13F HOLDINGS REPORT

Wiser Advisor Group LLC

Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0002011550-26-000001

Total Value

$87.4M

Positions

233

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (233)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE INC	AAPL	22,674	$6.2M	7.05%
2	VANGUARD S&P	922908363	8,413	$5.3M	6.03%
3	ALPHABET INC	GOOG	15,061	$4.7M	5.39%
4	ELI LILLY	LLY	4,333	$4.7M	5.33%
5	AMAZON COM	AMZN	13,610	$3.1M	3.59%
6	PROFESSIONALLY MANAGED	74316P579	42,820	$2.8M	3.21%
7	NYLI FTSE	45409B560	84,343	$2.7M	3.13%
8	META PLATFORMS	META	3,674	$2.4M	2.77%
9	INVESCO S&P	IVZ	22,547	$2.3M	2.64%
10	MICROSOFT CORP	MSFT	4,527	$2.2M	2.50%
11	VANGUARD TOTAL	921937835	28,211	$2.1M	2.39%
12	SCHWAB US	808524201	77,435	$2.1M	2.38%
13	JPMORGAN CHASE	VYLD	6,436	$2.1M	2.37%
14	VANGUARD GROWTH	922908736	4,154	$2.0M	2.32%
15	VANGUARD VALUE	922908744	10,607	$2.0M	2.32%
16	NVIDIA CORP	NVDA	10,764	$2.0M	2.30%
17	FIRST TRUST	33737A108	12,728	$1.9M	2.23%
18	HARTFORD MUN	41653L503	47,063	$1.8M	2.11%
19	GLOBAL X	37954Y236	86,301	$1.8M	2.08%
20	VANGUARD SMALL	922908751	6,984	$1.8M	2.06%
21	FIRST TRUST	33740F755	51,851	$1.8M	2.03%
22	WALMART INC	WMT	14,839	$1.7M	1.89%
23	BERKSHIRE HATHAWAY	BRK-A	2	$1.5M	1.73%
24	MCDONALDS CORP	MCD	4,594	$1.4M	1.61%
25	TAIWAN SEMICONDUCTOR	874039100	4,457	$1.4M	1.55%
26	HOME DEPOT	HD	3,815	$1.3M	1.50%
27	XTRACKERS USD	233051432	34,875	$1.3M	1.47%
28	GLOBAL X	37954Y343	26,036	$1.3M	1.44%
29	SCHWAB US	808524607	40,121	$1.1M	1.31%
30	COCA COLA COMPANY	KO	15,707	$1.1M	1.26%
31	VANGUARD REAL	922908553	9,987	$883,775	1.01%
32	PROLOGIS INC	PLDGP	6,616	$844,608	0.97%
33	FIRST TRUST	33739E108	45,606	$830,935	0.95%
34	FERRARI NV	RACE	2,123	$784,445	0.90%
35	BERKSHIRE HATHAWAY	BRK-A	1,448	$727,836	0.83%
36	AMPLIFY CWP	032108409	14,323	$637,377	0.73%
37	ROYAL CARIBBEAN	V7780T103	2,235	$623,383	0.71%
38	ZOOM COMMUNICATIONS	ZM	7,212	$622,327	0.71%
39	SPDR DOW	78467X109	1,189	$571,346	0.65%
40	TESLA INC	TSLA	1,232	$554,055	0.63%
41	ISHARES CORE	464287804	3,671	$441,232	0.50%
42	VANGUARD INTERMEDIATE	92206C870	5,118	$428,655	0.49%
43	TC ENERGY	TRPRF	7,292	$401,137	0.46%
44	ISHARES CORE	464287200	575	$393,734	0.45%
45	INVESCO NATIONAL	IVZ	16,685	$386,925	0.44%
46	NOVO NORDISK	NONOF	7,602	$386,790	0.44%
47	INVESCO QQQ	IVZ	618	$379,410	0.43%
48	INVESCO PFD	IVZ	27,058	$304,132	0.35%
49	BROADCOM INC	AVGO	739	$255,768	0.29%
50	ALPHABET INC	GOOG	805	$252,750	0.29%
51	VANECK HIGH	92189H409	4,434	$226,670	0.26%
52	FIRST TRUST	336920103	1,330	$217,499	0.25%
53	VANECK VIETNAM	92189F817	11,370	$216,942	0.25%
54	ISHARES S&P	464287408	1,009	$213,976	0.24%
55	VISA INC	V	591	$207,164	0.24%
56	ARK SPACE	00214Q807	6,759	$195,876	0.22%
57	ABBOTT LABORATORIES	ABLZF	1,426	$178,667	0.20%
58	ORACLE CORP	ORCL-PD	886	$172,671	0.20%
59	COSTCO WHOLESALE	22160K105	194	$166,896	0.19%
60	ISHARES CORE	464287150	999	$148,580	0.17%
61	RTX CORP	RTX	743	$136,329	0.16%
62	NYLI MACKAY	45409F827	5,443	$132,438	0.15%
63	CISCO SYSTEMS	CSCO	1,633	$125,766	0.14%
64	WELLTOWER INC	WELL	657	$121,924	0.14%
65	THERMO FISHER	TMO	207	$120,220	0.14%
66	SPDR EURO	78463X202	1,771	$114,045	0.13%
67	ALLSTATE CORP	ALL-PJ	542	$112,838	0.13%
68	JOHNSON & JOHNSON	JNJ	536	$110,910	0.13%
69	WASTE MANAGEMENT	94106L109	489	$107,440	0.12%
70	AMERICAN EXPRESS	AXP	266	$98,255	0.11%
71	NETFLIX INC	NFLX	1,030	$96,573	0.11%
72	AMERICAN TOWER	03027X100	475	$83,429	0.10%
73	LOWES COMPANIES	548661107	345	$83,191	0.10%
74	VANGUARD FTSE	921943858	1,330	$83,093	0.10%
75	ELEVANCE HEALTH	ELV	233	$81,805	0.09%
76	INVESCO S&P	IVZ	1,818	$80,108	0.09%
77	CHIPOTLE MEXICAN	CMG	2,050	$75,850	0.09%
78	BANK AMERICA	060505104	1,274	$70,070	0.08%
79	NEXTERA ENERGY	NEE-PW	872	$70,004	0.08%
80	MERCK & COMPANY	MRK	660	$69,503	0.08%
81	FIRST TRUST	33738R506	920	$63,944	0.07%
82	MARRIOTT INTL	571903202	204	$63,331	0.07%
83	NASDAQ INC	NDAQ	652	$63,327	0.07%
84	EBAY INC	EBAY	700	$60,948	0.07%
85	ADOBE INC	ADBE	172	$60,198	0.07%
86	QUEST DIAGNOSTICS	DGX	338	$58,679	0.07%
87	STRYKER CORP	SYK	166	$58,194	0.07%
88	CHEVRON CORP	CVX	372	$56,771	0.06%
89	SCHWAB CHARLES	SCHW-PJ	548	$54,745	0.06%
90	REALTY INCOME	O	935	$52,694	0.06%
91	AVALONBAY COMMNTYS	AWX	290	$52,636	0.06%
92	XPO INC	XPO	387	$52,597	0.06%
93	LOCKHEED MARTIN	LMT	108	$52,401	0.06%
94	PALANTIR TECHNOLOGIES	PLTR	293	$52,081	0.06%
95	EQUINIX INC	EQIX	66	$50,929	0.06%
96	UDR INC	UDR	1,337	$49,033	0.06%
97	UNITED AIRLINES	UNTCW	428	$47,859	0.05%
98	SUN COMMUNITIES	866674104	357	$44,273	0.05%
99	VANGUARD TOTAL	921909768	587	$44,261	0.05%
100	VANGUARD LARGE	922908637	139	$43,757	0.05%
101	COINBASE GLOBAL	COIN	193	$43,645	0.05%
102	HOST HOTELS	HST	2,389	$42,364	0.05%
103	MPLX	MPLXP	771	$41,151	0.05%
104	VICI PROPERTIES	925652109	1,438	$40,439	0.05%
105	DIGITAL REALTY	253868103	254	$39,261	0.04%
106	MICRON TECHNOLOGY INC	MU	131	$37,358	0.04%
107	AMEREN CORP	AEE	337	$33,653	0.04%
108	AGREE REALTY	008492100	455	$32,802	0.04%
109	HEALTHPEAK PPTYS	DOC	1,998	$32,134	0.04%
110	REXFORD INDUSTRIAL	76169C100	830	$32,120	0.04%
111	FRANKLIN COVEY	FC	1,812	$30,405	0.03%
112	AIRBNB INC	ABNB	224	$30,401	0.03%
113	VENTAS INC	VTR	387	$29,958	0.03%
114	ISHARES CORE	464287226	291	$29,071	0.03%
115	KILROY RLTY CORP	49427F108	774	$28,929	0.03%
116	SHELL PLC	RYDAF	391	$28,766	0.03%
117	YUM BRANDS INC	YUM	185	$28,044	0.03%
118	CROWN CASTLE	CCI	306	$27,233	0.03%
119	TOLL BROTHERS	TOL	196	$26,437	0.03%
120	TERRENO REALTY	88146M101	450	$26,411	0.03%
121	CUBESMART	CUBE	693	$24,984	0.03%
122	EQUITY LIFESTYLE	29472R108	412	$24,958	0.03%
123	SPDR S&P	SPY	35	$24,149	0.03%
124	CLOUDFLARE INC	NET	121	$23,855	0.03%
125	HEALTHCARE REALTY	42226K105	1,393	$23,614	0.03%
126	ISHARES CORE	464287507	357	$23,565	0.03%
127	ABBVIE INC	ABBV	102	$23,213	0.03%
128	BRIXMOR PROPERTY	11120U105	828	$21,706	0.02%
129	METLIFE INC	MET-PF	274	$21,618	0.02%
130	MGM RESORTS	MGM	590	$21,529	0.02%
131	3M COMPANY	MMM	134	$21,523	0.02%
132	INVESCO S&P	IVZ	151	$20,907	0.02%
133	VANGUARD TOTAL	922042742	147	$20,681	0.02%
134	SALESFORCE INC	CRM	78	$20,613	0.02%
135	GXO LOGISTICS	GXO	387	$20,372	0.02%
136	PROCTER & GAMBLE	742718109	138	$19,840	0.02%
137	INTERCONTINENTAL HOTELS	45857P806	140	$19,784	0.02%
138	KIMCO REALTY	49446R109	944	$19,132	0.02%
139	INVITATION HOMES	INVH	686	$19,058	0.02%
140	DUKE ENERGY	DUKB	159	$18,653	0.02%
141	HONEYWELL INTL	438516106	95	$18,524	0.02%
142	TAKE-TWO INTERACTIVE	TTWO	72	$18,434	0.02%
143	NNN REIT	NNN	462	$18,309	0.02%
144	STARBUCKS CORP	SBUX	211	$17,739	0.02%
145	BLACKSTONE INC	BX	104	$16,031	0.02%
146	ASTRAZENECA PLC	AZN	173	$15,904	0.02%
147	DOORDASH INC	DASH	70	$15,854	0.02%
148	EXTRA SPACE	EXR	120	$15,589	0.02%
149	SOCIEDAD QUIMICA	833635105	225	$15,480	0.02%
150	GAMING & LEISURE	36467J108	320	$14,316	0.02%
151	VANGUARD FSTE	922042858	266	$14,298	0.02%
152	ALTRIA GROUP	MO	244	$14,066	0.02%
153	ESSENTIAL PROPERTIES	29670E107	466	$13,822	0.02%
154	ALERIAN MLP	00162Q452	293	$13,794	0.02%
155	LAMAR ADVERTISING	LAMR	104	$13,224	0.02%
156	PAYPAL HOLDINGS	PYPL	222	$12,932	0.01%
157	VIRTUS INFRACAP	26923G822	598	$12,892	0.01%
158	PFIZER INC	PFE	509	$12,679	0.01%
159	THE REALREAL	88339P101	800	$12,624	0.01%
160	CITIGROUP INC	C-PR	108	$12,597	0.01%
161	NIKE INC	NKE	194	$12,340	0.01%
162	MOTLEY FOOL	74933W601	171	$12,299	0.01%
163	SCHWAB US	808524102	467	$12,249	0.01%
164	FEDEX CORP	FDX	42	$12,169	0.01%
165	STATE STREET	78464A573	112	$11,968	0.01%
166	WEC ENERGY	WEC	111	$11,706	0.01%
167	BLACKSTONE MORTGAGE	BX	604	$11,559	0.01%
168	UNITED MICROELECTRONICS	UMC	1,469	$11,549	0.01%
169	VANGUARD TOTAL	922908769	34	$11,484	0.01%
170	GLOBUS MEDICAL	GMED	122	$10,652	0.01%
171	CSX CORP	CSX	267	$9,679	0.01%
172	ISHARES ESG	46435G425	64	$9,535	0.01%
173	WISDOMTREE ARTIFICIAL	WT	312	$9,097	0.01%
174	AMERICOLD REALTY	COLD	683	$8,785	0.01%
175	SCHWAB FUNDAMENTAL	808524771	322	$8,758	0.01%
176	JACOBS SOLUTIONS	J	65	$8,610	0.01%
177	TRACTOR SUPPLY	TSCO	171	$8,576	0.01%
178	KIMBERLY CLARK	KMB	83	$8,374	0.01%
179	UBER TECHNOLOGIES	UBER	100	$8,171	0.01%
180	ALEXANDRIA REAL	015271109	166	$8,115	0.01%
181	CARRIER GLOBAL	CARR	151	$7,972	0.01%
182	ISHARES MSCI	46434V423	213	$7,757	0.01%
183	BARCLAYS PLC	BCLYF	300	$7,634	0.01%
184	PHILIP MORRIS	718172109	46	$7,310	0.01%
185	AT&T INC	T-PC	281	$6,980	0.01%
186	FIRST TRUST	33738R704	70	$6,884	0.01%
187	VANGUARD TOTAL	92203J407	142	$6,863	0.01%
188	MICROCHIP TECHNOLOGY INC	MCHPP	104	$6,644	0.01%
189	SCHWAB FUNDAMENTAL	808524755	139	$6,302	0.01%
190	TARGET CORP	TGT	59	$5,788	0.01%
191	VANGUARD MORTGAGE	92206C771	106	$4,969	0.01%
192	ISHARES RUSSELL	464287655	20	$4,923	0.01%
193	RXO INC	RXO	387	$4,892	0.01%
194	SCHWAB FUNDAMENTAL	808524763	154	$4,856	0.01%
195	DUOLINGO INC	DUOL	27	$4,739	0.01%
196	CROWN HOLDINGS	CCK	45	$4,661	0.01%
197	VERIZON COMMUNICATIONS	VZ	112	$4,575	0.01%
198	FORD MOTOR	345370860	347	$4,548	0.01%
199	STANLEY BLACK	SWK	61	$4,507	0.01%
200	AMERICAN WATER	030420103	34	$4,419	0.01%
201	ISHARES CORE	46434V613	91	$4,248	0.00%
202	NATIONAL GRID	NMPWP	54	$4,165	0.00%
203	IMMUNITYBIO INC	IBRX	2,000	$3,960	0.00%
204	OCTAVE SPECIALTY	OSG	500	$3,890	0.00%
205	PINTEREST INC	PINS	150	$3,884	0.00%
206	SONY GROUP	SNEJF	151	$3,862	0.00%
207	ISHARES JPMORGAN	464288281	40	$3,836	0.00%
208	VANGUARD EXTENDED	922908652	18	$3,817	0.00%
209	SCHWAB INTERMEDIATE	808524854	143	$3,595	0.00%
210	YUM CHINA	YUMC	73	$3,473	0.00%
211	GE AEROSPACE	369604301	11	$3,408	0.00%
212	PURSUIT ATTRACTIONS	92552R406	100	$3,368	0.00%
213	HSBC HOLDINGS	HBCYF	41	$3,225	0.00%
214	CAMPING WORLD	CWH	328	$3,189	0.00%
215	GLACIER BANCORP	GBCI	72	$3,174	0.00%
216	FIDELITY NATIONAL	31620M106	47	$3,131	0.00%
217	PINNACLE WEST	PNW	33	$2,927	0.00%
218	ING GROEP	INGVF	98	$2,756	0.00%
219	ISHARES GOLD	IAU	27	$2,192	0.00%
220	FISERV INC	FISV	25	$1,679	0.00%
221	ISHARES CORE	46432F834	18	$1,563	0.00%
222	PEGASYSTEMS INC	PEGA	26	$1,555	0.00%
223	SBA COMMUNICATIONS	SBAC	6	$1,216	0.00%
224	KRATOS DEFENSE	50077B207	16	$1,215	0.00%
225	SOLSTICE ADVANCED	83443Q103	23	$1,117	0.00%
226	STATE STREET	78464A292	34	$1,077	0.00%
227	WISDOMTREE U S	WT	19	$1,065	0.00%
228	HUBSPOT INC	HUBS	2	$803	0.00%
229	ALBERTSONS COS	013091103	27	$458	0.00%
230	AMENTUM HOLDINGS	AMTM	13	$377	0.00%
231	LUMENTUM HOLDINGS	LITE	1	$369	0.00%
232	CARNIVAL CORP	CUKPF	9	$275	0.00%
233	GRAIL INC	GRAL	1	$86	0.00%