Wisconsin Wealth Advisors

SUN PRAIRIE, WIfiles as Wisconsin Wealth Advisors, LLC

$117m in 90 US stocks at the end of 30 June 2026. The top 10 are 35.3% of the money. It changed about 8.0% of the portfolio this quarter.

Value

$117m

Stocks

Top 10 share

35.3%

Turnover

8.0%

What changed this quarter

New

Bought for the first time this quarter.

ETF Opportunities TrustNVDX
0.3% of the fund
Ishares TRSOXX
0.2% of the fund
Ishares TRIWY
0.2% of the fund
Advanced Micro DevicesAMD
0.2% of the fund
VisaV
0.2% of the fund
EcolabECL
0.2% of the fund
Ishares TRMTUM
0.2% of the fund
Cisco SystemsCSCO
0.2% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVUG
3.4% of the fund
+3%
Pimco ETF TRPYLD
2.5% of the fund
+2%
Vanguard Index FDSVB
1.7% of the fund
+2%
First TR Exchange-Traded FDFVD
1.5% of the fund
+4%
Innovator Etfs TrustBUFF
1.3% of the fund
+2%
Capital Group Core BalancedCGBL
1.1% of the fund
+3%
Horton D RDHI
0.8% of the fund
+14%
Builders FirstSourceBLDR
0.5% of the fund
+73%
LennarLEN
0.5% of the fund
+38%
AdobeADBE
0.4% of the fund
+42%
Vanguard Index FDSVTV
0.4% of the fund
+28%
SalesforceCRM
0.4% of the fund
+50%
Select Sector Spdr TRXLK
0.3% of the fund
+5%
NetflixNFLX
0.3% of the fund
+3%
Butterfly NetworkBFLY
0.3% of the fund
+33%
AlphabetGOOGL
0.2% of the fund
+2%

Cut

Sold some of their stake.

Applied MaterialsAMAT
4.2% of the fund
-11%
BroadcomAVGO
3.3% of the fund
-13%
NvidiaNVDA
3.2% of the fund
-7%
Vaneck ETF TrustSMH
2.4% of the fund
-27%
CrowdStrike HoldingsCRWD
1.6% of the fund
-7%
Palantir TechnologiesPLTR
1.1% of the fund
-3%
Ishares TRIHI
0.7% of the fund
-2%
JPMorgan ChaseJPM
0.6% of the fund
-5%
Ishares TRIHF
0.6% of the fund
-2%
ARK 21shares Bitcoin ETFARKB
0.6% of the fund
-2%
Abrdn Precious Metals BasketGLTR
0.6% of the fund
-2%
OracleORCL
0.6% of the fund
-7%
MGE EnergyMGEE
0.2% of the fund
-5%

Sold out

Sold their entire stake.

Tractor SupplyTSCO
-100%
Ulta BeautyULTA
-100%

Holdings

Invesco QQQ TRQQQ
Share
4.3%
Value
$5m
Shares
6,887
Held
Applied MaterialsAMAT
Share
4.2%
Value
$5m
Shares
6,846
-11%
First TR Exchange-Traded FDFDL
Share
4.0%
Value
$5m
Shares
94,893
Held
First TR Exchange Traded FDSDVY
Share
3.8%
Value
$4m
Shares
102,662
Held
First TR Exchange Traded FDRDVY
Share
3.7%
Value
$4m
Shares
52,758
Held
Vanguard Index FDSVUG
Share
3.4%
Value
$4m
Shares
45,748
+3%
BroadcomAVGO
Share
3.3%
Value
$4m
Shares
10,319
-13%
NvidiaNVDA
Share
3.2%
Value
$4m
Shares
18,393
-7%
Invesco Exchange Traded FD TSPHQ
Share
3.0%
Value
$3m
Shares
38,275
Held
Pimco ETF TRPYLD
Share
2.5%
Value
$3m
Shares
110,272
+2%
Spdr Gold TRGLD
Share
2.4%
Value
$3m
Shares
7,610
Held
Vaneck ETF TrustSMH
Share
2.4%
Value
$3m
Shares
4,203
-27%
First TR Exchange-Traded FDFTCS
Share
2.2%
Value
$3m
Shares
26,866
Held
Vanguard Index FDSVO
Share
2.1%
Value
$2m
Shares
30,705
Held
AppleAAPL
Share
2.1%
Value
$2m
Shares
8,356
Held
Amazon.comAMZN
Share
2.0%
Value
$2m
Shares
9,893
Held
MicrosoftMSFT
Share
1.8%
Value
$2m
Shares
5,665
Held
Vanguard Index FDSVB
Share
1.7%
Value
$2m
Shares
6,419
+2%
CrowdStrike HoldingsCRWD
Share
1.6%
Value
$2m
Shares
2,518
-7%
WalmartWMT
Share
1.6%
Value
$2m
Shares
16,170
Held
Innovator Etfs TrustPJUL
Share
1.5%
Value
$2m
Shares
36,820
Held
First TR Exchange-Traded FDLMBS
Share
1.5%
Value
$2m
Shares
35,168
Held
First TR Exchange-Traded FDFVD
Share
1.5%
Value
$2m
Shares
35,999
+4%
Schwab Strategic TRSCHG
Share
1.4%
Value
$2m
Shares
48,629
Held
First TR Exchange-Traded FDFTSM
Share
1.4%
Value
$2m
Shares
26,849
Held
Innovator Etfs TrustBUFF
Share
1.3%
Value
$1m
Shares
28,244
+2%
Capital Group InternationalCGIE
Share
1.2%
Value
$1m
Shares
39,055
Held
First TR Exchange-Traded FDCIBR
Share
1.2%
Value
$1m
Shares
15,904
Held
FortinetFTNT
Share
1.2%
Value
$1m
Shares
9,291
Held
TeslaTSLA
Share
1.1%
Value
$1m
Shares
3,181
Held
Capital Group Core BalancedCGBL
Share
1.1%
Value
$1m
Shares
34,663
+3%
Vanguard Whitehall FDSVYM
Share
1.1%
Value
$1m
Shares
8,243
Held
Palantir TechnologiesPLTR
Share
1.1%
Value
$1m
Shares
11,110
-3%
First TR Exchange-Traded FDSKYY
Share
1.0%
Value
$1m
Shares
8,776
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.9%
Value
$1m
Shares
2,317
Held
Palo Alto NetworksPANW
Share
0.9%
Value
$1m
Shares
3,206
Held
Ishares TRITA
Share
0.9%
Value
$1m
Shares
4,471
Held
Costco WholesaleCOST
Share
0.9%
Value
$1m
Shares
1,147
Held
First TR Exchange-Traded FDWCMI
Share
0.9%
Value
$1m
Shares
54,189
Held
First TR Exchange-Traded FDFDD
Share
0.9%
Value
$1m
Shares
54,839
Held
Vanguard Index FDSVBK
Share
0.9%
Value
$1m
Shares
2,780
Held
Horton D RDHI
Share
0.8%
Value
$988,180
Shares
6,067
+14%
EnbridgeENB
Share
0.8%
Value
$956,869
Shares
17,651
Held
BoeingBA
Share
0.8%
Value
$909,433
Shares
4,201
Held
Capital Group Dividend ValueCGDV
Share
0.8%
Value
$881,543
Shares
17,888
Held
UnitedHealth GroupUNH
Share
0.7%
Value
$806,163
Shares
1,940
Held
AlphabetGOOG
Share
0.7%
Value
$785,422
Shares
2,223
Held
Ishares TRIHI
Share
0.7%
Value
$773,559
Shares
15,656
-2%
AbbVieABBV
Share
0.6%
Value
$746,620
Shares
2,967
Held
JPMorgan ChaseJPM
Share
0.6%
Value
$743,869
Shares
2,273
-5%
TwilioTWLO
Share
0.6%
Value
$725,829
Shares
3,518
Held
Ishares TRIHF
Share
0.6%
Value
$706,660
Shares
12,772
-2%
ARK 21shares Bitcoin ETFARKB
Share
0.6%
Value
$704,625
Shares
36,209
-2%
Abrdn Precious Metals BasketGLTR
Share
0.6%
Value
$684,798
Shares
3,780
-2%
American ExpressAXP
Share
0.6%
Value
$662,935
Shares
1,960
Held
OracleORCL
Share
0.6%
Value
$660,501
Shares
4,507
-7%
ChevronCVX
Share
0.5%
Value
$636,588
Shares
3,840
Held
Builders FirstSourceBLDR
Share
0.5%
Value
$606,675
Shares
6,780
+73%
Fidelity Comwlth TRONEQ
Share
0.5%
Value
$604,972
Shares
5,861
Held
LennarLEN
Share
0.5%
Value
$575,036
Shares
6,355
+38%
AdobeADBE
Share
0.4%
Value
$518,949
Shares
2,531
+42%
Vanguard Index FDSVTV
Share
0.4%
Value
$515,528
Shares
2,366
+28%
Meta PlatformsMETA
Share
0.4%
Value
$500,117
Shares
888
Held
CaterpillarCAT
Share
0.4%
Value
$464,296
Shares
436
Held
SalesforceCRM
Share
0.4%
Value
$460,166
Shares
2,937
+50%
Home DepotHD
Share
0.4%
Value
$458,254
Shares
1,299
Held
Uber TechnologiesUBER
Share
0.4%
Value
$429,205
Shares
5,948
Held
Select Sector Spdr TRXLK
Share
0.3%
Value
$387,518
Shares
2,034
+5%
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$384,248
Shares
515
Held
NetflixNFLX
Share
0.3%
Value
$380,155
Shares
5,324
+3%
Ishares TRIVV
Share
0.3%
Value
$366,207
Shares
489
Held
Vanguard Index FDSVTI
Share
0.3%
Value
$362,269
Shares
979
Held
ETF Opportunities TrustNVDX
Share
0.3%
Value
$339,600
Shares
20,000
New
Butterfly NetworkBFLY
Share
0.3%
Value
$336,800
Shares
40,000
+33%
Innovator Etfs TrustPAUG
Share
0.3%
Value
$301,041
Shares
6,596
Held
Ssga Active ETF TRULST
Share
0.2%
Value
$290,904
Shares
7,196
Held
Constellation EnergyCEG
Share
0.2%
Value
$289,357
Shares
1,165
Held
Invesco Exchange Traded FD TRSP
Share
0.2%
Value
$289,154
Shares
1,359
Held
Ishares TRSOXX
Share
0.2%
Value
$281,663
Shares
440
New
MGE EnergyMGEE
Share
0.2%
Value
$278,867
Shares
3,420
-5%
AlphabetGOOGL
Share
0.2%
Value
$270,529
Shares
757
+2%
State STR Spdr DOW Jones INDDIA
Share
0.2%
Value
$265,467
Shares
508
Held
Alliant EnergyLNT
Share
0.2%
Value
$246,263
Shares
3,228
Held
Ishares TRIWY
Share
0.2%
Value
$245,283
Shares
844
New
Advanced Micro DevicesAMD
Share
0.2%
Value
$239,335
Shares
412
New
Vanguard BD Index FDSVUSB
Share
0.2%
Value
$221,123
Shares
4,442
Held
VisaV
Share
0.2%
Value
$219,578
Shares
640
New
EcolabECL
Share
0.2%
Value
$208,958
Shares
750
New
Ishares TRMTUM
Share
0.2%
Value
$205,698
Shares
600
New
Cisco SystemsCSCO
Share
0.2%
Value
$204,002
Shares
1,737
New

Company	Share of fund	Value	Shares	Change
Invesco QQQ TRQQQ	4.3%	$5m	6,887	Held
Applied MaterialsAMAT	4.2%	$5m	6,846	-11%
First TR Exchange-Traded FDFDL	4.0%	$5m	94,893	Held
First TR Exchange Traded FDSDVY	3.8%	$4m	102,662	Held
First TR Exchange Traded FDRDVY	3.7%	$4m	52,758	Held
Vanguard Index FDSVUG	3.4%	$4m	45,748	+3%
BroadcomAVGO	3.3%	$4m	10,319	-13%
NvidiaNVDA	3.2%	$4m	18,393	-7%
Invesco Exchange Traded FD TSPHQ	3.0%	$3m	38,275	Held
Pimco ETF TRPYLD	2.5%	$3m	110,272	+2%
Spdr Gold TRGLD	2.4%	$3m	7,610	Held
Vaneck ETF TrustSMH	2.4%	$3m	4,203	-27%
First TR Exchange-Traded FDFTCS	2.2%	$3m	26,866	Held
Vanguard Index FDSVO	2.1%	$2m	30,705	Held
AppleAAPL	2.1%	$2m	8,356	Held
Amazon.comAMZN	2.0%	$2m	9,893	Held
MicrosoftMSFT	1.8%	$2m	5,665	Held
Vanguard Index FDSVB	1.7%	$2m	6,419	+2%
CrowdStrike HoldingsCRWD	1.6%	$2m	2,518	-7%
WalmartWMT	1.6%	$2m	16,170	Held
Innovator Etfs TrustPJUL	1.5%	$2m	36,820	Held
First TR Exchange-Traded FDLMBS	1.5%	$2m	35,168	Held
First TR Exchange-Traded FDFVD	1.5%	$2m	35,999	+4%
Schwab Strategic TRSCHG	1.4%	$2m	48,629	Held
First TR Exchange-Traded FDFTSM	1.4%	$2m	26,849	Held
Innovator Etfs TrustBUFF	1.3%	$1m	28,244	+2%
Capital Group InternationalCGIE	1.2%	$1m	39,055	Held
First TR Exchange-Traded FDCIBR	1.2%	$1m	15,904	Held
FortinetFTNT	1.2%	$1m	9,291	Held
TeslaTSLA	1.1%	$1m	3,181	Held
Capital Group Core BalancedCGBL	1.1%	$1m	34,663	+3%
Vanguard Whitehall FDSVYM	1.1%	$1m	8,243	Held
Palantir TechnologiesPLTR	1.1%	$1m	11,110	-3%
First TR Exchange-Traded FDSKYY	1.0%	$1m	8,776	Held
Taiwan Semiconductor ManufacturingTSM	0.9%	$1m	2,317	Held
Palo Alto NetworksPANW	0.9%	$1m	3,206	Held
Ishares TRITA	0.9%	$1m	4,471	Held
Costco WholesaleCOST	0.9%	$1m	1,147	Held
First TR Exchange-Traded FDWCMI	0.9%	$1m	54,189	Held
First TR Exchange-Traded FDFDD	0.9%	$1m	54,839	Held
Vanguard Index FDSVBK	0.9%	$1m	2,780	Held
Horton D RDHI	0.8%	$988,180	6,067	+14%
EnbridgeENB	0.8%	$956,869	17,651	Held
BoeingBA	0.8%	$909,433	4,201	Held
Capital Group Dividend ValueCGDV	0.8%	$881,543	17,888	Held
UnitedHealth GroupUNH	0.7%	$806,163	1,940	Held
AlphabetGOOG	0.7%	$785,422	2,223	Held
Ishares TRIHI	0.7%	$773,559	15,656	-2%
AbbVieABBV	0.6%	$746,620	2,967	Held
JPMorgan ChaseJPM	0.6%	$743,869	2,273	-5%
TwilioTWLO	0.6%	$725,829	3,518	Held
Ishares TRIHF	0.6%	$706,660	12,772	-2%
ARK 21shares Bitcoin ETFARKB	0.6%	$704,625	36,209	-2%
Abrdn Precious Metals BasketGLTR	0.6%	$684,798	3,780	-2%
American ExpressAXP	0.6%	$662,935	1,960	Held
OracleORCL	0.6%	$660,501	4,507	-7%
ChevronCVX	0.5%	$636,588	3,840	Held
Builders FirstSourceBLDR	0.5%	$606,675	6,780	+73%
Fidelity Comwlth TRONEQ	0.5%	$604,972	5,861	Held
LennarLEN	0.5%	$575,036	6,355	+38%
AdobeADBE	0.4%	$518,949	2,531	+42%
Vanguard Index FDSVTV	0.4%	$515,528	2,366	+28%
Meta PlatformsMETA	0.4%	$500,117	888	Held
CaterpillarCAT	0.4%	$464,296	436	Held
SalesforceCRM	0.4%	$460,166	2,937	+50%
Home DepotHD	0.4%	$458,254	1,299	Held
Uber TechnologiesUBER	0.4%	$429,205	5,948	Held
Select Sector Spdr TRXLK	0.3%	$387,518	2,034	+5%
State STR Spdr S&P 500 ETF TSPY	0.3%	$384,248	515	Held
NetflixNFLX	0.3%	$380,155	5,324	+3%
Ishares TRIVV	0.3%	$366,207	489	Held
Vanguard Index FDSVTI	0.3%	$362,269	979	Held
ETF Opportunities TrustNVDX	0.3%	$339,600	20,000	New
Butterfly NetworkBFLY	0.3%	$336,800	40,000	+33%
Innovator Etfs TrustPAUG	0.3%	$301,041	6,596	Held
Ssga Active ETF TRULST	0.2%	$290,904	7,196	Held
Constellation EnergyCEG	0.2%	$289,357	1,165	Held
Invesco Exchange Traded FD TRSP	0.2%	$289,154	1,359	Held
Ishares TRSOXX	0.2%	$281,663	440	New
MGE EnergyMGEE	0.2%	$278,867	3,420	-5%
AlphabetGOOGL	0.2%	$270,529	757	+2%
State STR Spdr DOW Jones INDDIA	0.2%	$265,467	508	Held
Alliant EnergyLNT	0.2%	$246,263	3,228	Held
Ishares TRIWY	0.2%	$245,283	844	New
Advanced Micro DevicesAMD	0.2%	$239,335	412	New
Vanguard BD Index FDSVUSB	0.2%	$221,123	4,442	Held
VisaV	0.2%	$219,578	640	New
EcolabECL	0.2%	$208,958	750	New
Ishares TRMTUM	0.2%	$205,698	600	New
Cisco SystemsCSCO	0.2%	$204,002	1,737	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 34.1% since 30 June 2025.

Where the money is

Technology22.9%

Retail & consumer5.4%

Everyday goods2.5%

Media & telecom1.7%

Health care1.6%

Industrials1.5%

Financial services1.4%

Energy1.4%

Utilities0.7%

Materials0.2%

Other60.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.