Wisconsin Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Sun Prairie, WI
Holdings as of
9/30/2025
Date filed
10/6/2025
Form type
13F-HR
Num holdings
87
Total value ($000)
$105,036
Net value change ($000)
+18,005 (20.7%)
New positions
8
Sold out positions
1
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 2,473 273.6%
PJUL 1,391 148.0%
PYLD 1,242 177.4%
BUFF 1,053 NEW
QQQ 1,014 27.2%
FVD 764 108.2%
ONEQ 749 NEW
CGBL 723 271.8%
GLD 689 18.8%
AVGO 657 18.4%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -407 -59.2%
MRVL -280 -100.0%
FTSM -228 -17.9%
VTV -133 -25.6%
TWLO -86 -19.6%
ADBE -77 -10.0%
CRM -72 -13.4%
COST -68 -5.9%
IHI -63 -6.1%
NFLX -60 -10.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type