Wiser Advisor Group LLC

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CIK 2011550

13F portfolio (2026-Q1)

$83M

Positions

224

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

224

Top 5

27.0%

Top 10

41.8%

Effective N

35.3

HHI

0.028

This quarter

8 new · 0 exit →

By sector

Unclassified51.0%

Information Technology13.6%

Consumer Discretionary10.0%

Communication Services7.7%

Health Care5.4%

Financials5.0%

Real Estate2.3%

Industrials1.6%

Other3.3%

By market cap

Unknown53.5%

Mega (>$200B)37.4%

Large ($10–200B)8.7%

Mid ($2–10B)0.4%

Micro (<$300M)0.0%

Small ($300M–2B)0.0%

By region

Other51.0%

North America47.1%

Asia-Pacific1.8%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	51.84%	69
Software & IT Services	7.57%	5
Specialty Retail	7.46%	9
Technology Hardware & Equipment	6.98%	3
Pharmaceuticals & Biotechnology	5.25%	8
Semiconductors & Semiconductor Equipment	4.25%	7
Banks	2.49%	9
Software	2.32%	8
Equity Real Estate Investment Trusts (REITs)	2.28%	30
Hotels, Restaurants & Leisure	1.99%	8
Beverages	1.44%	1
Capital Markets	1.35%	3
Metals & Mining	0.87%	3
Marine	0.74%	2
Utilities	0.73%	8
Automobiles & Components	0.53%	2
Commercial Services & Supplies	0.42%	6
Aerospace & Defense	0.31%	5
Oil, Gas & Consumable Fuels	0.19%	3
Insurance	0.16%	3
Transportation Infrastructure	0.12%	3
Media & Entertainment	0.12%	1
Health Care Equipment & Supplies	0.10%	3
Health Care Providers & Services	0.08%	2
Airlines	0.07%	2
Real Estate Management & Development	0.05%	2
Communications Equipment	0.05%	1
Construction & Engineering	0.04%	2
Professional Services	0.03%	1
Chemicals	0.03%	3
Tobacco	0.03%	2
Construction Materials	0.02%	1
Machinery	0.02%	3
Diversified Telecommunication Services	0.02%	2
Road & Rail	0.01%	1
Paper & Forest Products	0.01%	1
Entertainment	0.00%	1
Household Durables	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	6.70%
2	VOO	VANGUARD INDEX FDS	Unclassified	5.98%
3	GOOGL	Alphabet Inc.	Communication Services	4.85%
4	LLY	ELI LILLY & Co	Health Care	4.76%
5	BUFR	FIRST TR EXCHNG TRADED FD VI	Unclassified	4.74%
6	HFXI	NEW YORK LIFE INVESTMENTS ET	Unclassified	3.47%
7	AMZN	AMAZON COM INC	Consumer Discretionary	3.37%
8	XMHQ	INVESCO EXCHANGE TRADED FD T	Unclassified	2.87%
9	GRID	FIRST TR EXCHANGE TRADED FD	Unclassified	2.51%
10	DTCR	GLOBAL X FDS	Unclassified	2.50%

157/224 names classified · sector 49.0% of weight · industry 48.2% · mkt cap 46.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 10 quarters

Information TechnologyAAPL, MSFT, NVDA, TSM, ZM · other

Consumer DiscretionaryAMZN, HD, MCD, WMT, RACE · other

Communication ServicesGOOGL, META, DIS, VZ, GOOG · other

Health CareLLY, ABT, ZTS, NVO, ILMN · other

FinancialsJPM, BRK.B, V, ALL, BX · other

Real EstatePLD, AMT, WELL, AVB, EQIX · other

IndustrialsRCL, J, WM, RTX, CP · other

Consumer StaplesKO, MDLZ, ADM, CVS, MKC · other

UtilitiesTRP, DUK, NEE, AEE, NGG · other

EnergyCVX, MPLX, SHEL, XOM, SOBO · other

MaterialsNUE, PG, LIN, DOW, SQM · other

UnclassifiedVOO, BND, HFXI, FMB, BUFR · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 49.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 45% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (131 classified)Wiser Advisor Group LLC centroid (Large Growth)

Information TechnologyConsumer DiscretionaryCommunication ServicesHealth CareFinancialsReal EstateIndustrialsConsumer StaplesMaterialsUtilitiesEnergy

Style box summary for Wiser Advisor Group LLC: centroid Large Growth. Heaviest cells: Large Growth 30.8%, Large Core 8.0%, Large Value 3.8%.

Classified: 45.5% of book weight (131/224 names) · unclassified 54.5%: VOO, BUFR, HFXI, XMHQ, GRID, DTCR, VTV, BND, SCHX, MLPA +83 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 224 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	21,854	$6M	6.7%	TRIM −4%
2	VOOVANGUARD INDEX FDS	8,281	$5M	6.0%	HOLD
3	GOOGLALPHABET INC	13,945	$4M	4.8%	TRIM −7%
4	LLYELI LILLY & CO	4,281	$4M	4.8%	HOLD
5	BUFRFIRST TR EXCHNG TRADED FD VI	116,116	$4M	4.7%	ADD 124%
6	HFXINEW YORK LIFE INVESTMENTS ET	85,561	$3M	3.5%	HOLD
7	AMZNAMAZON COM INC	13,389	$3M	3.4%	HOLD
8	XMHQINVESCO EXCHANGE TRADED FD T	22,965	$2M	2.9%	HOLD
9	GRIDFIRST TR EXCHANGE TRADED FD	12,718	$2M	2.5%	HOLD
10	DTCRGLOBAL X FDS	86,175	$2M	2.5%	HOLD
11	VTVVANGUARD INDEX FDS	10,432	$2M	2.5%	HOLD
12	METAMETA PLATFORMS INC	3,509	$2M	2.4%	TRIM −4%
13	BNDVANGUARD BD INDEX FDS	27,004	$2M	2.4%	TRIM −4%
14	SCHXSCHWAB U.S. LARGE-CAP ETF	76,644	$2M	2.4%	HOLD
15	MLPAGLOBAL X FDS	36,009	$2M	2.3%	ADD 38%
16	JPMJPMORGAN CHASE & CO	6,438	$2M	2.3%	HOLD
17	WMTWALMART INC	14,744	$2M	2.2%	HOLD
18	VBVANGUARD INDEX FDS	6,916	$2M	2.2%	HOLD
19	HMOPHARTFORD FDS EXCHANGE TRADED	45,224	$2M	2.1%	TRIM −4%
20	NVDANVIDIA CORPORATION	9,908	$2M	2.1%	TRIM −8%
21	VUGVANGUARD INDEX FDS	3,846	$2M	2.0%	TRIM −7%
22	MSFTMICROSOFT CORP	4,335	$2M	1.9%	TRIM −4%
23	TSMTAIWAN SEMICONDUCTOR MFG LTD	4,398	$1M	1.8%	HOLD
24	SCHASCHWAB STRATEGIC TR	49,564	$1M	1.7%	ADD 24%
25	BRK.ABERKSHIRE HATHAWAY INC DEL	2	$1M	1.7%	HOLD
26	MCDMCDONALDS CORP	4,582	$1M	1.7%	HOLD
27	HDHOME DEPOT INC	3,795	$1M	1.5%	HOLD
28	HYLBDBX ETF TR	34,485	$1M	1.5%	HOLD
29	KOCOCA COLA CO	15,698	$1M	1.4%	HOLD
30	BXBLACKSTONE INC	8,749	$1M	1.2%	ADD 8313%
31	PLDPROLOGIS INC.	6,670	$881,687	1.1%	HOLD
32	VNQVANGUARD INDEX FDS	9,313	$826,100	1.0%	TRIM −7%
33	FPEFirst Trust Preferred Secs & Inc ETF	43,652	$774,819	0.9%	TRIM −4%
34	NUENUCOR CORP	4,250	$718,677	0.9%	NEW
35	BRK.BBERKSHIRE HATHAWAY INC DEL	1,396	$668,960	0.8%	TRIM −4%
36	DIVOAMPLIFY ETF TR	14,736	$660,909	0.8%	ADD 3%
37	RCLROYAL CARIBBEAN GROUP	2,238	$615,789	0.7%	HOLD
38	TRPTC ENERGY CORP	7,237	$453,020	0.5%	HOLD
39	IJRISHARES TR	3,500	$435,117	0.5%	TRIM −5%
40	TSLATESLA INC	1,168	$434,205	0.5%	TRIM −5%
41	VCITVANGUARD SCOTTSDALE FDS	5,032	$416,417	0.5%	HOLD
42	DIASPDR DOW JONES INDL AVERAGE	835	$386,762	0.5%	TRIM −30%
43	PZAINVESCO EXCH TRADED FD TR II	16,685	$383,421	0.5%	HOLD
44	QQQINVESCO QQQ TR	618	$356,912	0.4%	HOLD
45	IVVISHARES TR	499	$325,807	0.4%	TRIM −13%
46	PGXINVESCO EXCH TRADED FD TR II	27,098	$294,824	0.4%	HOLD
47	GOOGALPHABET INC	806	$231,199	0.3%	HOLD
48	AVGOBROADCOM INC	736	$227,904	0.3%	HOLD
49	HYDVANECK ETF TRUST	4,135	$207,341	0.3%	TRIM −7%
50	VNMVANECK ETF TRUST	11,651	$201,682	0.2%	ADD 2%
51	ARKXARK ETF TR	6,691	$196,380	0.2%	HOLD
52	COSTCOSTCO WHSL CORP NEW	194	$193,051	0.2%	HOLD
53	FPXFIRST TR EXCHANGE-TRADED FD	1,179	$187,233	0.2%	TRIM −11%
54	IVEISHARES TR	883	$186,418	0.2%	TRIM −12%
55	VVISA INC	597	$180,423	0.2%	HOLD
56	RTXRTX CORPORATION	746	$143,872	0.2%	HOLD
57	JNJJOHNSON & JOHNSON	538	$131,538	0.2%	HOLD
58	ORCLORACLE CORP	888	$130,694	0.2%	HOLD
59	WELLWELLTOWER INC	659	$130,333	0.2%	HOLD
60	CSCOCISCO SYS INC	1,641	$127,360	0.2%	HOLD
61	MMITNEW YORK LIFE INVTS ACTIVE E	5,049	$121,707	0.1%	TRIM −7%
62	ABTABBOTT LABS	1,166	$119,726	0.1%	TRIM −18%
63	ALLALLSTATE CORP	545	$112,943	0.1%	HOLD
64	WMWASTE MGMT INC DEL	491	$112,836	0.1%	HOLD
65	FEZSPDR INDEX SHS FDS	1,774	$110,116	0.1%	HOLD
66	TMOTHERMO FISHER SCIENTIFIC INC	208	$102,050	0.1%	HOLD
67	NFLXNETFLIX INC	1,016	$97,690	0.1%	HOLD
68	AMTAMERICAN TOWER CORP	480	$82,787	0.1%	HOLD
69	LOWLOWES COS INC	346	$81,859	0.1%	HOLD
70	PLTRPALANTIR TECHNOLOGIES INC	557	$81,477	0.1%	ADD 90%
71	AXPAMERICAN EXPRESS CO	266	$80,518	0.1%	HOLD
72	MRKMERCK & CO INC	665	$80,039	0.1%	HOLD
73	CVXCHEVRON CORP NEW	376	$77,798	0.1%	HOLD
74	XPOXPO INC	387	$75,291	0.1%	HOLD
75	PSCHINVESCO EXCH TRADED FD TR II	1,818	$74,819	0.1%	HOLD
76	VEAVANGUARD TAX-MANAGED FDS	1,108	$71,003	0.1%	TRIM −17%
77	NEENEXTERA ENERGY INC	723	$67,152	0.1%	TRIM −17%
78	MARMARRIOTT INTL INC NEW	205	$66,886	0.1%	HOLD
79	DGXQUEST DIAGNOSTICS INC	340	$66,560	0.1%	HOLD
80	LMTLOCKHEED MARTIN CORP	110	$66,422	0.1%	HOLD
81	CMGCHIPOTLE MEXICAN GRILL INC	2,050	$65,621	0.1%	HOLD
82	EQIXEQUINIX INC	67	$65,502	0.1%	HOLD
83	RDVYFIRST TR EXCHANGE TRADED FD	923	$63,018	0.1%	HOLD
84	OREALTY INCOME CORP	947	$57,922	0.1%	HOLD
85	NDAQNASDAQ INC	654	$55,528	0.1%	HOLD
86	SYKSTRYKER CORPORATION	166	$54,534	0.1%	HOLD
87	SCHWSCHWAB CHARLES CORP	550	$51,657	0.1%	HOLD
88	AVBAVALONBAY CMNTYS INC	293	$47,882	0.1%	HOLD
89	HSTHOST HOTELS & RESORTS INC	2,435	$46,656	0.1%	HOLD
90	VXUSVANGUARD STAR FDS	604	$46,581	0.1%	ADD 3%
91	UDRUDR INC	1,352	$45,678	0.1%	HOLD
92	SUISUN CMNTYS INC	360	$45,373	0.1%	HOLD
93	MPLXMPLX LP	786	$44,834	0.1%	HOLD
94	MUMICRON TECHNOLOGY INC	131	$44,236	0.1%	HOLD
95	DLRDIGITAL RLTY TR INC	245	$44,204	0.1%	TRIM −4%
96	LITELUMENTUM HLDGS INC	61	$42,870	0.1%	ADD 6000%
97	ADBEADOBE INC	172	$41,810	0.1%	HOLD
98	VVVANGUARD INDEX FDS	139	$41,540	0.1%	HOLD
99	VICIVICI PPTYS INC	1,462	$39,932	0.0%	HOLD
100	UALUNITED AIRLS HLDGS INC	428	$39,406	0.0%	HOLD
101	AEEAMEREN CORP	337	$37,043	0.0%	HOLD
102	SHELSHELL PLC	395	$36,697	0.0%	HOLD
103	ADCAGREE RLTY CORP	460	$34,682	0.0%	HOLD
104	DOCHEALTHPEAK PROPERTIES INC	2,034	$33,420	0.0%	HOLD
105	VTRVENTAS INC	390	$31,858	0.0%	HOLD
106	COINCOINBASE GLOBAL INC	169	$29,509	0.0%	TRIM −12%
107	AGGISHARES TR	293	$29,079	0.0%	HOLD
108	YUMYUM BRANDS INC	186	$28,945	0.0%	HOLD
109	FCFRANKLIN COVEY CO	1,812	$28,611	0.0%	HOLD
110	ABNBAIRBNB INC	224	$28,287	0.0%	HOLD
111	TRNOTERRENO RLTY CORP	454	$27,871	0.0%	HOLD
112	REXRREXFORD INDL RLTY INC	838	$27,435	0.0%	HOLD
113	TOLTOLL BROTHERS INC	196	$26,727	0.0%	HOLD
114	ELSEQUITY LIFESTYLE PPTYS INC	415	$25,920	0.0%	HOLD
115	CUBECUBESMART	702	$25,746	0.0%	HOLD
116	BACBANK AMERICA CORP	519	$25,301	0.0%	TRIM −59%
117	CCICROWN CASTLE INC	311	$25,247	0.0%	HOLD
118	NETCLOUDFLARE INC	121	$24,968	0.0%	HOLD
119	BRXBRIXMOR PPTY GROUP INC	838	$24,125	0.0%	HOLD
120	HRHEALTHCARE RLTY TR	1,411	$23,979	0.0%	HOLD
121	SPYSTATE STR SPDR S&P 500 ETF T	36	$23,097	0.0%	ADD 3%
122	IBRXIMMUNITYBIO INC	3,000	$23,010	0.0%	ADD 50%
123	ABBVABBVIE INC	102	$22,259	0.0%	HOLD
124	KRCKILROY RLTY CORP	785	$22,134	0.0%	HOLD
125	XMMOINVESCO EXCHANGE TRADED FD T	151	$21,898	0.0%	HOLD
126	MGMMGM RESORTS INTERNATIONAL	590	$21,835	0.0%	HOLD
127	HONHONEYWELL INTL INC	95	$21,570	0.0%	HOLD
128	KIMKIMCO RLTY CORP	955	$21,450	0.0%	HOLD
129	DUKDUKE ENERGY CORP NEW	160	$20,918	0.0%	HOLD
130	PGPROCTER AND GAMBLE CO	139	$20,128	0.0%	HOLD
131	GXOGXO LOGISTICS INCORPORATED	387	$20,066	0.0%	HOLD
132	MMM3M CO	135	$19,616	0.0%	HOLD
133	METMETLIFE INC	276	$19,495	0.0%	HOLD
134	NNNNNN REIT INC	462	$19,418	0.0%	HOLD
135	SBUXSTARBUCKS CORP	212	$18,993	0.0%	HOLD
136	IHGINTERCONTINENTAL HOTELS GROU	140	$18,750	0.0%	HOLD
137	VTVANGUARD INTL EQUITY INDEX F	135	$18,636	0.0%	TRIM −8%
138	SQMSOCIEDAD QUIMICA Y MINERA DE	225	$18,212	0.0%	HOLD
139	IJHISHARES TR	262	$17,720	0.0%	TRIM −27%
140	INVHINVITATION HOMES INC	693	$17,231	0.0%	HOLD
141	AZNASTRAZENECA PLC	86	$16,961	0.0%	NEW
142	MOALTRIA GROUP INC	248	$16,398	0.0%	HOLD
143	EXREXTRA SPACE STORAGE INC	121	$15,895	0.0%	HOLD
144	AMLPALPS ETF TR	299	$15,748	0.0%	ADD 2%
145	FDXFEDEX CORP	42	$15,079	0.0%	HOLD
146	CRMSALESFORCE INC	78	$14,547	0.0%	HOLD
147	PFEPFIZER INC	517	$14,531	0.0%	HOLD
148	GLPIGAMING & LEISURE P	326	$14,461	0.0%	HOLD
149	EPRTESSENTIAL PPTYS RLTY TR INC	471	$14,295	0.0%	HOLD
150	TTWOTAKE-TWO INTERACTIVE SOFTWAR	72	$14,221	0.0%	HOLD
151	LAMRLAMAR ADVERTISING CO	106	$13,401	0.0%	HOLD
152	UMCUnited Microelectronics ADR	1,469	$13,195	0.0%	HOLD
153	WECWEC ENERGY GROUP INC	111	$12,850	0.0%	HOLD
154	PFFAETFIS SER TR I	613	$12,479	0.0%	ADD 3%
155	CCITIGROUP INC	109	$12,308	0.0%	HOLD
156	BXMTBLACKSTONE MTG TR INC	619	$11,854	0.0%	ADD 2%
157	SCHBSCHWAB STRATEGIC TR	468	$11,744	0.0%	HOLD
158	GDGENERAL DYNAMICS CORP	33	$11,326	0.0%	NEW
159	VTIVANGUARD INDEX FDS	35	$11,310	0.0%	ADD 3%
160	TMFCRBB FD INC	171	$11,305	0.0%	HOLD
161	XHSSPDR SERIES TRUST	112	$11,215	0.0%	HOLD
162	CSXCSX CORP	267	$10,960	0.0%	HOLD
163	VWOVANGUARD INTL EQUITY INDEX F	196	$10,592	0.0%	TRIM −26%
164	GMEDGLOBUS MED INC	122	$10,512	0.0%	HOLD
165	DASHDOORDASH INC	70	$10,511	0.0%	HOLD
166	BABOEING CO	51	$10,150	0.0%	NEW
167	PYPLPAYPAL HLDGS INC	222	$10,050	0.0%	HOLD
168	ESGUISHARES TR	64	$9,051	0.0%	HOLD
169	WTAIWISDOMTREE TR	312	$8,813	0.0%	HOLD
170	CARRCARRIER GLOBAL CORPORATION	151	$8,528	0.0%	HOLD
171	KSAISHARES TR	213	$8,469	0.0%	HOLD
172	JJACOBS SOLUTIONS INC	65	$8,273	0.0%	HOLD
173	TAT&T INC	281	$8,146	0.0%	HOLD
174	KMBKIMBERLY-CLARK CORP	83	$8,007	0.0%	HOLD
175	COLDAMERICOLD REALTY TRUST INC	695	$7,961	0.0%	HOLD
176	FNDXSCHWAB STRATEGIC TR	285	$7,938	0.0%	TRIM −11%
177	TSCOTRACTOR SUPPLY CO	172	$7,805	0.0%	HOLD
178	AREALEXANDRIA REAL ESTATE EQ IN	168	$7,796	0.0%	HOLD
179	AIRRFirst Trust RBA Amern Indl Renaissance ETF	70	$7,762	0.0%	HOLD
180	PMPHILIP MORRIS INTL INC	46	$7,602	0.0%	HOLD
181	PEGAPEGASYSTEMS INC	177	$7,536	0.0%	ADD 581%
182	REALTHE REALREAL INC	800	$7,264	0.0%	HOLD
183	TGTTARGET CORP	60	$7,249	0.0%	HOLD
184	FNDFSCHWAB STRATEGIC TR	139	$6,820	0.0%	HOLD
185	MCHPMICROCHIP TECHNOLOGY INC.	105	$6,784	0.0%	HOLD
186	NKENIKE INC	125	$6,603	0.0%	TRIM −36%
187	BCSBARCLAYS PLC	302	$6,388	0.0%	HOLD
188	VRTVERTIV HOLDINGS CO	25	$6,266	0.0%	NEW
189	RXORXO INC	387	$5,658	0.0%	HOLD
190	BNDXVANGUARD CHARLOTTE FDS	112	$5,395	0.0%	TRIM −21%
191	VMBSVANGUARD SCOTTSDALE FDS	106	$4,989	0.0%	HOLD
192	IWMISHARES TR	20	$4,960	0.0%	HOLD
193	FCXFREEPORT MCMORAN INC	82	$4,820	0.0%	NEW
194	VZVERIZON COMMUNICATIONS INC	94	$4,705	0.0%	TRIM −16%
195	AWKAMERICAN WTR WKS CO INC NEW	34	$4,636	0.0%	HOLD
196	FNDASCHWAB STRATEGIC TR	142	$4,617	0.0%	TRIM −8%
197	NGGNATIONAL GRID PLC	54	$4,556	0.0%	HOLD
198	CCKCROWN HLDGS INC	45	$4,554	0.0%	HOLD
199	SWKSTANLEY BLACK & DECKER INC	61	$4,363	0.0%	HOLD
200	FFORD MTR CO	351	$4,046	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

26K

25K

23K

22K

$6M

VOOVANGUARD INDEX FDS

10K

$5M

GOOGLALPHABET INC

13K

14K

15K

14K

$4M

LLYELI LILLY & CO

$4M

BUFRFIRST TR EXCHNG TRADED FD VI

—

21K

52K

116K

$4M

HFXINEW YORK LIFE INVESTMENTS ET

82K

83K

79K

82K

84K

86K

$3M

AMZNAMAZON COM INC

13K

14K

13K

$3M

XMHQINVESCO EXCHANGE TRADED FD T

20K

22K

—

22K

23K

$2M

GRIDFIRST TR EXCHANGE TRADED FD

—

10K

12K

13K

$2M

DTCRGLOBAL X FDS

—

18K

—

83K

86K

$2M

VTVVANGUARD INDEX FDS

12K

11K

10K

$2M

METAMETA PLATFORMS INC

$2M

BNDVANGUARD BD INDEX FDS

33K

31K

30K

28K

27K

$2M

SCHXSCHWAB U.S. LARGE-CAP ETF

69K

64K

72K

75K

77K

$2M

MLPAGLOBAL X FDS

13K

20K

—

27K

26K

36K

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Wiser Advisor Group LLC