Wisconsin Wealth Advisors, LLC
Filing Date
Global Rank
#8,069
/ 8,794
▼ 196
· as of Jun 2026
Top Industry
Software - Infrastructure
20.2%
Period ended 3 months ago
Filed Jul 7, 2026 · 3mo
7 quarters · since Dec 2024
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.8%
−1.6 pts
Top 5
33.4%
+2.3 pts
Top 10
48.7%
+0.9 pts
HHI
358
Diversified+3
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 60.6% | $70,546,477 |
| Technology | 23.3% | $27,141,828 |
| Consumer Cyclical | 4.9% | $5,717,211 |
| Consumer Defensive | 2.5% | $2,904,398 |
| Industrials | 1.7% | $1,980,360 |
| Communication Services | 1.7% | $1,936,315 |
| Healthcare | 1.6% | $1,889,737 |
| Financial Services | 1.4% | $1,626,568 |
| Energy | 1.4% | $1,593,378 |
| Utilities | 0.7% | $814,481 |
| Basic Materials | 0.2% | $208,957 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | +62,189 | 88,997 | $10,254,897 | |
| BFLY | Butterfly Network, Inc. | +10,000 | 40,000 | $336,800 | |
| BLDR | Builders FirstSource, Inc. | +2,853 | 6,780 | $606,674 | |
| BILZ | PIMCO Ultra Short Government Active ETF | +2,312 | 110,272 | $2,924,413 | |
| LEN | Lennar Corp /New/ | +1,742 | 6,355 | $575,063 | |
| CGBL | Capital Group Core Balanced ETF | +1,104 | 34,663 | $1,315,807 | |
| 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 | |
| ACYN | FT Vest Laddered Autocallable Barrier & Income ETF | +681 | 211,947 | $9,935,656 | |
| AAPR | Innovator Equity Defined Protection ETF - 2 Yr to April 2028 | +673 | 28,244 | $1,487,893 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +563 | 48,629 | $1,645,605 | |
| CGIE | Capital Group International Equity ETF | +335 | 39,055 | $1,436,442 | |
| CVY | Invesco Zacks Multi-Asset Income ETF | +306 | 38,275 | $3,448,577 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +255 | 34,428 | $3,417,934 | |
| FTNT | Fortinet, Inc. | +168 | 9,291 | $1,427,283 | |
| NFLX | Netflix Inc | +136 | 5,324 | $380,133 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | +88 | 2,034 | $387,517 | |
| CGDV | Capital Group Dividend Value ETF | +53 | 17,888 | $881,520 | |
| BA | Boeing Co | +52 | 4,201 | $909,390 | |
| GOOGL | Alphabet Inc. | +44 | 2,980 | $1,055,981 | |
| TSLA | Tesla, Inc. | +40 | 3,181 | $1,337,928 | |
| PANW | Palo Alto Networks Inc | +38 | 3,206 | $1,093,310 | |
| VIGI | Vanguard International Dividend Appreciation ETF | +14 | 8,243 | $1,302,641 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +9 | 2,317 | $1,106,529 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | −1,570 | 10,319 | $3,898,002 | |
| AFK | VanEck Africa Index ETF | −1,555 | 4,203 | $2,756,705 | |
| 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 | |
| DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | −695 | 54,839 | $1,017,263 | |
| PLTR | Palantir Technologies Inc. | −339 | 11,110 | $1,296,203 | |
| ORCL | Oracle Corp | −319 | 4,507 | $660,500 | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | −294 | 155,420 | $8,705,401 | |
| CRWD | CrowdStrike Holdings, Inc. | −202 | 2,518 | $1,921,586 | |
| 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 | |
| CAAA | First Trust AAA CMBS ETF | −51 | 62,017 | $3,354,353 | |
| 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 | |
| — | −4 | 24,680 | $2,609,872 | ||
| AAPL | Apple Inc. | −4 | 8,356 | $2,417,892 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
72 tracked positions ·
$116,359,710 total
· filing declares
90 positions · $116,698,178
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 72 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 88,997 | $10,254,897 | 8.81% | |
| ACYN |
FT Vest Laddered Autocallable Barrier & Income ETF
|
Added | 211,947 | $9,935,656 | 8.54% | |
| AIRR |
First Trust RBA American Industrial Renaissance ETF
|
Reduced | 155,420 | $8,705,401 | 7.48% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 6,887 | $5,071,586 | 4.36% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 6,846 | $4,949,658 | 4.25% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 10,319 | $3,898,002 | 3.35% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 18,393 | $3,680,255 | 3.16% | |
| CVY |
Invesco Zacks Multi-Asset Income ETF
|
Added | 38,275 | $3,448,577 | 2.96% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 34,428 | $3,417,934 | 2.94% | |
| CAAA |
First Trust AAA CMBS ETF
|
Reduced | 62,017 | $3,354,353 | 2.88% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
Added | 110,272 | $2,924,413 | 2.51% | |
| GLD |
Spdr Gold Trust
|
Reduced | 7,610 | $2,803,371 | 2.41% | |
| AFK |
VanEck Africa Index ETF
|
Reduced | 4,203 | $2,756,705 | 2.37% | |
|
|
Reduced | 24,680 | $2,609,872 | 2.24% | ||
| AAPL |
Apple Inc.
Technology
|
Reduced | 8,356 | $2,417,892 | 2.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,893 | $2,357,897 | 2.03% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,665 | $2,113,158 | 1.82% | |
| BAPR |
Innovator U.S. Equity Buffer ETF - April
|
Held | 43,416 | $2,098,225 | 1.80% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 2,518 | $1,921,586 | 1.65% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 16,170 | $1,831,414 | 1.57% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 48,629 | $1,645,605 | 1.41% | |
| AAPR |
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
|
Added | 28,244 | $1,487,893 | 1.28% | |
| CGIE |
Capital Group International Equity ETF
|
Added | 39,055 | $1,436,442 | 1.23% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 9,291 | $1,427,283 | 1.23% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,181 | $1,337,928 | 1.15% | |
| CGBL |
Capital Group Core Balanced ETF
|
Added | 34,663 | $1,315,807 | 1.13% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Added | 8,243 | $1,302,641 | 1.12% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 11,110 | $1,296,203 | 1.11% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,317 | $1,106,529 | 0.95% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,206 | $1,093,310 | 0.94% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 1,147 | $1,072,984 | 0.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,980 | $1,055,981 | 0.91% | |
| DTRE |
First Trust Alerian Disruptive Technology Real Estate ETF
|
Reduced | 54,839 | $1,017,263 | 0.87% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Added | 6,067 | $988,192 | 0.85% | |
| ENB |
Enbridge Inc
Energy
|
Held | 17,651 | $956,860 | 0.82% | |
| BA |
Boeing Co
Industrials
|
Added | 4,201 | $909,390 | 0.78% | |
| CGDV |
Capital Group Dividend Value ETF
|
Added | 17,888 | $881,520 | 0.76% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,940 | $806,322 | 0.69% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,967 | $746,615 | 0.64% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,273 | $744,021 | 0.64% | |
| TWLO |
Twilio Inc
Technology
|
Held | 3,518 | $725,868 | 0.62% | |
| ARKB |
Ark 21Shares Bitcoin ETF
|
Reduced | 36,209 | $704,627 | 0.61% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
Reduced | 3,780 | $684,747 | 0.59% | |
| AXP |
American Express Co
Financial Services
|
Held | 1,960 | $662,970 | 0.57% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 4,507 | $660,500 | 0.57% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 3,840 | $636,518 | 0.55% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
Added | 6,780 | $606,674 | 0.52% | |
| ONEQ |
Fidelity Nasdaq Composite Index ETF
|
Held | 5,861 | $604,972 | 0.52% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Added | 6,355 | $575,063 | 0.49% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 2,531 | $518,905 | 0.45% |
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.