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CIK: 0002073891
Total reported value
$118.9M
$118.9M
90 檔
19.6%
In Q2 2026, Wisconsin Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $118.9M, distributed across 90 disclosed stock positions.
In Q2 2026, Wisconsin Wealth Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.35% | -0.24% | -0.69% | |
| 2 | AMAT | Applied Materials Inc | Stock-Tech | 4.24% | -1.51% | -10.50% | |
| 3 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.96% | +0.01% | -0.28% | |
| 4 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.80% | -0.29% | -0.39% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 3.66% | -0.28% | +0.21% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.38% | +0.11% | +517.88% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.34% | -0.28% | -13.21% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.15% | +0.38% | -7.26% | |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.96% | -0.24% | +0.81% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.51% | -0.04% | +2.14% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 2.40% | +0.04% | -0.86% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.36% | -0.18% | -27.01% | |
| 13 | FTCS | First Trust Capital Strength | ETF-Other | 2.16% | -0.01% | +1.14% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.12% | -0.09% | +307.77% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.07% | +0.17% | -0.05% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | -0.02% | -0.46% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | +0.64% | -0.98% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.67% | -0.20% | +2.41% | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.65% | +0.60% | -7.43% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.57% | -0.16% | -1.14% | |
| 21 | PJUL | Innovator U.s. Equity Power | ETF-Other | 1.54% | — | — | |
| 22 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.50% | -0.07% | -0.26% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-Other | 1.49% | -0.05% | +3.88% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.41% | +0.06% | +1.17% | |
| 25 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.37% | -0.04% | +0.15% | |
| 26 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.28% | +0.07% | +2.44% | |
| 27 | CGIE | Cap Group Intl Equity | ETF-Other | 1.23% | -0.03% | +0.87% | |
| 28 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.22% | +0.03% | +0.11% | |
| 29 | FTNT | Fortinet Inc | Stock-Tech | 1.22% | +0.18% | +1.84% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.15% | -0.25% | +1.27% | |
| 31 | CGBL | Cap Group Core Balanced | ETF-Other | 1.13% | -0.03% | +3.29% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.12% | -0.06% | +0.17% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.11% | +0.63% | -2.96% | |
| 34 | SKYY | First Trust Cloud Computing | ETF-Other | 1.01% | +0.04% | -0.25% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.95% | -0.05% | +0.39% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.94% | +0.14% | +1.20% | |
| 37 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.93% | -0.26% | -1.91% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.07% | — | |
| 39 | WCMI | Ft Wcm International ETF | ETF-Other | 0.91% | +0.70% | -1.26% | |
| 40 | FDD | First Trust Stoxx Europe | ETF-Other | 0.87% | +0.68% | -1.25% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.87% | -0.08% | +0.14% | |
| 42 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.85% | -0.15% | +14.02% | |
| 43 | ENB | Enbridge Inc | Stock-Energy | 0.82% | -0.12% | — | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.78% | -0.12% | +1.25% | |
| 45 | CGDV | Cap Group Dividend Value | ETF-Other | 0.76% | -0.02% | +0.30% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | -0.09% | -1.87% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | -0.03% | +1.32% | |
| 48 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.66% | +0.01% | -2.39% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | +0.01% | -1.17% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | — | -4.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.7% | -10.50% | Trim |
| 2 | CRWD | Crowdstrike Holdings Inc - A | +0.6% | -7.43% | Trim |
| 3 | FTNT | Fortinet Inc | +0.5% | +1.84% | Add |
| 4 | PANW | Palo Alto Networks Inc | +0.4% | +1.20% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -0.69% | Trim |
| 6 | NVDX | T-rex 2x Lng Nvidia Dly Trgt | +0.3% | NEW | New buy |
| 7 | CIBR | First Trust Nasdaq Cybersecu | +0.2% | +0.11% | Add |
| 8 | SOXX | Ishares Semiconductor ETF | +0.2% | NEW | New buy |
| 9 | IWY | Ishares Russell Top 200 Grow | +0.2% | NEW | New buy |
| 10 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 11 | VUG | Vanguard Growth ETF | +0.2% | +517.88% | Add |
| 12 | BLDR | Builders Firstsource Inc | +0.2% | +72.65% | Add |
| 13 | SMH | Vaneck Semiconductor ETF | +0.2% | -27.01% | Trim |
| 14 | V | Visa Inc-class A Shares | +0.2% | NEW | New buy |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.39% | Add |
| 16 | TWLO | Twilio Inc - A | +0.2% | — | Unchanged |
| 17 | ECL | Ecolab Inc | +0.2% | NEW | New buy |
| 18 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | NEW | New buy |
| 19 | BFLY | Butterfly Network Inc | +0.2% | +33.33% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.2% | NEW | New buy |
| 21 | UNH | Unitedhealth Group Inc | +0.2% | -1.87% | Trim |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | +0.81% | Add |
| 23 | DHI | Dr Horton Inc | +0.1% | +14.02% | Add |
| 24 | RDVY | First Trust Rising Dividend | +0.1% | +0.21% | Add |
| 25 | LEN | Lennar Corp-a | +0.1% | +37.76% | Add |
| 26 | CAT | Caterpillar Inc | +0.1% | -1.58% | Trim |
| 27 | VTV | Vanguard Value ETF | +0.1% | +27.82% | Add |
| 28 | XLK | Ss Technology Select Sector | +0.1% | +4.52% | Add |
| 29 | IHF | Ishares U.s. Healthcare Prov | +0.1% | -2.40% | Trim |
| 30 | VB | Vanguard Small-cap ETF | +0.1% | +2.41% | Add |
| 31 | SKYY | First Trust Cloud Computing | +0.1% | -0.25% | Trim |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | +1.32% | Add |
| 33 | VBK | Vanguard Small-cap Grwth ETF | 0% | +0.14% | Add |
| 34 | SCHG | Schwab US Large-cap Growth | 0% | +1.17% | Add |
| 35 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | — | Unchanged |
| 36 | CRM | Salesforce Inc | 0% | +50.08% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | 0% | +2.02% | Add |
| 38 | CGDV | Cap Group Dividend Value | 0% | +0.30% | Add |
| 39 | ADBE | Adobe Inc | 0% | +42.35% | Add |
| 40 | TSLA | Tesla Inc | — | +1.27% | Add |
| 41 | WCMI | Ft Wcm International ETF | — | -1.26% | Trim |
| 42 | ABBV | Abbvie Inc | — | -1.17% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 44 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 45 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | — | +0.59% | Add |
| 47 | VO | Vanguard Mid-cap ETF | 0% | +307.77% | Add |
| 48 | CGBL | Cap Group Core Balanced | 0% | +3.29% | Add |
| 49 | AXP | American Express Co | 0% | — | Unchanged |
| 50 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
According to official SEC Form 13F filings, Wisconsin Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $118.9M across 90 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, AMAT, FDL) accounted for 19.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
NVDX
市值: $339.6K
Top Position Liquidated / Trimmed
TSCO
前期市值: $462.7K
During Q2 2026, Wisconsin Wealth Advisors, LLC's top holdings by market value included QQQ (4.3%)、AMAT (4.2%)、FDL (4.0%). The largest single position, QQQ, represented 4.3% of total portfolio value.
In Q2 2026, Wisconsin Wealth Advisors, LLC made 76 total portfolio adjustments, initiating 8 new buys, adding to 35 positions, trimming 31 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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