Institutional Fund
Wisconsin Wealth Advisors, LLC
Sun Prairie, WICIK 20738916 filings on record
Portfolio Value
$101.65M
Q1 2026
Holdings
84
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-0.4%
from $102.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- First Tr Exchange-Traded Fd4.8%
- First Tr Exchange-Traded Fd4.0%
- Invesco Qqq Tr3.9%
- Broadcom Inc3.6%
- First Tr Exchange Traded Fd3.5%
- Nvidia Corporation3.4%
- Other76.7%
Portfolio Holdings
84 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange-Traded Fd | 95.2K | $4.83M | 4.8% | +1.9K | Added |
| 2 | First Tr Exchange-Traded Fd | 103.1K | $4.06M | 4.0% | +1.8K | Added |
| 3 | Invesco Qqq Tr | 6.9K | $4.00M | 3.9% | +109 | Added |
| 4 | Broadcom Inc | 11.9K | $3.68M | 3.6% | +80 | Added |
| 5 | First Tr Exchange Traded Fd | 52.6K | $3.59M | 3.5% | +1.2K | Added |
| 6 | Nvidia Corporation | 19.8K | $3.46M | 3.4% | +850 | Added |
| 7 | Spdr Gold Tr | 7.7K | $3.30M | 3.2% | −378 | Reduced |
| 8 | Vanguard Index Fds | 7.4K | $3.23M | 3.2% | +11 | Added |
| 9 | Invesco Exchange Traded Fd T | 38.0K | $2.85M | 2.8% | −68 | Reduced |
| 10 | Pimco ETF Tr | 108.0K | $2.83M | 2.8% | −355 | Reduced |
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