Wisconsin Wealth Advisors, LLC
โขCIK: 2073891โขFiling: Q4 2025
**Wisconsin Wealth Advisors, LLC** manages $102M across a diversified portfolio of 85 positions. The fund exhibits notable concentration in technology and growth sectors, with top holdings including NDQ, FDL, and AVGO, each representing significant allocations near the $4.1M mark. Further substantial exposure is evident in semiconductor and technology leaders such as NVDA ($3.5M) and VUG ($3.6M). This positioning suggests a tactical, growth-oriented mandate within the current market cycle.
Total AUM
$102.0M
QoQ Performance
-2.9%
Positions
62
Top 10 Concentration
35.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ4.1%
FDL4.1%
AVGO4.0%
SDVY3.8%
VUG3.5%
RDVY3.5%
NVDA3.5%
GQ93.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other71.8%
Technology15.0%
Consumer7.8%
Financial1.6%
Healthcare1.6%
Industrial1.1%
ETF0.7%
Communication0.5%
๐ช Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW5 new positions
โ26 increased
โ45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025