Consumer Defensive	$306B	$1.02 Billion 1.27% of portfolio	15,345	Q3 2025 Added 4.18%
VNQ Vanguard Specialized Funds Van ETFs	$0	$908 Million 1.13% of portfolio	9,935	Q3 2025 Added 3.57%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$834 Million 1.04% of portfolio	45,743	Q3 2025 Reduced 5.42%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$778 Million 0.97% of portfolio	1,547	Q3 2025 Reduced 1.9%
PLD Prologis, Inc. Real Estate	$114B	$754 Million 0.94% of portfolio	6,585	Q3 2025 Reduced 12.35%
RCL Royal Caribbean Cruises LTD Consumer Cyclical	$64.5B	$710 Million 0.88% of portfolio	2,195	Q3 2025 Added 6.97%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$697 Million 0.87% of portfolio	20,842	Q3 2025 New
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$632 Million 0.79% of portfolio	14,179	Q3 2025 Added 0.99%
ZM Zoom Video Communications, Inc. Technology	$21.1B	$593 Million 0.74% of portfolio	7,187	Q3 2025 New
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$563 Million 0.7% of portfolio	1,267	Q2 2025 Added 2.43%
NVO Novo Nordisk A S Healthcare	$109B	$455 Million 0.57% of portfolio	8,194	Q3 2025 New
PZA Invesco ETF Tr Ii Natl Amt Fre ETFs	$0	$450 Million 0.56% of portfolio	19,472	Q3 2025 New
VCIT Vanguard Intermediate Term Cor ETFs	$0	$429 Million 0.53% of portfolio	5,106	Q3 2025 Added 0.71%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$428 Million 0.53% of portfolio	923	Q3 2025 Reduced 3.85%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$417 Million 0.52% of portfolio	3,508	Q3 2025 Added 0.37%
TRP Tc Energy Corp Energy	$55.9B	$393 Million 0.49% of portfolio	7,217	Q3 2025 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$386 Million 0.48% of portfolio	577	Q3 2025 Added 0.17%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$370 Million 0.46% of portfolio	616	Q3 2025 New
PGX Invesco ETF Tr Ii Pfd ETF ETFs	$0	$313 Million 0.39% of portfolio	27,018	Q3 2025 New
ORCL Oracle Corp Technology	$593B	$249 Million 0.31% of portfolio	884	Q3 2025 New
AVGO Broadcom Inc. Technology	$139B	$243 Million 0.3% of portfolio	738	Q3 2025 New
HYD Vaneck High Yield Muni ETF ETFs	$0	$231 Million 0.29% of portfolio	4,542	Q3 2025 New

Summary

Portfolio
No. of Stocks 248
Current Value $80.4 Billion
Prior Value $57.6 Billion
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 210 stocks
Additional Purchases 26 stocks
Sold out of 0 stocks
Reduced holdings in 10 stocks

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Wiser Advisor Group LLC Portfolio Holdings