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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 FDL, SDVY, QQQ, AVGO, RDVY, and represent 19.85% of Wisconsin Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CGIE, FTCS, ORCL, CRWD, MSFT, LNT, PANW, NVDA, LMBS, FDL.
Started 2 new stock positions in CGIE, LNT.
Reduced shares in these 10 stocks: , ABBV, IWY, , GLD, WMT, ULTA, FTNT, PYLD, ARKB.
Sold out of its positions in IWY, XLE, V.
Wisconsin Wealth Advisors was a net buyer of stock by $2.7M.
Wisconsin Wealth Advisors has $102M in assets under management (AUM), dropping by -0.38%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange-traded SHS (FDL)	4.8	$4.8M	+2%	95k	50.80	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	4.0	$4.1M		103k	39.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$4.0M		6.9k	577.22	View chart
Broadcom (AVGO)	3.6	$3.7M		12k	309.52	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.5	$3.6M	+2%	53k	68.28	View chart
NVIDIA Corporation (NVDA)	3.4	$3.5M	+4%	20k	174.40	View chart
Spdr Gold Tr Gold Shs (GLD)	3.2	$3.3M	-4%	7.7k	430.28	View chart
Vanguard Index Fds Growth Etf (VUG)	3.2	$3.2M		7.4k	436.77	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.8	$2.9M		38k	75.19	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.8	$2.8M		108k	26.20	View chart
Applied Materials (AMAT)	2.6	$2.6M		7.6k	341.80	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.4	$2.5M	+31%	27k	92.76	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.2	$2.2M		5.8k	383.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$2.2M	+3%	7.5k	287.18	View chart
Apple (AAPL)	2.1	$2.1M		8.4k	253.79	View chart
Microsoft Corporation (MSFT)	2.1	$2.1M	+14%	5.7k	370.14	View chart
Amazon (AMZN)	2.0	$2.1M		9.9k	208.28	View chart
Wal-Mart Stores (WMT)	2.0	$2.0M	-4%	16k	124.28	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.7	$1.8M	+7%	35k	49.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	1.7	$1.7M		37k	45.97	View chart
Palantir Technologies Cl A (PLTR)	1.6	$1.7M	+3%	11k	146.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$1.6M	+4%	6.3k	261.91	View chart
First Tr Exchange-traded SHS (FVD)	1.6	$1.6M		35k	47.03	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.6	$1.6M	+5%	27k	59.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$1.4M		48k	29.13	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.3	$1.4M		28k	49.41	View chart
Capital Group International SHS (CGIE)	1.3	$1.3M	NEW	39k	33.82	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$1.2M		8.2k	148.10	View chart
Tesla Motors (TSLA)	1.1	$1.2M		3.1k	371.79	View chart
Capital Group Core Balanced SHS (CGBL)	1.1	$1.2M		34k	34.41	View chart
Costco Wholesale Corporation (COST)	1.1	$1.1M	+5%	1.1k	996.27	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.0	$1.1M	+33%	2.7k	390.35	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.0	$997k		4.6k	218.76	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.0	$996k	+5%	16k	62.68	View chart
First Tr Exchange-traded Common Shs (FDD)	1.0	$989k	+3%	56k	17.81	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.9	$962k	+4%	8.8k	109.36	View chart
Enbridge (ENB)	0.9	$956k		18k	54.14	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.9	$920k	+3%	55k	16.77	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.8	$856k		16k	53.35	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.8	$848k	+3%	3.9k	218.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.8	$839k		2.8k	302.24	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.8	$834k		37k	22.49	View chart
Boeing Company (BA)	0.8	$826k		4.1k	199.05	View chart
Chevron Corporation (CVX)	0.8	$797k		3.9k	206.92	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$780k		2.3k	337.90	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.7	$759k		18k	42.54	View chart
Fortinet (FTNT)	0.7	$746k	-5%	9.1k	81.72	View chart
D.R. Horton (DHI)	0.7	$730k		5.3k	137.21	View chart
Oracle Corporation (ORCL)	0.7	$710k	+114%	4.8k	147.11	View chart
JPMorgan Chase & Co. (JPM)	0.7	$701k	+3%	2.4k	294.10	View chart
Abbvie (ABBV)	0.6	$653k	-26%	3.0k	217.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$629k	+2%	2.2k	286.85	View chart
American Express Company (AXP)	0.6	$593k		2.0k	302.46	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.5	$548k		13k	41.85	View chart
UnitedHealth (UNH)	0.5	$535k		2.0k	270.54	View chart
Meta Platforms Cl A (META)	0.5	$508k	+3%	888.00	572.03	View chart
Palo Alto Networks (PANW)	0.5	$508k	+51%	3.2k	160.34	View chart
Netflix (NFLX)	0.5	$499k	+2%	5.2k	96.16	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.5	$498k		5.9k	84.91	View chart
Tractor Supply Company (TSCO)	0.5	$463k		10k	45.30	View chart
Twilio Cl A (TWLO)	0.4	$443k		3.5k	125.81	View chart
Adobe Systems Incorporated (ADBE)	0.4	$432k		1.8k	243.11	View chart
Uber Technologies (UBER)	0.4	$428k		5.9k	71.93	View chart
Home Depot (HD)	0.4	$427k		1.3k	328.98	View chart
Lennar Corp Cl A (LEN)	0.4	$401k		4.6k	86.84	View chart
salesforce (CRM)	0.4	$365k		2.0k	186.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$363k	+10%	1.9k	196.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$335k		515.00	649.77	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.3	$334k	-20%	639.00	522.89	View chart
Constellation Energy (CEG)	0.3	$324k		1.2k	279.26	View chart
Builders FirstSource (BLDR)	0.3	$323k		3.9k	82.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$319k		489.00	653.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$314k		979.00	320.81	View chart
Caterpillar (CAT)	0.3	$314k		443.00	708.46	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.3	$292k		7.2k	40.50	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$282k		6.6k	42.72	View chart
MGE Energy (MGEE)	0.3	$278k	+15%	3.6k	77.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$261k		1.4k	191.92	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$259k		1.9k	132.90	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$234k		505.00	463.35	View chart
Alliant Energy Corporation (LNT)	0.2	$232k	NEW	3.2k	71.76	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$221k		4.4k	49.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$213k		742.00	287.56	View chart
Butterfly Network Com Cl A (BFLY)	0.1	$121k	+200%	30k	4.04	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 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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