Wiser Advisor Group LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$80.4B
Holdings
248
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (248 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 23,271 | $5.9B | 7.37% | |
| 2 | VOOVANGUARD S&P | 8,415 | $5.2B | 6.41% | |
| 3 | GOOGLALPHABET INC | 14,932 | $3.6B | 4.51% | |
| 4 | LLYELI LILLY | 4,404 | $3.4B | 4.18% | |
| 5 | AMZNAMAZON COM | 13,523 | $3.0B | 3.69% | |
| 6 | METAMETA PLATFORMS | 3,636 | $2.7B | 3.32% | |
| 7 | HFXINYLI FTSE | 82,351 | $2.6B | 3.18% | |
| 8 | XMHQINVESCO S&P | 22,113 | $2.3B | 2.89% | |
| 9 | MSFTMICROSOFT CORP | 4,455 | $2.3B | 2.87% | |
| 10 | BNDVANGUARD TOTAL | 27,687 | $2.1B | 2.56% | |
| 11 | VUGVANGUARD GROWTH | 4,220 | $2.0B | 2.52% | |
| 12 | JPMJPMORGAN CHASE | 6,367 | $2.0B | 2.50% | |
| 13 | NVDANVIDIA CORP | 10,653 | $2.0B | 2.47% | |
| 14 | SCHXSCHWAB US | 75,143 | $2.0B | 2.46% | |
| 15 | VTVVANGUARD VALUE | 10,544 | $2.0B | 2.45% | |
| 16 | GRIDFIRST TRUST | 12,284 | $1.9B | 2.31% | |
| 17 | HEMIHARTFORD MUN | 46,861 | $1.8B | 2.27% | |
| 18 | VBVANGUARD SMALL | 7,034 | $1.8B | 2.22% | |
| 19 | DTCRGLOBAL X | 82,855 | $1.7B | 2.11% | |
| 20 | HDHOME DEPOT | 3,804 | $1.5B | 1.92% | |
| 21 | BRK-BBERKSHIRE HATHAWAY | 2 | $1.5B | 1.88% | |
| 22 | WMTWALMART INC | 14,504 | $1.5B | 1.86% | |
| 23 | MCDMCDONALDS CORP | 4,531 | $1.4B | 1.71% | |
| 24 | MLPAGLOBAL X | 26,520 | $1.3B | 1.60% | |
| 25 | HYLBXTRACKERS USD | 33,798 | $1.3B | 1.56% | |
| 26 | TSMTAIWAN SEMICONDUCTOR | 4,397 | $1.2B | 1.53% | |
| 27 | SCHASCHWAB US | 40,851 | $1.1B | 1.42% | |
| 28 | RACEFERRARI NV | 2,134 | $1.0B | 1.29% | |
| 29 | KOCOCA COLA COMPANY | 15,345 | $1.0B | 1.27% | |
| 30 | VNQVANGUARD REAL | 9,935 | $908.3M | 1.13% | |
| 31 | XFEBFIRST TRUST | 45,743 | $834.4M | 1.04% | |
| 32 | BRK/BBERKSHIRE HATHAWAY | 1,547 | $777.7M | 0.97% | |
| 33 | PLDPROLOGIS INC | 6,585 | $754.1M | 0.94% | |
| 34 | RCLROYAL CARIBBEAN | 2,195 | $710.3M | 0.88% | |
| 35 | BUFRFIRST TRUST | 20,842 | $696.5M | 0.87% | |
| 36 | DIVOAMPLIFY CWP | 14,179 | $632.0M | 0.79% | |
| 37 | ZMZOOM COMMUNICATIONS | 7,187 | $592.9M | 0.74% | |
| 38 | TSLATESLA INC | 1,267 | $563.5M | 0.70% | |
| 39 | NVONOVO NORDISK | 8,194 | $454.7M | 0.57% | |
| 40 | PZAINVESCO NATIONAL | 19,472 | $449.6M | 0.56% | |
| 41 | VCITVANGUARD INTERMEDIATE | 5,106 | $429.5M | 0.53% | |
| 42 | DONSPDR DOW | 923 | $428.0M | 0.53% | |
| 43 | IJRISHARES CORE | 3,508 | $416.8M | 0.52% | |
| 44 | TRPTC ENERGY | 7,217 | $392.7M | 0.49% | |
| 45 | IVVISHARES CORE | 577 | $386.2M | 0.48% | |
| 46 | NDQINVESCO QQQ | 616 | $370.0M | 0.46% | |
| 47 | PGXINVESCO PFD | 27,018 | $313.4M | 0.39% | |
| 48 | ORCLORACLE CORP | 884 | $248.7M | 0.31% | |
| 49 | AVGOBROADCOM INC | 738 | $243.4M | 0.30% | |
| 50 | HYDVANECK HIGH | 4,542 | $231.2M | 0.29% | |
| 51 | DISWALT DISNEY | 1,991 | $228.0M | 0.28% | |
| 52 | FPXFIRST TRUST | 1,328 | $220.7M | 0.27% | |
| 53 | IVEISHARES S&P | 1,009 | $208.3M | 0.26% | |
| 54 | VVISA INC | 590 | $201.2M | 0.25% | |
| 55 | GOOGALPHABET INC | 805 | $196.0M | 0.24% | |
| 56 | ABTABBOTT LABORATORIES | 1,420 | $190.2M | 0.24% | |
| 57 | COSTCOSTCO WHOLESALE | 182 | $168.8M | 0.21% | |
| 58 | VNMVANECK VIETNAM | 9,370 | $167.2M | 0.21% | |
| 59 | MMITNYLI MACKAY | 5,396 | $131.1M | 0.16% | |
| 60 | RTXRTX CORP | 740 | $123.9M | 0.15% | |
| 61 | WELLWELLTOWER INC | 656 | $116.9M | 0.15% | |
| 62 | ALSALLSTATE CORP | 540 | $115.8M | 0.14% | |
| 63 | NFLXNETFLIX INC | 95 | $113.9M | 0.14% | |
| 64 | CSCOCISCO SYSTEMS | 1,624 | $111.1M | 0.14% | |
| 65 | FEZSPDR EURO | 1,757 | $109.2M | 0.14% | |
| 66 | WMWASTE MANAGEMENT | 487 | $107.6M | 0.13% | |
| 67 | TMOTHERMO FISHER | 207 | $100.5M | 0.13% | |
| 68 | JNJJOHNSON & JOHNSON | 534 | $99.1M | 0.12% | |
| 69 | AMTAMERICAN TOWER | 484 | $93.1M | 0.12% | |
| 70 | AXPAMERICAN EXPRESS | 265 | $88.0M | 0.11% | |
| 71 | LOWLOWES COMPANIES | 343 | $86.3M | 0.11% | |
| 72 | CMGCHIPOTLE MEXICAN | 2,050 | $80.3M | 0.10% | |
| 73 | VEAVANGUARD FTSE | 1,322 | $79.2M | 0.10% | |
| 74 | PSCHINVESCO S&P | 1,818 | $75.7M | 0.09% | |
| 75 | ELVELEVANCE HEALTH | 232 | $75.0M | 0.09% | |
| 76 | NEENEXTERA ENERGY | 872 | $65.8M | 0.08% | |
| 77 | COINCOINBASE GLOBAL | 193 | $65.1M | 0.08% | |
| 78 | DGXQUEST DIAGNOSTICS | 337 | $64.2M | 0.08% | |
| 79 | EBAEBAY INC | 697 | $63.4M | 0.08% | |
| 80 | RDVYFIRST TRUST | 918 | $61.7M | 0.08% | |
| 81 | LMTLOCKHEED MARTIN | 123 | $61.2M | 0.08% | |
| 82 | SYKSTRYKER CORP | 165 | $61.1M | 0.08% | |
| 83 | ADBEADOBE INC | 172 | $60.7M | 0.08% | |
| 84 | HONHONEYWELL INTL | 282 | $59.4M | 0.07% | |
| 85 | NDAQNASDAQ INC | 650 | $57.5M | 0.07% | |
| 86 | CVXCHEVRON CORP | 368 | $57.2M | 0.07% | |
| 87 | AVBAVALONBAY COMMNTYS | 293 | $56.5M | 0.07% | |
| 88 | OREALTY INCOME | 922 | $56.0M | 0.07% | |
| 89 | MRKMERCK & COMPANY | 655 | $55.0M | 0.07% | |
| 90 | MARMARRIOTT INTL | 204 | $53.1M | 0.07% | |
| 91 | EQIXEQUINIX INC | 67 | $52.5M | 0.07% | |
| 92 | MDLZMONDELEZ INTERNATIONAL | 826 | $51.6M | 0.06% | |
| 93 | VXUSVANGUARD TOTAL | 691 | $50.8M | 0.06% | |
| 94 | SCHWSCHWAB CHARLES | 529 | $50.5M | 0.06% | |
| 95 | XPOXPO INC | 387 | $50.0M | 0.06% | |
| 96 | AKAMAKAMAI TECHNOLOGIES | 655 | $49.6M | 0.06% | |
| 97 | UDRUDR INC | 1,320 | $49.2M | 0.06% | |
| 98 | VICIVICI PROPERTIES | 1,453 | $47.4M | 0.06% | |
| 99 | SUISUN COMMUNITIES | 356 | $46.0M | 0.06% | |
| 100 | FQIDIGITAL REALTY | 260 | $44.9M | 0.06% |
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