Wisconsin Wealth Advisors, LLC
Filing Date
Global Rank
#238
/ 262
▲ 7831
Top Industry
Software - Infrastructure
26.2%
Period ended 9 days ago
Filed Oct 8, 2026 · 1d
8 quarters · since Dec 2024
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
67 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Top Position
9.8%
+1.0 pts
Top 5
34.7%
+1.3 pts
Top 10
49.2%
+0.5 pts
HHI
388
Diversified+30
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 58.6% | $66,191,940 |
| Technology | 25.5% | $28,824,542 |
| Consumer Cyclical | 4.6% | $5,194,201 |
| Healthcare | 2.6% | $2,905,521 |
| Consumer Defensive | 2.4% | $2,693,020 |
| Industrials | 1.8% | $2,073,478 |
| Communication Services | 1.5% | $1,653,530 |
| Financial Services | 1.4% | $1,578,275 |
| Energy | 0.7% | $827,289 |
| Utilities | 0.7% | $738,740 |
| Basic Materials | 0.2% | $205,935 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ACYN | FT Vest Laddered Autocallable Barrier & Income ETF | +48,403 | 260,350 | $10,907,179 | |
| DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | +40,984 | 95,823 | $1,841,718 | |
| BFLY | Butterfly Network, Inc. | +10,000 | 50,000 | $448,000 | |
| CRWD | CrowdStrike Holdings, Inc. | +7,601 | 10,119 | $2,679,005 | |
| BILZ | PIMCO Ultra Short Government Active ETF | +5,442 | 115,714 | $2,937,978 | |
| VB | Vanguard Morningstar Small-Cap ETF | +4,261 | 93,258 | $11,033,582 | |
| AAPR | Innovator Equity Defined Protection ETF - 2 Yr to April 2028 | +1,316 | 29,560 | $1,592,692 | |
| CGBL | Capital Group Core Balanced ETF | +1,031 | 35,694 | $1,311,754 | |
| ALLW | SSGA Active Trust State Street Bridgewater All Weather ETF | +902 | 8,098 | $325,944 | |
| CEG | Constellation Energy Corp | +891 | 2,056 | $522,265 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +732 | 5,174 | $256,371 | |
| CVY | Invesco Zacks Multi-Asset Income ETF | +149 | 38,424 | $3,230,689 | |
| ENB | Enbridge Inc | +144 | 17,795 | $827,289 | |
| LEN | Lennar Corp /New/ | +140 | 6,495 | $529,927 | |
| UBER | Uber Technologies, Inc | +133 | 6,081 | $416,609 | |
| ADBE | Adobe Inc. | +123 | 2,654 | $636,800 | |
| CRM | Salesforce, Inc. | +91 | 3,028 | $695,137 | |
| SPY | Spdr S&P 500 ETF Trust | +90 | 605 | $461,391 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +78 | 48,707 | $1,750,042 | |
| AFK | VanEck Africa Index ETF | +60 | 4,263 | $2,596,167 | |
| AVGO | Broadcom Inc. | +49 | 10,368 | $3,641,137 | |
| BA | Boeing Co | +48 | 4,249 | $790,526 | |
| JPM | Jpmorgan Chase & Co | +46 | 2,319 | $767,194 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | +45 | 1,404 | $0 | |
| CGDV | Capital Group Dividend Value ETF | +45 | 17,933 | $876,027 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −4,124 | 30,304 | $0 | |
| — | −2,664 | 22,016 | $0 | ||
| AIRR | First Trust RBA American Industrial Renaissance ETF | −1,108 | 154,312 | $8,197,333 | |
| AMAT | Applied Materials Inc /De | −507 | 6,339 | $3,241,637 | |
| CAAA | First Trust AAA CMBS ETF | −386 | 61,631 | $3,280,236 | |
| AAPL | Apple Inc. | −356 | 8,000 | $2,664,160 | |
| AMZN | Amazon Com Inc | −328 | 9,565 | $2,383,119 | |
| MGEE | Mge Energy Inc | −303 | 3,117 | $216,475 | |
| QQQ | Invesco Qqq Trust, Series 1 | −282 | 6,605 | $4,886,180 | |
| ARKB | Ark 21Shares Bitcoin ETF | −217 | 35,992 | $996,618 | |
| TSLA | Tesla, Inc. | −171 | 3,010 | $1,067,978 | |
| VIGI | Vanguard International Dividend Appreciation ETF | −110 | 8,133 | $1,262,241 | |
| PLTR | Palantir Technologies Inc. | −68 | 11,042 | $2,065,406 | |
| CGIE | Capital Group International Equity ETF | −60 | 38,995 | $1,431,311 | |
| V | Visa Inc. | −50 | 590 | $212,004 | |
| COST | Costco Wholesale Corp /New | −36 | 1,111 | $1,011,387 | |
| META | Meta Platforms, Inc. | −12 | 876 | $635,257 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −6 | 502 | $255,292 | |
| TWLO | Twilio Inc | −3 | 3,515 | $1,027,996 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CVX | Chevron Corp | 3,840 | $636,518 | |
| BLDR | Builders FirstSource, Inc. | 6,780 | $606,674 | |
| NFLX | Netflix Inc | 5,324 | $380,133 | |
| LNT | Alliant Energy Corp | 3,228 | $246,264 | |
| AMD | Advanced Micro Devices Inc | 412 | $239,334 | |
| CSCO | Cisco Systems, Inc. | 1,737 | $204,028 | |
| AAPX | T-Rex 2X Long Apple Daily Target ETF | 20,000 | $0 | |
| No positions match the current search. | ||||
67 tracked positions ·
$112,886,471 total
· filing declares
84 positions · $118,927,992
· as of Sep 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 67 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 93,258 | $11,033,582 | 9.77% | |
| ACYN |
FT Vest Laddered Autocallable Barrier & Income ETF
|
Added | 260,350 | $10,907,179 | 9.66% | |
| AIRR |
First Trust RBA American Industrial Renaissance ETF
|
Reduced | 154,312 | $8,197,333 | 7.26% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 6,605 | $4,886,180 | 4.33% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 18,401 | $4,202,420 | 3.72% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 10,368 | $3,641,137 | 3.23% | |
| CAAA |
First Trust AAA CMBS ETF
|
Reduced | 61,631 | $3,280,236 | 2.91% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 6,339 | $3,241,637 | 2.87% | |
| CVY |
Invesco Zacks Multi-Asset Income ETF
|
Added | 38,424 | $3,230,689 | 2.86% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
Added | 115,714 | $2,937,978 | 2.60% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,674 | $2,910,194 | 2.58% | |
| GLD |
Spdr Gold Trust
|
Added | 7,614 | $2,899,715 | 2.57% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 10,119 | $2,679,005 | 2.37% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 8,000 | $2,664,160 | 2.36% | |
| AFK |
VanEck Africa Index ETF
|
Added | 4,263 | $2,596,167 | 2.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,565 | $2,383,119 | 2.11% | |
| BAPR |
Innovator U.S. Equity Buffer ETF - April
|
Held | 43,416 | $2,136,920 | 1.89% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 11,042 | $2,065,406 | 1.83% | |
| DTRE |
First Trust Alerian Disruptive Technology Real Estate ETF
|
Added | 95,823 | $1,841,718 | 1.63% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 48,707 | $1,750,042 | 1.55% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 16,182 | $1,681,633 | 1.49% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 9,302 | $1,662,825 | 1.47% | |
| AAPR |
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
|
Added | 29,560 | $1,592,692 | 1.41% | |
| CGIE |
Capital Group International Equity ETF
|
Reduced | 38,995 | $1,431,311 | 1.27% | |
| CGBL |
Capital Group Core Balanced ETF
|
Added | 35,694 | $1,311,754 | 1.16% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,226 | $1,281,722 | 1.14% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Reduced | 8,133 | $1,262,241 | 1.12% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,359 | $1,076,152 | 0.95% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 3,010 | $1,067,978 | 0.95% | |
| TWLO |
Twilio Inc
Technology
|
Reduced | 3,515 | $1,027,996 | 0.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,981 | $1,018,273 | 0.90% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,111 | $1,011,387 | 0.90% | |
| ARKB |
Ark 21Shares Bitcoin ETF
|
Reduced | 35,992 | $996,618 | 0.88% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 835 | $966,161 | 0.86% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 6,161 | $929,448 | 0.82% | |
| CGDV |
Capital Group Dividend Value ETF
|
Added | 17,933 | $876,027 | 0.78% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Added | 6,107 | $834,521 | 0.74% | |
| ENB |
Enbridge Inc
Energy
|
Added | 17,795 | $827,289 | 0.73% | |
| BA |
Boeing Co
Industrials
|
Added | 4,249 | $790,526 | 0.70% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,976 | $778,491 | 0.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,319 | $767,194 | 0.68% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,942 | $712,869 | 0.63% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
Added | 3,790 | $706,077 | 0.63% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 3,028 | $695,137 | 0.62% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 2,654 | $636,800 | 0.56% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 876 | $635,257 | 0.56% | |
| ORCL |
Oracle Corp
Technology
|
Added | 4,540 | $623,342 | 0.55% | |
| ONEQ |
Fidelity Nasdaq Composite Index ETF
|
Held | 5,861 | $620,328 | 0.55% | |
| AXP |
American Express Co
Financial Services
|
Added | 1,970 | $599,077 | 0.53% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Added | 6,495 | $529,927 | 0.47% |
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.