Go Pro

Wisconsin Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Wisconsin Wealth Advisors, LLC

Investment Activity

  • Wisconsin Wealth Advisors, LLC has $116.70 million in total holdings as of June 30, 2026.
  • Wisconsin Wealth Advisors, LLC owns shares of 90 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
  • Approximately 7.39% of the portfolio was purchased this quarter.
  • About 3.32% of the portfolio was sold this quarter.
  • This quarter, Wisconsin Wealth Advisors, LLC has purchased 84 new stocks and bought additional shares in 35 stocks.
  • Wisconsin Wealth Advisors, LLC sold shares of 31 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

26923N819 - ETF OPPORTUNITIES TRUST
$339,600 Holding
464287523 - iShares Semiconductor ETF
$281,663 Holding
464289438 - iShares Russell Top 200 Growth ETF
$245,283 Holding
007903107 - Advanced Micro Devices
$239,335 Holding
92826C839 - Visa
$219,578 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
38,344 shares (about $3.30M)
Vanguard Mid-Cap ETF
23,175 shares (about $1.87M)
ETF OPPORTUNITIES TRUST
20,000 shares (about $339.60K)
iShares Semiconductor ETF
440 shares (about $281.66K)
Builders FirstSource
2,853 shares (about $255.29K)

Largest Sales this Quarter

VanEck Semiconductor ETF
1,555 shares (about $1.02M)
Broadcom
1,570 shares (about $593.07K)
Applied Materials
803 shares (about $580.58K)
NVIDIA
1,440 shares (about $288.13K)
CrowdStrike
202 shares (about $154.13K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWisconsin Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,071,764$35,348 â–¼-0.7%6,8874.3%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$4,949,718$580,576 â–¼-10.5%6,8464.2%Computer and Technology
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$4,617,495$13,138 â–¼-0.3%94,8934.0%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$4,428,860$17,558 â–¼-0.4%102,6623.8%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$4,276,601$9,160 â–²0.2%52,7583.7%Manufacturing
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,940,704$3,302,928 â–²517.9%45,7483.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$3,898,028$593,071 â–¼-13.2%10,3193.3%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,680,225$288,127 â–¼-7.3%18,3933.2%Computer and Technology
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$3,448,597$27,571 â–²0.8%38,2753.0%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$2,924,402$61,314 â–²2.1%110,2722.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,803,505$24,314 â–¼-0.9%7,6102.4%Finance
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$2,756,849$1,019,962 â–¼-27.0%4,2032.4%Manufacturing
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$2,523,239$28,364 â–²1.1%26,8662.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,473,915$1,867,220 â–²307.8%30,7052.1%ETF
Apple Inc. stock logo
AAPL
Apple
$2,417,853$1,157 â–¼0.0%8,3562.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,357,876$10,964 â–¼-0.5%9,8932.0%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$2,113,007$20,888 â–¼-1.0%5,6651.8%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,945,589$45,768 â–²2.4%6,4191.7%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$1,921,268$154,129 â–¼-7.4%2,5181.6%Computer and Technology
WALMART INC
$1,831,431$21,180 â–¼-1.1%16,1701.6%COM
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$1,797,1840.0%36,8201.5%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$1,750,644$4,480 â–¼-0.3%35,1681.5%Manufacturing
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$1,734,419$64,705 â–²3.9%35,9991.5%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,645,596$19,052 â–²1.2%48,6291.4%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$1,603,698$2,329 â–²0.1%26,8491.4%Manufacturing
BUFF
Innovator Laddered Allocation Power Buffer ETF
$1,487,906$35,454 â–²2.4%28,2441.3%ETF
CAPITAL GROUP INTERNATIONAL
$1,436,443$12,321 â–²0.9%39,0551.2%SHS
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$1,428,964$1,617 â–²0.1%15,9041.2%Manufacturing
Fortinet, Inc. stock logo
FTNT
Fortinet
$1,427,265$25,808 â–²1.8%9,2911.2%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,338,064$16,826 â–²1.3%3,1811.1%Auto/Tires/Trucks
CAPITAL GROUP CORE BALANCED
$1,315,792$41,907 â–²3.3%34,6631.1%SHS
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,302,637$2,212 â–²0.2%8,2431.1%Financial Services
PALANTIR TECHNOLOGIES INC
$1,296,155$39,550 â–¼-3.0%11,1101.1%CL A
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$1,180,905$2,960 â–¼-0.3%8,7761.0%Manufacturing
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,106,379$4,298 â–²0.4%2,3170.9%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,093,464$12,961 â–²1.2%3,2060.9%Computer and Technology
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,083,775$21,089 â–¼-1.9%4,4710.9%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,072,8140.0%1,1470.9%Retail/Wholesale
FIRST TR EXCHANGE-TRADED FD
$1,060,472$13,581 â–¼-1.3%54,1890.9%WCM INTL EQUITY
First Trust STOXX European Select Dividend Index Fund stock logo
FDD
First Trust STOXX European Select Dividend Index Fund
$1,017,261$12,892 â–¼-1.3%54,8390.9%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,016,604$1,463 â–²0.1%2,7800.9%ETF
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$988,180$121,507 â–²14.0%6,0670.8%Construction
Enbridge Inc stock logo
ENB
Enbridge
$956,8690.0%17,6510.8%Energy
The Boeing Company stock logo
BA
Boeing
$909,433$11,257 â–²1.3%4,2010.8%Aerospace
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$881,543$2,612 â–²0.3%17,8880.8%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$806,163$15,375 â–¼-1.9%1,9400.7%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$785,422$10,246 â–²1.3%2,2230.7%Computer and Technology
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$773,559$18,973 â–¼-2.4%15,6560.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$746,620$8,807 â–¼-1.2%2,9670.6%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$743,869$36,653 â–¼-4.7%2,2730.6%Finance
Twilio Inc. stock logo
TWLO
Twilio
$725,8290.0%3,5180.6%Computer and Technology
iShares U.S. Healthcare Providers ETF stock logo
IHF
iShares U.S. Healthcare Providers ETF
$706,660$17,373 â–¼-2.4%12,7720.6%ETF
ARK 21SHARES BITCOIN ETF
$704,625$16,697 â–¼-2.3%36,2090.6%SHS BEN INT
abrdn Physical Precious Metals Basket Shares ETF stock logo
GLTR
abrdn Physical Precious Metals Basket Shares ETF
$684,798$17,211 â–¼-2.5%3,7800.6%ETF
American Express Company stock logo
AXP
American Express
$662,9350.0%1,9600.6%Finance
Oracle Corporation stock logo
ORCL
Oracle
$660,501$46,749 â–¼-6.6%4,5070.6%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$636,588$2,155 â–¼-0.3%3,8400.5%Energy
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$606,675$255,287 â–²72.7%6,7800.5%Retail/Wholesale
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$604,9720.0%5,8610.5%ETF
Lennar Corporation stock logo
LEN
Lennar
$575,036$157,626 â–²37.8%6,3550.5%Construction
Adobe Inc. stock logo
ADBE
Adobe
$518,949$154,393 â–²42.4%2,5310.4%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$515,528$112,213 â–²27.8%2,3660.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$500,1170.0%8880.4%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$464,296$7,454 â–¼-1.6%4360.4%Industrials
Salesforce Inc. stock logo
CRM
Salesforce
$460,166$153,545 â–²50.1%2,9370.4%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$458,2540.0%1,2990.4%Retail/Wholesale
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$429,2050.0%5,9480.4%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$387,518$16,766 â–²4.5%2,0340.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$384,2480.0%5150.3%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$380,155$9,711 â–²2.6%5,3240.3%Consumer Discretionary
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$366,2070.0%4890.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$362,2690.0%9790.3%ETF
ETF OPPORTUNITIES TRUST
$339,600$339,600 â–²New Holding20,0000.3%T REX 2X LONG
Butterfly Network, Inc. stock logo
BFLY
Butterfly Network
$336,800$84,200 â–²33.3%40,0000.3%Medical
Innovator U.S. Equity Power Buffer ETF - August stock logo
PAUG
Innovator U.S. Equity Power Buffer ETF - August
$301,0410.0%6,5960.3%ETF
SPDR SSgA Ultra Short Term Bond ETF stock logo
ULST
SPDR SSgA Ultra Short Term Bond ETF
$290,904$121 â–¼0.0%7,1960.2%ETF
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$289,357$994 â–²0.3%1,1650.2%Energy
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$289,1540.0%1,3590.2%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$281,663$281,663 â–²New Holding4400.2%ETF
MGE Energy Inc. stock logo
MGEE
MGE Energy
$278,867$14,759 â–¼-5.0%3,4200.2%Utilities
Alphabet Inc. stock logo
GOOGL
Alphabet
$270,529$5,361 â–²2.0%7570.2%Computer and Technology
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$265,467$1,568 â–²0.6%5080.2%Finance
Alliant Energy Corporation stock logo
LNT
Alliant Energy
$246,2630.0%3,2280.2%Utilities
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$245,283$245,283 â–²New Holding8440.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$239,335$239,335 â–²New Holding4120.2%Computer and Technology
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$221,1230.0%4,4420.2%ETF
Visa Inc. stock logo
V
Visa
$219,578$219,578 â–²New Holding6400.2%Business Services
Ecolab Inc. stock logo
ECL
Ecolab
$208,958$208,958 â–²New Holding7500.2%Basic Materials
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$205,698$205,698 â–²New Holding6000.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$204,002$204,002 â–²New Holding1,7370.2%Computer and Technology
Tractor Supply Company stock logo
TSCO
Tractor Supply
$0$462,690 â–¼-100.0%00.0%Retail/Wholesale
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$0$334,125 â–¼-100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data