Wiser Advisor Group Llc Portfolio Stock Holdings
Wiser Advisor Group Llc disclosed 224 stock positions valued at approximately $82.7 million in its latest SEC 13F filing. The largest holdings include APPLE INC, VANGUARD S&P, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 224
- Portfolio Value
- $82.7M
Holdings by Sector
Wiser Advisor Group Llc Portfolio Holdings in Q1 2026
222 holdings in the latest reporting period.
Page 1 of 3
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.70% | 21,854 | -820 | -3.62% | $5,546,249 |
| VANGUARD S&P | VOO | Other | 5.98% | 8,281 | -132 | -1.57% | $4,948,437 |
| ALPHABET INC | GOOGL | Communication Services | 4.85% | 13,945 | -1,116 | -7.41% | $4,010,141 |
| ELI LILLY | LLY | Healthcare | 4.76% | 4,281 | -52 | -1.20% | $3,937,424 |
| FIRST TRUST | BUFR | Other | 4.74% | 116,116 | +64,265 | +123.94% | $3,921,240 |
| NYLI FTSE | HFXI | Other | 3.47% | 85,561 | +1,218 | +1.44% | $2,873,146 |
| AMAZON COM | AMZN | Consumer Cyclical | 3.37% | 13,389 | -221 | -1.62% | $2,788,528 |
| INVESCO S&P | XMHQ | Other | 2.87% | 22,965 | +418 | +1.85% | $2,373,847 |
| FIRST TRUST | GRID | Other | 2.51% | 12,718 | -10 | -0.08% | $2,080,360 |
| GLOBAL X | DTCR | Other | 2.50% | 86,175 | -126 | -0.15% | $2,064,741 |
| VANGUARD VALUE | VTV | Other | 2.47% | 10,432 | -175 | -1.65% | $2,046,833 |
| META PLATFORMS | META | Communication Services | 2.43% | 3,509 | -165 | -4.49% | $2,007,515 |
| VANGUARD TOTAL | BND | Other | 2.40% | 27,004 | -1,207 | -4.28% | $1,988,607 |
| SCHWAB US | SCHX | Other | 2.38% | 76,644 | -791 | -1.02% | $1,965,152 |
| GLOBAL X | MLPA | Other | 2.35% | 36,009 | +9,973 | +38.30% | $1,939,827 |
| JPMORGAN CHASE | JPM | Financial Services | 2.29% | 6,438 | +2 | +0.03% | $1,893,887 |
| WALMART INC | WMT | Consumer Defensive | 2.22% | 14,744 | -95 | -0.64% | $1,832,399 |
| VANGUARD SMALL | VB | Other | 2.19% | 6,916 | -68 | -0.97% | $1,811,476 |
| HARTFORD MUN | HMOP | Other | 2.12% | 45,224 | -1,839 | -3.91% | $1,751,998 |
| NVIDIA CORP | NVDA | Technology | 2.09% | 9,908 | -856 | -7.95% | $1,727,961 |
| VANGUARD GROWTH | VUG | Other | 2.03% | 3,846 | -308 | -7.41% | $1,679,756 |
| MICROSOFT CORP | MSFT | Technology | 1.94% | 4,335 | -192 | -4.24% | $1,604,587 |
| TAIWAN SEMICONDUCTOR | TSM | Technology | 1.80% | 4,398 | -59 | -1.32% | $1,486,388 |
| SCHWAB US | SCHA | Other | 1.74% | 49,564 | +9,443 | +23.54% | $1,441,329 |
| BERKSHIRE HATHAWAY | BRK-A | Financial Services | 1.74% | 2 | - | - | $1,436,280 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.72% | 4,582 | -12 | -0.26% | $1,423,936 |
| HOME DEPOT | HD | Consumer Cyclical | 1.51% | 3,795 | -20 | -0.52% | $1,248,078 |
| XTRACKERS USD | HYLB | Other | 1.51% | 34,485 | -390 | -1.12% | $1,246,955 |
| COCA COLA COMPANY | KO | Consumer Defensive | 1.44% | 15,698 | -9 | -0.06% | $1,193,871 |
| BLACKSTONE INC | BX | Financial Services | 1.22% | 8,749 | +8,645 | +8312.50% | $1,006,050 |
| PROLOGIS INC | PLD | Real Estate | 1.07% | 6,670 | +54 | +0.82% | $881,687 |
| VANGUARD REAL | VNQ | Other | 1.00% | 9,313 | -674 | -6.75% | $826,100 |
| FIRST TRUST | FPE | Other | 0.94% | 43,652 | -1,954 | -4.28% | $774,819 |
| NUCOR CORP | NUE | Basic Materials | 0.87% | 4,250 | +4,250 | +100.00% | $718,677 |
| BERKSHIRE HATHAWAY | BRK-B | Financial Services | 0.81% | 1,396 | -52 | -3.59% | $668,960 |
| AMPLIFY CWP | DIVO | Other | 0.80% | 14,736 | +413 | +2.88% | $660,909 |
| ROYAL CARIBBEAN | RCL | Other | 0.74% | 2,238 | +3 | +0.13% | $615,789 |
| TC ENERGY | TRP | Energy | 0.55% | 7,237 | -55 | -0.75% | $453,020 |
| ISHARES CORE | IJR | Other | 0.53% | 3,500 | -171 | -4.66% | $435,117 |
| TESLA INC | TSLA | Consumer Cyclical | 0.52% | 1,168 | -64 | -5.19% | $434,205 |
| VANGUARD INTERMEDIATE | VCIT | Other | 0.50% | 5,032 | -86 | -1.68% | $416,417 |
| STATE STREET | DIA | Other | 0.47% | 835 | -354 | -29.77% | $386,762 |
| INVESCO NATIONAL | PZA | Other | 0.46% | 16,685 | - | - | $383,421 |
| INVESCO QQQ | QQQ | Other | 0.43% | 618 | - | - | $356,912 |
| ISHARES CORE | IVV | Other | 0.39% | 499 | -76 | -13.22% | $325,807 |
| INVESCO PFD | PGX | Other | 0.36% | 27,098 | +40 | +0.15% | $294,824 |
| ALPHABET INC | GOOG | Communication Services | 0.28% | 806 | +1 | +0.12% | $231,199 |
| BROADCOM INC | AVGO | Technology | 0.28% | 736 | -3 | -0.41% | $227,904 |
| VANECK HIGH | HYD | Other | 0.25% | 4,135 | -299 | -6.74% | $207,341 |
| VANECK VIETNAM | VNM | Other | 0.24% | 11,651 | +281 | +2.47% | $201,682 |
| ARK SPACE | ARKX | Other | 0.24% | 6,691 | -68 | -1.01% | $196,380 |
| COSTCO WHOLESALE | COST | Consumer Defensive | 0.23% | 194 | - | - | $193,051 |
| FIRST TRUST | FPX | Other | 0.23% | 1,179 | -151 | -11.35% | $187,233 |
| ISHARES S&P | IVE | Other | 0.23% | 883 | -126 | -12.49% | $186,418 |
| VISA INC | V | Financial Services | 0.22% | 597 | +6 | +1.02% | $180,423 |
| RTX CORP | RTX | Industrials | 0.17% | 746 | +3 | +0.40% | $143,872 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.16% | 538 | +2 | +0.37% | $131,538 |
| ORACLE CORP | ORCL | Technology | 0.16% | 888 | +2 | +0.23% | $130,694 |
| WELLTOWER INC | WELL | Real Estate | 0.16% | 659 | +2 | +0.30% | $130,333 |
| CISCO SYSTEMS | CSCO | Technology | 0.15% | 1,641 | +8 | +0.49% | $127,360 |
| NYLI MACKAY | MMIT | Other | 0.15% | 5,049 | -394 | -7.24% | $121,707 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.14% | 1,166 | -260 | -18.23% | $119,726 |
| ALLSTATE CORP | ALL | Financial Services | 0.14% | 545 | +3 | +0.55% | $112,943 |
| WASTE MANAGEMENT | WM | Industrials | 0.14% | 491 | +2 | +0.41% | $112,836 |
| STATE STREET | FEZ | Other | 0.13% | 1,774 | +3 | +0.17% | $110,116 |
| THERMO FISHER | TMO | Healthcare | 0.12% | 208 | +1 | +0.48% | $102,050 |
| NETFLIX INC | NFLX | Communication Services | 0.12% | 1,016 | -14 | -1.36% | $97,690 |
| AMERICAN TOWER | AMT | Real Estate | 0.10% | 480 | +5 | +1.05% | $82,787 |
| LOWES COMPANIES | LOW | Consumer Cyclical | 0.10% | 346 | +1 | +0.29% | $81,859 |
| PALANTIR TECHNOLOGIES | PLTR | Technology | 0.10% | 557 | +264 | +90.10% | $81,477 |
| AMERICAN EXPRESS | AXP | Financial Services | 0.10% | 266 | - | - | $80,518 |
| MERCK & COMPANY | MRK | Healthcare | 0.10% | 665 | +5 | +0.76% | $80,039 |
| CHEVRON CORP | CVX | Energy | 0.09% | 376 | +4 | +1.08% | $77,798 |
| XPO INC | XPO | Industrials | 0.09% | 387 | - | - | $75,291 |
| INVESCO S&P | PSCH | Other | 0.09% | 1,818 | - | - | $74,819 |
| VANGUARD FTSE | VEA | Other | 0.09% | 1,108 | -222 | -16.69% | $71,003 |
| NEXTERA ENERGY | NEE | Utilities | 0.08% | 723 | -149 | -17.09% | $67,152 |
| MARRIOTT INTL | MAR | Consumer Cyclical | 0.08% | 205 | +1 | +0.49% | $66,886 |
| QUEST DIAGNOSTICS | DGX | Healthcare | 0.08% | 340 | +2 | +0.59% | $66,560 |
| LOCKHEED MARTIN | LMT | Industrials | 0.08% | 110 | +2 | +1.85% | $66,422 |
| CHIPOTLE MEXICAN | CMG | Consumer Cyclical | 0.08% | 2,050 | - | - | $65,621 |
| EQUINIX INC | EQIX | Real Estate | 0.08% | 67 | +1 | +1.52% | $65,502 |
| FIRST TRUST | RDVY | Other | 0.08% | 923 | +3 | +0.33% | $63,018 |
| REALTY INCOME | O | Real Estate | 0.07% | 947 | +12 | +1.28% | $57,922 |
| NASDAQ INC | NDAQ | Financial Services | 0.07% | 654 | +2 | +0.31% | $55,528 |
| STRYKER CORP | SYK | Healthcare | 0.07% | 166 | - | - | $54,534 |
| SCHWAB CHARLES | SCHW | Financial Services | 0.06% | 550 | +2 | +0.36% | $51,657 |
| AVALONBAY COMMNTYS | AVB | Real Estate | 0.06% | 293 | +3 | +1.03% | $47,882 |
| HOST HOTELS | HST | Real Estate | 0.06% | 2,435 | +46 | +1.93% | $46,656 |
| VANGUARD TOTAL | VXUS | Other | 0.06% | 604 | +17 | +2.90% | $46,581 |
| UDR INC | UDR | Real Estate | 0.06% | 1,352 | +15 | +1.12% | $45,678 |
| SUN COMMUNITIES | SUI | Real Estate | 0.05% | 360 | +3 | +0.84% | $45,373 |
| MPLX | MPLX | Energy | 0.05% | 786 | +15 | +1.95% | $44,834 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.05% | 131 | - | - | $44,236 |
| DIGITAL REALTY | DLR | Real Estate | 0.05% | 245 | -9 | -3.54% | $44,204 |
| LUMENTUM HOLDINGS | LITE | Technology | 0.05% | 61 | +60 | +6000.00% | $42,870 |
| ADOBE INC | ADBE | Technology | 0.05% | 172 | - | - | $41,810 |
| VANGUARD LARGE | VV | Other | 0.05% | 139 | - | - | $41,540 |
| VICI PROPERTIES | VICI | Real Estate | 0.05% | 1,462 | +24 | +1.67% | $39,932 |
| UNITED AIRLINES | UAL | Industrials | 0.05% | 428 | - | - | $39,406 |