Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

$57.6 Billion
Q2 2025

Wiser Advisor Group LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $57.6 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $4.94B, Apple Inc. with a value of $4.81B, Eli Lilly & CO with a value of $3.35B, Amazon Com Inc with a value of $2.89B, and Meta Platforms, Inc. with a value of $2.58B.

Examining the 13F form we can see an decrease of $10.2B in the current position value, from $67.7B to 57.6B.

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 $57.6 Billion

ETFs: $24.3 Billion

Technology: $9.5 Billion

Consumer Cyclical: $7.55 Billion

Communication Services: $5.38 Billion

Financial Services: $4.23 Billion

Healthcare: $3.35 Billion

Consumer Defensive: $2.41 Billion

Real Estate: $790 Million

Other: $0

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$4.94 Billion 8.58% of portfolio	8,693	Q2 2025 Reduced 6.78%
AAPL Apple Inc. Technology	$3.69T	$4.81 Billion 8.36% of portfolio	23,467	Q2 2025 Reduced 7.68%
LLY Eli Lilly & CO Healthcare	$608B	$3.35 Billion 5.82% of portfolio	4,299	Q2 2025 Added 1.82%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$2.89 Billion 5.02% of portfolio	13,180	Q2 2025 Added 0.68%
META Meta Platforms, Inc. Communication Services	$1.78T	$2.58 Billion 4.48% of portfolio	3,494	Q2 2025 Added 0.95%
GOOGL Alphabet Inc. Communication Services	$1.21T	$2.56 Billion 4.45% of portfolio	14,529	Q2 2025 Added 1.52%
HFXI Indexiq Iq 50 Percent Hedged F ETFs	$0	$2.34 Billion 4.07% of portfolio	79,482	Q2 2025 Reduced 3.82%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$2.18 Billion 3.78% of portfolio	29,569	Q2 2025 Reduced 3.57%
MSFT Microsoft Corp Technology	$3.95T	$2.13 Billion 3.7% of portfolio	4,285	Q2 2025 Added 4.18%
VTV Vanguard Value ETF ETFs	$0	$1.95 Billion 3.38% of portfolio	11,014	Q2 2025 Reduced 6.59%
VUG Vanguard Growth ETF ETFs	$0	$1.92 Billion 3.34% of portfolio	4,379	Q2 2025 Reduced 17.21%
JPM Jpmorgan Chase & CO Financial Services	$859B	$1.8 Billion 3.12% of portfolio	6,192	Q2 2025 Reduced 16.14%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$1.75 Billion 3.04% of portfolio	71,603	Q2 2025 Added 12.24%
VB Vanguard Small Cap ETF ETFs	$0	$1.65 Billion 2.87% of portfolio	6,974	Q2 2025 Reduced 13.02%
NVDA Nvidia Corp Technology	$456B	$1.62 Billion 2.82% of portfolio	10,264	Q2 2025 Added 36.34%
BRK-A Berkshire Hathaway Inc Financial Services	$423B	$1.46 Billion 2.53% of portfolio	2	Q4 2023 New
GRID First Tr Nasdaq Clean Edge Sma ETFs	$0	$1.44 Billion 2.5% of portfolio	10,335	Q2 2025 New
HD Home Depot, Inc. Consumer Cyclical	$405B	$1.42 Billion 2.47% of portfolio	3,874	Q2 2025 Added 0.36%
WMT Walmart Inc. Consumer Defensive	$281B	$1.37 Billion 2.38% of portfolio	14,028	Q2 2025 Added 3.1%
MCD Mcdonalds Corp Consumer Cyclical	$222B	$1.29 Billion 2.23% of portfolio	4,402	Q2 2025 Added 7.1%
HYLB Xtrackers Usd High Yield Corp ETFs	$0	$1.23 Billion 2.14% of portfolio	33,363	Q2 2025 Added 2.27%
KO Coca Cola CO Consumer Defensive	$306B	$1.04 Billion 1.81% of portfolio	14,730	Q2 2025 Added 2.63%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$1.03 Billion 1.79% of portfolio	40,770	Q2 2025 Added 0.08%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.27T	$931 Million 1.62% of portfolio	4,112	Q2 2025 Added 66.88%
RACE Ferrari N.V. Consumer Cyclical	$81.5B	$911 Million 1.58% of portfolio	1,857	Q2 2025 Added 7.59%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$861 Million 1.5% of portfolio	48,366	Q2 2025 Reduced 7.99%
VNQ Vanguard Specialized Funds Van ETFs	$0	$854 Million 1.48% of portfolio	9,593	Q2 2025 Added 1.23%
PLD Prologis, Inc. Real Estate	$96.8B	$790 Million 1.37% of portfolio	7,513	Q2 2025 Reduced 26.34%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$766 Million 1.33% of portfolio	1,577	Q2 2025 Added 2,618.97%
RCL Royal Caribbean Cruises LTD Consumer Cyclical	$79.9B	$643 Million 1.12% of portfolio	2,052	Q2 2025 Reduced 17.16%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$597 Million 1.04% of portfolio	14,040	Q2 2025 Added 8.79%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$420 Million 0.73% of portfolio	5,070	Q2 2025 Reduced 3.13%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$423 Million 0.73% of portfolio	960	Q2 2025 Added 306.78%
TSLA Tesla, Inc. Consumer Cyclical	$1.08T	$402 Million 0.7% of portfolio	1,267	Q2 2025 Added 2.43%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$382 Million 0.66% of portfolio	3,495	Q2 2025 Reduced 0.77%
IVV Ishares Core S&P 500 ETF ETFs	$0	$358 Million 0.62% of portfolio	576	Q2 2025 Reduced 15.54%
DIS Walt Disney CO Communication Services	$207B	$244 Million 0.42% of portfolio	1,965	Q2 2025 Reduced 40.09%
V Visa Inc. Financial Services	$551B	$209 Million 0.36% of portfolio	589	Q2 2025 Added 0.17%
Enbridge Inc 6 77	-	$20 Million 0.03% of portfolio	-	Q2 2025 New

Summary

Portfolio
No. of Stocks 39
Current Value $57.6 Billion
Prior Value $67.7 Billion
Filing
Period Q2 2025
Filing Date August 08, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 2 stocks
Additional Purchases 21 stocks
Sold out of 0 stocks
Reduced holdings in 15 stocks

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Wiser Advisor Group LLC Portfolio Holdings