Wisconsin Wealth Advisors, LLC holds a diversified book of 90 stocks worth $116.7M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened T-Rex 2X LNG Nvidia Dly TRGT and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 4% of the equity book. Cloning the disclosed picks since 2025 would be +14% (+14.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2073891/holdings"
Use Arkolith to show Wisconsin Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +22.7%, a 8.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Wisconsin Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wisconsin Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.1B |
| MORGAN STANLEY | 79 / 80 | $522.6B |
| LPL Financial LLC | 79 / 80 | $90.7B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $82.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $20.1B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $6.4B |
| HARBOUR INVESTMENTS, INC. | 79 / 80 | $1.6B |
| JPMORGAN CHASE & CO | 78 / 80 | $454.7B |
Ranked by how many of Wisconsin Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $5.1M | 6.9K | 4.3% | ▼−0.7% Reduced · −48 sh | |
| 2 | Applied Matls Inc COM | $4.9M | 6.8K | 4.2% | ▼−10% Reduced · −803 sh | |
| 3 | First TR Exchange-Traded FD SHS | $4.6M | 94.9K | 4.0% | ▼−0.3% Reduced · −270 sh | |
| 4 | First TR Exchange Traded FD SMID RISNG ETF | $4.4M | 102.7K | 3.8% | ▼−0.4% Reduced · −407 sh | |
| 5 | First TR Exchange Traded FD RISNG DIVD ACHIV | $4.3M | 52.8K | 3.7% | ▲+0.2% Added · +113 sh | |
| 6 | Vanguard Index FDS GROWTH ETF | $3.9M | 45.7K | 3.4% | ▲+518% Added · +38K sh | |
| 7 | Broadcom Inc COM | $3.9M | 10.3K | 3.3% | ▼−13% Reduced · −2K sh | |
| 8 | Nvidia Corporation COM | $3.7M | 18.4K | 3.2% | ▼−7.3% Reduced · −1K sh | |
| 9 | Invesco Exchange Traded FD T S&P500 QUALITY | $3.4M | 38.3K | 3.0% | ▲+0.8% Added · +306 sh | |
| 10 | Pimco ETF TR MULTISECTOR BD | $2.9M | 110.3K | 2.5% | ▲+2.1% Added · +2K sh | |
| 11 | SPDR Gold TR GOLD SHS | $2.8M | 7.6K | 2.4% | ▼−0.8% Reduced · −66 sh | |
| 12 | Vaneck ETF Trust SEMICONDUCTR ETF | $2.8M | 4.2K | 2.4% | ▼−27% Reduced · −2K sh | |
| 13 | First TR Exchange-Traded FD CAP STRENGTH ETF | $2.5M | 26.9K | 2.2% | ▲+1.1% Added · +302 sh | |
| 14 | Vanguard Index FDS MID CAP ETF | $2.5M | 30.7K | 2.1% | ▲+308% Added · +23K sh | |
| 15 | Apple Inc COM | $2.4M | 8.4K | 2.1% | ▼~0% Reduced · −4 sh | |
| 16 | Amazon Com Inc COM | $2.4M | 9.9K | 2.0% | ▼−0.5% Reduced · −46 sh | |
| 17 | Microsoft Corp COM | $2.1M | 5.7K | 1.8% | ▼−1.0% Reduced · −56 sh | |
| 18 | Vanguard Index FDS SMALL CP ETF | $1.9M | 6.4K | 1.7% | ▲+2.4% Added · +151 sh | |
| 19 | Crowdstrike Hldgs Inc CL A | $1.9M | 2.5K | 1.6% | ▼−7.4% Reduced · −202 sh | |
| 20 | Walmart Inc COM | $1.8M | 16.2K | 1.6% | ▼−1.1% Reduced · −187 sh | |
| 21 | Innovator Etfs Trust US EQTY PWR BUF | $1.8M | 36.8K | 1.5% | —Held | |
| 22 | First TR Exchange-Traded FD FST LOW OPPT EFT | $1.8M | 35.2K | 1.5% | ▼−0.3% Reduced · −90 sh | |
| 23 | First TR Exchange-Traded FD SHS | $1.7M | 36.0K | 1.5% | ▲+3.9% Added · +1K sh | |
| 24 | Schwab Strategic TR US LCAP GR ETF | $1.6M | 48.6K | 1.4% | ▲+1.2% Added · +563 sh | |
| 25 | First TR Exchange-Traded FD FIRST TR ENH NEW | $1.6M | 26.8K | 1.4% | ▲+0.1% Added · +39 sh | |
| 26 | Innovator Etfs Trust LADERD ALCTN PWR | $1.5M | 28.2K | 1.3% | ▲+2.4% Added · +673 sh | |
| 27 | Capital Group International SHS | $1.4M | 39.1K | 1.2% | ▲+0.9% Added · +335 sh | |
| 28 | First TR Exchange-Traded FD NASDAQ CYB ETF | $1.4M | 15.9K | 1.2% | ▲+0.1% Added · +18 sh | |
| 29 | Fortinet Inc COM | $1.4M | 9.3K | 1.2% | ▲+1.8% Added · +168 sh | |
| 30 | Tesla Inc COM | $1.3M | 3.2K | 1.1% | ▲+1.3% Added · +40 sh | |
| 31 | Capital Group Core Balanced SHS | $1.3M | 34.7K | 1.1% | ▲+3.3% Added · +1K sh | |
| 32 | Vanguard Whitehall FDS HIGH DIV YLD | $1.3M | 8.2K | 1.1% | ▲+0.2% Added · +14 sh | |
| 33 | Palantir Technologies Inc CL A | $1.3M | 11.1K | 1.1% | ▼−3.0% Reduced · −339 sh | |
| 34 | First TR Exchange-Traded FD CLOUD COMPUTING | $1.2M | 8.8K | 1.0% | ▼−0.3% Reduced · −22 sh | |
| 35 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.1M | 2.3K | 0.9% | ▲+0.4% Added · +9 sh | |
| 36 | Palo Alto Networks Inc COM | $1.1M | 3.2K | 0.9% | ▲+1.2% Added · +38 sh | |
| 37 | Ishares TR US AER DEF ETF | $1.1M | 4.5K | 0.9% | ▼−1.9% Reduced · −87 sh | |
| 38 | Costco Wholesale Corporation COM | $1.1M | 1.1K | 0.9% | —Held | |
| 39 | First TR Exchange-Traded FD WCM INTL EQUITY | $1.1M | 54.2K | 0.9% | ▼−1.3% Reduced · −694 sh | |
| 40 | First TR Exchange-Traded FD COMMON SHS | $1.0M | 54.8K | 0.9% | ▼−1.3% Reduced · −695 sh | |
| 41 | Vanguard Index FDS SML CP GRW ETF | $1.0M | 2.8K | 0.9% | ▲+0.1% Added · +4 sh | |
| 42 | D R Horton Inc COM | $988K | 6.1K | 0.8% | ▲+14% Added · +746 sh | |
| 43 | Enbridge Inc COM | $957K | 17.7K | 0.8% | —Held | |
| 44 | Boeing Co COM | $909K | 4.2K | 0.8% | ▲+1.3% Added · +52 sh | |
| 45 | Capital Group Dividend Value SHS CREAT UNIT | $882K | 17.9K | 0.8% | ▲+0.3% Added · +53 sh | |
| 46 | Unitedhealth Group Inc COM | $806K | 1.9K | 0.7% | ▼−1.9% Reduced · −37 sh | |
| 47 | Alphabet Inc CAP STK CL C | $785K | 2.2K | 0.7% | ▲+1.3% Added · +29 sh | |
| 48 | Ishares TR U.S. MED DVC ETF | $774K | 15.7K | 0.7% | ▼−2.4% Reduced · −384 sh | |
| 49 | Abbvie Inc COM | $747K | 3.0K | 0.6% | ▼−1.2% Reduced · −35 sh | |
| 50 | JPMorgan Chase & Co COM | $744K | 2.3K | 0.6% | ▼−4.7% Reduced · −112 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 90 | $116.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 84 | $101.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 85 | $102.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 87 | $105.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 80 | $87.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Aug 12, 2025 | 70 | $69.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Aug 12, 2025 | 66 | $67.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.