Wisconsin Wealth Advisors, LLC
All 13F Filings
- Location
- Sun Prairie, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 118,928
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 84 | 118,928 | 13F-HR | Wisconsin Wealth Advisors, LLC |
| Q2 2026 | 7/7/2026 | 90 | 116,698 | 13F-HR | Wisconsin Wealth Advisors, LLC |
| Q1 2026 | 4/7/2026 | 84 | 101,654 | 13F-HR | Wisconsin Wealth Advisors, LLC |
| Q4 2025 | 1/7/2026 | 85 | 102,036 | 13F-HR | Wisconsin Wealth Advisors, LLC |
| Q3 2025 | 10/6/2025 | 87 | 105,036 | 13F-HR | Wisconsin Wealth Advisors, LLC |
| Q2 2025 | 8/12/2025 | 80 | 87,031 | 13F-HR | Wisconsin Wealth Advisors, LLC |
| Q1 2025 | 8/12/2025 | 70 | 69,630 | 13F-HR | Wisconsin Wealth Advisors, LLC |
| Q4 2024 | 8/12/2025 | 66 | 67,848 | 13F-HR | Wisconsin Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 70.1 K | 58.9% | 2.813 K | 0 | 2.813 K |
| ETFs | 48.83 K | 41.1% | 0 | 586 | -586 |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
118,928
Holdings
84
QoQ value change ($000)
2,230
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.