StockDriftsStockDriftsTop 50 Wisconsin Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 4.35% | 6.9K | $5.1M | -0.69%(-48) | $513.35(+40.41%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 4.24% | 6.8K | $4.9M | -10.50%(-803) | $176.75(+201.85%) | 2026-06-30 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 3.96% | 94.9K | $4.6M | -0.28%(-270) | $41.31(+25.67%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 3.8% | 102.7K | $4.4M | -0.39%(-407) | $35.97(+24.01%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.66% | 52.8K | $4.3M | +0.21%(+113) | $59.49(+40.42%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.38% | 45.7K | $3.9M | +2.98%(+1.32K) | $74.14(+20.14%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.34% | 10.3K | $3.9M | -13.21%(-1.57K) | $204.61(+105.44%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.15% | 18.4K | $3.7M | -7.26%(-1.44K) | $129.93(+69.67%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 2.96% | 38.3K | $3.4M | +0.81%(+306) | $68.83(+25.45%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 2.51% | 110.3K | $2.9M | +2.14%(+2.31K) | $26.62(-1.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.96% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.54% |
Wisconsin Wealth Advisors, LLC reports $116.70M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (4.3%), AMAT (4.2%) and FDL (4.0%). The top 20 holdings account for 55.18% of reported assets. Its disclosed equity book has returned +36.96% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wisconsin Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2073891). View Wisconsin Wealth Advisors, LLC’s 13F filings on SEC