Wisconsin Wealth Advisors, LLC
Filing Date
Global Rank
#215
/ 295
▲ 6700
Top Industry
Semiconductors
20.5%
3Y Alpha vs SPY
+0.5%
Period ended 9 days ago
Filed Jul 7, 2026 · 2d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+24.3%
SPY
+24.4%
Annualised alpha
-0.1%
Max drawdown
−20.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
48 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.5%
+0.9 pts
Top 5
38.1%
+1.5 pts
Top 10
57.1%
−1.1 pts
HHI
439
Diversified+12
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.0% | $25,700,638 |
| Unclassified | 18.5% | $9,914,291 |
| Consumer Cyclical | 10.7% | $5,717,211 |
| Consumer Defensive | 5.4% | $2,904,398 |
| Industrials | 3.7% | $1,980,360 |
| Healthcare | 3.5% | $1,889,737 |
| Financial Services | 3.0% | $1,626,568 |
| Energy | 3.0% | $1,593,378 |
| Communication Services | 2.2% | $1,150,863 |
| Utilities | 1.5% | $814,481 |
| Basic Materials | 0.4% | $208,957 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| GOOGL | Alphabet Inc. | +15 | 757 | $270,529 | |
| 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
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
48 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 6,887 | $5,071,586 | 9.48% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 6,846 | $4,949,658 | 9.25% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 10,319 | $3,898,002 | 7.29% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 18,393 | $3,680,255 | 6.88% | |
| GLD |
Spdr Gold Trust
|
Reduced | 7,610 | $2,803,371 | 5.24% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 8,356 | $2,417,892 | 4.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,893 | $2,357,897 | 4.41% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,665 | $2,113,158 | 3.95% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 16,170 | $1,831,414 | 3.42% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 9,291 | $1,427,283 | 2.67% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,181 | $1,337,928 | 2.50% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 11,110 | $1,296,203 | 2.42% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,317 | $1,106,529 | 2.07% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,206 | $1,093,310 | 2.04% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 1,147 | $1,072,984 | 2.01% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Added | 6,067 | $988,192 | 1.85% | |
| ENB |
Enbridge Inc
Energy
|
Held | 17,651 | $956,860 | 1.79% | |
| BA |
Boeing Co
Industrials
|
Added | 4,201 | $909,390 | 1.70% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,940 | $806,322 | 1.51% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,967 | $746,615 | 1.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,273 | $744,021 | 1.39% | |
| TWLO |
Twilio Inc
Technology
|
Held | 3,518 | $725,868 | 1.36% | |
| ARKB |
Ark 21Shares Bitcoin ETF
|
Reduced | 36,209 | $704,627 | 1.32% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
Reduced | 3,780 | $684,747 | 1.28% | |
| AXP |
American Express Co
Financial Services
|
Held | 1,960 | $662,970 | 1.24% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 4,507 | $660,500 | 1.23% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 3,840 | $636,518 | 1.19% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
Added | 6,780 | $606,674 | 1.13% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Added | 6,355 | $575,063 | 1.07% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 2,531 | $518,905 | 0.97% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 888 | $500,201 | 0.93% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 2,518 | $480,396 | 0.90% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 436 | $464,296 | 0.87% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 2,937 | $460,110 | 0.86% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 1,299 | $458,131 | 0.86% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 5,948 | $429,207 | 0.80% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 515 | $384,586 | 0.72% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 5,324 | $380,133 | 0.71% | |
| BFLY |
Butterfly Network, Inc.
Healthcare
|
Added | 40,000 | $336,800 | 0.63% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 1,165 | $289,351 | 0.54% | |
| MGEE |
Mge Energy Inc
Utilities
|
Reduced | 3,420 | $278,866 | 0.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 757 | $270,529 | 0.51% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 508 | $265,374 | 0.50% | |
| LNT |
Alliant Energy Corp
Utilities
|
Held | 3,228 | $246,264 | 0.46% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 412 | $239,334 | 0.45% | |
| V |
Visa Inc.
Financial Services
|
NEW | 640 | $219,577 | 0.41% | |
| ECL |
Ecolab Inc.
Basic Materials
|
NEW | 750 | $208,957 | 0.39% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 1,737 | $204,028 | 0.38% |