Wisconsin Wealth Advisors, LLC Portfolio Holdings

Wisconsin Wealth Advisors, LLC

  • $105 Billion
  • Q3 2025

Wisconsin Wealth Advisors, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $4.74B, First Tr ETF Vi Smid Cap Risin with a value of $4.36B, Spdr Gold Trust with a value of $4.36B, Broadcom Inc. with a value of $4.22B, and First Tr Morningstar Dividend with a value of $4.22B.

Examining the 13F form we can see an increase of $18B in the current position value, from $87B to 105B. Also it can be appreciated an additional of 8 stocks purchases and 1 closed positions.

Wisconsin Wealth Advisors, LLC is based out at Sun Prairie, WI

Below you can find more details about Wisconsin Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $105 Billion
ETFs: $55.4 Billion
Technology: $22.3 Billion
Consumer Cyclical: $7.45 Billion
Consumer Defensive: $3.91 Billion
Healthcare: $2.53 Billion
Communication Services: $2.19 Billion
Industrials: $2 Billion
Financial Services: $1.63 Billion
Other: $2.38 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$4.22 Billion 4.02% of portfolio
12,802
Q3 2025 Reduced 1.07%
$462B
$3.72 Billion 3.54% of portfolio
19,916
Q3 2025 Added 1.13%
$3.94T
$2.59 Billion 2.46% of portfolio
4,994
Q3 2025 Reduced 0.42%
$4.13T
$2.22 Billion 2.11% of portfolio
8,705
Q3 2025 Added 1.98%
$340B
$2.21 Billion 2.1% of portfolio
12,115
Q3 2025 Reduced 0.12%
$2.24T
$2.13 Billion 2.03% of portfolio
9,710
Q3 2025 Reduced 2.38%
$279B
$1.77 Billion 1.69% of portfolio
17,181
Q3 2025 Reduced 0.79%
$193B
$1.67 Billion 1.59% of portfolio
8,144
Q3 2025 Reduced 1.44%
$407B
$1.38 Billion 1.31% of portfolio
5,947
Q3 2025 Reduced 0.78%
$1.43T
$1.38 Billion 1.31% of portfolio
3,093
Q3 2025 Added 7.73%
$399B
$1.26 Billion 1.2% of portfolio
3,113
Q3 2025 Reduced 1.46%
$403B
$1.09 Billion 1.04% of portfolio
1,176
Q3 2025 Added 0.68%
$105B
$1.07 Billion 1.02% of portfolio
2,189
Q3 2025 Added 20.41%
$0
$1.05 Billion 1.0% of portfolio
21,544
Q3 2025 New
$60.8B
$989 Million 0.94% of portfolio
5,835
Q3 2025 Reduced 0.36%
$1.57T
$908 Million 0.86% of portfolio
3,253
Q3 2025 Added 0.25%
$131B
$896 Million 0.85% of portfolio
4,149
Q3 2025 Reduced 0.05%
$67.6B
$847 Million 0.81% of portfolio
10,075
Q3 2025 Added 26.0%
$336B
$746 Million 0.71% of portfolio
2,161
Q3 2025 Added 25.2%
$248B
$710 Million 0.68% of portfolio
2,138
Q2 2025 Reduced 1.02%
$907B
$718 Million 0.68% of portfolio
2,276
Q3 2025 Added 2.85%
$163B
$693 Million 0.66% of portfolio
1,963
Q3 2025 Reduced 1.36%
$1.53T
$668 Million 0.64% of portfolio
2,742
Q3 2025 Added 1.29%
$1.6T
$652 Million 0.62% of portfolio
888
Q3 2025 Added 1.72%
$786B
$628 Million 0.6% of portfolio
2,233
Q3 2025 Reduced 15.61%
$191B
$617 Million 0.59% of portfolio
6,293
Q3 2025 Added 0.4%
$301B
$593 Million 0.56% of portfolio
3,817
Q3 2025 Added 2.94%
$6.2B
$582 Million 0.55% of portfolio
10,242
Q2 2025 Added 19.02%
$20.1B
$571 Million 0.54% of portfolio
4,710
Q3 2025 Reduced 1.28%
$33.1B
$570 Million 0.54% of portfolio
4,523
Q3 2025 Reduced 0.02%
$28.5B
$538 Million 0.51% of portfolio
984
Q2 2025 Added 6.15%
$518B
$514 Million 0.49% of portfolio
429
Q2 2025 New
$246B
$466 Million 0.44% of portfolio
1,968
Q3 2025 Reduced 0.3%
$62B
$449 Million 0.43% of portfolio
2,205
Q3 2025 Added 5.0%
$118B
$429 Million 0.41% of portfolio
1,304
Q3 2025 Reduced 0.38%
$234B
$409 Million 0.39% of portfolio
3,055
Q3 2025 Reduced 1.32%
$17.8B
$352 Million 0.34% of portfolio
3,519
Q2 2025 New
$9.76B
$322 Million 0.31% of portfolio
1,707
Q3 2025 Reduced 1.84%
$2.99B
$262 Million 0.25% of portfolio
3,117
Q4 2024 New
$262B
$211 Million 0.2% of portfolio
443
Q3 2025 New
$78.8B
$205 Million 0.2% of portfolio
750
Q2 2025 New
$571B
$200 Million 0.19% of portfolio
586
Q2 2025 Added 0.17%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $105 Billion
  • Prior Value $87 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 27 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 37 stocks
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