Wiser Advisor Group LLC
- SEC CIK
- 0002011550
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 248
- +209 vs. Q2 2025
- Portfolio value
- $80.4M
- +$22.9M (+39.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WBDWarner Bros. Discovery, Inc. | Stock | 2 | $39 | <0.1% | +2 | New | History |
| BMYBristol Myers Squibb Co | Stock | 1 | $50 | <0.1% | +1 | New | History |
| CVSCVS Health Corp | Stock | 1 | $83 | <0.1% | +1 | New | History |
| LITELumentum Holdings Inc. | COM | 1 | $163 | <0.1% | +1 | New | History |
| MDTMedtronic plc | Stock | 2 | $204 | <0.1% | +2 | New | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 9 | $260 | <0.1% | +9 | New | History |
| CPCanadian Pacific Kansas City Ltd | COM | 4 | $302 | <0.1% | +4 | New | History |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 26 | $463 | <0.1% | +26 | New | History |
| GRALGRAIL, Inc. | COM | 8 | $473 | <0.1% | +8 | New | History |
| HUBSHubSpot Inc | COM | 2 | $936 | <0.1% | +2 | New | History |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 19 | $1.04K | <0.1% | +19 | New | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 34 | $1.12K | <0.1% | +34 | New | – |
| SBACSba Communications Corp | CL A | 6 | $1.21K | <0.1% | +6 | New | History |
| KKRKKR & Co. Inc. | COM | 10 | $1.30K | <0.1% | +10 | New | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 18 | $1.50K | <0.1% | +18 | New | – |
| PEGAPegasystems Inc | COM | 26 | $1.50K | <0.1% | +26 | New | History |
| ILMNIllumina, Inc. | COM | 18 | $1.71K | <0.1% | +18 | New | History |
| IAUiShares Gold Trust | ETF | 27 | $1.97K | <0.1% | +27 | New | History |
| SOLVSolventum Corp | Stock | 30 | $2.19K | <0.1% | +30 | New | History |
| AMTMAmentum Holdings, Inc. | COM | 92 | $2.21K | <0.1% | +92 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5 | $2.24K | <0.1% | +5 | New | History |
| UPSTUpstart Holdings, Inc. | COM | 50 | $2.54K | <0.1% | +50 | New | History |
| INGING Groep NV | SPONSORED ADR | 98 | $2.57K | <0.1% | +98 | New | History |
| SYNASYNAPTICS Inc | Stock | 40 | $2.73K | <0.1% | +40 | New | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 41 | $2.91K | <0.1% | +41 | New | History |
| PNWPinnacle West Capital Corp | COM | 33 | $2.96K | <0.1% | +33 | New | History |
| FISFidelity National Information Services, Inc. | Stock | 47 | $3.09K | <0.1% | +47 | New | History |
| DOWDow Inc. | Stock | 143 | $3.29K | <0.1% | +143 | New | History |
| GEGeneral Electric Co | Stock | 11 | $3.32K | <0.1% | +11 | New | History |
| GBCIGlacier Bancorp, Inc. | COM | 71 | $3.46K | <0.1% | +71 | New | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 142 | $3.58K | <0.1% | +142 | New | – |
| PRSUPursuit Attractions & Hospitality, Inc. | COM | 100 | $3.62K | <0.1% | +100 | New | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 39 | $3.76K | <0.1% | +39 | New | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 18 | $3.81K | <0.1% | +18 | New | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 54 | $3.91K | <0.1% | +54 | New | History |
| FFord Motor Co | Stock | 343 | $4.10K | <0.1% | +343 | New | History |
| OSGOctave Specialty Group Inc | COM NEW | 500 | $4.17K | <0.1% | +500 | New | History |
| SONYSony Group Corp | SPONSORED ADR | 151 | $4.34K | <0.1% | +151 | New | History |
| CCKCrown Holdings, Inc. | COM | 45 | $4.36K | <0.1% | +45 | New | History |
| SWKStanley Black & Decker, Inc. | COM | 60 | $4.46K | <0.1% | +60 | New | History |
| AWKAmerican Water Works Company, Inc. | Stock | 34 | $4.68K | <0.1% | +34 | New | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 153 | $4.78K | <0.1% | +153 | New | – |
| PINSPinterest, Inc. | CL A | 150 | $4.83K | <0.1% | +150 | New | History |
| iShares Russell 2000 ETF464287655 | ETF | 20 | $4.84K | <0.1% | +20 | New | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 104 | $4.89K | <0.1% | +104 | New | – |
| IBRXImmunityBio, Inc. | COM | 2,000 | $4.92K | <0.1% | +2,000 | New | History |
| CWHCamping World Holdings, Inc. | CL A | 324 | $5.11K | <0.1% | +324 | New | History |
| TGTTarget Corp | Stock | 58 | $5.25K | <0.1% | +58 | New | History |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 167 | $5.30K | <0.1% | +167 | New | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 135 | $5.81K | <0.1% | +135 | New | – |
| RXORXO, Inc. | COMMON STOCK | 387 | $5.95K | <0.1% | +387 | New | History |
| BCSBarclays PLC | ADR | 300 | $6.20K | <0.1% | +300 | New | History |
| MCHPMicrochip Technology Inc | Stock | 104 | $6.65K | <0.1% | +104 | New | History |
| ZTSZoetis Inc. | Stock | 47 | $6.90K | <0.1% | +47 | New | History |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 106 | $6.96K | <0.1% | +106 | New | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 141 | $6.96K | <0.1% | +141 | New | – |
| GMEDGlobus Medical Inc | Stock | 122 | $6.99K | <0.1% | +122 | New | History |
| PMPhilip Morris International Inc. | Stock | 45 | $7.32K | <0.1% | +45 | New | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 170 | $7.95K | <0.1% | +170 | New | – |
| YUMCYum China Holdings, Inc. | COM | 190 | $8.13K | <0.1% | +190 | New | History |
| ProShares Tr74348A145 | PET CARE ETF | 146 | $8.21K | <0.1% | +146 | New | – |
| TAT&T Inc. | Stock | 295 | $8.32K | <0.1% | +295 | New | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 320 | $8.43K | <0.1% | +320 | New | – |
| REALTheRealReal, Inc. | COM | 800 | $8.50K | <0.1% | +800 | New | History |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 211 | $8.54K | <0.1% | +211 | New | – |
| DUOLDuolingo, Inc. | CL A COM | 27 | $8.69K | <0.1% | +27 | New | History |
| WisdomTree Tr97717Y543 | ARTI INT INN FD | 310 | $8.86K | <0.1% | +310 | New | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 181 | $8.92K | <0.1% | +181 | New | – |
| CARRCarrier Global Corp | Stock | 150 | $8.97K | <0.1% | +150 | New | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 64 | $9.32K | <0.1% | +64 | New | – |
| COLDAmericold Realty Trust | COM | 765 | $9.36K | <0.1% | +765 | New | History |
| CSXCSX Corp | Stock | 267 | $9.48K | <0.1% | +267 | New | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 225 | $9.67K | <0.1% | +225 | New | History |
| TSCOTractor Supply Co | COM | 171 | $9.71K | <0.1% | +171 | New | History |
| UBERUber Technologies, Inc | Stock | 100 | $9.80K | <0.1% | +100 | New | History |
| FDXFedEx Corp | Stock | 42 | $9.87K | <0.1% | +42 | New | History |
| KMBKimberly Clark Corp | Stock | 83 | $10.3K | <0.1% | +83 | New | History |
| VZVerizon Communications Inc | Stock | 241 | $10.6K | <0.1% | +241 | New | History |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 589 | $10.8K | <0.1% | +589 | New | History |
| CCitigroup Inc | Stock | 107 | $10.9K | <0.1% | +107 | New | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,469 | $11.1K | <0.1% | +1,469 | New | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 34 | $11.2K | <0.1% | +34 | New | – |
| SPDR Series Trust78464A573 | ST STR SP HCSVC | 112 | $11.4K | <0.1% | +112 | New | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 184 | $12.3K | <0.1% | +184 | New | – |
| LAMRLamar Advertising Co | REIT | 103 | $12.6K | <0.1% | +103 | New | History |
| Etfis Ser Tr I26923G822 | VIRTUS INFRCAP | 584 | $12.7K | <0.1% | +584 | New | – |
| WECWec Energy Group, Inc. | Stock | 111 | $12.7K | <0.1% | +111 | New | History |
| PFEPfizer Inc | Stock | 501 | $12.8K | <0.1% | +501 | New | History |
| NKENIKE, Inc. | Stock | 188 | $13.1K | <0.1% | +188 | New | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 173 | $13.3K | <0.1% | +173 | New | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 287 | $13.5K | <0.1% | +287 | New | – |
| EPRTEssential Properties Realty Trust, Inc. | COM | 461 | $13.7K | <0.1% | +461 | New | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 264 | $14.3K | <0.1% | +264 | New | – |
| GLPIGaming & Leisure Properties, Inc. | COM | 315 | $14.7K | <0.1% | +315 | New | History |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 290 | $14.7K | <0.1% | +290 | New | – |
| PYPLPayPal Holdings, Inc. | Stock | 221 | $14.8K | <0.1% | +221 | New | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 185 | $15.4K | <0.1% | +185 | New | History |
| MOAltria Group, Inc. | Stock | 240 | $15.9K | <0.1% | +240 | New | History |
| EXRExtra Space Storage Inc. | COM | 118 | $16.7K | <0.1% | +118 | New | History |
| IHGIntercontinental Hotels Group PLC | SPONSORED ADS | 140 | $17.0K | <0.1% | +140 | New | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| Enbridge Inc 6 7729250NAN5 | Debt | 20,000 | $20.0K | <0.1% | – |