Wiser Advisor Group LLC Top Holdings and 13F Report (2026) About Wiser Advisor Group LLCInvestment ActivityWiser Advisor Group LLC has $91.33 million in total holdings as of March 31, 2026.Wiser Advisor Group LLC owns shares of 229 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 3.57% of the portfolio was purchased this quarter.About 3.02% of the portfolio was sold this quarter.This quarter, Wiser Advisor Group LLC has purchased 224 new stocks and bought additional shares in 107 stocks.Wiser Advisor Group LLC sold shares of 28 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $5,785,201Vanguard S&P 500 ETF $5,645,291Eli Lilly and Company $5,132,679Alphabet $4,886,953FT Vest Laddered Buffer ETF $4,879,017 Largest New Holdings this Quarter 375558103 - Gilead Sciences $30,195 Holding907818108 - Union Pacific $29,920 Holding84615Q103 - SPACE EXPLORATION $10,763 Holding438516205 - HONEYWELL INTL $10,742 Holding43849R105 - HONEYWELL AEROSPACE $10,391 Holding Largest Purchases this Quarter Vanguard Growth ETF 16,778 shares (about $1.45M)FT Vest Laddered Buffer ETF 17,446 shares (about $637.30K)Berkshire Hathaway 702 shares (about $351.27K)Amazon.com 1,260 shares (about $300.31K)Microsoft 759 shares (about $283.13K) Largest Sales this Quarter Apple 1,861 shares (about $538.50K)Vanguard Small-Cap ETF 622 shares (about $188.55K)Vanguard Value ETF 735 shares (about $160.17K)Alphabet 270 shares (about $96.49K)Hartford Municipal Opportunities ETF 1,432 shares (about $56.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWiser Advisor Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$5,785,201$538,501 â–¼-8.5%19,9936.3%TechnologyVOOVanguard S&P 500 ETF$5,645,291$41,893 â–¼-0.7%8,2206.2%ETFLLYEli Lilly and Company$5,132,679$2,399 â–¼0.0%4,2795.6%HealthcareGOOGLAlphabet$4,886,953$96,488 â–¼-1.9%13,6755.4%Communication ServicesBUFRFT Vest Laddered Buffer ETF$4,879,017$637,302 â–²15.0%133,5625.3%ETFAMZNAmazon.com$3,491,440$300,308 â–²9.4%14,6493.8%Consumer DiscretionaryHFXINYLI FTSE International Equity Currency Neutral ETF$3,222,646$36,376 â–¼-1.1%84,6063.5%ETFVPNGlobal X Data Center & Digital Infrastructure ETF$2,613,053$4,070 â–¼-0.2%86,0412.9%ETFXMHQInvesco S&P MidCap Quality ETF$2,589,290$3,048 â–¼-0.1%22,9382.8%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$2,447,999$9,395 â–²0.4%12,7672.7%ETFSCHXSchwab US Large-Cap ETF$2,258,549$2,914 â–²0.1%76,7432.5%ETFVTVVanguard Value ETF$2,113,214$160,175 â–¼-7.0%9,6972.3%ETFJPMJPMorgan Chase & Co.$2,105,857$1,637 â–¼-0.1%6,4332.3%FinanceTSMTaiwan Semiconductor Manufacturing$2,092,831$7,642 â–¼-0.4%4,3822.3%TechnologyMETAMeta Platforms$1,982,585$6,196 â–²0.3%3,5202.2%Communication ServicesNVDANVIDIA$1,977,637$4,802 â–¼-0.2%9,8842.2%TechnologyBNDVanguard Total Bond Market ETF$1,948,995$33,402 â–¼-1.7%26,5492.1%ETFMLPAGlobal X MLP ETF$1,926,891$15,552 â–²0.8%36,3022.1%ETFVBVanguard Small-Cap ETF$1,907,936$188,550 â–¼-9.0%6,2942.1%ETFMSFTMicrosoft$1,900,189$283,126 â–²17.5%5,0942.1%TechnologySCHASchwab US Small-Cap ETF$1,779,810$10,947 â–¼-0.6%49,2611.9%ETFVUGVanguard Growth ETF$1,776,585$1,445,284 â–²436.2%20,6241.9%ETFHMOPHartford Municipal Opportunities ETF$1,714,252$56,056 â–¼-3.2%43,7921.9%ETFWALMART INC$1,668,563$1,359 â–¼-0.1%14,7321.8%Common StockBRK.ABerkshire Hathaway$1,497,7000.0%21.6%FinanceKOCocaCola$1,282,420$6,664 â–²0.5%15,7801.4%Consumer StaplesHYLBXtrackers USD High Yield Corporate Bond ETF$1,276,269$16,872 â–²1.3%34,9471.4%ETFMCDMcDonald's$1,246,631$8,109 â–²0.7%4,6121.4%Consumer DiscretionaryBXBlackstone$1,054,692$25,182 â–²2.4%8,9631.2%FinanceBRK.BBerkshire Hathaway$1,049,821$351,275 â–²50.3%2,0981.1%FinanceNUENucor$945,148$1,559 â–¼-0.2%4,2431.0%MaterialsVNQVanguard Real Estate ETF$896,935$1,157 â–¼-0.1%9,3011.0%ETFPLDPrologis$870,019$33,598 â–¼-3.7%6,4221.0%Real EstateFPEFirst Trust Preferred Securities and Income ETF$778,318$2,181 â–¼-0.3%43,5300.9%ETFRCLRoyal Caribbean Cruises$707,712$2,858 â–¼-0.4%2,2290.8%Consumer DiscretionaryDIVOAmplify CWP Enhanced Dividend Income ETF$675,496$2,057 â–²0.3%14,7810.7%ETFIJRiShares Core S&P Small-Cap ETF$520,681$1,631 â–²0.3%3,5110.6%ETFTSLATesla$490,418$841 â–¼-0.2%1,1660.5%Consumer DiscretionaryTRPTC Energy$483,833$4,110 â–²0.9%7,2990.5%EnergyQQQInvesco QQQ$455,3690.0%6180.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$437,230$1,045 â–²0.2%8370.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$410,425$5,455 â–¼-1.3%4,9660.4%ETFIVViShares Core S&P 500 ETF$374,481$749 â–²0.2%5000.4%ETFPZAInvesco National AMT-Free Municipal Bond ETF$359,145$33,280 â–¼-8.5%15,2700.4%ETFPGXInvesco Preferred ETF$296,575$2,829 â–²1.0%27,3590.3%ETFGOOGAlphabet$284,9300.0%8060.3%Communication ServicesAVGOBroadcom$272,880$5,291 â–¼-1.9%7220.3%TechnologyFPXFirst Trust US Equity Opportunities ETF$243,0820.0%1,1790.3%ETFARKXARK Space Exploration & Innovation ETF$228,2970.0%6,6910.2%ETFHYDVanEck High Yield Muni ETF$214,098$1,082 â–²0.5%4,1560.2%ETFVVisa$205,228$343 â–²0.2%5980.2%FinanceIVEiShares S&P 500 Value ETF$201,184$681 â–²0.3%8860.2%ETFCSCOCisco Systems$192,847$117 â–²0.1%1,6420.2%TechnologyCOSTCostco Wholesale$186,126$4,677 â–²2.6%1990.2%Consumer StaplesMUMicron Technology$151,1900.0%1310.2%TechnologyWELLWelltower$150,120$454 â–²0.3%6610.2%Real EstateRTXRTX$142,085$569 â–²0.4%7490.2%IndustrialsJNJJohnson & Johnson$137,267$508 â–²0.4%5400.2%HealthcareORCLOracle$130,562$440 â–²0.3%8910.1%TechnologyALLAllstate$130,291$713 â–²0.6%5480.1%FinanceMMITNYLI MacKay Shields Municipal Intermediate ETF$124,106$1,169 â–²1.0%5,0970.1%ETFFEZSPDR EURO STOXX 50 ETF$123,847$1,992 â–²1.6%1,8030.1%ETFWMWaste Management$109,921$446 â–²0.4%4930.1%IndustrialsTMOThermo Fisher Scientific$104,1840.0%2080.1%HealthcareABTAbbott Laboratories$99,262$6,533 â–¼-6.2%1,0940.1%HealthcarePSCHInvesco S&P SmallCap Health Care ETF$95,2210.0%1,8180.1%ETFAXPAmerican Express$90,308$338 â–²0.4%2670.1%FinanceMRKMerck & Co., Inc.$86,112$643 â–²0.8%6700.1%HealthcareXPOXPO$79,4470.0%3870.1%IndustrialsAMTAmerican Tower$79,253$817 â–²1.0%4850.1%Real EstateVEAVanguard FTSE Developed Markets ETF$79,146$214 â–²0.3%1,1110.1%ETFLOWLowe's Companies$76,786$441 â–²0.6%3480.1%Consumer DiscretionaryMARMarriott International$75,9130.0%2050.1%Consumer DiscretionaryRDVYFirst Trust Rising Dividend Achievers ETF$74,951$162 â–²0.2%9250.1%ETFNFLXNetflix$72,5420.0%1,0160.1%Communication ServicesDGXQuest Diagnostics$72,303$212 â–²0.3%3410.1%HealthcareEQIXEquinix$69,9830.0%670.1%Real EstateCMGChipotle Mexican Grill$69,7000.0%2,0500.1%Consumer DiscretionaryPALANTIR TECHNOLOGIES$64,9860.0%5570.1%Common StockNEENextEra Energy$63,4580.0%7230.1%UtilitiesCVXChevron$62,905$662 â–²1.1%3800.1%EnergyORealty Income$59,422$744 â–²1.3%9590.1%Real EstateHSTHost Hotels & Resorts$58,290$545 â–²0.9%2,4580.1%Real EstateUALUnited Airlines$58,2040.0%4280.1%IndustrialsLMTLockheed Martin$56,347$508 â–²0.9%1110.1%IndustrialsAVBAvalonBay Communities$55,886$566 â–²1.0%2960.1%Real EstateUDRUnited Dominion Realty Trust$54,617$639 â–²1.2%1,3680.1%Real EstateSCHWCharles Schwab$53,194$2,489 â–²4.9%5770.1%FinanceSYKStryker$52,3990.0%1660.1%HealthcareLITELumentum$52,3420.0%610.1%TechnologyVXUSVanguard Total International Stock ETF$52,057$427 â–²0.8%6090.1%ETFNDAQNasdaq$51,762$236 â–²0.5%6570.1%FinanceVVVanguard Large-Cap ETF$47,8030.0%1390.1%ETFMPLXMplx$45,108$845 â–²1.9%8010.0%EnergyFCFranklin Covey$44,4480.0%1,8120.0%IndustrialsDLRDigital Realty Trust$44,344$359 â–²0.8%2470.0%Real EstateHEALTHPEAK PPTYS$44,245$727 â–²1.7%2,0680.0%Common StockSUISun Communities$43,568$360 â–²0.8%3630.0%Real EstateUMCUnited Microelectronics$39,9820.0%1,4690.0%TechnologyVICIVICI Properties$39,438$611 â–²1.6%1,4850.0%Real EstateShowing largest 100 holdings. 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