Wiser Advisor Group LLC

Wiser Advisor Group LLC reported 229 holdings worth US$91.3M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 17, 2026

Wiser Advisor Group LLC reported 229 holdings worth US$91.3M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Eli Lilly And Company. Filed Aug 17, 2026 (Form 13F).

Holdings
229
Value as reported
US$91.3M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc19,993US$5.79M6.3%
Alphabet Inc (google) Class C14,472US$5.17M5.7%
Eli Lilly And Company4,279US$5.13M5.6%
Amazon.com, Inc.14,649US$3.49M3.8%
Berkshire Hathaway Inc.5,091US$2.55M2.8%
Jp Morgan Chase & Co.6,433US$2.11M2.3%
Taiwan Semiconductor Manufacturing Co., Ltd.4,382US$2.09M2.3%
Meta Platforms, Inc.3,520US$1.98M2.2%
Nvidia Corporation9,884US$1.98M2.2%
Microsoft Corp.5,094US$1.9M2.1%
Walmart Inc.14,732US$1.67M1.8%
Coca-cola Company (the)15,780US$1.28M1.4%
Mcdonald's Corporation4,612US$1.25M1.4%
Blackstone Inc.8,963US$1.05M1.2%
Nucor Corporation4,243US$945K1.0%
Prologis, Inc.6,422US$870K0.95%
Tesla, Inc.1,166US$490K0.54%
Tc Energy Corporation7,299US$484K0.53%
Broadcom Inc.722US$273K0.30%
Visa Inc.598US$205K0.22%
Cisco Systems, Inc.1,642US$193K0.21%
Costco Wholesale Corporation199US$186K0.20%
Micron Technology, Inc.131US$151K0.17%
Welltower Inc.661US$150K0.16%
Rtx Corporation749US$142K0.16%
Johnson & Johnson540US$137K0.15%
Oracle Corporation891US$131K0.14%
Allstate Corporation (the)548US$130K0.14%
Waste Management, Inc.493US$110K0.12%
Thermo Fisher Scientific Inc208US$104K0.11%
Abbott Laboratories1,094US$99,2620.11%
American Express Company267US$90,3080.10%
Merck & Company, Inc.670US$86,1120.09%
Xpo, Inc.387US$79,4470.09%
American Tower Corporation (reit)485US$79,2530.09%
Lowe's Companies, Inc.348US$76,7860.08%
Marriott International205US$75,9130.08%
Netflix, Inc.1,016US$72,5420.08%
Quest Diagnostics Incorporated341US$72,3030.08%
Equinix, Inc.67US$69,9830.08%
Chipotle Mexican Grill, Inc.2,050US$69,7000.08%
Palantir Technologies Inc.557US$64,9860.07%
Nextera Energy, Inc.723US$63,4580.07%
Chevron Corporation380US$62,9050.07%
Realty Income Corporation959US$59,4220.07%
Host Hotels & Resorts, Inc.2,458US$58,2900.06%
United Airlines Holdings, Inc.428US$58,2040.06%
Lockheed Martin Corporation111US$56,3470.06%
Avalonbay Communities, Inc.296US$55,8860.06%
Udr, Inc.1,368US$54,6170.06%
Charles Schwab Corporation (the)577US$53,1940.06%
Stryker Corporation166US$52,3990.06%
Lumentum Holdings Inc.61US$52,3420.06%
Nasdaq, Inc.657US$51,7620.06%
Mplx Lp801US$45,1080.05%
Franklin Covey Company1,812US$44,4480.05%
Digital Realty Trust, Inc.247US$44,3440.05%
Healthpeak Properties, Inc.2,068US$44,2450.05%
Sun Communities, Inc.363US$43,5680.05%
United Microelectronics Corp.1,469US$39,9820.04%
Vici Properties Inc.1,485US$39,4380.04%
Ameren Corporation337US$38,0940.04%
Adobe Inc.172US$35,2630.04%
Agree Realty Corporation465US$35,2130.04%
Ventas, Inc.392US$34,8060.04%
Toll Brothers, Inc.196US$32,3210.04%
Airbnb, Inc.224US$32,0540.04%
Shell Plc399US$30,9070.03%
Gilead Sciences, Inc.239US$30,1950.03%
Kilroy Realty Corporation799US$29,9440.03%
Union Pacific Corporation110US$29,9200.03%
Cloudflare, Inc.121US$29,6790.03%
Terreno Realty Corporation457US$29,6250.03%
Bank Of America Corporation519US$29,5730.03%
Yum! Brands, Inc.182US$29,0910.03%
Healthcare Realty Trust Incorporated1,428US$28,8030.03%
Rexford Industrial Realty, Inc.849US$28,4270.03%
Cubesmart712US$28,3130.03%
Mgm Resorts International590US$28,2070.03%
Equity Lifestyle Properties, Inc.419US$26,9900.03%
Brixmor Property Group Inc.846US$26,6830.03%
Immunitybio, Inc.3,000US$26,2650.03%
Abbvie Inc.103US$25,9630.03%
Intercontinental Hotels Group Plc141US$24,4890.03%
Kimco Realty Corporation (hc)965US$24,4550.03%
Crown Castle Inc.315US$23,8340.03%
Coinbase Global, Inc.162US$23,6830.03%
Metlife, Inc.277US$23,4570.03%
3m Company136US$21,9680.02%
Starbucks Corporation213US$21,7980.02%
Nnn Reit, Inc.462US$21,4970.02%
Invitation Homes Inc.701US$21,1860.02%
Procter & Gamble Company (the)140US$20,5900.02%
Duke Energy Corporation (holding Company)160US$20,3070.02%
Gxo Logistics, Inc.387US$19,6210.02%
Altria Group, Inc.252US$18,1370.02%
Take-two Interactive Software, Inc.72US$17,9990.02%
Extra Space Storage Inc123US$17,8060.02%
Lamar Advertising Company107US$16,6720.02%
Sociedad Quimica Y Minera De Chile Sa Pfd Series A225US$16,6590.02%

Every holding of Wiser Advisor Group LLC

Source

View original at SEC

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