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Wisconsin Wealth Advisors, LLC

Location
SUN PRAIRIE, WI
Portfolio Value
Small $116,359,710
Diversification
Diversified
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.

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Portfolio Concentration

72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
8.8%
−1.6 pts
Top 5
33.4%
+2.3 pts
Top 10
48.7%
+0.9 pts
HHI
358
Dec 2024 → Jun 2026 · range 331 – 417
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

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
— −4 24,680 $2,609,872

New Positions

Positions the filer opened this quarter
6 positions
Ticker Shares Value Open
— 844 $245,283

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
72 tracked positions · $116,359,710 total · filing declares 90 positions · $116,698,178 · as of Jun 30, 2026
Showing 1–50 of 72 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History
24,680 $2,609,872 2.24%

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.