Wiser Advisor Group LLC
Filing Date
Global Rank
#7,068
/ 8,586
▲ 22
Top Industry
Internet Content & Information
14.9%
3Y Alpha vs SPY
-0.2%
Period ended 3 months ago
Filed Apr 22, 2026 · 55d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+55.1%
SPY
+55.8%
Annualised alpha
-0.2%
Max drawdown
−20.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
160 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.5%
−0.2 pts
Top 5
44.6%
−2.3 pts
Top 10
65.4%
−2.1 pts
HHI
582
Diversified−30
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.1% | $11,139,083 |
| Consumer Cyclical | 16.9% | $6,920,760 |
| Communication Services | 15.0% | $6,142,400 |
| Healthcare | 11.2% | $4,579,396 |
| Financial Services | 10.1% | $4,164,536 |
| Consumer Defensive | 8.1% | $3,307,460 |
| Real Estate | 4.7% | $1,934,234 |
| Unclassified | 1.9% | $769,252 |
| Basic Materials | 1.8% | $743,596 |
| Energy | 1.5% | $612,422 |
| Industrials | 1.4% | $579,474 |
| Utilities | 0.4% | $150,514 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BX | Blackstone Inc. | +8,645 | 8,749 | $1,006,047 | |
| 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 | |
| UDR | UDR, Inc. | +15 | 1,352 | $45,670 | |
| MPLX | Mplx LP | +15 | 786 | $44,857 | |
| BXMT | Blackstone Mortgage Trust, Inc. | +15 | 619 | $11,853 | |
| 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 | |
| REXR | Rexford Industrial Realty, Inc. | +8 | 838 | $27,427 | |
| CSCO | Cisco Systems, Inc. | +8 | 1,641 | $127,325 | |
| INVH | Invitation Homes Inc. | +7 | 693 | $17,221 | |
| GLPI | Gaming & Leisure Properties, Inc. | +6 | 326 | $14,464 | |
| V | Visa Inc. | +6 | 597 | $180,437 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ZM | Zoom Communications, Inc. | −7,180 | 32 | $2,572 | |
| RACE | Ferrari N.V. | −2,118 | 5 | $1,692 | |
| GOOGL | Alphabet Inc. | −1,116 | 13,945 | $4,010,024 | |
| 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 | |
| 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 | |
| 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 | 1,396 | $668,963 | |
| LLY | ELI LILLY & Co | −52 | 4,281 | $3,937,535 | |
| 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 | |
| NFLX | Netflix Inc | −14 | 1,016 | $97,688 | |
| MCD | Mcdonalds Corp | −12 | 4,582 | $1,424,039 | |
| DLR | Digital Realty Trust, Inc. | −9 | 245 | $44,151 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| 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. | ||||
160 positions ·
$41,043,127 total
· 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 51–100
of 160 positions by value
· page 2 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| UMC |
United Microelectronics Corp
Technology
|
Held | 1,469 | $13,191 | 0.03% | |
| LAMR |
Lamar Advertising Co/New
Real Estate
|
Added | 106 | $13,425 | 0.03% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
Held | 72 | $14,220 | 0.03% | |
| EPRT |
Essential Properties Realty Trust, Inc.
Real Estate
|
Added | 471 | $14,299 | 0.03% | |
| GLPI |
Gaming & Leisure Properties, Inc.
Real Estate
|
Added | 326 | $14,464 | 0.04% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 517 | $14,517 | 0.04% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 78 | $14,560 | 0.04% | |
| FDX |
Fedex Corp
Industrials
|
Held | 42 | $14,959 | 0.04% | |
| EXR |
Extra Space Storage Inc.
Real Estate
|
Added | 121 | $15,866 | 0.04% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 248 | $16,365 | 0.04% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 86 | $16,960 | 0.04% | |
| INVH |
Invitation Homes Inc.
Real Estate
|
Added | 693 | $17,221 | 0.04% | |
| SQM |
Chemical & Mining Co Of Chile Inc
Basic Materials
|
Held | 225 | $18,211 | 0.04% | |
| IHG |
Intercontinental Hotels Group PLC /New/
Consumer Cyclical
|
Held | 140 | $18,684 | 0.05% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 212 | $18,993 | 0.05% | |
| NNN |
Nnn REIT, Inc.
Real Estate
|
Held | 462 | $19,417 | 0.05% | |
| MET |
Metlife Inc
Financial Services
|
Added | 276 | $19,518 | 0.05% | |
| MMM |
3M Co
Industrials
|
Added | 135 | $19,606 | 0.05% | |
| GXO |
GXO Logistics, Inc.
Industrials
|
Held | 387 | $20,065 | 0.05% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 139 | $20,077 | 0.05% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 160 | $20,950 | 0.05% | |
| KIM |
Kimco Realty Corp
Real Estate
|
Added | 955 | $21,458 | 0.05% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 95 | $21,472 | 0.05% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
Held | 590 | $21,835 | 0.05% | |
| KRC |
Kilroy Realty Corp
Real Estate
|
Added | 785 | $22,144 | 0.05% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 102 | $22,183 | 0.05% | |
| IBRX |
ImmunityBio, Inc.
Healthcare
|
Added | 3,000 | $23,010 | 0.06% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 36 | $23,412 | 0.06% | |
| HR |
Healthcare Realty Trust Inc
Real Estate
|
Added | 1,411 | $23,972 | 0.06% | |
| BRX |
Brixmor Property Group Inc.
Real Estate
|
Added | 838 | $24,134 | 0.06% | |
| NET |
Cloudflare, Inc.
Technology
|
Held | 121 | $24,967 | 0.06% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Added | 311 | $25,287 | 0.06% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 519 | $25,301 | 0.06% | |
| CUBE |
CubeSmart
Real Estate
|
Added | 702 | $25,728 | 0.06% | |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
Added | 415 | $25,904 | 0.06% | |
| TOL |
Toll Brothers, Inc.
Consumer Cyclical
|
Held | 196 | $26,748 | 0.07% | |
| REXR |
Rexford Industrial Realty, Inc.
Real Estate
|
Added | 838 | $27,427 | 0.07% | |
| TRNO |
Terreno Realty Corp
Real Estate
|
Added | 454 | $27,884 | 0.07% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Held | 224 | $28,286 | 0.07% | |
| FC |
Franklin Covey Co
Consumer Defensive
|
Held | 1,812 | $28,611 | 0.07% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Added | 186 | $28,919 | 0.07% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Reduced | 169 | $29,509 | 0.07% | |
| VTR |
Ventas, Inc.
Real Estate
|
Added | 390 | $31,894 | 0.08% | |
| DOC |
Healthpeak Properties, Inc.
Real Estate
|
Added | 2,034 | $33,418 | 0.08% | |
| ADC |
Agree Realty Corp
Real Estate
|
Added | 460 | $34,674 | 0.08% | |
| SHEL |
Shell plc
Energy
|
Added | 395 | $36,735 | 0.09% | |
| AEE |
Ameren Corp
Utilities
|
Held | 337 | $37,043 | 0.09% | |
| UAL |
United Airlines Holdings, Inc.
Industrials
|
Held | 428 | $39,405 | 0.10% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Added | 1,462 | $39,941 | 0.10% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 172 | $41,809 | 0.10% |