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

About Wisconsin Wealth Advisors, LLC

Investment Activity

Wisconsin Wealth Advisors, LLC has $101.65 million in total holdings as of March 31, 2026.
Wisconsin Wealth Advisors, LLC owns shares of 84 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 4.67% of the portfolio was purchased this quarter.
About 2.04% of the portfolio was sold this quarter.
This quarter, Wisconsin Wealth Advisors, LLC has purchased 85 new stocks and bought additional shares in 52 stocks.
Wisconsin Wealth Advisors, LLC sold shares of 17 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

First Trust Morningstar Dividend Leaders Index Fund: $4,834,262
First Trust SMID Cap Rising Dividend Achievers ETF: $4,064,025
Invesco QQQ: $4,003,017
Broadcom: $3,679,898
First Trust Rising Dividend Achievers ETF: $3,594,579

Largest New Holdings this Quarter

14021M107 - CAPITAL GROUP INTERNATIONAL: $1,309,510 Holding
018802108 - Alliant Energy: $231,640 Holding

Largest Purchases this Quarter

CAPITAL GROUP INTERNATIONAL: 38,720 shares (about $1.31M)
First Trust Capital Strength ETF: 6,321 shares (about $586.33K)
Oracle: 2,578 shares (about $379.25K)
CrowdStrike: 689 shares (about $268.95K)
Microsoft: 726 shares (about $268.72K)

Largest Sales this Quarter

AbbVie: 1,085 shares (about $236.01K)
SPDR Gold Shares: 378 shares (about $162.65K)
WALMART INC: 742 shares (about $92.21K)
Ulta Beauty: 163 shares (about $85.23K)
Fortinet: 560 shares (about $45.76K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
FDL First Trust Morningstar Dividend Leaders Index Fund	$4,834,262	$97,332 â–²	2.1%	95,163	4.8%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$4,064,025	$71,132 â–²	1.8%	103,069	4.0%	ETF
QQQ Invesco QQQ	$4,003,017	$62,917 â–²	1.6%	6,935	3.9%	Finance
AVGO Broadcom	$3,679,898	$24,762 â–²	0.7%	11,889	3.6%	Computer and Technology
RDVY First Trust Rising Dividend Achievers ETF	$3,594,579	$80,024 â–²	2.3%	52,645	3.5%	Manufacturing
NVDA NVIDIA	$3,458,932	$148,242 â–²	4.5%	19,833	3.4%	Computer and Technology
GLD SPDR Gold Shares	$3,302,866	$162,648 â–¼	-4.7%	7,676	3.2%	Finance
VUG Vanguard Growth ETF	$3,233,819	$4,804 â–²	0.1%	7,404	3.2%	ETF
SPHQ Invesco S&P 500 Quality ETF	$2,854,852	$5,113 â–¼	-0.2%	37,969	2.8%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$2,828,546	$9,301 â–¼	-0.3%	107,960	2.8%	ETF
AMAT Applied Materials	$2,614,421	$12,647 â–²	0.5%	7,649	2.6%	Computer and Technology
FTCS First Trust Capital Strength ETF	$2,464,070	$586,334 â–²	31.2%	26,564	2.4%	ETF
SMH VanEck Semiconductor ETF	$2,207,587	$25,304 â–²	1.2%	5,758	2.2%	Manufacturing
VO Vanguard Mid-Cap ETF	$2,162,473	$74,380 â–²	3.6%	7,530	2.1%	ETF
AAPL Apple	$2,121,672	$11,674 â–²	0.6%	8,360	2.1%	Computer and Technology
MSFT Microsoft	$2,117,593	$268,724 â–²	14.5%	5,721	2.1%	Computer and Technology
AMZN Amazon.com	$2,070,084	$27,701 â–²	1.4%	9,939	2.0%	Retail/Wholesale
WALMART INC	$2,032,820	$92,214 â–¼	-4.3%	16,357	2.0%	COM
LMBS First Trust Low Duration Opportunities ETF	$1,756,185	$124,175 â–²	7.6%	35,258	1.7%	Manufacturing
PJUL Innovator U.S. Equity Power Buffer ETF - July	$1,692,523		0.0%	36,820	1.7%	ETF
PALANTIR TECHNOLOGIES INC	$1,674,818	$62,610 â–²	3.9%	11,449	1.6%	CL A
VB Vanguard Small-Cap ETF	$1,641,624	$74,643 â–²	4.8%	6,268	1.6%	ETF
FVD First Trust Value Line Dividend Index Fund	$1,629,851	$5,832 â–¼	-0.4%	34,656	1.6%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$1,602,705	$84,230 â–²	5.5%	26,810	1.6%	Manufacturing
SCHG Schwab U.S. Large-Cap Growth ETF	$1,400,154	$12,001 â–²	0.9%	48,066	1.4%	ETF
BUFF Innovator Laddered Allocation Power Buffer ETF	$1,362,306	$6,275 â–¼	-0.5%	27,571	1.3%	ETF
CAPITAL GROUP INTERNATIONAL	$1,309,510	$1,309,510 â–²	New Holding	38,720	1.3%	SHS
VYM Vanguard High Dividend Yield ETF	$1,218,704	$3,702 â–²	0.3%	8,229	1.2%	Financial Services
TSLA Tesla	$1,167,787	$9,666 â–²	0.8%	3,141	1.1%	Auto/Tires/Trucks
CAPITAL GROUP CORE BALANCED	$1,154,750	$826 â–¼	-0.1%	33,559	1.1%	SHS
COST Costco Wholesale	$1,142,724	$56,788 â–²	5.2%	1,147	1.1%	Retail/Wholesale
CRWD CrowdStrike	$1,061,752	$268,951 â–²	33.9%	2,720	1.0%	Computer and Technology
ITA iShares U.S. Aerospace & Defense ETF	$997,088	$1,313 â–¼	-0.1%	4,558	1.0%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$995,754	$50,208 â–²	5.3%	15,886	1.0%	Manufacturing
FDD First Trust STOXX European Select Dividend Index Fund	$989,068	$36,422 â–²	3.8%	55,534	1.0%	ETF
SKYY First Trust Cloud Computing ETF	$962,167	$39,808 â–²	4.3%	8,798	0.9%	Manufacturing
ENB Enbridge	$955,633	$433 â–¼	0.0%	17,651	0.9%	Energy
FIRST TR EXCHANGE-TRADED FD	$920,395	$29,717 â–²	3.3%	54,883	0.9%	WCM INTL EQUITY
IHI iShares U.S. Medical Devices ETF	$855,753	$1,387 â–²	0.2%	16,040	0.8%	ETF
GLTR abrdn Physical Precious Metals Basket Shares ETF	$847,451	$28,431 â–²	3.5%	3,875	0.8%	ETF
VBK Vanguard Small-Cap Growth ETF	$839,012	$14,205 â–²	1.7%	2,776	0.8%	ETF
ARK 21SHARES BITCOIN ETF	$833,645	$7,467 â–¼	-0.9%	37,067	0.8%	SHS BEN INT
BA Boeing	$825,852	$8,360 â–²	1.0%	4,149	0.8%	Aerospace
CVX Chevron	$797,272	$9,105 â–²	1.2%	3,853	0.8%	Energy
TSM Taiwan Semiconductor Manufacturing	$779,882	$2,365 â–¼	-0.3%	2,308	0.8%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$758,685		0.0%	17,835	0.7%	ETF
FTNT Fortinet	$745,522	$45,763 â–¼	-5.8%	9,123	0.7%	Computer and Technology
DHI D.R. Horton	$730,099	$2,058 â–¼	-0.3%	5,321	0.7%	Construction
ORCL Oracle	$709,953	$379,250 â–²	114.7%	4,826	0.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$701,435	$23,234 â–²	3.4%	2,385	0.7%	Finance
ABBV AbbVie	$653,010	$236,015 â–¼	-26.5%	3,002	0.6%	Medical
GOOG Alphabet	$629,346	$16,924 â–²	2.8%	2,194	0.6%	Computer and Technology
AXP American Express	$592,829	$907 â–²	0.2%	1,960	0.6%	Finance
IHF iShares U.S. Healthcare Providers ETF	$547,645	$1,465 â–²	0.3%	13,086	0.5%	ETF
UNH UnitedHealth Group	$534,853	$2,435 â–²	0.5%	1,977	0.5%	Medical
META Meta Platforms	$507,966	$16,017 â–²	3.3%	888	0.5%	Computer and Technology
PANW Palo Alto Networks	$507,966	$172,048 â–²	51.2%	3,168	0.5%	Computer and Technology
NFLX Netflix	$498,873	$11,347 â–²	2.3%	5,188	0.5%	Consumer Discretionary
ONEQ Fidelity NASDAQ Composite Index ETF	$497,658		0.0%	5,861	0.5%	ETF
TSCO Tractor Supply	$462,690	$181 â–¼	0.0%	10,214	0.5%	Retail/Wholesale
TWLO Twilio	$442,610	$1,007 â–²	0.2%	3,518	0.4%	Computer and Technology
ADBE Adobe	$432,248	$972 â–²	0.2%	1,778	0.4%	Computer and Technology
UBER Uber Technologies	$427,837	$863 â–²	0.2%	5,948	0.4%	Computer and Technology
HD Home Depot	$427,342	$658 â–¼	-0.2%	1,299	0.4%	Retail/Wholesale
LEN Lennar	$400,592	$4,863 â–²	1.2%	4,613	0.4%	Construction
CRM Salesforce	$365,391	$187 â–²	0.1%	1,957	0.4%	Computer and Technology
VTV Vanguard Value ETF	$363,082	$33,739 â–²	10.2%	1,851	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$334,631	$6,498 â–²	2.0%	515	0.3%	Finance
ULTA Ulta Beauty	$334,125	$85,231 â–¼	-20.3%	639	0.3%	Retail/Wholesale
CEG Constellation Energy	$324,216	$3,630 â–²	1.1%	1,161	0.3%	Energy
BLDR Builders FirstSource	$323,310		0.0%	3,927	0.3%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$319,420		0.0%	489	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$314,073		0.0%	979	0.3%	ETF
CAT Caterpillar	$313,848		0.0%	443	0.3%	Industrials
ULST SPDR SSgA Ultra Short Term Bond ETF	$291,560		0.0%	7,199	0.3%	ETF
PAUG Innovator U.S. Equity Power Buffer ETF - August	$281,781		0.0%	6,596	0.3%	ETF
MGEE MGE Energy	$278,321	$37,408 â–²	15.5%	3,601	0.3%	Utilities
RSP Invesco S&P 500 Equal Weight ETF	$260,819		0.0%	1,359	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$258,623	$3,721 â–²	1.5%	1,946	0.3%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$233,993		0.0%	505	0.2%	Finance
LNT Alliant Energy	$231,640	$231,640 â–²	New Holding	3,228	0.2%	Utilities
VUSB Vanguard Ultra-Short Bond ETF	$221,145		0.0%	4,442	0.2%	ETF
GOOGL Alphabet	$213,370		0.0%	742	0.2%	Computer and Technology
BFLY Butterfly Network	$121,200	$80,800 â–²	200.0%	30,000	0.1%	Medical
XLE Energy Select Sector SPDR Fund	$0	$993,037 â–¼	-100.0%	0	0.0%	ETF
IWY iShares Russell Top 200 Growth ETF	$0	$209,367 â–¼	-100.0%	0	0.0%	ETF
V Visa	$0	$205,516 â–¼	-100.0%	0	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

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

About Wisconsin Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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

About Wisconsin Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWisconsin Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools