Wiser Advisor Group LLC

CIK

2011550

Location

PHOENIX, AZ

Portfolio Value

Micro $3,307,460

Diversification

Diversified

Filing Date

Global Rank

#6,718 / 8,232 ▲ 142

Top Industry

Internet Content & Information 14.9%

3Y Alpha vs SPY

+0.1%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.2%

SPY

+52.9%

Annualised alpha

+0.1%

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, 2025

Top 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	Positions
Technology	27.1%	$11,139,083	20
Consumer Cyclical	16.9%	$6,920,760	25
Communication Services	15.0%	$6,142,400	6
Healthcare	11.2%	$4,579,396	13
Financial Services	10.1%	$4,164,536	18
Consumer Defensive	8.1%	$3,307,460	9
Real Estate	4.7%	$1,934,234	32
Unclassified	1.9%	$769,252	4
Basic Materials	1.8%	$743,596	5
Energy	1.5%	$612,422	4
Industrials	1.4%	$579,474	17
Utilities	0.4%	$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
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
BXMT	Blackstone Mortgage Trust, Inc.	+15	619	$11,853
UDR	UDR, Inc.	+15	1,352	$45,670
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
CSCO	Cisco Systems, Inc.	+8	1,641	$127,325
PFE	Pfizer Inc	+8	517	$14,517
REXR	Rexford Industrial Realty, Inc.	+8	838	$27,427
INVH	Invitation Homes Inc.	+7	693	$17,221
V	Visa Inc.	+6	597	$180,437
GLPI	Gaming & Leisure Properties, Inc.	+6	326	$14,464
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.	−1,116	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
KO	Coca Cola Co	−9	15,698	$1,193,832
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

12 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $3,307,460 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Reduced	14,744	-95	$1,832,384	+10.8%	55.40%
KO	Coca Cola Co Consumer Defensive	Reduced	15,698	-9	$1,193,832	+8.7%	36.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	194	0	$193,307	+15.5%	5.84%
FC	Franklin Covey Co Consumer Defensive	Held	1,812	0	$28,611	−5.9%	0.87%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	139	+1	$20,077	+1.5%	0.61%
MO	Altria Group, Inc. Consumer Defensive	Added	248	+4	$16,365	+16.3%	0.49%
KMB	Kimberly Clark Corp Consumer Defensive	Held	83	0	$8,007	−4.4%	0.24%
PM	Philip Morris International Inc. Consumer Defensive	Held	46	0	$7,605	+3.1%	0.23%
TGT	Target Corp Consumer Defensive	Added	60	+1	$7,272	+26.1%	0.22%