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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Wisconsin Wealth Advisors, LLC Portfolio

Follow Wisconsin Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wisconsin Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wisconsin Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email