Wisconsin Wealth Advisors, LLC
CIK 2073891 · View on SEC EDGAR ↗
- Portfolio value
- $116.7M
- Positions
- 90
- As of
- June 30, 2026
#8,090 of 9,443 by 13F value · top 85.7%
Portfolio value QoQ: +14.8% 13F does not disclose cash
- Top 10 holdings weight
- 35.34%
- Top 25 holdings weight
- 62.48%
- Positions above 1%
- 34
- Effective number of positions
- 48.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.55% Est. buys $8,624,679 · sells $3,874,109
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 84.9% still held
- New positions
- 8
- Increased
- 35
- Decreased
- 31
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
22.7%
Retail
4.9%
Consumer Discretionary
3.5%
Industrials
2.1%
Communication Services
1.7%
Health Care
1.6%
Energy
1.4%
Consumer products
1.3%
Financial Services
0.8%
Utilities
0.7%
Financials
0.6%
Materials
0.2%
Communications
0.2%
Other/Unmapped
58.4%
Full portfolio 90 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $5,071,764 | 4.35% | 6,887 | $1,068,747 | Down ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $4,949,718 | 4.24% | 6,846 | $2,335,297 | Down ×1 | ||
| FDL | $4,617,495 | 3.96% | 94,893 | $-216,767 | Down ×1 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $4,428,860 | 3.80% | 102,662 | $364,835 | Down ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $4,276,601 | 3.66% | 52,758 | $682,022 | Up ×2 | ||
| VUG | $3,940,704 | 3.38% | 45,748 | $706,885 | Up ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $3,898,028 | 3.34% | 10,319 | $218,130 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3,680,225 | 3.15% | 18,393 | $221,293 | Down ×1 | ||
| SPHQ | $3,448,597 | 2.96% | 38,275 | $593,745 | Up ×1 | ||
| PYLD | $2,924,402 | 2.51% | 110,272 | $95,856 | Up ×1 | ||
| GLD | $2,803,505 | 2.40% | 7,610 | $-499,361 | Down ×3 | ||
| SMH SMH | $2,756,849 | 2.36% | 4,203 | $549,262 | Down ×1 | ||
| FTCS First Trust Capital Strength ETF | $2,523,239 | 2.16% | 26,866 | $59,169 | Up ×6 | ||
| VO | $2,473,915 | 2.12% | 30,705 | $311,442 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $2,417,853 | 2.07% | 8,356 | $296,181 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,357,876 | 2.02% | 9,893 | $287,792 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2,113,007 | 1.81% | 5,665 | $-4,586 | Down ×1 | ||
| VB | $1,945,589 | 1.67% | 6,419 | $303,965 | Up ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1,921,268 | 1.65% | 2,518 | $859,516 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $1,831,431 | 1.57% | 16,170 | $-201,389 | Down ×5 | ||
| PJUL | $1,797,184 | 1.54% | 36,820 | $104,661 | |||
| LMBS First Trust Low Duration Opportunities ETF | $1,750,644 | 1.50% | 35,168 | $-5,541 | Down ×1 | ||
| FVD | $1,734,419 | 1.49% | 35,999 | $104,568 | Up ×1 | ||
| SCHG | $1,645,596 | 1.41% | 48,629 | $245,442 | Up ×4 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $1,603,698 | 1.37% | 26,849 | $993 | Up ×3 | ||
| BUFF | $1,487,906 | 1.28% | 28,244 | $125,600 | Up ×1 | ||
| CGIE | $1,436,443 | 1.23% | 39,055 | $126,933 | Up ×1 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $1,428,964 | 1.22% | 15,904 | $433,210 | Up ×3 | ||
| FTNT Fortinet, Inc. - Common Stock | $1,427,265 | 1.22% | 9,291 | $681,743 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1,338,064 | 1.15% | 3,181 | $170,277 | Up ×4 | ||
| CGBL | $1,315,792 | 1.13% | 34,663 | $161,042 | Up ×1 | ||
| VYM | $1,302,637 | 1.12% | 8,243 | $83,933 | Up ×5 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1,296,155 | 1.11% | 11,110 | $-378,663 | Down ×1 | ||
| SKYY First Trust Cloud Computing ETF | $1,180,905 | 1.01% | 8,776 | $218,738 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,106,379 | 0.95% | 2,317 | $326,497 | Up ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1,093,464 | 0.94% | 3,206 | $585,498 | Up ×2 | ||
| ITA ITA | $1,083,775 | 0.93% | 4,471 | $86,687 | Down ×5 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,072,814 | 0.92% | 1,147 | $-69,910 | |||
| WCMI | $1,060,472 | 0.91% | 54,189 | $140,077 | Down ×1 | ||
| FDD | $1,017,261 | 0.87% | 54,839 | $28,193 | Down ×1 | ||
| VBK | $1,016,604 | 0.87% | 2,780 | $177,592 | Up ×2 | ||
| DHI D.R. Horton, Inc. Common Stock | $988,180 | 0.85% | 6,067 | $258,081 | Up ×1 | ||
| ENB Enbridge Inc Common Stock | $956,869 | 0.82% | 17,651 | $1,236 | |||
| BA Boeing Company (The) Common Stock | $909,433 | 0.78% | 4,201 | $83,581 | Up ×2 | ||
| CGDV | $881,543 | 0.76% | 17,888 | $122,858 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $806,163 | 0.69% | 1,940 | $271,310 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $785,422 | 0.67% | 2,223 | $156,076 | Up ×2 | ||
| IHI | $773,559 | 0.66% | 15,656 | $-82,194 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $746,620 | 0.64% | 2,967 | $93,610 | Down ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $743,869 | 0.64% | 2,273 | $42,434 | Down ×1 | ||
| TWLO Twilio Inc. Class A Common Stock | $725,829 | 0.62% | 3,518 | $283,219 | |||
| IHF IHF | $706,660 | 0.61% | 12,772 | $159,015 | Down ×1 | ||
| ARKB | $704,625 | 0.60% | 36,209 | $-129,020 | Down ×4 | ||
| GLTR | $684,798 | 0.59% | 3,780 | $-162,653 | Down ×1 | ||
| AXP American Express Company Common Stock | $662,935 | 0.57% | 1,960 | $70,106 | |||
| ORCL Oracle Corporation Common Stock | $660,501 | 0.57% | 4,507 | $-49,452 | Down ×1 | ||
| CVX Chevron Corporation Common Stock | $636,588 | 0.55% | 3,840 | $-160,684 | Down ×1 | ||
| BLDR Builders FirstSource, Inc. Common Stock | $606,675 | 0.52% | 6,780 | $283,365 | Up ×1 | ||
| ONEQ Fidelity Nasdaq Composite Index ETF | $604,972 | 0.52% | 5,861 | $107,314 | |||
| LEN Lennar Corporation Class A Common Stock | $575,036 | 0.49% | 6,355 | $174,444 | Up ×3 | ||
| ADBE Adobe Inc. - Common Stock | $518,949 | 0.44% | 2,531 | $86,701 | Up ×2 | ||
| VTV | $515,528 | 0.44% | 2,366 | $152,446 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $500,117 | 0.43% | 888 | $-7,849 | |||
| CAT Caterpillar, Inc. Common Stock | $464,296 | 0.40% | 436 | $150,448 | Down ×1 | ||
| CRM Salesforce, Inc. Common Stock | $460,166 | 0.39% | 2,937 | $94,775 | Up ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $458,254 | 0.39% | 1,299 | $30,912 | |||
| UBER Uber Technologies, Inc. Common Stock | $429,205 | 0.37% | 5,948 | $1,368 | |||
| XLK XLK | $387,518 | 0.33% | 2,034 | $128,895 | Up ×3 | ||
| SPY SPY | $384,248 | 0.33% | 515 | $49,617 | |||
| NFLX Netflix, Inc. - Common Stock | $380,155 | 0.33% | 5,324 | $-118,718 | Up ×3 | ||
| IVV | $366,207 | 0.31% | 489 | $46,787 | |||
| VTI | $362,269 | 0.31% | 979 | $48,196 | |||
| NVDX | $339,600 | 0.29% | 20,000 | Up ×1 | |||
| BFLY Butterfly Network, Inc. Class A Common Stock | $336,800 | 0.29% | 40,000 | $215,600 | Up ×2 | ||
| PAUG | $301,041 | 0.26% | 6,596 | $19,260 | |||
| ULST | $290,904 | 0.25% | 7,196 | $-656 | Down ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $289,357 | 0.25% | 1,165 | $-34,859 | Up ×2 | ||
| RSP | $289,154 | 0.25% | 1,359 | $28,335 | |||
| SOXX SOXX | $281,663 | 0.24% | 440 | Up ×1 | |||
| MGEE MGE Energy Inc. - Common Stock | $278,867 | 0.24% | 3,420 | $546 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $270,529 | 0.23% | 757 | $57,159 | Up ×1 | ||
| DIA | $265,467 | 0.23% | 508 | $31,474 | Up ×1 | ||
| LNT Alliant Energy Corporation - Common Stock | $246,263 | 0.21% | 3,228 | $14,623 | |||
| IWY | $245,283 | 0.21% | 844 | ||||
| AMD Advanced Micro Devices, Inc. - Common Stock | $239,335 | 0.21% | 412 | Up ×1 | |||
| VUSB | $221,123 | 0.19% | 4,442 | $-22 | |||
| V Visa Inc. | $219,578 | 0.19% | 640 | ||||
| ECL Ecolab Inc. Common Stock | $208,958 | 0.18% | 750 | ||||
| MTUM | $205,698 | 0.18% | 600 | Up ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $204,002 | 0.17% | 1,737 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VUG | $3,940,704 | 3.38% | up ×6 |
| FTCS | $2,523,239 | 2.16% | up ×6 |
| VO | $2,473,915 | 2.12% | up ×3 |
| SCHG | $1,645,596 | 1.41% | up ×4 |
| FTSM | $1,603,698 | 1.37% | up ×3 |
| CIBR | $1,428,964 | 1.22% | up ×3 |
| TSLA | $1,338,064 | 1.15% | up ×4 |
| VYM | $1,302,637 | 1.12% | up ×5 |
| LEN | $575,036 | 0.49% | up ×3 |
| XLK | $387,518 | 0.33% | up ×3 |
| NFLX | $380,155 | 0.33% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FTGC | June 30, 2025 | 63,864 | $1,629,815 | |
| XLE | March 31, 2026 | 22,211 | $993,037 | No longer tracked |
| IGV | June 30, 2025 | 7,760 | $690,571 | No longer tracked |
| KRE | June 30, 2025 | 12,111 | $688,507 | No longer tracked |
| TSCO | June 30, 2026 | 10,214 | $462,690 | 10.4% |
| VONG | Dec. 31, 2025 | 3,606 | $434,533 | |
| ABT | Dec. 31, 2025 | 3,055 | $409,155 | -8.7% |
| NUE | March 31, 2025 | 3,096 | $361,284 | 107.2% |
| WLK | March 31, 2025 | 2,933 | $336,322 | -21.0% |
| ULTA | June 30, 2026 | 639 | $334,125 | 15.0% |
| FNDX | Dec. 31, 2025 | 12,389 | $325,831 | No longer tracked |
| R | Dec. 31, 2025 | 1,707 | $321,916 | 30.1% |
| OUSA | Dec. 31, 2025 | 5,592 | $316,172 | No longer tracked |
| SCHD | Dec. 31, 2025 | 10,279 | $280,617 | No longer tracked |
| MRVL | Sept. 30, 2025 | 3,614 | $279,724 | 193.0% |
| EXAS | March 31, 2025 | 4,483 | $251,915 | No longer tracked |
| IWY | March 31, 2026 | 756 | $209,367 | No longer tracked |
| V | March 31, 2026 | 586 | $205,516 | 21.7% |
| ECL | Dec. 31, 2025 | 750 | $205,395 | 7.0% |