StockDriftsStockDriftsTop 50 Wisconsin Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 4.11% | 6.6K | $4.9M | -4.09%(-282) | $513.35(+39.93%) | 2026-09-30 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 3.97% | 96.2K | $4.7M | +1.36%(+1.29K) | $41.41(+24.07%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.53% | 18.4K | $4.2M | +0.04%(+8) | $129.97(+67.03%) | 2026-09-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 3.51% | 103.0K | $4.2M | +0.32%(+328) | $35.99(+15.12%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 3.49% | 46.1K | $4.2M | +0.73%(+336) | $74.24(+19.64%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.38% | 51.3K | $4.0M | -2.72%(-1.44K) | $59.49(+33.37%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 3.06% | 10.4K | $3.6M | +0.47%(+49) | $205.37(+62.92%) | 2026-09-30 | |
| AMAT | APPLIED MATLS INC | 2.73% | 6.3K | $3.2M | -7.41%(-507) | $176.75(+133.72%) | 2026-09-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 2.72% | 38.4K | $3.2M | +0.39%(+149) | $68.92(+22.27%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 2.47% | 115.7K | $2.9M | +4.94%(+5.44K) | $26.58(-4.45%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.64% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.15% |
Wisconsin Wealth Advisors LLC reports $118.93M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (4.1%), FDL (4.0%) and NVDA (3.5%). The top 20 holdings account for 54.06% of reported assets. Its disclosed equity book has returned +36.64% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Wisconsin Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.
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