Wiser Advisor Group LLC

CIK

2011550

Location

PHOENIX, AZ

Portfolio Value

Micro $91,333,917

Diversification

Diversified

Filing Date

Global Rank

#8,359 / 8,795 ▼ 202 · as of Jun 2026

Top Industry

Internet Content & Information 15.3%

Period ended 3 months ago

Filed Aug 17, 2026 · 51d

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

199 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.6%

+1.2 pts

Top 5

35.6%

+2.1 pts

Top 10

55.3%

+2.5 pts

HHI

438

Diversified+34

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	49.0%	$44,708,792	35
Technology	14.0%	$12,770,409	21
Communication Services	7.9%	$7,254,975	6
Financial Services	7.4%	$6,754,247	19
Consumer Cyclical	7.0%	$6,382,809	24
Healthcare	6.4%	$5,804,745	14
Consumer Defensive	3.6%	$3,245,519	9
Real Estate	2.2%	$2,023,134	32
Basic Materials	1.1%	$969,172	5
Industrials	0.7%	$649,977	23
Energy	0.7%	$622,896	4
Utilities	0.2%	$147,242	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AFGR	First Trust Active Factor Large Cap Growth ETF	+17,446	133,562	$4,879,019
VB	Vanguard Morningstar Small-Cap ETF	+15,360	45,009	$11,503,987
AMZN	Amazon Com Inc	+1,260	14,649	$3,491,442
MSFT	Microsoft Corp	+759	5,094	$1,900,163
BRK-B	Berkshire Hathaway Inc	+702	2,100	$2,547,518
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	+462	34,947	$1,276,264
IVZ	Invesco Ltd.	+261	29,177	$391,779
BX	Blackstone Inc.	+214	8,963	$1,054,676
AGNG	Global X Funds Global X Aging Population ETF	+159	122,343	$4,539,975
KO	Coca Cola Co	+82	15,780	$1,282,440
TRP	Tc Energy Corp	+62	7,299	$483,850
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	+49	12,767	$2,448,072
AIEQ	Amplify AI Powered Equity ETF	+45	14,781	$675,491
DOC	Healthpeak Properties, Inc.	+34	2,068	$44,255
MCD	Mcdonalds Corp	+30	4,612	$1,246,669
CWI	State Street SPDR MSCI ACWI ex-US ETF	+29	1,803	$123,830
SCHW	Schwab Charles Corp	+27	577	$53,239
VICI	Vici Properties Inc.	+23	1,485	$39,426
HST	Host Hotels & Resorts, Inc.	+23	2,458	$58,279
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+18	5,809	$1,175,545
VEU	Vanguard FTSE All-World Ex-US ETF	+17	348	$33,901
HR	Healthcare Realty Trust Inc	+17	1,428	$28,802
UDR	UDR, Inc.	+16	1,368	$54,610
BXMT	Blackstone Mortgage Trust, Inc.	+15	634	$10,746
MPLX	Mplx LP	+15	801	$45,120
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AFK	VanEck Africa Index ETF	−11,630	4,156	$214,075
AAPL	Apple Inc.	−1,861	19,993	$5,785,174
ACGO	Hartford Alpha Capture Growth ETF	−1,432	43,792	$1,714,237
BAB	Invesco Taxable Municipal Bond ETF	−1,415	15,270	$359,150
HFXI	NYLI FTSE International Equity Currency Neutral ETF	−907	89,703	$3,346,753
BIV	Vanguard Intermediate-Term Bond ETF	−455	26,549	$1,948,962
GOOGL	Alphabet Inc.	−270	14,481	$5,171,817
PLD	Prologis, Inc.	−248	6,422	$869,988
FNDA	Schwab Fundamental U.S. Small Company ETF	−199	127,129	$4,075,794
FCAL	First Trust California Municipal High income ETF	−122	43,530	$778,316
ABT	Abbott Laboratories	−72	1,094	$99,269
BNDW	Vanguard Total World Bond ETF	−65	5,073	$415,447
HON	Honeywell International Inc	−47	48	$10,747
ABI	VictoryShares Pioneer Asset-Based Income ETF	−27	23,089	$2,614,932
NVDA	Nvidia Corp	−24	9,884	$1,977,689
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−16	4,382	$2,092,711
AVGO	Broadcom Inc.	−14	722	$272,735
VIG	Vanguard Dividend Appreciation ETF	−12	9,301	$896,895
WMT	Walmart Inc.	−12	14,732	$1,668,546
RCL	Royal Caribbean Cruises Ltd	−9	2,229	$707,774
COIN	Coinbase Global, Inc.	−7	162	$23,682
NUE	Nucor Corp	−7	4,243	$945,128
JPM	Jpmorgan Chase & Co	−5	6,433	$2,105,713
YUM	Yum Brands Inc	−4	182	$29,094
LLY	ELI LILLY & Co	−2	4,279	$5,132,361
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
GILD	Gilead Sciences, Inc.	239	$30,195
UNP	Union Pacific Corp	110	$29,920
SPCX	Space Exploration Technologies Corp	63	$10,764
HONA	Honeywell Aerospace Inc.	47	$10,390
AKAM	Akamai Technologies Inc	60	$7,092
AIAI	AIAI Holdings Corp	274	$3,811
FDXF	FedEx Freight Holding Company, Inc.	21	$3,171
BV	BrightView Holdings, Inc.	24	$340
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
HD	Home Depot, Inc.	3,795	$1,248,137
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

199 tracked positions · $91,333,917 total · filing declares 229 positions · $91,334,611 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 199 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	45,009	+15,360	$11,503,987	+25.9%	12.60%
AAPL	Apple Inc. Technology	Reduced	19,993	-1,861	$5,785,174	+4.3%	6.33%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,481	-270	$5,171,817	+21.9%	5.66%
LLY	ELI LILLY & Co Healthcare	Reduced	4,279	-2	$5,132,361	+30.3%	5.62%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	133,562	+17,446	$4,879,019	+24.4%	5.34%
AGNG	Global X Funds Global X Aging Population ETF	Added	122,343	+159	$4,539,975	+13.4%	4.97%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	127,129	-199	$4,075,794	+18.5%	4.46%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,649	+1,260	$3,491,442	+25.2%	3.82%
HFXI	NYLI FTSE International Equity Currency Neutral ETF	Reduced	89,703	-907	$3,346,753	+11.8%	3.66%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	23,089	-27	$2,614,932	+9.1%	2.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,100	+702	$2,547,518	+21.0%	2.79%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Added	12,767	+49	$2,448,072	+17.7%	2.68%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,433	-5	$2,105,713	+11.2%	2.31%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,382	-16	$2,092,711	+40.8%	2.29%
META	Meta Platforms, Inc. Communication Services	Added	3,520	+11	$1,982,780	−1.2%	2.17%
NVDA	Nvidia Corp Technology	Reduced	9,884	-24	$1,977,689	+14.5%	2.17%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	26,549	-455	$1,948,962	−2.0%	2.13%
MSFT	Microsoft Corp Technology	Added	5,094	+759	$1,900,163	+18.4%	2.08%
ACGO	Hartford Alpha Capture Growth ETF	Reduced	43,792	-1,432	$1,714,237	−2.2%	1.88%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,732	-12	$1,668,546	−8.9%	1.83%
KO	Coca Cola Co Consumer Defensive	Added	15,780	+82	$1,282,440	+7.4%	1.40%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Added	34,947	+462	$1,276,264	+2.3%	1.40%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,612	+30	$1,246,669	−12.5%	1.36%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	5,809	+18	$1,175,545	—	1.29%
BX	Blackstone Inc. Financial Services	Added	8,963	+214	$1,054,676	+4.8%	1.15%
NUE	Nucor Corp Basic Materials	Reduced	4,243	-7	$945,128	+31.5%	1.03%
VIG	Vanguard Dividend Appreciation ETF	Reduced	9,301	-12	$896,895	+8.6%	0.98%
PLD	Prologis, Inc. Real Estate	Reduced	6,422	-248	$869,988	−1.3%	0.95%
FCAL	First Trust California Municipal High income ETF	Reduced	43,530	-122	$778,316	+0.5%	0.85%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	2,229	-9	$707,774	+14.9%	0.77%
AIEQ	Amplify AI Powered Equity ETF	Added	14,781	+45	$675,491	+2.2%	0.74%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,166	-2	$490,419	+12.9%	0.54%
TRP	Tc Energy Corp Energy	Added	7,299	+62	$483,850	+6.8%	0.53%
QQQ	Invesco Qqq Trust, Series 1	Held	618	0	$455,095	+27.6%	0.50%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	837	+2	$437,240	+13.1%	0.48%
BNDW	Vanguard Total World Bond ETF	Reduced	5,073	-65	$415,447	−1.4%	0.45%
IVZ	Invesco Ltd. Financial Services	Added	29,177	+261	$391,779	+6.0%	0.43%
BAB	Invesco Taxable Municipal Bond ETF	Reduced	15,270	-1,415	$359,150	−6.3%	0.39%
AVGO	Broadcom Inc. Technology	Reduced	722	-14	$272,735	+19.7%	0.30%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Held	1,179	0	$243,086	+29.8%	0.27%
		Held	6,691	0	$228,296	+16.3%	0.25%
AFK	VanEck Africa Index ETF	Reduced	4,156	-11,630	$214,075	−47.7%	0.23%
V	Visa Inc. Financial Services	Added	598	+1	$205,167	+13.7%	0.22%
CSCO	Cisco Systems, Inc. Technology	Added	1,642	+1	$192,869	+51.5%	0.21%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	199	+5	$186,158	−3.7%	0.20%
MU	Micron Technology Inc Technology	Held	131	0	$151,211	+241.7%	0.17%
WELL	Welltower Inc. Real Estate	Added	661	+2	$150,027	+15.1%	0.16%
RTX	RTX Corp Industrials	Added	749	+3	$142,107	−1.2%	0.16%
JNJ	Johnson & Johnson Healthcare	Added	540	+2	$137,143	+4.3%	0.15%
ORCL	Oracle Corp Technology	Added	891	+3	$130,576	−0.0%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.