Wisconsin Wealth Advisors, LLC
CIK: 0002073891SEC EDGAR →
Portfolio Value
$102.0M
Holdings
85
As of
Q4 2025
New Positions
26
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TR | 6,826 | $4.2M | 4.11% |
| 2 | FIRST TR EXCHANGE-TRADED FD | 93,247 | $4.1M | 4.05% |
| 3 | BROADCOM INC | 11,809 | $4.1M | 4.01% |
| 4 | FIRST TR EXCHANGE-TRADED FD | 101,265 | $3.9M | 3.80% |
| 5 | VANGUARD INDEX FDS | 7,393 | $3.6M | 3.53% |
| 6 | FIRST TR EXCHANGE TRADED FD | 51,473 | $3.6M | 3.50% |
| 7 | NVIDIA CORPORATION | 18,983 | $3.5M | 3.47% |
| 8 | SPDR GOLD TR | 8,054 | $3.2M | 3.13% |
| 9 | PIMCO ETF TR | 108,315 | $2.9M | 2.83% |
| 10 | INVESCO EXCHANGE TRADED FD T | 38,037 | $2.9M | 2.80% |
Quarterly Changes
Top Buys
New Positions (5)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $54.3M | 53.2% |
| Technology | 15 | $21.9M | 21.4% |
| Unknown | 5 | $9.2M | 9.1% |
| Consumer Cyclical | 7 | $6.3M | 6.2% |
| Consumer Defensive | 2 | $2.8M | 2.8% |
| Communication Services | 5 | $2.4M | 2.4% |
| Healthcare | 3 | $1.6M | 1.6% |
| Industrials | 3 | $1.5M | 1.5% |
| Energy | 2 | $1.4M | 1.4% |
| Utilities | 1 | $405K | 0.4% |