Wisconsin Wealth Advisors, LLC
CIK: 0002073891SEC EDGAR →
Portfolio Value
$94.9M
Holdings
85
As of
Q4 2025
New Positions
26
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIRST TR EXCHANGE-TRADED FD | 93,247 | $4.1M | 4.36% |
| 2 | BROADCOM INC | 11,809 | $4.1M | 4.31% |
| 3 | FIRST TR EXCHANGE-TRADED FD | 101,265 | $3.9M | 4.09% |
| 4 | VANGUARD INDEX FDS | 7,393 | $3.6M | 3.80% |
| 5 | FIRST TR EXCHANGE TRADED FD | 51,473 | $3.6M | 3.77% |
| 6 | NVIDIA CORPORATION | 18,983 | $3.5M | 3.73% |
| 7 | SPDR GOLD TR | 8,054 | $3.2M | 3.36% |
| 8 | PIMCO ETF TR | 108,315 | $2.9M | 3.04% |
| 9 | INVESCO EXCHANGE TRADED FD T | 38,037 | $2.9M | 3.01% |
| 10 | MICROSOFT CORP | 4,995 | $2.4M | 2.55% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $53.6M | 56.5% |
| Technology | 15 | $21.9M | 23.0% |
| Consumer Cyclical | 7 | $5.9M | 6.2% |
| Unknown | 5 | $5.0M | 5.3% |
| Consumer Defensive | 2 | $1.9M | 2.0% |
| Communication Services | 5 | $1.9M | 2.0% |
| Healthcare | 3 | $1.6M | 1.7% |
| Energy | 2 | $1.4M | 1.5% |
| Industrials | 3 | $1.3M | 1.4% |
| Utilities | 1 | $405K | 0.4% |