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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, NVDA, SDVY, VUG, and represent 18.62% of Wisconsin Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CRWD, LLY, SPCX, VTV, WCMI, FDD, CEG, PYLD, BFLY, BUFF.
Started 2 new stock positions in SPCX, LLY.
Reduced shares in these 10 stocks: CVX, , NFLX, NVDX, AMAT, LNT, AMD, QQQ, MTUM, .
Sold out of its positions in AMD, LNT, BLDR, CVX, CSCO, NVDX, MTUM, NFLX.
Wisconsin Wealth Advisors was a net buyer of stock by $3.1M.
Wisconsin Wealth Advisors has $119M in assets under management (AUM), dropping by 1.91%.
Central Index Key (CIK): 0002073891

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Positions held by Wisconsin Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wisconsin Wealth Advisors

Wisconsin Wealth Advisors holds 84 positions in its portfolio as reported in the September 2026 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	$4.9M	-4%	6.6k	739.81	View chart
First Tr Exchange-traded SHS (FDL)	4.0	$4.7M		96k	49.11	View chart
NVIDIA Corporation (NVDA)	3.5	$4.2M		18k	228.39	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	3.5	$4.2M		103k	40.58	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	3.5	$4.2M		46k	90.11	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.4	$4.0M	-2%	51k	78.29	View chart
Broadcom (AVGO)	3.1	$3.6M		10k	351.19	View chart
Applied Materials (AMAT)	2.7	$3.2M	-7%	6.3k	511.36	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.7	$3.2M		38k	84.08	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.5	$2.9M	+4%	116k	25.39	View chart
Microsoft Corporation (MSFT)	2.4	$2.9M		5.7k	512.90	View chart
Spdr Gold Tr Gold Shs (GLD)	2.4	$2.9M		7.6k	380.86	View chart
Crowdstrike Hldgs Cl A (CRWD)	2.3	$2.7M	+301%	10k	264.74	View chart
Apple (AAPL)	2.2	$2.7M	-4%	8.0k	333.00	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.2	$2.6M		4.3k	608.93	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.1	$2.6M		27k	93.85	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	2.0	$2.4M		31k	78.42	View chart
Amazon (AMZN)	2.0	$2.4M	-3%	9.6k	249.14	View chart
Palantir Technologies Cl A (PLTR)	1.7	$2.1M		11k	187.04	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	1.6	$1.9M	+85%	100k	19.08	View chart
First Tr Exchange-traded Common Shs (FDD)	1.5	$1.8M	+74%	96k	19.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	1.5	$1.8M		37k	49.68	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	1.5	$1.8M	-4%	6.2k	284.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.5	$1.8M		49k	35.93	View chart
First Tr Exchange-traded SHS (FVD)	1.4	$1.7M		37k	46.91	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.4	$1.7M		35k	48.46	View chart
Wal-Mart Stores (WMT)	1.4	$1.7M		16k	103.92	View chart
Fortinet (FTNT)	1.4	$1.7M		9.3k	178.75	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.3	$1.6M	+4%	30k	53.88	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.3	$1.6M		27k	59.51	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.2	$1.5M	-9%	14k	103.09	View chart
Capital Group International SHS (CGIE)	1.2	$1.4M		39k	36.70	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.2	$1.4M	+175%	6.5k	216.07	View chart
Capital Group Core Balanced SHS (CGBL)	1.1	$1.3M	+2%	36k	36.75	View chart
Palo Alto Networks (PANW)	1.1	$1.3M		3.2k	397.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$1.3M		8.1k	155.20	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	1.1	$1.3M	-13%	7.6k	163.99	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.9	$1.1M		2.4k	456.13	View chart
Tesla Motors (TSLA)	0.9	$1.1M	-5%	3.0k	354.77	View chart
Twilio Cl A (TWLO)	0.9	$1.0M		3.5k	292.43	View chart
Costco Wholesale Corporation (COST)	0.9	$1.0M	-3%	1.1k	910.26	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.8	$997k		36k	27.69	View chart
Eli Lilly & Co. (LLY)	0.8	$966k	NEW	835.00	1157.08	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.8	$943k		2.8k	337.81	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.8	$929k	NEW	6.2k	150.86	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.7	$876k		18k	48.85	View chart
D.R. Horton (DHI)	0.7	$835k		6.1k	136.66	View chart
Enbridge (ENB)	0.7	$827k		18k	46.49	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.7	$800k		16k	51.15	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$794k	-14%	3.8k	207.19	View chart
Boeing Company (BA)	0.7	$791k		4.2k	186.07	View chart
Abbvie (ABBV)	0.7	$779k		3.0k	261.61	View chart
JPMorgan Chase & Co. (JPM)	0.6	$767k	+2%	2.3k	330.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$758k		2.2k	340.79	View chart
UnitedHealth (UNH)	0.6	$713k		1.9k	367.07	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.6	$706k		3.8k	186.32	View chart
salesforce (CRM)	0.6	$695k	+3%	3.0k	229.57	View chart
Adobe Systems Incorporated (ADBE)	0.5	$637k	+4%	2.7k	239.94	View chart
Meta Platforms Cl A (META)	0.5	$635k		876.00	725.34	View chart
Oracle Corporation (ORCL)	0.5	$623k		4.5k	137.30	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.5	$620k		5.9k	105.84	View chart
American Express Company (AXP)	0.5	$599k		2.0k	304.12	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.5	$544k	-22%	9.9k	54.89	View chart
Lennar Corp Cl A (LEN)	0.4	$530k	+2%	6.5k	81.59	View chart
Constellation Energy (CEG)	0.4	$522k	+76%	2.1k	254.00	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$461k	+17%	605.00	762.06	View chart
Butterfly Network Com Cl A (BFLY)	0.4	$448k	+25%	50k	8.96	View chart
Uber Technologies (UBER)	0.4	$417k	+2%	6.1k	68.51	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$398k		2.0k	195.75	View chart
Home Depot (HD)	0.3	$379k	+2%	1.3k	284.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$375k		489.00	765.85	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$366k		979.00	374.24	View chart
Caterpillar (CAT)	0.3	$354k		436.00	810.79	View chart
Ssga Active Etf Tr St Str Ul Bd Etf (ULST)	0.3	$326k	+12%	8.1k	40.25	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$308k		6.6k	46.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$292k	+3%	1.4k	208.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$261k		757.00	344.08	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$256k	+16%	5.2k	49.55	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$255k		502.00	508.36	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$255k	+2%	863.00	294.91	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$250k		440.00	568.09	View chart
MGE Energy (MGEE)	0.2	$217k	-8%	3.1k	69.45	View chart
Visa Com Cl A (V)	0.2	$212k	-7%	590.00	359.33	View chart
Ecolab (ECL)	0.2	$206k		750.00	274.58	View chart

Past Filings by Wisconsin Wealth Advisors

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

Wisconsin Wealth Advisors 2026 Q3 filed Oct. 8, 2026
Wisconsin Wealth Advisors 2026 Q2 filed July 7, 2026
Wisconsin Wealth Advisors 2026 Q1 filed April 8, 2026
Wisconsin Wealth Advisors 2025 Q4 filed Jan. 7, 2026
Wisconsin Wealth Advisors 2025 Q3 filed Oct. 6, 2025

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