Blackhawk Capital Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Blackhawk Capital Partners, LLC reported 128 stock positions worth $216.8 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 6.2% of the portfolio, followed by Meta Platforms Class A (META, 5.3%) and Microsoft (MSFT, 4.0%). Compared with Q1 2025, it opened 25 new positions, sold out of 24, added to 55 and reduced 42. The biggest buy was Schwab US Large-Cap ETF (SCHX, shares +1017%) and the biggest sale an exit from Vanguard Short-Term Treasury (VGSH).
- Most Recent 13F
- Q2 2026
- Location
- THIENSVILLE, WI
- CIK
- 0001582561
- Portfolio Value
- $216.8M (Q2 2025)
- SEC Filing
- 0001104659-25-075142 ↗ filed Aug 7, 2025
Holdings Value
Holdings 128 stocks · $216.8M
| SCHX Schwab US Large-Cap ETF | 6.17% | 547,423 | $13.4M | Add +1017.4% |
| META Meta Platforms Inc. Class A | 5.26% | 15,446 | $11.4M | Reduce -1.3% |
| MSFT Microsoft Corp. | 3.98% | 17,339 | $8.6M | Add +3.5% |
| AAPL Apple Inc. | 3.68% | 38,926 | $8.0M | Add +0.6% |
| NVDA Nvidia Corp. | 3.45% | 47,325 | $7.5M | Add +1.8% |
| JAAA Janus Henderson Aaa Clo ETF | 3.29% | 140,660 | $7.1M | Add +12.9% |
| LLY Eli Lilly & Co. | 3.07% | 8,550 | $6.7M | Add +0.4% |
| AMZN Amazon.com Inc. | 3.05% | 30,100 | $6.6M | Add +3.4% |
| GOOGL Alphabet Inc. Class A | 2.70% | 33,215 | $5.9M | Add +6.3% |
| TSM Taiwan Semiconductor-SP ADR | 2.44% | 23,341 | $5.3M | Add +0.7% |
| HYLS FT Tactical High Yield ETF | 2.05% | 106,461 | $4.5M | New |
| FTSL First Trust Senior Loan ETF | 1.96% | 92,699 | $4.3M | Add +31.9% |
| NFLX Netflix Inc. | 1.79% | 2,903 | $3.9M | Add +3.9% |
| ABT Abbott Laboratories | 1.71% | 27,314 | $3.7M | Reduce -1.0% |
| FMB First Trust Managed Municipa | 1.68% | 73,267 | $3.7M | Add +29.1% |
| FIXD First Trust Smith Opportunis | 1.47% | 72,510 | $3.2M | Add +6.6% |
| ASML ASML Holding NV-NY Reg SHS | 1.34% | 3,628 | $2.9M | Add +11.9% |
| UBER Uber Technologies Inc. | 1.30% | 30,209 | $2.8M | Add +3.6% |
| FPE FT-Preferred Secur & Inc. ETF | 1.26% | 153,895 | $2.7M | New |
| DEED First Trust Securitized Plus | 1.26% | 129,102 | $2.7M | Add +47.1% |
| EMB iShares JP Morgan Usd Emergi | 1.20% | 28,164 | $2.6M | Add +139.4% |
| VZ Verizon Communications Inc. | 1.18% | 59,058 | $2.6M | Reduce -8.8% |
| WDAY Workday Inc. Class A | 1.18% | 10,624 | $2.5M | Reduce -7.9% |
| CNM Core & Main Inc. Class A | 1.17% | 41,961 | $2.5M | Reduce -13.8% |
| RACE Ferrari NV | 1.15% | 5,095 | $2.5M | New |
| BEN Franklin Templeton Inc. | 1.13% | 102,812 | $2.5M | Reduce -17.8% |
| IBKR Interactive Brokers Gro Class A | 1.09% | 42,519 | $2.4M | Reduce -13.6% |
| V Visa Inc. Class A | 1.06% | 6,499 | $2.3M | Reduce -11.8% |
| EIX Edison International | 1.06% | 44,682 | $2.3M | Add +559.1% |
| XOM Exxon Mobil Corp. | 1.03% | 20,621 | $2.2M | Reduce -8.7% |
| EXPE Expedia Group Inc. | 1.01% | 12,993 | $2.2M | Reduce -9.9% |
| O Realty Income Corp. | 0.97% | 36,496 | $2.1M | Add +1.9% |
| ABBV Abbvie Inc. | 0.96% | 11,198 | $2.1M | Add +0.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.95% | 21,304 | $2.1M | Add +17.1% |
| CVX Chevron Corp. | 0.92% | 13,917 | $2.0M | Add +4.2% |
| TSLA Tesla Inc. | 0.92% | 6,248 | $2.0M | Add +4.7% |
| BBY Best Buy Co. Inc. | 0.89% | 28,640 | $1.9M | Add +33.9% |
| AMCR Amcor PLC | 0.85% | 199,476 | $1.8M | Add +8.4% |
| TGT Target Corp. | 0.78% | 17,078 | $1.7M | Add +41.2% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.74% | 17,844 | $1.6M | Reduce -6.9% |
| FRT Federal Realty Invs Trust | 0.74% | 16,925 | $1.6M | Add +5.9% |
| AVGO Broadcom Inc. | 0.73% | 5,764 | $1.6M | Add +1.6% |
| FIX Comfort Systems USA Inc. | 0.69% | 2,797 | $1.5M | Add +16.4% |
| NUE Nucor Corp. | 0.67% | 11,292 | $1.5M | New |
| CAT Caterpillar Inc. | 0.65% | 3,648 | $1.4M | Add +0.6% |
| PRGS Progress Software Corp. | 0.63% | 21,275 | $1.4M | New |
| SCHF Schwab Intl Equity ETF | 0.62% | 60,360 | $1.3M | Reduce -0.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.61% | 15,735 | $1.3M | Add +42.8% |
| KO The Coca-Cola Co. | 0.59% | 18,010 | $1.3M | Add +1.3% |
| JNJ Johnson & Johnson | 0.58% | 8,245 | $1.3M | Reduce -3.3% |
| WEC WEC Energy Group Inc. | 0.57% | 11,794 | $1.2M | Add +1.7% |
| ESS Essex Property Trust Inc. | 0.56% | 4,296 | $1.2M | Add +9.7% |
| GPC Genuine Parts Co. | 0.56% | 9,983 | $1.2M | New |
| NEE Nextera Energy Inc. | 0.55% | 17,206 | $1.2M | Add +4.4% |
| NOC Northrop Grumman Corp. | 0.55% | 2,374 | $1.2M | Reduce -3.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.55% | 12,077 | $1.2M | Reduce -12.0% |
| SYY Sysco Corp. | 0.54% | 15,362 | $1.2M | Add +0.9% |
| EAT Brinker International Inc. | 0.53% | 6,354 | $1.1M | New |
| LNT Alliant Energy Corp. | 0.53% | 18,873 | $1.1M | Add +6.1% |
| MIR Mirion Technologies Inc. | 0.53% | 52,893 | $1.1M | New |
| KVUE Kenvue Inc. | 0.52% | 54,149 | $1.1M | Reduce -0.8% |
| SCHG Schwab US Large-Cap Growth | 0.49% | 36,514 | $1.1M | Reduce -29.8% |
| TXRH Texas Roadhouse Inc. | 0.48% | 5,571 | $1.0M | New |
| QCOM Qualcomm Inc. | 0.47% | 6,447 | $1.0M | New |
| NKE Nike Inc. Class B | 0.45% | 13,626 | $968K | Add +24.8% |
| CINF Cincinnati Financial Corp. | 0.45% | 6,479 | $965K | Reduce -3.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 1,721 | $950K | Add +17.8% |
| MCD McDonald's Corp. | 0.43% | 3,161 | $923K | Reduce -37.5% |
| APD Air Products & Chemicals Inc. | 0.40% | 3,111 | $877K | Add +5.9% |
| AXON Axon Enterprise Inc. | 0.38% | 1,008 | $835K | No change |
| AOS Smith (a.o.) Corp. | 0.37% | 12,163 | $798K | Reduce -1.1% |
| CSX CSX Corp. | 0.36% | 24,042 | $784K | New |
| FTA First Trust L C Val Alp | 0.35% | 9,736 | $766K | Reduce -5.7% |
| IBIT iShares Bitcoin Trust ETF | 0.35% | 12,417 | $760K | Add +6.9% |
| VOO Vanguard S&P 500 ETF | 0.35% | 1,318 | $749K | Add +20.6% |
| UCON First Trust Smith Unconstrai | 0.34% | 29,644 | $738K | Add +6.1% |
| PWR Quanta Services Inc. | 0.31% | 1,756 | $664K | No change |
| NDSN Nordson Corp. | 0.29% | 2,979 | $639K | Add +2.6% |
| AFLG First Trust Active Factor La | 0.28% | 16,674 | $605K | Reduce -3.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.28% | 18,382 | $599K | Reduce -6.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 1,216 | $591K | Reduce -1.4% |
| BLK BlackRock Inc. | 0.27% | 549 | $576K | New |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.26% | 16,349 | $564K | Add +2.5% |
| CRM Salesforce Inc. | 0.25% | 2,004 | $546K | Add +3.3% |
| EMR Emerson Electric Co. | 0.24% | 3,867 | $516K | Reduce -3.1% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.23% | 3,538 | $508K | New |
| FLUT Flutter Entertainment PLC-Di | 0.23% | 1,723 | $492K | Add +34.1% |
| PAYC Paycom Software Inc. | 0.22% | 2,091 | $484K | Reduce -44.2% |
| GOOG Alphabet Inc. Class C | 0.20% | 2,475 | $439K | Reduce -12.2% |
| UNH Unitedhealth Group Inc. | 0.20% | 1,363 | $425K | New |
| BIIB Biogen Inc. | 0.19% | 3,212 | $403K | Add +15.2% |
| GD General Dynamics Corp. | 0.19% | 1,381 | $403K | Add +0.9% |
| GBTC Grayscale Bitcoin Trust ETF | 0.17% | 4,424 | $375K | No change |
| OXY Occidental Petroleum Corp. | 0.16% | 8,210 | $345K | Add +17.7% |
| GM General Motors Co. | 0.16% | 6,890 | $339K | New |
| BG Bunge Global SA | 0.15% | 4,185 | $336K | Reduce -13.1% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.15% | 3,286 | $333K | Add +26.2% |
| WCMI FT WCM International ETF | 0.15% | 19,948 | $317K | Add +42.5% |
| PSX Phillips 66 | 0.14% | 2,582 | $308K | New |
| ETHE Grayscale Ethereum Staking E | 0.14% | 14,640 | $305K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −5.31 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −1.34 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −1.32 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.98 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.90 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.87 |
| NBIX Neurocrine Biosciences Inc. | Sold out | 0.00% | −0.83 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.73 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.71 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.67 |
| BWX SS SPDR BB Intl Treasury BD | Sold out | 0.00% | −0.67 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.58 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.58 |
| ESTC Elastic NV | Sold out | 0.00% | −0.44 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.40 |
| MCD McDonald's Corp. | Reduce -37.5% | 0.43% | −0.39 |
| XOM Exxon Mobil Corp. | Reduce -8.7% | 1.03% | −0.36 |
| VZ Verizon Communications Inc. | Reduce -8.8% | 1.18% | −0.34 |
| SJM The JM Smucker Co. | Reduce -12.0% | 0.55% | −0.29 |
| V Visa Inc. Class A | Reduce -11.8% | 1.06% | −0.27 |
| EXPE Expedia Group Inc. | Reduce -9.9% | 1.01% | −0.24 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.23 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.22 |
| WDAY Workday Inc. Class A | Reduce -7.9% | 1.18% | −0.21 |
| PAYC Paycom Software Inc. | Reduce -44.2% | 0.22% | −0.20 |
| SCHG Schwab US Large-Cap Growth | Reduce -29.8% | 0.49% | −0.18 |
| ABT Abbott Laboratories | Reduce -1.0% | 1.71% | −0.17 |
| HST Host Hotels & Resorts Inc. | Sold out | 0.00% | −0.16 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.15 |
| KVUE Kenvue Inc. | Reduce -0.8% | 0.52% | −0.15 |
| JNJ Johnson & Johnson | Reduce -3.3% | 0.58% | −0.15 |
| USB US Bancorp | Reduce -49.2% | 0.13% | −0.14 |
| MHK Mohawk Industries Inc. | Sold out | 0.00% | −0.14 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.12 |
| F Ford Motor Co. | Reduce -43.9% | 0.13% | −0.11 |
| BEN Franklin Templeton Inc. | Reduce -17.8% | 1.13% | −0.11 |
| MOS The Mosaic Co. | Reduce -60.5% | 0.10% | −0.11 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.11 |
| ISCV iShares Morningstar Small-Ca | Sold out | 0.00% | −0.11 |
| EVRG Evergy Inc. | Reduce -40.7% | 0.12% | −0.10 |
| NOC Northrop Grumman Corp. | Reduce -3.1% | 0.55% | −0.10 |
| CINF Cincinnati Financial Corp. | Reduce -3.5% | 0.45% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 0.27% | −0.07 |
| FTA First Trust L C Val Alp | Reduce -5.7% | 0.35% | −0.05 |
| VICI Vici Properties Inc. | Reduce -6.7% | 0.28% | −0.05 |
| PCG P G & E Corp. | Reduce -7.3% | 0.10% | −0.05 |
| T AT&T Inc. | Reduce -19.1% | 0.14% | −0.05 |
| AOS Smith (a.o.) Corp. | Reduce -1.1% | 0.37% | −0.05 |
| CNM Core & Main Inc. Class A | Reduce -13.8% | 1.17% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHX Schwab US Large-Cap ETF | Add +1017.4% | 6.17% | +5.61 |
| HYLS FT Tactical High Yield ETF | New | 2.05% | +2.05 |
| FPE FT-Preferred Secur & Inc. ETF | New | 1.26% | +1.26 |
| RACE Ferrari NV | New | 1.15% | +1.15 |
| EIX Edison International | Add +559.1% | 1.06% | +0.86 |
| NVDA Nvidia Corp. | Add +1.8% | 3.45% | +0.85 |
| MSFT Microsoft Corp. | Add +3.5% | 3.98% | +0.74 |
| NUE Nucor Corp. | New | 0.67% | +0.67 |
| EMB iShares JP Morgan Usd Emergi | Add +139.4% | 1.20% | +0.65 |
| PRGS Progress Software Corp. | New | 0.63% | +0.63 |
| GPC Genuine Parts Co. | New | 0.56% | +0.56 |
| EAT Brinker International Inc. | New | 0.53% | +0.53 |
| MIR Mirion Technologies Inc. | New | 0.53% | +0.53 |
| TXRH Texas Roadhouse Inc. | New | 0.48% | +0.48 |
| QCOM Qualcomm Inc. | New | 0.47% | +0.47 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.7% | 2.44% | +0.46 |
| NFLX Netflix Inc. | Add +3.9% | 1.79% | +0.45 |
| CSX CSX Corp. | New | 0.36% | +0.36 |
| FTSL First Trust Senior Loan ETF | Add +31.9% | 1.96% | +0.31 |
| DEED First Trust Securitized Plus | Add +47.1% | 1.26% | +0.30 |
| FIX Comfort Systems USA Inc. | Add +16.4% | 0.69% | +0.29 |
| BLK BlackRock Inc. | New | 0.27% | +0.27 |
| AVGO Broadcom Inc. | Add +1.6% | 0.73% | +0.24 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.23% | +0.23 |
| ASML ASML Holding NV-NY Reg SHS | Add +11.9% | 1.34% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +6.3% | 2.70% | +0.21 |
| FMB First Trust Managed Municipa | Add +29.1% | 1.68% | +0.21 |
| UBER Uber Technologies Inc. | Add +3.6% | 1.30% | +0.21 |
| UNH Unitedhealth Group Inc. | New | 0.20% | +0.20 |
| AMZN Amazon.com Inc. | Add +3.4% | 3.05% | +0.19 |
| GM General Motors Co. | New | 0.16% | +0.16 |
| DGRW Wisdomtree U.S. Quality Divi | Add +42.8% | 0.61% | +0.15 |
| PSX Phillips 66 | New | 0.14% | +0.14 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.13% | +0.13 |
| TGT Target Corp. | Add +41.2% | 0.78% | +0.13 |
| CDNS Cadence Design SYS Inc. | New | 0.12% | +0.12 |
| HSIC Henry Schein Inc. | New | 0.12% | +0.12 |
| EOG EOG Resources Inc. | New | 0.12% | +0.12 |
| TSLA Tesla Inc. | Add +4.7% | 0.92% | +0.12 |
| SW Smurfit Westrock PLC | New | 0.11% | +0.11 |
| MAR Marriott International Class A | New | 0.10% | +0.10 |
| LHX L3HARRIS Technologies Inc. | New | 0.10% | +0.10 |
| CMG Chipotle Mexican Grill Inc. | New | 0.10% | +0.10 |
| VXUS Vanguard Total Intl Stock | New | 0.09% | +0.09 |
| NKE Nike Inc. Class B | Add +24.8% | 0.45% | +0.09 |
| TROW T Rowe Price Group Inc. | Add +17.1% | 0.95% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +17.8% | 0.44% | +0.09 |
| FLUT Flutter Entertainment PLC-Di | Add +34.1% | 0.23% | +0.08 |
| BBY Best Buy Co. Inc. | Add +33.9% | 0.89% | +0.08 |
| IBIT iShares Bitcoin Trust ETF | Add +6.9% | 0.35% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 146 | $306.1M | SCHX, AAPL, NVDA, GOOGL, META |
| Q1 2026 | 141 | $272.5M | SCHO, VGSH, AAPL, META, NVDA |
| Q4 2025 | 149 | $266.3M | SCHX, META, AAPL, GOOGL, NVDA |
| Q3 2025 | 152 | $257.0M | SCHX, META, AAPL, MSFT, NVDA |
| Q2 2025 | 128 | $216.8M | SCHX, META, MSFT, AAPL, NVDA |
| Q1 2025 | 127 | $194.1M | VGSH, META, AAPL, LLY, JAAA |
| Q4 2024 | 123 | $193.1M | AAPL, META, SCHO, SCHX, MSFT |
| Q3 2024 | 129 | $187.2M | AAPL, META, SCHX, MSFT, GOOGL |
| Q2 2024 | 105 | $165.7M | AAPL, META, SCHX, MSFT, GOOGL |
| Q1 2024 | 100 | $160.3M | META, AAPL, SCHX, GOOGL, MSFT |