Wisconsin Wealth Advisors, LLC

CIK 0002073891 · SUN PRAIRIE, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

Wisconsin Wealth Advisors, LLC reported 90 positions worth $116.7M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: QQQ (4.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$116.7M
2026 Q2
Positions
90
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
35.3%
Est. Net Flow (Q)
2026 Q2
10 / 90 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1QQQINVESCO QQQ TRSH$5.1M4.35%6,887
2AMATAPPLIED MATLS INCSH$4.9M4.24%6,846
3FDLFIRST TR EXCHANGE-TRADED FDSH$4.6M3.96%94,893
4SDVYFIRST TR EXCHANGE TRADED FDSH$4.4M3.80%102,662
5RDVYFIRST TR EXCHANGE TRADED FDSH$4.3M3.66%52,758
6VUGVANGUARD INDEX FDSSH$3.9M3.38%45,748
7AVGOBROADCOM INCSH$3.9M3.34%10,319
8NVDANVIDIA CORPORATIONSH$3.7M3.15%18,393
9SPHQINVESCO EXCHANGE TRADED FD TSH$3.4M2.96%38,275
10PYLDPIMCO ETF TRSH$2.9M2.51%110,272

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Wisconsin Wealth Advisors, LLC hold as of Q2 2026?

Wisconsin Wealth Advisors, LLC reported 90 positions worth $116.7M in its Q2 2026 13F filing. Largest positions: QQQ (4.3%), AMAT (4.2%), FDL (4.0%), SDVY (3.8%) and RDVY (3.7%).

What did Wisconsin Wealth Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Wisconsin Wealth Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.