BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders
Screener Research
Sign in Register
Portfolio (Quarterly) Guide ↗

Wisconsin Wealth Advisors, LLC

· CIK 0002073891
13F Portfolio $102M AUM 84 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 41 Added 6 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 XLE SELECT SECTOR SPDR TR 22,211 $993K 0.97% SOLD
2 IWY ISHARES TR 756 $209K 0.20% SOLD
3 V VISA INC Financial Services 586 $206K 0.20% SOLD
Sector Allocation
Technology 42.3%
Financial Services 23.0%
Consumer Cyclical 11.8%
Consumer Defensive 6.7%
Communication Services 4.9%
Energy 3.7%
Industrials 3.1%
Healthcare 2.8%
Utilities 1.8%