Wisconsin Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Sun Prairie, WI
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$116,698
Net value change ($000)
+15,044 (14.8%)
New positions
8
Sold out positions
2
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 2,336 89.4%
QQQ 1,069 26.7%
CRWD 859 80.9%
VUG 707 21.9%
RDVY 682 19.0%
FTNT 681 91.3%
SPHQ 594 20.8%
PANW 585 115.2%
SMH 549 24.9%
CIBR 433 43.5%
Top Reduces (Value $000, Stocks/ETFs)
GLD -499 -15.1%
TSCO -463 -100.0%
PLTR -379 -22.6%
ULTA -334 -100.0%
FDL -217 -4.5%
WMT -202 -9.9%
GLTR -162 -19.1%
CVX -160 -20.1%
ARKB -129 -15.5%
NFLX -119 -23.8%
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