Data as of Q4 2025 (Dec 31, 2025)

Wisconsin Wealth Advisors, LLC

โ€ขCIK: 2073891โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

PYLD
PIMCO ETF TR
+49.7%
2.8% of portfolio
CGDV
CAPITAL GROUP DIVIDEND VALUE
NEW
0.8% of portfolio
GLTR
ABRDN PRECIOUS METALS BASKET
NEW
0.8% of portfolio
VYM
VANGUARD WHITEHALL FDS
+151.0%
1.2% of portfolio
XLE
SELECT SECTOR SPDR TR
+98.4%
1.0% of portfolio

๐Ÿ“‰ Biggest Sells

GQ9
SPDR GOLD TR
-34.4%
3.1% of portfolio
PJUL
INNOVATOR ETFS TRUST
-28.0%
1.7% of portfolio
NDQ
INVESCO QQQ TR
-13.5%
4.1% of portfolio
HD
HOME DEPOT INC
-58.2%
0.4% of portfolio
SDVY
FIRST TR EXCHANGE-TRADED FD
-11.6%
3.8% of portfolio

Sector Breakdown

Other71.8%
Technology15.0%
Consumer7.8%
Financial1.6%
Healthcare1.6%
Industrial1.1%
ETF0.7%
Communication0.5%

๐Ÿšช Exited Positionssold since Q3 2025

VONG
VANGUARD SCOTTSDALE FDS
SOLD
$434.5K
ABT
ABBOTT LABS
SOLD
$409.2K
FNDX
SCHWAB STRATEGIC TR
SOLD
$325.8K
R
RYDER SYS INC
SOLD
$321.9K
OUSA
ALPS ETF TR
SOLD
$316.2K
+2 more exited positions

Changes from Q3 2025

NEW5 new positions
โ†‘26 increased
โ†“45 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025