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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, AMAT, FDL, SDVY, RDVY, and represent 20.00% of Wisconsin Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG, VO, NVDX, SOXX, BLDR, IWY, AMD, V, ECL, MTUM.
Started 8 new stock positions in MTUM, SOXX, AMD, CSCO, V, ECL, IWY, NVDX.
Reduced shares in these 10 stocks: SMH, AVGO, AMAT, TSCO, , NVDA, CRWD, ORCL, PLTR, JPM.
Sold out of its positions in TSCO, ULTA.
Wisconsin Wealth Advisors was a net buyer of stock by $4.8M.
Wisconsin Wealth Advisors has $117M in assets under management (AUM), dropping by 14.80%.
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 90 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.3	$5.1M		6.9k	736.43	View chart
Applied Materials (AMAT)	4.2	$4.9M	-10%	6.8k	723.01	View chart
First Tr Exchange-traded SHS (FDL)	4.0	$4.6M		95k	48.66	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	3.8	$4.4M		103k	43.14	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.7	$4.3M		53k	81.06	View chart
Vanguard Index Fds Growth Etf (VUG)	3.4	$3.9M	+517%	46k	86.14	View chart
Broadcom (AVGO)	3.3	$3.9M	-13%	10k	377.75	View chart
NVIDIA Corporation (NVDA)	3.2	$3.7M	-7%	18k	200.09	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	3.0	$3.4M		38k	90.10	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.5	$2.9M	+2%	110k	26.52	View chart
Spdr Gold Tr Gold Shs (GLD)	2.4	$2.8M		7.6k	368.40	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.4	$2.8M	-27%	4.2k	655.92	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.2	$2.5M		27k	93.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$2.5M	+307%	31k	80.57	View chart
Apple (AAPL)	2.1	$2.4M		8.4k	289.36	View chart
Amazon (AMZN)	2.0	$2.4M		9.9k	238.34	View chart
Microsoft Corporation (MSFT)	1.8	$2.1M		5.7k	372.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$1.9M	+2%	6.4k	303.10	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.6	$1.9M	-7%	2.5k	763.01	View chart
Wal-Mart Stores (WMT)	1.6	$1.8M		16k	113.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	1.5	$1.8M		37k	48.81	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.5	$1.8M		35k	49.78	View chart
First Tr Exchange-traded SHS (FVD)	1.5	$1.7M	+3%	36k	48.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$1.6M		49k	33.84	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.4	$1.6M		27k	59.73	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.3	$1.5M	+2%	28k	52.68	View chart
Capital Group International SHS (CGIE)	1.2	$1.4M		39k	36.78	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.2	$1.4M		16k	89.85	View chart
Fortinet (FTNT)	1.2	$1.4M		9.3k	153.62	View chart
Tesla Motors (TSLA)	1.1	$1.3M		3.2k	420.64	View chart
Capital Group Core Balanced SHS (CGBL)	1.1	$1.3M	+3%	35k	37.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$1.3M		8.2k	158.03	View chart
Palantir Technologies Cl A (PLTR)	1.1	$1.3M	-2%	11k	116.67	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	1.0	$1.2M		8.8k	134.56	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.9	$1.1M		2.3k	477.50	View chart
Palo Alto Networks (PANW)	0.9	$1.1M		3.2k	341.07	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.9	$1.1M		4.5k	242.40	View chart
Costco Wholesale Corporation (COST)	0.9	$1.1M		1.1k	935.32	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.9	$1.1M		54k	19.57	View chart
First Tr Exchange-traded Common Shs (FDD)	0.9	$1.0M		55k	18.55	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.9	$1.0M		2.8k	365.68	View chart
D.R. Horton (DHI)	0.8	$988k	+14%	6.1k	162.88	View chart
Enbridge (ENB)	0.8	$957k		18k	54.21	View chart
Boeing Company (BA)	0.8	$909k		4.2k	216.48	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.8	$882k		18k	49.28	View chart
UnitedHealth (UNH)	0.7	$806k		1.9k	415.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$785k		2.2k	353.32	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.7	$774k	-2%	16k	49.41	View chart
Abbvie (ABBV)	0.6	$747k		3.0k	251.64	View chart
JPMorgan Chase & Co. (JPM)	0.6	$744k	-4%	2.3k	327.26	View chart
Twilio Cl A (TWLO)	0.6	$726k		3.5k	206.32	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.6	$707k	-2%	13k	55.33	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.6	$705k	-2%	36k	19.46	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.6	$685k	-2%	3.8k	181.16	View chart
American Express Company (AXP)	0.6	$663k		2.0k	338.23	View chart
Oracle Corporation (ORCL)	0.6	$661k	-6%	4.5k	146.55	View chart
Chevron Corporation (CVX)	0.5	$637k		3.8k	165.78	View chart
Builders FirstSource (BLDR)	0.5	$607k	+72%	6.8k	89.48	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.5	$605k		5.9k	103.22	View chart
Lennar Corp Cl A (LEN)	0.5	$575k	+37%	6.4k	90.49	View chart
Adobe Systems Incorporated (ADBE)	0.4	$519k	+42%	2.5k	205.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$516k	+27%	2.4k	217.89	View chart
Meta Platforms Cl A (META)	0.4	$500k		888.00	563.19	View chart
Caterpillar (CAT)	0.4	$464k		436.00	1064.90	View chart
salesforce (CRM)	0.4	$460k	+50%	2.9k	156.68	View chart
Home Depot (HD)	0.4	$458k		1.3k	352.77	View chart
Uber Technologies (UBER)	0.4	$429k		5.9k	72.16	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$388k	+4%	2.0k	190.52	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$384k		515.00	746.11	View chart
Netflix (NFLX)	0.3	$380k	+2%	5.3k	71.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$366k		489.00	748.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$362k		979.00	370.04	View chart
Etf Opportunities Trust T Rex 2x Long (NVDX)	0.3	$340k	NEW	20k	16.98	View chart
Butterfly Network Com Cl A (BFLY)	0.3	$337k	+33%	40k	8.42	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$301k		6.6k	45.64	View chart
Ssga Active Etf Tr St Str Ul Bd Etf (ULST)	0.2	$291k		7.2k	40.43	View chart
Constellation Energy (CEG)	0.2	$289k		1.2k	248.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$289k		1.4k	212.77	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$282k	NEW	440.00	640.14	View chart
MGE Energy (MGEE)	0.2	$279k	-5%	3.4k	81.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$271k	+2%	757.00	357.37	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$266k		508.00	522.57	View chart
Alliant Energy Corporation (LNT)	0.2	$246k		3.2k	76.29	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$245k	NEW	844.00	290.62	View chart
Advanced Micro Devices (AMD)	0.2	$239k	NEW	412.00	580.91	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$221k		4.4k	49.78	View chart
Visa Com Cl A (V)	0.2	$220k	NEW	640.00	343.09	View chart
Ecolab (ECL)	0.2	$209k	NEW	750.00	278.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$206k	NEW	600.00	342.83	View chart
Cisco Systems (CSCO)	0.2	$204k	NEW	1.7k	117.44	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 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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