Wisconsin Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Sun Prairie, WI
Holdings as of
3/31/2026
Date filed
4/7/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$101,654
Net value change ($000)
-382 (-0.4%)
New positions
2
Sold out positions
3
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CGIE 1,310 NEW
FDL 699 16.9%
AMAT 658 33.6%
FTCS 591 31.6%
ORCL 272 62.1%
LNT 232 NEW
CVX 216 37.2%
COST 203 21.6%
SDVY 184 4.7%
SMH 158 7.7%
Top Reduces (Value $000, Stocks/ETFs)
XLE -993 -100.0%
AVGO -407 -10.0%
VUG -373 -10.3%
MSFT -298 -12.3%
PLTR -284 -14.5%
ABBV -281 -30.1%
ARKB -252 -23.2%
TSLA -233 -16.6%
IWY -209 -100.0%
V -206 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type