13F-HR filed by Wiser Advisor Group LLC
Wiser Advisor Group LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-08, with 39 holding rows worth $57,560,880.
- Accession
- 0002011550-25-000004
- Filer
- CIK 2011550
- Filed
- 2025-08-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 39 entries on the cover page, a total value of $57,560,880 stated on the cover page (in dollars after the unit check, H1), rows summing to $57,560,880 with VALUE read as dollars as filed, 13F file number 028-23729. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 8,693 | $4,937,891 | dollars as filed | |
| Apple Inc | 037833100 | COM | 23,467 | $4,814,793 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 4,299 | $3,351,378 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 13,180 | $2,891,561 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,494 | $2,578,503 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 14,529 | $2,560,380 | dollars as filed | |
| NEW YORK LIFE INVESTMENTS ET | 45409B560 | FTSE INTL EQTY C | 79,482 | $2,342,329 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 29,569 | $2,177,180 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,285 | $2,131,366 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 11,014 | $1,946,567 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,379 | $1,919,827 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 6,192 | $1,795,016 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 71,603 | $1,749,973 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 6,974 | $1,652,612 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 10,264 | $1,621,564 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,457,600 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33737A108 | NASDQ CLN EDGE | 10,335 | $1,436,729 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,874 | $1,420,499 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 14,028 | $1,371,615 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 4,402 | $1,286,077 | dollars as filed | |
| DBX ETF TR | 233051432 | XTRACK USD HIGH | 33,363 | $1,231,776 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 14,730 | $1,042,118 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 40,770 | $1,031,470 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 4,112 | $931,379 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 1,857 | $911,205 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739E108 | PFD SECS INC ETF | 48,366 | $860,913 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 9,593 | $854,354 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 7,513 | $789,767 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,577 | $766,060 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 2,052 | $642,567 | dollars as filed | |
| AMPLIFY ETF TR | 032108409 | CWP ENHANCED DIV | 14,040 | $597,402 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 960 | $423,009 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 5,070 | $420,402 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,267 | $402,475 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,495 | $381,962 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 576 | $357,927 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 1,965 | $243,682 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 589 | $208,952 | dollars as filed | |
| ENBRIDGE INC 6 77 | 29250NAN5 | Debt | 20,000 | $20,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002011550-25-000004 | this filing | 2025-08-08 | acceptance time not in the bulk data set |