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Wisconsin Wealth Advisors, LLC

Location
SUN PRAIRIE, WI
Portfolio Value
Small $112,886,471
Diversification
Diversified
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.

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Portfolio Concentration

67 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026
Top Position
9.8%
+1.0 pts
Top 5
34.7%
+1.3 pts
Top 10
49.2%
+0.5 pts
HHI
388
Dec 2024 → Sep 2026 · range 331 – 417
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

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Sep 30, 2026 vs Jun 30, 2026

Added To

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

Trimmed

Positions the filer reduced
19 positions
Ticker Δ Shares Shares Value Open
— −2,664 22,016 $0

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
7 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
67 tracked positions · $112,886,471 total · filing declares 84 positions · $118,927,992 · as of Sep 30, 2026
Showing 1–50 of 67 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History

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.