Wiser Advisor Group LLC

13F filer · CIK 0002011550

Reported Aug 17, 2026

Net seller this quarter

13F portfolio value$91.3MU.S. long equity reported on 13F

Positions1726 new · 1 closed

Net flow last quarter-$948KBuys minus sells

Top 10 positions weight34.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 17, 2026172 positions
AAPLApple Inc.	$5.79M	6.33%	0.00%	-8.5%	Q4 2023
LLYELI LILLY & Co	$5.13M	5.62%	0.00%	-0.1%	Q4 2023
GOOGLAlphabet Inc.	$4.89M	5.35%	0.00%	-1.9%	Q4 2023
AMZNAmazon Com Inc	$3.49M	3.82%	0.00%	+9.4%	Q4 2023
JPMJPMorgan Chase & Co	$2.11M	2.31%	0.00%	-0.1%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.09M	2.29%	0.00%	-0.4%	Q2 2024
METAMeta Platforms, Inc.	$1.98M	2.17%	Not reported	+0.3%	Q4 2023
NVDANvidia Corp	$1.98M	2.17%	0.00%	-0.2%	Q4 2023
MSFTMicrosoft Corp	$1.9M	2.08%	0.00%	+17.5%	Q4 2023
WMTWalmart Inc.	$1.67M	1.83%	0.00%	-0.1%	Q4 2023
BRK.ABerkshire Hathaway Inc	$1.5M	1.64%	Not reported	Not reported	Q4 2023
KOCoca Cola Co	$1.28M	1.40%	0.00%	+0.5%	Q4 2023
MCDMcdonalds Corp	$1.25M	1.36%	0.00%	+0.7%	Q4 2023
BXBlackstone Inc.	$1.05M	1.15%	0.00%	+2.5%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.05M	1.15%	Not reported	+50.3%	Q4 2023
NUENucor Corp	$945K	1.03%	0.00%	-0.2%	Q1 2026
PLDPrologis, Inc.	$870K	0.95%	0.00%	-3.7%	Q4 2023
RCLRoyal Caribbean Cruises Ltd	$708K	0.77%	0.00%	-0.4%	Q4 2023
TSLATesla, Inc.	$490K	0.54%	0.00%	-0.2%	Q4 2023
TRPTC Energy Corp	$484K	0.53%	Not reported	+0.9%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$455K	0.50%	Not reported	Not reported	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$437K	0.48%	Not reported	+0.2%	Q4 2023
GOOGAlphabet Inc.	$285K	0.31%	Not reported	Not reported	Q4 2023
AVGOBroadcom Inc.	$273K	0.30%	0.00%	-1.9%	Q2 2024
VVisa Inc.	$205K	0.22%	0.00%	+0.2%	Q4 2023
CSCOCisco Systems, Inc.	$193K	0.21%	0.00%	+0.1%	Q4 2023
COSTCostco Wholesale Corp	$186K	0.20%	0.00%	+2.6%	Q4 2023
MUMicron Technology Inc	$151K	0.17%	0.00%	Not reported	Q2 2024
WELLWelltower Inc.	$150K	0.16%	0.00%	+0.3%	Q4 2023
RTXRTX Corp	$142K	0.16%	0.00%	+0.4%	Q4 2023
JNJJohnson & Johnson	$137K	0.15%	0.00%	+0.4%	Q4 2023
ORCLOracle Corp	$131K	0.14%	0.00%	+0.3%	Q4 2023
ALLAllstate Corp	$130K	0.14%	0.00%	+0.6%	Q4 2023
WMWaste Management Inc	$110K	0.12%	0.00%	+0.4%	Q4 2023
TMOThermo Fisher Scientific Inc.	$104K	0.11%	0.00%	Not reported	Q4 2023
ABTAbbott Laboratories	$99.3K	0.11%	0.00%	-6.2%	Q4 2023
AXPAmerican Express Co	$90.3K	0.10%	0.00%	+0.4%	Q4 2023
MRKMerck & Co., Inc.	$86.1K	0.09%	0.00%	+0.8%	Q4 2023
XPOXPO, Inc.	$79.4K	0.09%	0.00%	Not reported	Q4 2023
AMTAmerican Tower Corp	$79.3K	0.09%	0.00%	+1.0%	Q4 2023
LOWLowes Companies Inc	$76.8K	0.08%	0.00%	+0.6%	Q4 2023
MARMarriott International Inc	$75.9K	0.08%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$72.5K	0.08%	0.00%	Not reported	Q4 2023
DGXQuest Diagnostics Inc	$72.3K	0.08%	0.00%	+0.3%	Q4 2023
EQIXEquinix Inc	$70K	0.08%	0.00%	Not reported	Q4 2023
CMGChipotle Mexican Grill Inc	$69.7K	0.08%	0.00%	Not reported	Q4 2023
PLTRPalantir Technologies Inc.	$65K	0.07%	0.00%	Not reported	Q3 2025
NEENextera Energy Inc	$63.5K	0.07%	0.00%	Not reported	Q4 2023
CVXChevron Corp	$62.9K	0.07%	0.00%	+1.1%	Q4 2023
ORealty Income Corp	$59.4K	0.07%	0.00%	+1.3%	Q4 2023

Q1 2026Reported Apr 22, 2026165 positions
AAPLApple Inc.	$5.55M	6.70%	0.00%	-3.6%	Q4 2023
GOOGLAlphabet Inc.	$4.01M	4.85%	0.00%	-7.4%	Q4 2023
LLYELI LILLY & Co	$3.94M	4.76%	0.00%	-1.2%	Q4 2023
AMZNAmazon Com Inc	$2.79M	3.37%	0.00%	-1.6%	Q4 2023
METAMeta Platforms, Inc.	$2.01M	2.43%	Not reported	-4.5%	Q4 2023
JPMJPMorgan Chase & Co	$1.89M	2.29%	0.00%	0.0%	Q4 2023
WMTWalmart Inc.	$1.83M	2.22%	0.00%	-0.6%	Q4 2023
NVDANvidia Corp	$1.73M	2.09%	0.00%	-8.0%	Q4 2023
MSFTMicrosoft Corp	$1.6M	1.94%	0.00%	-4.2%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.49M	1.80%	0.00%	-1.3%	Q2 2024
BRK.ABerkshire Hathaway Inc	$1.44M	1.74%	Not reported	Not reported	Q4 2023
MCDMcdonalds Corp	$1.42M	1.72%	0.00%	-0.3%	Q4 2023
HDHome Depot, Inc.	$1.25M	1.51%	0.00%	-0.5%	Q4 2023
KOCoca Cola Co	$1.19M	1.44%	0.00%	-0.1%	Q4 2023
BXBlackstone Inc.	$1.01M	1.22%	0.00%	+8312.5%	Q4 2023
PLDPrologis, Inc.	$882K	1.07%	0.00%	+0.8%	Q4 2023
NUENucor Corp	$719K	0.87%	0.00%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$669K	0.81%	Not reported	-3.6%	Q4 2023
RCLRoyal Caribbean Cruises Ltd	$616K	0.74%	0.00%	+0.1%	Q4 2023
TRPTC Energy Corp	$453K	0.55%	Not reported	-0.8%	Q3 2024
TSLATesla, Inc.	$434K	0.52%	0.00%	-5.2%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$387K	0.47%	Not reported	-29.8%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$357K	0.43%	Not reported	Not reported	Q4 2023
GOOGAlphabet Inc.	$231K	0.28%	Not reported	+0.1%	Q4 2023
AVGOBroadcom Inc.	$228K	0.28%	0.00%	-0.4%	Q2 2024
COSTCostco Wholesale Corp	$193K	0.23%	0.00%	Not reported	Q4 2023
VVisa Inc.	$180K	0.22%	0.00%	+1.0%	Q4 2023
RTXRTX Corp	$144K	0.17%	0.00%	+0.4%	Q4 2023
JNJJohnson & Johnson	$132K	0.16%	0.00%	+0.4%	Q4 2023
ORCLOracle Corp	$131K	0.16%	0.00%	+0.2%	Q4 2023
WELLWelltower Inc.	$130K	0.16%	0.00%	+0.3%	Q4 2023
CSCOCisco Systems, Inc.	$127K	0.15%	0.00%	+0.5%	Q4 2023
ABTAbbott Laboratories	$120K	0.14%	0.00%	-18.2%	Q4 2023
ALLAllstate Corp	$113K	0.14%	0.00%	+0.6%	Q4 2023
WMWaste Management Inc	$113K	0.14%	0.00%	+0.4%	Q4 2023
TMOThermo Fisher Scientific Inc.	$102K	0.12%	0.00%	+0.5%	Q4 2023
NFLXNetflix Inc	$97.7K	0.12%	0.00%	-1.4%	Q4 2023
AMTAmerican Tower Corp	$82.8K	0.10%	0.00%	+1.1%	Q4 2023
LOWLowes Companies Inc	$81.9K	0.10%	0.00%	+0.3%	Q4 2023
PLTRPalantir Technologies Inc.	$81.5K	0.10%	0.00%	+90.1%	Q3 2025
AXPAmerican Express Co	$80.5K	0.10%	0.00%	Not reported	Q4 2023
MRKMerck & Co., Inc.	$80K	0.10%	0.00%	+0.8%	Q4 2023
CVXChevron Corp	$77.8K	0.09%	0.00%	+1.1%	Q4 2023
XPOXPO, Inc.	$75.3K	0.09%	0.00%	Not reported	Q4 2023
NEENextera Energy Inc	$67.2K	0.08%	0.00%	-17.1%	Q4 2023
MARMarriott International Inc	$66.9K	0.08%	0.00%	+0.5%	Q4 2023
DGXQuest Diagnostics Inc	$66.6K	0.08%	0.00%	+0.6%	Q4 2023
LMTLockheed Martin Corp	$66.4K	0.08%	0.00%	+1.9%	Q4 2023
CMGChipotle Mexican Grill Inc	$65.6K	0.08%	0.00%	Not reported	Q4 2023
EQIXEquinix Inc	$65.5K	0.08%	0.00%	+1.5%	Q4 2023

Q4 2025Reported Feb 9, 2026171 positions
AAPLApple Inc.	$6.16M	7.05%	0.00%	-2.6%	Q4 2023
GOOGLAlphabet Inc.	$4.71M	5.39%	0.00%	+0.9%	Q4 2023
LLYELI LILLY & Co	$4.66M	5.33%	0.00%	-1.6%	Q4 2023
AMZNAmazon Com Inc	$3.14M	3.59%	0.00%	+0.6%	Q4 2023
METAMeta Platforms, Inc.	$2.42M	2.77%	Not reported	+1.1%	Q4 2023
MSFTMicrosoft Corp	$2.19M	2.50%	0.00%	+1.6%	Q4 2023
JPMJPMorgan Chase & Co	$2.07M	2.37%	0.00%	+1.1%	Q4 2023
NVDANvidia Corp	$2.01M	2.30%	0.00%	+1.0%	Q4 2023
WMTWalmart Inc.	$1.65M	1.89%	0.00%	+2.3%	Q4 2023
BRK.ABerkshire Hathaway Inc	$1.51M	1.73%	Not reported	Not reported	Q4 2023
MCDMcdonalds Corp	$1.4M	1.61%	0.00%	+1.4%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.35M	1.55%	0.00%	+1.4%	Q2 2024
HDHome Depot, Inc.	$1.31M	1.50%	0.00%	+0.3%	Q4 2023
KOCoca Cola Co	$1.1M	1.26%	0.00%	+2.4%	Q4 2023
PLDPrologis, Inc.	$845K	0.97%	0.00%	+0.5%	Q4 2023
RACEFerrari N.V.	$784K	0.90%	0.00%	-0.5%	Q4 2023
BRK.BBerkshire Hathaway Inc	$728K	0.83%	Not reported	-6.4%	Q4 2023
RCLRoyal Caribbean Cruises Ltd	$623K	0.71%	0.00%	+1.8%	Q4 2023
ZMZoom Communications, Inc.	$622K	0.71%	Not reported	+0.4%	Q2 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$571K	0.65%	Not reported	+28.8%	Q4 2023
TSLATesla, Inc.	$554K	0.63%	0.00%	-2.8%	Q4 2023
TRPTC Energy Corp	$401K	0.46%	Not reported	+1.0%	Q3 2024
NVONovo Nordisk A S	$387K	0.44%	Not reported	-7.2%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$379K	0.43%	Not reported	+0.3%	Q4 2023
AVGOBroadcom Inc.	$256K	0.29%	0.00%	+0.1%	Q2 2024
GOOGAlphabet Inc.	$253K	0.29%	Not reported	Not reported	Q4 2023
VVisa Inc.	$207K	0.24%	0.00%	+0.2%	Q4 2023
ABTAbbott Laboratories	$179K	0.20%	0.00%	+0.4%	Q4 2023
ORCLOracle Corp	$173K	0.20%	0.00%	+0.2%	Q4 2023
COSTCostco Wholesale Corp	$167K	0.19%	0.00%	+6.6%	Q4 2023
RTXRTX Corp	$136K	0.16%	0.00%	+0.4%	Q4 2023
CSCOCisco Systems, Inc.	$126K	0.14%	0.00%	+0.6%	Q4 2023
WELLWelltower Inc.	$122K	0.14%	0.00%	+0.2%	Q4 2023
TMOThermo Fisher Scientific Inc.	$120K	0.14%	0.00%	Not reported	Q4 2023
ALLAllstate Corp	$113K	0.13%	0.00%	+0.4%	Q4 2023
JNJJohnson & Johnson	$111K	0.13%	0.00%	+0.4%	Q4 2023
WMWaste Management Inc	$107K	0.12%	0.00%	+0.4%	Q4 2023
AXPAmerican Express Co	$98.3K	0.11%	0.00%	+0.4%	Q4 2023
NFLXNetflix Inc	$96.6K	0.11%	0.00%	+8.4%	Q4 2023
AMTAmerican Tower Corp	$83.4K	0.10%	0.00%	-1.9%	Q4 2023
LOWLowes Companies Inc	$83.2K	0.10%	0.00%	+0.6%	Q4 2023
ELVElevance Health, Inc.	$81.8K	0.09%	0.00%	+0.4%	Q4 2023
CMGChipotle Mexican Grill Inc	$75.9K	0.09%	0.00%	Not reported	Q4 2023
BACBank of America Corp	$70.1K	0.08%	0.00%	+145.5%	Q4 2023
NEENextera Energy Inc	$70K	0.08%	0.00%	Not reported	Q4 2023
MRKMerck & Co., Inc.	$69.5K	0.08%	0.00%	+0.8%	Q4 2023
MARMarriott International Inc	$63.3K	0.07%	0.00%	Not reported	Q4 2023
NDAQNasdaq, Inc.	$63.3K	0.07%	0.00%	+0.3%	Q4 2023
EBAYEbay Inc	$60.9K	0.07%	0.00%	+0.4%	Q4 2023
ADBEAdobe Inc.	$60.2K	0.07%	0.00%	Not reported	Q4 2023

Q3 2025Reported Nov 14, 2025185 positions
AAPLApple Inc.	$5.93M	7.37%	0.00%	-0.8%	Q4 2023
GOOGLAlphabet Inc.	$3.63M	4.51%	0.00%	+2.8%	Q4 2023
LLYELI LILLY & Co	$3.36M	4.18%	0.00%	+2.4%	Q4 2023
AMZNAmazon Com Inc	$2.97M	3.69%	0.00%	+2.6%	Q4 2023
METAMeta Platforms, Inc.	$2.67M	3.32%	Not reported	+4.1%	Q4 2023
MSFTMicrosoft Corp	$2.31M	2.87%	0.00%	+4.0%	Q4 2023
JPMJPMorgan Chase & Co	$2.01M	2.50%	0.00%	+2.8%	Q4 2023
NVDANvidia Corp	$1.99M	2.47%	0.00%	+3.8%	Q4 2023
HDHome Depot, Inc.	$1.54M	1.92%	0.00%	-1.8%	Q4 2023
BRK.ABerkshire Hathaway Inc	$1.51M	1.88%	Not reported	Not reported	Q4 2023
WMTWalmart Inc.	$1.49M	1.86%	0.00%	+3.4%	Q4 2023
MCDMcdonalds Corp	$1.38M	1.71%	0.00%	+2.9%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.23M	1.53%	0.00%	+6.9%	Q2 2024
RACEFerrari N.V.	$1.04M	1.29%	0.00%	+14.9%	Q4 2023
KOCoca Cola Co	$1.02M	1.27%	0.00%	+4.2%	Q4 2023
BRK.BBerkshire Hathaway Inc	$778K	0.97%	Not reported	-1.9%	Q4 2023
PLDPrologis, Inc.	$754K	0.94%	0.00%	-12.4%	Q4 2023
RCLRoyal Caribbean Cruises Ltd	$710K	0.88%	0.00%	+7.0%	Q4 2023
ZMZoom Communications, Inc.	$593K	0.74%	Not reported	Not reported	Q2 2024
TSLATesla, Inc.	$563K	0.70%	0.00%	Not reported	Q4 2023
NVONovo Nordisk A S	$455K	0.57%	Not reported	New	Q3 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$428K	0.53%	Not reported	-3.9%	Q4 2023
TRPTC Energy Corp	$393K	0.49%	Not reported	Not reported	Q3 2024
QQQInvesco QQQ Trust, Series 1	$370K	0.46%	Not reported	Not reported	Q4 2023
ORCLOracle Corp	$249K	0.31%	0.00%	Not reported	Q4 2023
AVGOBroadcom Inc.	$243K	0.30%	0.00%	Not reported	Q2 2024
DISWalt Disney Co	$228K	0.28%	0.00%	+1.3%	Q4 2023
VVisa Inc.	$201K	0.25%	0.00%	+0.2%	Q4 2023
GOOGAlphabet Inc.	$196K	0.24%	Not reported	Not reported	Q4 2023
ABTAbbott Laboratories	$190K	0.24%	0.00%	Not reported	Q4 2023
COSTCostco Wholesale Corp	$169K	0.21%	0.00%	Not reported	Q4 2023
RTXRTX Corp	$124K	0.15%	0.00%	Not reported	Q4 2023
WELLWelltower Inc.	$117K	0.15%	0.00%	Not reported	Q4 2023
ALLAllstate Corp	$116K	0.14%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$114K	0.14%	0.00%	Not reported	Q4 2023
CSCOCisco Systems, Inc.	$111K	0.14%	0.00%	Not reported	Q4 2023
WMWaste Management Inc	$108K	0.13%	0.00%	Not reported	Q4 2023
TMOThermo Fisher Scientific Inc.	$101K	0.13%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$99.1K	0.12%	0.00%	Not reported	Q4 2023
AMTAmerican Tower Corp	$93.1K	0.12%	0.00%	Not reported	Q4 2023
AXPAmerican Express Co	$88K	0.11%	0.00%	Not reported	Q4 2023
LOWLowes Companies Inc	$86.3K	0.11%	0.00%	Not reported	Q4 2023
CMGChipotle Mexican Grill Inc	$80.3K	0.10%	0.00%	Not reported	Q4 2023
ELVElevance Health, Inc.	$75K	0.09%	0.00%	Not reported	Q4 2023
NEENextera Energy Inc	$65.8K	0.08%	0.00%	Not reported	Q4 2023
COINCoinbase Global, Inc.	$65.1K	0.08%	0.00%	Not reported	Q4 2023
DGXQuest Diagnostics Inc	$64.2K	0.08%	0.00%	Not reported	Q4 2023
EBAYEbay Inc	$63.4K	0.08%	0.00%	Not reported	Q4 2023
LMTLockheed Martin Corp	$61.2K	0.08%	0.00%	Not reported	Q4 2023
SYKStryker Corp	$61.1K	0.08%	0.00%	Not reported	Q4 2023

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