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Wisconsin Wealth Advisors

Latest statistics and disclosures from Wisconsin Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, FDL, AVGO, SDVY, VUG, and represent 19.50% of Wisconsin Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: PYLD, CGDV, GLTR, VYM, XLE, FTSM, NFLX, SCHG, BUFF, SPHQ.
Started 5 new stock positions in VUSB, BFLY, GOOGL, CGDV, GLTR.
Reduced shares in these 10 stocks: GLD, PJUL, QQQ, HD, SDVY, , ABBV, ABT, AVGO, FNDX.
Sold out of its positions in OUSA, ABT, ECL, R, FNDX, SCHD, VONG.
Wisconsin Wealth Advisors was a net seller of stock by $-3.1M.
Wisconsin Wealth Advisors has $102M in assets under management (AUM), dropping by -2.86%.
Central Index Key (CIK): 0002073891

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Portfolio Holdings for Wisconsin Wealth Advisors

Wisconsin Wealth Advisors holds 85 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$4.2M	-13%	6.8k	614.29	View chart
First Tr Exchange-traded SHS (FDL)	4.1	$4.1M	-4%	93k	44.34	View chart
Broadcom (AVGO)	4.0	$4.1M	-7%	12k	346.10	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	3.8	$3.9M	-11%	101k	38.32	View chart
Vanguard Index Fds Growth Etf (VUG)	3.5	$3.6M	+4%	7.4k	487.83	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.5	$3.6M	-8%	52k	69.47	View chart
NVIDIA Corporation (NVDA)	3.5	$3.5M	-4%	19k	186.50	View chart
Spdr Gold Tr Gold Shs (GLD)	3.1	$3.2M	-34%	8.1k	396.32	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.8	$2.9M	+49%	108k	26.68	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.8	$2.9M	+9%	38k	75.05	View chart
Microsoft Corporation (MSFT)	2.4	$2.4M		5.0k	483.65	View chart
Amazon (AMZN)	2.2	$2.3M		9.8k	230.81	View chart
Apple (AAPL)	2.2	$2.3M	-4%	8.3k	271.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$2.1M		7.3k	290.20	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.0	$2.0M		5.7k	360.12	View chart
Palantir Technologies Cl A (PLTR)	1.9	$2.0M	-9%	11k	177.75	View chart
Applied Materials (AMAT)	1.9	$2.0M	-6%	7.6k	256.98	View chart
Wal-Mart Stores (WMT)	1.9	$1.9M		17k	111.41	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.8	$1.9M		20k	92.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	1.7	$1.7M	-27%	37k	46.43	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.6	$1.6M	+5%	33k	49.99	View chart
First Tr Exchange-traded SHS (FVD)	1.6	$1.6M	+9%	35k	46.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.5	$1.6M	+27%	48k	32.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$1.5M		6.0k	257.97	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.5	$1.5M	+45%	25k	59.93	View chart
Tesla Motors (TSLA)	1.4	$1.4M		3.1k	449.74	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.4	$1.4M	+28%	28k	49.86	View chart
Capital Group Core Balanced SHS (CGBL)	1.2	$1.2M	+17%	34k	35.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$1.2M	+150%	8.2k	143.52	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	1.1	$1.1M		8.4k	130.08	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	1.1	$1.1M		37k	29.04	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.1	$1.1M		15k	71.45	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	1.0	$995k		16k	62.15	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.0	$993k	+98%	22k	44.71	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.0	$980k		4.6k	214.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.9	$952k	-7%	2.0k	468.70	View chart
Costco Wholesale Corporation (COST)	0.9	$940k	-7%	1.1k	862.55	View chart
First Tr Exchange-traded Common Shs (FDD)	0.9	$936k		54k	17.50	View chart
Abbvie (ABBV)	0.9	$934k	-31%	4.1k	228.48	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.9	$903k		53k	17.01	View chart
Boeing Company (BA)	0.9	$892k		4.1k	217.12	View chart
Enbridge (ENB)	0.8	$845k		18k	47.83	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.8	$825k		2.7k	302.13	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$778k	NEW	18k	43.64	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.8	$770k	NEW	3.7k	205.60	View chart
Fortinet (FTNT)	0.8	$769k	-3%	9.7k	79.41	View chart
D.R. Horton (DHI)	0.8	$769k	-8%	5.3k	144.03	View chart
JPMorgan Chase & Co. (JPM)	0.7	$743k		2.3k	322.27	View chart
American Express Company (AXP)	0.7	$724k	-8%	2.0k	369.90	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.7	$703k	-28%	2.3k	303.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$670k	-22%	2.1k	313.75	View chart
UnitedHealth (UNH)	0.6	$650k	-8%	2.0k	330.18	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.6	$626k		13k	47.94	View chart
Adobe Systems Incorporated (ADBE)	0.6	$621k	-9%	1.8k	349.98	View chart
Chevron Corporation (CVX)	0.6	$581k		3.8k	152.41	View chart
Meta Platforms Cl A (META)	0.6	$568k	-3%	860.00	660.22	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.5	$536k	-30%	5.9k	91.40	View chart
salesforce (CRM)	0.5	$518k		2.0k	264.94	View chart
Tractor Supply Company (TSCO)	0.5	$511k		10k	50.01	View chart
Twilio Cl A (TWLO)	0.5	$499k		3.5k	142.25	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.5	$485k	-18%	802.00	604.75	View chart
Uber Technologies (UBER)	0.5	$485k	-5%	5.9k	81.70	View chart
Netflix (NFLX)	0.5	$475k	+1081%	5.1k	93.76	View chart
Lennar Corp Cl A (LEN)	0.5	$468k		4.6k	102.80	View chart
Home Depot (HD)	0.4	$448k	-58%	1.3k	344.14	View chart
Oracle Corporation (ORCL)	0.4	$438k		2.2k	194.91	View chart
Constellation Energy (CEG)	0.4	$405k	-11%	1.1k	353.12	View chart
Builders FirstSource (BLDR)	0.4	$404k	-16%	3.9k	102.90	View chart
Palo Alto Networks (PANW)	0.4	$386k	-4%	2.1k	184.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$344k		505.00	681.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$335k		489.00	684.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$328k		979.00	335.27	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$321k	-19%	1.7k	190.94	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.3	$292k		7.2k	40.51	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$285k		6.6k	43.25	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$276k	+100%	1.9k	143.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$260k		1.4k	191.56	View chart
Caterpillar (CAT)	0.2	$254k		443.00	572.87	View chart
MGE Energy (MGEE)	0.2	$244k		3.1k	78.42	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$243k		505.00	480.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$232k	NEW	742.00	313.00	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$221k	NEW	4.4k	49.84	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$209k		756.00	276.94	View chart
Visa Com Cl A (V)	0.2	$206k		586.00	350.71	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$38k	NEW	10k	3.80	View chart

Past Filings by Wisconsin Wealth Advisors

SEC 13F filings are viewable for Wisconsin Wealth Advisors going back to 2025

Wisconsin Wealth Advisors 2025 Q4 filed Jan. 7, 2026
Wisconsin Wealth Advisors 2025 Q3 filed Oct. 6, 2025

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