Wisconsin Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed August 12, 2025), Wisconsin Wealth Advisors, LLC reported 70 stock positions worth $69.6 million. Its top holding was SPDR Gold Shares (GLD) at 6.9% of the portfolio, followed by First Trust Morn DVD Lead (FDL, 5.8%) and First Trust Smid Cap Rising (SDVY, 5.0%). Compared with Q4 2024, it opened 7 new positions, sold out of 3, added to 37 and reduced 21. The biggest buy was a new position in Invesco S&P 500 Quality ETF (SPHQ) and the biggest sale Tesla (TSLA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SUN PRAIRIE, WI
- CIK
- 0002073891
- Portfolio Value
- $69.6M (Q1 2025)
- SEC Filing
- 0001754960-25-000572 ↗ filed Aug 12, 2025
Holdings Value
Holdings 70 stocks · $69.6M
| GLD SPDR Gold Shares | 6.90% | 16,663 | $4.8M | Reduce -0.1% |
| FDL First Trust Morn DVD Lead Inc. | 5.82% | 93,323 | $4.1M | Add +3.1% |
| SDVY First Trust Smid Cap Rising | 5.01% | 104,034 | $3.5M | Add +2.1% |
| RDVY First Trust Rising Dividend | 4.49% | 53,405 | $3.1M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 3.75% | 5,568 | $2.6M | Add +3.8% |
| NVDA Nvidia Corp. | 3.15% | 20,242 | $2.2M | Add +11.9% |
| AVGO Broadcom Inc. | 2.85% | 11,853 | $2.0M | Add +3.9% |
| AMZN Amazon.com Inc. | 2.78% | 10,191 | $1.9M | Reduce -0.6% |
| MSFT Microsoft Corp. | 2.74% | 5,079 | $1.9M | Add +5.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.64% | 7,118 | $1.8M | Add +1.9% |
| AAPL Apple Inc. | 2.54% | 7,955 | $1.8M | Add +1.5% |
| FTGC First Trust Global Tactical | 2.34% | 63,864 | $1.6M | Add +1.4% |
| LMBS First Trust Low Duration Opp | 2.32% | 32,826 | $1.6M | Add +2.9% |
| WMT Walmart Inc. | 2.31% | 18,300 | $1.6M | Add +1.5% |
| FTCS First Trust Capital Strength | 2.17% | 16,860 | $1.5M | Add +13.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.86% | 5,845 | $1.3M | Add +3.6% |
| FTNT Fortinet Inc. | 1.80% | 12,992 | $1.3M | Add +1.8% |
| FTSM First Trust Enh Short Mat FD | 1.75% | 20,337 | $1.2M | Add +15.8% |
| ABBV Abbvie Inc. | 1.73% | 5,749 | $1.2M | Add +0.0% |
| XLE SS Energy Select Sector | 1.73% | 12,878 | $1.2M | Add +14.1% |
| SMH Vaneck Semiconductor ETF | 1.66% | 5,480 | $1.2M | Add +11.2% |
| PLTR Palantir Technologies Inc. Class A | 1.66% | 13,711 | $1.2M | Add +68.0% |
| HD Home Depot Inc. | 1.58% | 3,003 | $1.1M | Add +1.0% |
| COST Costco Wholesale Corp. | 1.51% | 1,111 | $1.1M | Add +4.7% |
| AMAT Applied Materials Inc. | 1.50% | 7,208 | $1.0M | Add +18.4% |
| ARKB ARK 21SHARES Bitcoin ETF | 1.45% | 12,318 | $1.0M | Add +3.5% |
| IHI iShares U.S. Medical Devices | 1.45% | 16,721 | $1.0M | Reduce -3.5% |
| CIBR First Trust Nasdaq Cybersecu | 1.42% | 15,743 | $992K | Add +3.1% |
| IHF iShares U.S. Healthcare Prov | 1.34% | 17,713 | $935K | Add +2.5% |
| ITA iShares U.S. Aerospace & Def | 1.19% | 5,401 | $827K | Add +2.6% |
| SPHQ Invesco S&P 500 Quality ETF | 1.10% | 11,496 | $763K | New |
| SKYY First Trust Cloud Computing | 1.09% | 7,445 | $761K | Add +1.8% |
| TSLA Tesla Inc. | 1.07% | 2,883 | $747K | Reduce -1.3% |
| BA The Boeing Co. | 1.00% | 4,083 | $696K | Add +0.8% |
| IGV iShares Expanded Tech-Softwa | 0.99% | 7,760 | $691K | New |
| KRE SS SPDR S&P Regional Bank | 0.99% | 12,111 | $689K | New |
| DHI D.R. Horton Inc. | 0.89% | 4,854 | $617K | Reduce -3.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.87% | 1,711 | $603K | Add +0.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.86% | 2,385 | $600K | Reduce -2.5% |
| AXP American Express Co. | 0.83% | 2,160 | $581K | Reduce -3.6% |
| ADBE Adobe Inc. | 0.78% | 1,418 | $544K | Reduce -2.6% |
| BLDR Builders Firstsource Inc. | 0.75% | 4,171 | $521K | Reduce -2.6% |
| CVX Chevron Corp. | 0.72% | 3,017 | $505K | Reduce -3.3% |
| CRM Salesforce Inc. | 0.71% | 1,834 | $492K | Reduce -1.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.68% | 2,869 | $476K | Reduce -3.5% |
| TSCO Tractor Supply Company | 0.68% | 8,605 | $474K | Reduce -3.3% |
| UBER Uber Technologies Inc. | 0.65% | 6,249 | $455K | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 0.65% | 1,850 | $454K | Add +2.0% |
| META Meta Platforms Inc. Class A | 0.64% | 772 | $445K | Reduce -0.8% |
| ABT Abbott Laboratories | 0.59% | 3,096 | $411K | No change |
| UNH Unitedhealth Group Inc. | 0.58% | 773 | $405K | Reduce -3.4% |
| LEN Lennar Corp. Class A | 0.52% | 3,139 | $360K | Add +3.0% |
| ULTA Ulta Beauty Inc. | 0.49% | 927 | $340K | Reduce -3.5% |
| SCHD Schwab US DVD Equity ETF | 0.48% | 11,996 | $335K | New |
| PANW Palo Alto Networks Inc. | 0.44% | 1,809 | $309K | Reduce -2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.43% | 1,715 | $296K | Add +23.4% |
| MGEE Mge Energy Inc. | 0.42% | 3,117 | $290K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 759 | $282K | Add +21.8% |
| ORCL Oracle Corp. | 0.40% | 1,997 | $279K | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 496 | $277K | Add +2.3% |
| PAUG Innovator U.S. Equity Power | 0.40% | 7,285 | $275K | Add +10.4% |
| IVV iShares Core S&P 500 ETF | 0.39% | 489 | $275K | No change |
| PYLD PIMCO Multisector Bond Actv | 0.39% | 10,310 | $272K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 979 | $269K | No change |
| R Ryder System Inc. | 0.34% | 1,638 | $236K | Reduce -1.3% |
| RSP Invesco S&P 500 Equal Weight | 0.34% | 1,352 | $234K | No change |
| MRVL Marvell Technology Inc. | 0.32% | 3,603 | $222K | Add +1.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.30% | 504 | $212K | Reduce -1.9% |
| V Visa Inc. Class A | 0.29% | 585 | $205K | New |
| VYM Vanguard High DVD Yield ETF | 0.29% | 1,583 | $204K | New |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -1.3% | 1.07% | −0.67 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.53 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 2.78% | −0.53 |
| WLK Westlake Corp. | Sold out | 0.00% | −0.50 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.37 |
| CRM Salesforce Inc. | Reduce -1.0% | 0.71% | −0.21 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.5% | 0.68% | −0.18 |
| ADBE Adobe Inc. | Reduce -2.6% | 0.78% | −0.17 |
| BLDR Builders Firstsource Inc. | Reduce -2.6% | 0.75% | −0.15 |
| DHI D.R. Horton Inc. | Reduce -3.3% | 0.89% | −0.15 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.5% | 0.86% | −0.15 |
| AXP American Express Co. | Reduce -3.6% | 0.83% | −0.15 |
| ULTA Ulta Beauty Inc. | Reduce -3.5% | 0.49% | −0.13 |
| ORCL Oracle Corp. | Reduce -0.3% | 0.40% | −0.09 |
| PANW Palo Alto Networks Inc. | Reduce -2.6% | 0.44% | −0.05 |
| R Ryder System Inc. | Reduce -1.3% | 0.34% | −0.05 |
| IHI iShares U.S. Medical Devices | Reduce -3.5% | 1.45% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 0.64% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.9% | 0.30% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -3.4% | 0.58% | −0.01 |
| TSCO Tractor Supply Company | Reduce -3.3% | 0.68% | −0.01 |
| CVX Chevron Corp. | Reduce -3.3% | 0.72% | +0.06 |
| UBER Uber Technologies Inc. | Reduce -3.8% | 0.65% | +0.08 |
| GLD SPDR Gold Shares | Reduce -0.1% | 6.90% | +0.94 |
Portfolio Buys Q4 2024 → Q1 2025
| SPHQ Invesco S&P 500 Quality ETF | New | 1.10% | +1.10 |
| IGV iShares Expanded Tech-Softwa | New | 0.99% | +0.99 |
| KRE SS SPDR S&P Regional Bank | New | 0.99% | +0.99 |
| PLTR Palantir Technologies Inc. Class A | Add +68.0% | 1.66% | +0.75 |
| SCHD Schwab US DVD Equity ETF | New | 0.48% | +0.48 |
| FDL First Trust Morn DVD Lead Inc. | Add +3.1% | 5.82% | +0.45 |
| PYLD PIMCO Multisector Bond Actv | New | 0.39% | +0.39 |
| XLE SS Energy Select Sector | Add +14.1% | 1.73% | +0.30 |
| V Visa Inc. Class A | New | 0.29% | +0.29 |
| VYM Vanguard High DVD Yield ETF | New | 0.29% | +0.29 |
| FTCS First Trust Capital Strength | Add +13.8% | 2.17% | +0.25 |
| ABBV Abbvie Inc. | Add +0.0% | 1.73% | +0.22 |
| FTSM First Trust Enh Short Mat FD | Add +15.8% | 1.75% | +0.20 |
| IHF iShares U.S. Healthcare Prov | Add +2.5% | 1.34% | +0.12 |
| FTGC First Trust Global Tactical | Add +1.4% | 2.34% | +0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +23.4% | 0.43% | +0.08 |
| COST Costco Wholesale Corp. | Add +4.7% | 1.51% | +0.08 |
| ITA iShares U.S. Aerospace & Def | Add +2.6% | 1.19% | +0.06 |
| AMAT Applied Materials Inc. | Add +18.4% | 1.50% | +0.04 |
| LMBS First Trust Low Duration Opp | Add +2.9% | 2.32% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +21.8% | 0.40% | +0.03 |
| PAUG Innovator U.S. Equity Power | Add +10.4% | 0.40% | +0.02 |
| FTNT Fortinet Inc. | Add +1.8% | 1.80% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +2.0% | 0.65% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.7% | 0.87% | +0.01 |
| CIBR First Trust Nasdaq Cybersecu | Add +3.1% | 1.42% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.3% | 0.40% | −0.02 |
| BA The Boeing Co. | Add +0.8% | 1.00% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.9% | 2.64% | −0.08 |
| WMT Walmart Inc. | Add +1.5% | 2.31% | −0.09 |
| LEN Lennar Corp. Class A | Add +3.0% | 0.52% | −0.09 |
| SMH Vaneck Semiconductor ETF | Add +11.2% | 1.66% | −0.10 |
| RDVY First Trust Rising Dividend | Add +1.3% | 4.49% | −0.11 |
| HD Home Depot Inc. | Add +1.0% | 1.58% | −0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.6% | 1.86% | −0.14 |
| ARKB ARK 21SHARES Bitcoin ETF | Add +3.5% | 1.45% | −0.18 |
| SKYY First Trust Cloud Computing | Add +1.8% | 1.09% | −0.19 |
| MSFT Microsoft Corp. | Add +5.4% | 2.74% | −0.25 |
| MRVL Marvell Technology Inc. | Add +1.0% | 0.32% | −0.26 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.8% | 3.75% | −0.29 |
| AAPL Apple Inc. | Add +1.5% | 2.54% | −0.35 |
| SDVY First Trust Smid Cap Rising | Add +2.1% | 5.01% | −0.38 |
| NVDA Nvidia Corp. | Add +11.9% | 3.15% | −0.43 |
| AVGO Broadcom Inc. | Add +3.9% | 2.85% | −1.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 90 | $116.7M | QQQ, AMAT, FDL, SDVY, RDVY |
| Q1 2026 | 84 | $101.7M | FDL, SDVY, QQQ, AVGO, RDVY |
| Q4 2025 | 85 | $102.0M | QQQ, FDL, AVGO, SDVY, VUG |
| Q3 2025 | 87 | $105.0M | QQQ, GLD, SDVY, AVGO, FDL |
| Q2 2025 | 80 | $87.0M | FDL, SDVY, QQQ, GLD, AVGO |
| Q1 2025 | 70 | $69.6M | GLD, FDL, SDVY, RDVY, QQQ |
| Q4 2024 | 66 | $67.8M | GLD, SDVY, FDL, RDVY, QQQ |