Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wisconsin Wealth Advisors, LLC (CIK 2073891) reported $116.7M across 90 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($5.1M, 4.35%), AMAT ($4.9M, 4.24%), FDL ($4.6M, 3.96%), SDVY ($4.4M, 3.80%), RDVY ($4.3M, 3.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $5.1M | 4.35% | 6,887 | Trimmed |
| 2 | AMAT | APPLIED MATLS INC | $4.9M | 4.24% | 6,846 | Trimmed |
| 3 | FDL | FIRST TR EXCHANGE-TRADED FD | $4.6M | 3.96% | 94,893 | Trimmed |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | $4.4M | 3.80% | 102,662 | Trimmed |
| 5 | RDVY | FIRST TR EXCHANGE TRADED FD | $4.3M | 3.66% | 52,758 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $3.9M | 3.38% | 45,748 | Added |
| 7 | AVGO | BROADCOM INC | $3.9M | 3.34% | 10,319 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $3.7M | 3.15% | 18,393 | Trimmed |
| 9 | SPHQ | INVESCO EXCHANGE TRADED FD T | $3.4M | 2.96% | 38,275 | Added |
| 10 | PYLD | PIMCO ETF TR | $2.9M | 2.51% | 110,272 | Added |
| 11 | GLD | SPDR GOLD TR | $2.8M | 2.40% | 7,610 | Trimmed |
| 12 | SMH | VANECK ETF TRUST | $2.8M | 2.36% | 4,203 | Trimmed |
| 13 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.5M | 2.16% | 26,866 | Added |
| 14 | VO | VANGUARD INDEX FDS | $2.5M | 2.12% | 30,705 | Added |
| 15 | AAPL | APPLE INC | $2.4M | 2.07% | 8,356 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $2.4M | 2.02% | 9,893 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $2.1M | 1.81% | 5,665 | Trimmed |
| 18 | VB | VANGUARD INDEX FDS | $1.9M | 1.67% | 6,419 | Added |
| 19 | CRWD | CROWDSTRIKE HLDGS INC | $1.9M | 1.65% | 2,518 | Trimmed |
| 20 | WMT | WALMART INC | $1.8M | 1.57% | 16,170 | Trimmed |
| 21 | PJUL | INNOVATOR ETFS TRUST | $1.8M | 1.54% | 36,820 | Hold |
| 22 | LMBS | FIRST TR EXCHANGE-TRADED FD | $1.8M | 1.50% | 35,168 | Trimmed |
| 23 | FVD | FIRST TR EXCHANGE-TRADED FD | $1.7M | 1.49% | 35,999 | Added |
| 24 | SCHG | SCHWAB STRATEGIC TR | $1.6M | 1.41% | 48,629 | Added |
| 25 | FTSM | FIRST TR EXCHANGE-TRADED FD | $1.6M | 1.37% | 26,849 | Added |
Source: SEC Form 13F filings · as of 2026-06-30