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 $101.7M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FDL ($4.8M, 4.76%), SDVY ($4.1M, 4.00%), QQQ ($4.0M, 3.94%), AVGO ($3.7M, 3.62%), RDVY ($3.6M, 3.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FDL | FIRST TR EXCHANGE-TRADED FD | $4.8M | 4.76% | 95,163 | Added |
| 2 | SDVY | FIRST TR EXCHANGE TRADED FD | $4.1M | 4.00% | 103,069 | Added |
| 3 | QQQ | INVESCO QQQ TR | $4.0M | 3.94% | 6,935 | Added |
| 4 | AVGO | BROADCOM INC | $3.7M | 3.62% | 11,889 | Added |
| 5 | RDVY | FIRST TR EXCHANGE TRADED FD | $3.6M | 3.54% | 52,645 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $3.5M | 3.40% | 19,833 | Added |
| 7 | GLD | SPDR GOLD TR | $3.3M | 3.25% | 7,676 | Trimmed |
| 8 | VUG | VANGUARD INDEX FDS | $3.2M | 3.18% | 7,404 | Added |
| 9 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.9M | 2.81% | 37,969 | Trimmed |
| 10 | PYLD | PIMCO ETF TR | $2.8M | 2.78% | 107,960 | Trimmed |
| 11 | AMAT | APPLIED MATLS INC | $2.6M | 2.57% | 7,649 | Added |
| 12 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.5M | 2.42% | 26,564 | Added |
| 13 | SMH | VANECK ETF TRUST | $2.2M | 2.17% | 5,758 | Added |
| 14 | VO | VANGUARD INDEX FDS | $2.2M | 2.13% | 7,530 | Added |
| 15 | AAPL | APPLE INC | $2.1M | 2.09% | 8,360 | Added |
| 16 | MSFT | MICROSOFT CORP | $2.1M | 2.08% | 5,721 | Added |
| 17 | AMZN | AMAZON COM INC | $2.1M | 2.04% | 9,939 | Added |
| 18 | WMT | WALMART INC | $2.0M | 2.00% | 16,357 | Trimmed |
| 19 | LMBS | FIRST TR EXCHANGE-TRADED FD | $1.8M | 1.73% | 35,258 | Added |
| 20 | PJUL | INNOVATOR ETFS TRUST | $1.7M | 1.66% | 36,820 | Hold |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | $1.7M | 1.65% | 11,449 | Added |
| 22 | VB | VANGUARD INDEX FDS | $1.6M | 1.61% | 6,268 | Added |
| 23 | FVD | FIRST TR EXCHANGE-TRADED FD | $1.6M | 1.60% | 34,656 | Trimmed |
| 24 | FTSM | FIRST TR EXCHANGE-TRADED FD | $1.6M | 1.58% | 26,810 | Added |
| 25 | SCHG | SCHWAB STRATEGIC TR | $1.4M | 1.38% | 48,066 | Added |
Source: SEC Form 13F filings · as of 2026-03-31