Wisconsin Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Sun Prairie, WI
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$118,928
Net value change ($000)
+2,230 (1.9%)
New positions
2
Sold out positions
8
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
LLY 966 NEW
SPACE EXPLORATION TECHN CORP 929 NEW
VTV 894 173.3%
WCMI 855 80.7%
FDD 825 81.1%
MSFT 797 37.7%
PLTR 769 59.3%
CRWD 758 39.5%
NVDA 523 14.2%
TWLO 302 41.6%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -1,709 -34.5%
CVX -637 -100.0%
BLDR -607 -100.0%
NFLX -380 -100.0%
NVDX -340 -100.0%
ITA -290 -26.8%
TSLA -270 -20.2%
RDVY -259 -6.1%
AVGO -257 -6.6%
SDVY -250 -5.6%
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