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WISCONSIN WEALTH ADVISORS, LLC 13F portfolio summary

WISCONSIN WEALTH ADVISORS, LLC of WISCONSIN WEALTH ADVISORS, LLC has 84 current stock holdings with a reported portfolio value of $101.7M. The portfolio 1 year return is +16.38%. Top holdings include QQQ (0.00%), SPY (0.00%), FDL (4.97%), SDVY (4.18%), AVGO (3.78%).

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WISCONSIN WEALTH ADVISORS, LLC

WISCONSIN WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

WISCONSIN WEALTH ADVISORS, LLC runs WISCONSIN WEALTH ADVISORS, LLC and currently holds 84 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $101.65M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WISCONSIN WEALTH ADVISORS, LLC ranks #935 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WISCONSIN WEALTH ADVISORS, LLC's portfolio at WISCONSIN WEALTH ADVISORS, LLC has delivered returns of +16.38%. Their 3-year annualized return is +15.09%. Looking at the 5-year horizon, WISCONSIN WEALTH ADVISORS, LLC has achieved +15.09% annualized returns at WISCONSIN WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.38%
#819/1000
3 Year
+15.09%
#935/1000
5 Year
+15.09%
#930/1000

Portfolio Value

$101.65M

Alpha Score

13.5

#935 of 1000

Holdings

84

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change