Wisconsin Wealth Advisors, LLC

CIK

2073891

Location

SUN PRAIRIE, WI

Portfolio Value

Micro $53,500,882

Diversification

Diversified

Filing Date

Global Rank

#5,456 / 6,964 ▲ 1747

Top Industry

Semiconductors 20.5%

3Y Alpha vs SPY

+19.1%

Period ended 46 days ago

Filed Jul 7, 2026 · 39d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+57.8%

SPY

+27.6%

Annualised alpha

+18.0%

Max drawdown

−20.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

48 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.5%

+1.9 pts

Top 5

38.1%

+5.8 pts

Top 10

57.1%

+5.9 pts

HHI

439

Diversified+79

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	48.0%	$25,700,638	17
Unclassified	18.5%	$9,914,291	6
Consumer Cyclical	10.7%	$5,717,211	5
Consumer Defensive	5.4%	$2,904,398	2
Industrials	3.7%	$1,980,360	3
Healthcare	3.5%	$1,889,737	3
Financial Services	3.0%	$1,626,568	3
Energy	3.0%	$1,593,378	2
Communication Services	2.2%	$1,150,863	3
Utilities	1.5%	$814,481	3
Basic Materials	0.4%	$208,957	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
BFLY	Butterfly Network, Inc.	+10,000	40,000	$336,800
BLDR	Builders FirstSource, Inc.	+2,853	6,780	$606,674
LEN	Lennar Corp /New/	+1,742	6,355	$575,063
CRM	Salesforce, Inc.	+980	2,937	$460,110
ADBE	Adobe Inc.	+753	2,531	$518,905
DHI	Horton D R Inc /De/	+746	6,067	$988,192
FTNT	Fortinet, Inc.	+168	9,291	$1,427,283
NFLX	Netflix Inc	+136	5,324	$380,133
BA	Boeing Co	+52	4,201	$909,390
TSLA	Tesla, Inc.	+40	3,181	$1,337,928
PANW	Palo Alto Networks Inc	+38	3,206	$1,093,310
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+9	2,317	$1,106,529
CEG	Constellation Energy Corp	+4	1,165	$289,351
DIA	Spdr Dow Jones Industrial Average ETF Trust	+3	508	$265,374
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−2,179	757	$270,529
AVGO	Broadcom Inc.	−1,570	10,319	$3,898,002
NVDA	Nvidia Corp	−1,440	18,393	$3,680,255
ARKB	Ark 21Shares Bitcoin ETF	−858	36,209	$704,627
AMAT	Applied Materials Inc /De	−803	6,846	$4,949,658
PLTR	Palantir Technologies Inc.	−339	11,110	$1,296,203
ORCL	Oracle Corp	−319	4,507	$660,500
CRWD	CrowdStrike Holdings, Inc.	−202	2,518	$480,396
WMT	Walmart Inc.	−187	16,170	$1,831,414
MGEE	Mge Energy Inc	−181	3,420	$278,866
JPM	Jpmorgan Chase & Co	−112	2,273	$744,021
GLTR	abrdn Precious Metals Basket ETF Trust	−95	3,780	$684,747
GLD	Spdr Gold Trust	−66	7,610	$2,803,371
MSFT	Microsoft Corp	−56	5,665	$2,113,158
QQQ	Invesco Qqq Trust, Series 1	−48	6,887	$5,071,586
AMZN	Amazon Com Inc	−46	9,893	$2,357,897
UNH	Unitedhealth Group Inc	−37	1,940	$806,322
ABBV	AbbVie Inc.	−35	2,967	$746,615
CVX	Chevron Corp	−13	3,840	$636,518
CAT	Caterpillar Inc	−7	436	$464,296
AAPL	Apple Inc.	−4	8,356	$2,417,892
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	412	$239,334
V	Visa Inc.	640	$219,577
ECL	Ecolab Inc.	750	$208,957
CSCO	Cisco Systems, Inc.	1,737	$204,028
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	6,268	$1,641,714
CGIE	Capital Group International Equity ETF	38,720	$1,309,510
CGBL	Capital Group Core Balanced ETF	33,559	$1,154,765
CGDV	Capital Group Dividend Value ETF	17,835	$758,700
TSCO	Tractor Supply Co /De/	10,214	$462,694
ULTA	Ulta Beauty, Inc.	639	$334,011
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 tracked positions · $53,500,882 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,887	-48	$5,071,586	+26.7%	9.48%
AMAT	Applied Materials Inc /De Technology	Reduced	6,846	-803	$4,949,658	+89.3%	9.25%
AVGO	Broadcom Inc. Technology	Reduced	10,319	-1,570	$3,898,002	+5.9%	7.29%
NVDA	Nvidia Corp Technology	Reduced	18,393	-1,440	$3,680,255	+6.4%	6.88%
GLD	Spdr Gold Trust	Reduced	7,610	-66	$2,803,371	−15.1%	5.24%
AAPL	Apple Inc. Technology	Reduced	8,356	-4	$2,417,892	+14.0%	4.52%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,893	-46	$2,357,897	+13.9%	4.41%
MSFT	Microsoft Corp Technology	Reduced	5,665	-56	$2,113,158	−0.2%	3.95%
WMT	Walmart Inc. Consumer Defensive	Reduced	16,170	-187	$1,831,414	−9.9%	3.42%
FTNT	Fortinet, Inc. Technology	Added	9,291	+168	$1,427,283	+91.4%	2.67%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,181	+40	$1,337,928	+14.6%	2.50%
PLTR	Palantir Technologies Inc. Technology	Reduced	11,110	-339	$1,296,203	−22.6%	2.42%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,317	+9	$1,106,529	+41.9%	2.07%
PANW	Palo Alto Networks Inc Technology	Added	3,206	+38	$1,093,310	+115.3%	2.04%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,147	0	$1,072,984	−6.1%	2.01%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	6,067	+746	$988,192	+35.3%	1.85%
ENB	Enbridge Inc Energy	Held	17,651	0	$956,860	+0.1%	1.79%
BA	Boeing Co Industrials	Added	4,201	+52	$909,390	+10.1%	1.70%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,940	-37	$806,322	+50.7%	1.51%
ABBV	AbbVie Inc. Healthcare	Reduced	2,967	-35	$746,615	+14.4%	1.40%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,273	-112	$744,021	+6.1%	1.39%
TWLO	Twilio Inc Technology	Held	3,518	0	$725,868	+64.0%	1.36%
ARKB	Ark 21Shares Bitcoin ETF	Reduced	36,209	-858	$704,627	−15.5%	1.32%
GLTR	abrdn Precious Metals Basket ETF Trust	Reduced	3,780	-95	$684,747	−19.2%	1.28%
AXP	American Express Co Financial Services	Held	1,960	0	$662,970	+11.8%	1.24%
ORCL	Oracle Corp Technology	Reduced	4,507	-319	$660,500	−7.0%	1.23%
CVX	Chevron Corp Energy	Reduced	3,840	-13	$636,518	−20.2%	1.19%
BLDR	Builders FirstSource, Inc. Industrials	Added	6,780	+2,853	$606,674	+87.6%	1.13%
LEN	Lennar Corp /New/ Consumer Cyclical	Added	6,355	+1,742	$575,063	+43.6%	1.07%
ADBE	Adobe Inc. Technology	Added	2,531	+753	$518,905	+20.1%	0.97%
META	Meta Platforms, Inc. Communication Services	Held	888	0	$500,201	−1.5%	0.93%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	2,518	-202	$480,396	−54.8%	0.90%
CAT	Caterpillar Inc Industrials	Reduced	436	-7	$464,296	+47.9%	0.87%
CRM	Salesforce, Inc. Technology	Added	2,937	+980	$460,110	+25.9%	0.86%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,299	0	$458,131	+7.2%	0.86%
UBER	Uber Technologies, Inc Technology	Held	5,948	0	$429,207	+0.3%	0.80%
SPY	Spdr S&P 500 ETF Trust	Held	515	0	$384,586	+14.8%	0.72%
NFLX	Netflix Inc Communication Services	Added	5,324	+136	$380,133	−23.8%	0.71%
BFLY	Butterfly Network, Inc. Healthcare	Added	40,000	+10,000	$336,800	+177.9%	0.63%
CEG	Constellation Energy Corp Utilities	Added	1,165	+4	$289,351	−10.8%	0.54%
MGEE	Mge Energy Inc Utilities	Reduced	3,420	-181	$278,866	+0.2%	0.52%
GOOGL	Alphabet Inc. Communication Services	Reduced	757	-2,179	$270,529	−67.9%	0.51%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	508	+3	$265,374	+13.5%	0.50%
LNT	Alliant Energy Corp Utilities	Held	3,228	0	$246,264	+6.3%	0.46%
AMD	Advanced Micro Devices Inc Technology	NEW	412	NEW	$239,334	NEW	0.45%
V	Visa Inc. Financial Services	NEW	640	NEW	$219,577	NEW	0.41%
ECL	Ecolab Inc. Basic Materials	NEW	750	NEW	$208,957	NEW	0.39%
CSCO	Cisco Systems, Inc. Technology	NEW	1,737	NEW	$204,028	NEW	0.38%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.