Wisconsin Wealth Advisors, LLC reported 42 positions worth $51.30M for the quarter ended Sep 30, 2026, up 2.6% on the prior quarter. It opened 2 new positions, added to 26, trimmed 11 and exited 6. Its largest holding is Nvidia Corp at 8.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LLY ELI LILLY & Co | +835 | – | $966.16K | 1.88% |
| SPCX Space Exploration Technologies Corp | +6,161 | – | $929.45K | 1.81% |
| CEG Constellation Energy Corp | +891 | +76.5% | $226.31K | 1.02% |
| BFLY Butterfly Network, Inc. | +10.0K | +25.0% | $89.60K | 0.873% |
| ADBE Adobe Inc. | +123 | +4.9% | $29.51K | 1.24% |
| CRM Salesforce, Inc. | +91 | +3.1% | $20.89K | 1.36% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +42 | +1.8% | $19.16K | 2.1% |
| AVGO Broadcom Inc. | +49 | +0.5% | $17.21K | 7.1% |
| JPM Jpmorgan Chase & Co | +46 | +2.0% | $15.22K | 1.5% |
| CRWD CrowdStrike Holdings, Inc. | +47 | +0.5% | $12.44K | 5.22% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CVX Chevron Corp | -3,840 | -100.0% | $636.59K | Exited |
| BLDR Builders FirstSource, Inc. | -6,780 | -100.0% | $606.68K | Exited |
| NFLX Netflix Inc | -5,324 | -100.0% | $380.16K | Exited |
| AMAT Applied Materials Inc | -507 | -7.4% | $259.26K | 6.32% |
| LNT Alliant Energy Corp | -3,228 | -100.0% | $246.26K | Exited |
| AMD Advanced Micro Devices Inc | -412 | -100.0% | $239.34K | Exited |
| CSCO Cisco Systems, Inc. | -1,737 | -100.0% | $204.00K | Exited |
| AAPL Apple Inc. | -356 | -4.3% | $118.55K | 5.19% |
| AMZN Amazon Com Inc | -328 | -3.3% | $81.72K | 4.65% |
| TSLA Tesla, Inc. | -171 | -5.4% | $60.67K | 2.08% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CVX Chevron Corp | -3,840 | $636.59K | 1.27% |
| BLDR Builders FirstSource, Inc. | -6,780 | $606.68K | 1.21% |
| NFLX Netflix Inc | -5,324 | $380.16K | 0.76% |
| LNT Alliant Energy Corp | -3,228 | $246.26K | 0.492% |
| AMD Advanced Micro Devices Inc | -412 | $239.34K | 0.479% |
| CSCO Cisco Systems, Inc. | -1,737 | $204.00K | 0.408% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 18.4K | $4.20M | 8.19% | +8 | +0.0% | Added | 0% |
| 2 | AVGO Broadcom Inc. | Technology | 10.4K | $3.64M | 7.1% | +49 | +0.5% | Added | 0% |
| 3 | AMAT Applied Materials Inc | Technology | 6,339 | $3.24M | 6.32% | -507 | -7.4% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 5,674 | $2.91M | 5.67% | +9 | +0.2% | Added | 0% |
| 5 | GLD Spdr Gold Trust | Financial Services | 7,614 | $2.90M | 5.65% | +4 | +0.1% | Added | 0% |
| 6 | CRWD CrowdStrike Holdings, Inc. | Technology | 10.1K | $2.68M | 5.22% | +47 | +0.5% | Added | 0% |
| 7 | AAPL Apple Inc. | Technology | 8,000 | $2.66M | 5.19% | -356 | -4.3% | Reduced | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 9,565 | $2.38M | 4.65% | -328 | -3.3% | Reduced | 0% |
| 9 | PLTR Palantir Technologies Inc. | Technology | 11.0K | $2.07M | 4.03% | -68 | -0.6% | Reduced | 0% |
| 10 | WMT Walmart Inc. | Consumer Staples | 16.2K | $1.68M | 3.28% | +12 | +0.1% | Added | 0% |
| 11 | FTNT Fortinet, Inc. | Technology | 9,302 | $1.66M | 3.24% | +11 | +0.1% | Added | 0% |
| 12 | PANW Palo Alto Networks Inc | Technology | 3,226 | $1.28M | 2.5% | +20 | +0.6% | Added | 0% |
| 13 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 2,359 | $1.08M | 2.1% | +42 | +1.8% | Added | 0% |
| 14 | TSLA Tesla, Inc. | Consumer Discretionary | 3,010 | $1.07M | 2.08% | -171 | -5.4% | Reduced | 0% |
| 15 | TWLO Twilio Inc | Technology | 3,515 | $1.03M | 2% | -3 | -0.1% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Wisconsin Wealth Advisors.
As of its Q3 2026 13F filing, Wisconsin Wealth Advisors, LLC’s five largest positions were Nvidia Corp (NVDA) at 8.2%, Broadcom Inc. (AVGO) at 7.1%, Applied Materials Inc (AMAT) at 6.3%, Microsoft Corp (MSFT) at 5.7%, Spdr Gold Trust (GLD) at 5.7% of the reported portfolio.
Wisconsin Wealth Advisors, LLC reported a 13F portfolio worth $51.30M across 42 positions for Q3 2026. That is up 2.6% from the previous quarter.
Its largest purchases by value were ELI LILLY & Co ($966.16K), Space Exploration Technologies Corp ($929.45K), Constellation Energy Corp ($226.31K). It opened 2 new positions.
Its largest sales by value were Chevron Corp ($636.59K), Builders FirstSource, Inc. ($606.68K), Netflix Inc ($380.16K). It exited 6 positions entirely.
From the Form 13F-HR reports Wisconsin Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.