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Q2 2026 13F filing
Updated 24 days ago229 disclosed positions worth $91.3M
Portfolio value
$91.3M
Total holdings
229
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-17
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $5.8M | 20.0K | 6.33% | — |
| 2 | V VGES VANGUARD S&P | $5.6M | 8.2K | 6.18% | — |
| 3 | L LLY ELI LILLY | $5.1M | 4.3K | 5.62% | — |
| 4 | G GOOGN ALPHABET INC | $4.9M | 13.7K | 5.35% | — |
| 5 | F FPF FIRST TRUST | $4.9M | 133.6K | 5.34% | — |
| 6 | A AMZN AMAZON COM | $3.5M | 14.6K | 3.82% | — |
| 7 | I IR NYLI FTSE | $3.2M | 84.6K | 3.53% | — |
| 8 | ? N/A GLOBAL X | $2.6M | 86.0K | 2.86% | — |
| 9 | I IVZ INVESCO S&P | $2.6M | 22.9K | 2.83% | — |
| 10 | F FPF FIRST TRUST | $2.4M | 12.8K | 2.68% | — |
| 11 | S SCHW-PJ SCHWAB US | $2.3M | 76.7K | 2.47% | — |
| 12 | V VGES VANGUARD VALUE | $2.1M | 9.7K | 2.31% | — |
| 13 | J JPM-PM JPMORGAN CHASE | $2.1M | 6.4K | 2.31% | — |
| 14 | T TSMWF TAIWAN SEMICONDUCTOR | $2.1M | 4.4K | 2.29% | — |
| 15 | M META META PLATFORMS | $2M | 3.5K | 2.17% | — |
| 16 | N NVDA NVIDIA CORP | $2M | 9.9K | 2.17% | — |
| 17 | V VGES VANGUARD TOTAL | $1.9M | 26.5K | 2.13% | — |
| 18 | ? N/A GLOBAL X | $1.9M | 36.3K | 2.11% | — |
| 19 | V VGES VANGUARD SMALL | $1.9M | 6.3K | 2.09% | — |
| 20 | M MSFT MICROSOFT CORP | $1.9M | 5.1K | 2.08% | — |
| 21 | S SCHW-PJ SCHWAB US | $1.8M | 49.3K | 1.95% | — |
| 22 | V VGES VANGUARD GROWTH | $1.8M | 20.6K | 1.95% | — |
| 23 | ? N/A HARTFORD MUN | $1.7M | 43.8K | 1.88% | — |
| 24 | W WMT WALMART INC | $1.7M | 14.7K | 1.83% | — |
| 25 | B BRK-A BERKSHIRE HATHAWAY | $1.5M | 2 | 1.64% | — |
| 26 | K KO COCA COLA COMPANY | $1.3M | 15.8K | 1.40% | — |
| 27 | ? N/A XTRACKERS USD | $1.3M | 34.9K | 1.40% | — |
| 28 | M MCD MCDONALDS CORP | $1.2M | 4.6K | 1.36% | — |
| 29 | B BX BLACKSTONE INC | $1.1M | 9.0K | 1.15% | — |
| 30 | B BRK-A BERKSHIRE HATHAWAY | $1M | 2.1K | 1.15% | — |
| 31 | N NUE NUCOR CORP | $945K | 4.2K | 1.03% | — |
| 32 | V VGES VANGUARD REAL | $897K | 9.3K | 0.98% | — |
| 33 | P PLDGP PROLOGIS INC | $870K | 6.4K | 0.95% | — |
| 34 | F FPF FIRST TRUST | $778K | 43.5K | 0.85% | — |
| 35 | R RCL ROYAL CARIBBEAN | $708K | 2.2K | 0.77% | — |
| 36 | A AMPY AMPLIFY CWP | $675K | 14.8K | 0.74% | — |
| 37 | E ETHA ISHARES CORE | $521K | 3.5K | 0.57% | — |
| 38 | T TSLA TESLA INC | $490K | 1.2K | 0.54% | — |
| 39 | T TRPRF TC ENERGY | $484K | 7.3K | 0.53% | — |
| 40 | Q QQQ INVESCO QQQ | $455K | 618 | 0.50% | — |
| 41 | D DIA STATE STREET | $437K | 837 | 0.48% | — |
| 42 | V VGES VANGUARD INTERMEDIATE | $410K | 5.0K | 0.45% | — |
| 43 | E ETHA ISHARES CORE | $374K | 500 | 0.41% | — |
| 44 | I IVZ INVESCO NATIONAL | $359K | 15.3K | 0.39% | — |
| 45 | ? N/A INVESCO PFD | $297K | 27.4K | 0.32% | — |
| 46 | G GOOGN ALPHABET INC | $285K | 806 | 0.31% | — |
| 47 | A AVGO BROADCOM INC | $273K | 722 | 0.30% | — |
| 48 | F FPF FIRST TRUST | $243K | 1.2K | 0.27% | — |
| 49 | ? N/A ARK SPACE | $228K | 6.7K | 0.25% | — |
| 50 | H HODL VANECK HIGH | $214K | 4.2K | 0.23% | — |