Wiser Advisor Group LLC

CIK

2011550

Location

PHOENIX, AZ

Portfolio Value

Micro $47,524,398

Diversification

Diversified

Filing Date

Global Rank

#7,351 / 8,698 ▼ 89 · as of Mar 2026

Top Industry

Internet Content & Information 14.9%

3Y Alpha vs SPY

+16.4%

Period ended 5 months ago

Filed Apr 22, 2026 · 4mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+108.1%

SPY

+55.7%

Annualised alpha

+14.7%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

167 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.7%

+0.3 pts

Top 5

40.8%

+0.8 pts

Top 10

61.1%

−0.4 pts

HHI

511

Diversified+3

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.4%	$11,139,083	20
Consumer Cyclical	14.6%	$6,920,760	25
Communication Services	13.4%	$6,373,609	6
Financial Services	11.8%	$5,600,816	18
Unclassified	11.7%	$5,583,034	11
Healthcare	9.6%	$4,579,396	13
Consumer Defensive	7.0%	$3,307,460	9
Real Estate	4.1%	$1,934,234	32
Basic Materials	1.6%	$743,596	5
Energy	1.3%	$612,422	4
Industrials	1.2%	$579,474	17
Utilities	0.3%	$150,514	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BX	Blackstone Inc.	+8,645	8,749	$1,006,047
HFXI	NYLI FTSE International Equity Currency Neutral ETF	+1,218	85,561	$2,873,138
IBRX	ImmunityBio, Inc.	+1,000	3,000	$23,010
PLTR	Palantir Technologies Inc.	+264	557	$81,477
PEGA	Pegasystems Inc	+151	177	$7,533
LITE	Lumentum Holdings Inc.	+60	61	$42,868
PLD	Prologis, Inc.	+54	6,670	$881,640
HST	Host Hotels & Resorts, Inc.	+46	2,435	$46,654
DOC	Healthpeak Properties, Inc.	+36	2,034	$33,418
VICI	Vici Properties Inc.	+24	1,462	$39,941
HR	Healthcare Realty Trust Inc	+18	1,411	$23,972
VXUS	Vanguard Total International Stock ETF	+17	604	$46,574
UDR	UDR, Inc.	+15	1,352	$45,670
BXMT	Blackstone Mortgage Trust, Inc.	+15	619	$11,853
MPLX	Mplx LP	+15	786	$44,857
COLD	Americold Realty Trust	+12	695	$7,964
O	Realty Income Corp	+12	947	$57,937
KIM	Kimco Realty Corp	+11	955	$21,458
KRC	Kilroy Realty Corp	+11	785	$22,144
BRX	Brixmor Property Group Inc.	+10	838	$24,134
CUBE	CubeSmart	+9	702	$25,728
PFE	Pfizer Inc	+8	517	$14,517
CSCO	Cisco Systems, Inc.	+8	1,641	$127,325
REXR	Rexford Industrial Realty, Inc.	+8	838	$27,427
INVH	Invitation Homes Inc.	+7	693	$17,221
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ZM	Zoom Communications, Inc.	−7,180	32	$2,572
RACE	Ferrari N.V.	−2,118	5	$1,692
GOOGL	Alphabet Inc.	−1,115	14,751	$4,241,233
NVDA	Nvidia Corp	−856	9,908	$1,727,955
AAPL	Apple Inc.	−820	21,854	$5,546,326
BAC	Bank Of America Corp /De/	−755	519	$25,301
DIA	Spdr Dow Jones Industrial Average ETF Trust	−354	835	$386,763
ABT	Abbott Laboratories	−260	1,166	$119,713
VEA	Vanguard FTSE Developed Markets ETF	−222	1,108	$71,000
AMZN	Amazon Com Inc	−221	13,389	$2,788,527
MSFT	Microsoft Corp	−192	4,335	$1,604,686
META	Meta Platforms, Inc.	−165	3,509	$2,007,604
NEE	Nextera Energy Inc	−149	723	$67,152
WMT	Walmart Inc.	−95	14,744	$1,832,384
NKE	NIKE, Inc.	−69	125	$6,602
VB	Vanguard Morningstar Small-Cap ETF	−68	6,916	$1,811,438
TSLA	Tesla, Inc.	−64	1,168	$434,204
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−59	4,398	$1,486,304
TRP	Tc Energy Corp	−55	7,237	$453,036
BRK-B	Berkshire Hathaway Inc	−52	1,398	$2,105,243
LLY	ELI LILLY & Co	−52	4,281	$3,937,535
BNDX	Vanguard Total International Bond ETF	−30	112	$5,381
COIN	Coinbase Global, Inc.	−24	169	$29,509
HD	Home Depot, Inc.	−20	3,795	$1,248,137
VZ	Verizon Communications Inc	−18	94	$4,718
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
NUE	Nucor Corp	4,250	$718,675
AZN	Astrazeneca PLC	86	$16,960
GD	General Dynamics Corp	33	$11,326
BA	Boeing Co	51	$10,150
VRT	Vertiv Holdings Co	25	$6,264
FCX	Freeport-Mcmoran Inc	82	$4,819
NAK	Northern Dynasty Minerals Ltd	100	$140
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
AKRE	Akre Focus ETF	42,820	$2,805,138
NVO	Novo Nordisk A S	7,602	$386,789
ELV	Elevance Health, Inc.	233	$81,678
EBAY	Ebay Inc	700	$60,970
UBER	Uber Technologies, Inc	100	$8,171
AIRR	First Trust RBA American Industrial Renaissance ETF	70	$6,882
PINS	Pinterest, Inc.	150	$3,883
GE	General Electric Co	11	$3,388
FISV	Fiserv Inc	25	$1,679
KTOS	Kratos Defense & Security Solutions, Inc.	16	$1,214
SBAC	Sba Communications Corp	6	$1,160
HUBS	Hubspot Inc	2	$802
ACI	Albertsons Companies, Inc.	27	$463
AMTM	Amentum Holdings, Inc.	13	$377
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

167 tracked positions · $47,524,398 total · filing declares 224 positions · $82,719,816 · as of Mar 31, 2026

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

Showing 1–50 of 167 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	21,854	-820	$5,546,326	−10.0%	11.67%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,751	-1,115	$4,241,233	−14.6%	8.92%
LLY	ELI LILLY & Co Healthcare	Reduced	4,281	-52	$3,937,535	−15.4%	8.29%
HFXI	NYLI FTSE International Equity Currency Neutral ETF	Added	85,561	+1,218	$2,873,138	+5.0%	6.05%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,389	-221	$2,788,527	−11.2%	5.87%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,398	-52	$2,105,243	−5.9%	4.43%
META	Meta Platforms, Inc. Communication Services	Reduced	3,509	-165	$2,007,604	−17.2%	4.22%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,438	+2	$1,893,802	−8.7%	3.98%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,744	-95	$1,832,384	+10.8%	3.86%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	6,916	-68	$1,811,438	+0.6%	3.81%
NVDA	Nvidia Corp Technology	Reduced	9,908	-856	$1,727,955	−13.9%	3.64%
MSFT	Microsoft Corp Technology	Reduced	4,335	-192	$1,604,686	−26.7%	3.38%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,398	-59	$1,486,304	+9.7%	3.13%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,582	-12	$1,424,039	+1.4%	3.00%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,795	-20	$1,248,137	−4.9%	2.63%
KO	Coca Cola Co Consumer Defensive	Reduced	15,698	-9	$1,193,832	+8.7%	2.51%
BX	Blackstone Inc. Financial Services	Added	8,749	+8,645	$1,006,047	+6176.0%	2.12%
PLD	Prologis, Inc. Real Estate	Added	6,670	+54	$881,640	+4.4%	1.86%
NUE	Nucor Corp Basic Materials	NEW	4,250	NEW	$718,675	NEW	1.51%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	2,238	+3	$615,852	−1.2%	1.30%
TRP	Tc Energy Corp Energy	Reduced	7,237	-55	$453,036	+12.9%	0.95%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,168	-64	$434,204	−21.6%	0.91%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	835	-354	$386,763	−32.3%	0.81%
QQQ	Invesco Qqq Trust, Series 1	Held	618	0	$356,697	−6.0%	0.75%
AVGO	Broadcom Inc. Technology	Reduced	736	-3	$227,799	−10.9%	0.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	194	0	$193,307	+15.5%	0.41%
V	Visa Inc. Financial Services	Added	597	+6	$180,437	−12.9%	0.38%
RTX	RTX Corp Industrials	Added	746	+3	$143,903	+5.6%	0.30%
JNJ	Johnson & Johnson Healthcare	Added	538	+2	$131,508	+18.6%	0.28%
ORCL	Oracle Corp Technology	Added	888	+2	$130,633	−24.4%	0.27%
WELL	Welltower Inc. Real Estate	Added	659	+2	$130,290	+6.8%	0.27%
CSCO	Cisco Systems, Inc. Technology	Added	1,641	+8	$127,325	+1.2%	0.27%
ABT	Abbott Laboratories Healthcare	Reduced	1,166	-260	$119,713	−33.0%	0.25%
ALL	Allstate Corp Financial Services	Added	545	+3	$113,000	+0.2%	0.24%
WM	Waste Management Inc Industrials	Added	491	+2	$112,826	+5.0%	0.24%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	208	+1	$102,238	−14.8%	0.22%
NFLX	Netflix Inc Communication Services	Reduced	1,016	-14	$97,688	+1.2%	0.21%
AMT	American Tower Corp /Ma/ Real Estate	Added	480	+5	$82,838	−0.7%	0.17%
LOW	Lowes Companies Inc Consumer Cyclical	Added	346	+1	$81,752	−1.7%	0.17%
PLTR	Palantir Technologies Inc. Technology	Added	557	+264	$81,477	+56.4%	0.17%
AXP	American Express Co Financial Services	Held	266	0	$80,459	−18.2%	0.17%
MRK	Merck & Co., Inc. Healthcare	Added	665	+5	$79,992	+15.1%	0.17%
CVX	Chevron Corp Energy	Added	376	+4	$77,794	+37.2%	0.16%
XPO	XPO, Inc. Industrials	Held	387	0	$75,290	+43.1%	0.16%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	1,108	-222	$71,000	−14.5%	0.15%
NEE	Nextera Energy Inc Utilities	Reduced	723	-149	$67,152	−4.1%	0.14%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	205	+1	$67,049	+5.9%	0.14%
DGX	Quest Diagnostics Inc Healthcare	Added	340	+2	$66,633	+13.6%	0.14%
LMT	Lockheed Martin Corp Industrials	Added	110	+2	$66,482	+27.3%	0.14%
EQIX	Equinix Inc Real Estate	Added	67	+1	$65,676	+29.9%	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.