Wisconsin Wealth Advisors, LLC
SEC Form 13F institutional filer · CIK 0002073891
13F-HR · 47 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
54.8%
Wisconsin Wealth Advisors, LLC — $50.4M AUM allocation strategy
Wisconsin Wealth Advisors, LLC files SEC Form 13F and reports $50.4M of long US equity value across 47 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 34.7%, followed by Financials 8.9% and Consumer Discretionary 7.9%.
The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Wisconsin Wealth Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$50.4M
total across 47 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
55% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ORCL +2.58K sh · +$272K+$PANW +1.07K sh · +$122K+$NVDA +850 sh · −$81.3K
Biggest trims (shares)
−$ABBV −1.08K sh · −$281K−$WMT −742 sh · +$128K−$FTNT −560 sh · −$23.4K
Exited to nil (held last quarter, gone now)
$XLE ($993K last qtr)$IWM ($209K last qtr)$V ($206K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors14.2%—
- Systems Software7.8%—
- Consumer Staples Merchandise Retail6.3%—
- Asset Management & Custody Banks6.2%—
- Semiconductor Materials & Equipment5.2%—
- Technology Hardware, Storage & Peripherals4.2%—
- Broadline Retail4.1%—
- Application Software3.3%—
- Other holdings48.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 11.9K | $3.68M | +80 | 7.3% |
| $NVDA | NVIDIA Corporation | 19.8K | $3.46M | +850 | 6.9% |
| $IVZ | Invesco Ltd | 39.3K | $3.12M | -68 | 6.2% |
| $AMAT | Applied Materials Inc | 7.65K | $2.61M | +37 | 5.2% |
| $AAPL | Apple Inc | 8.36K | $2.12M | +46 | 4.2% |
| $MSFT | Microsoft Corporation | 5.72K | $2.12M | +726 | 4.2% |
| $AMZN | Amazon.com Inc | 9.94K | $2.07M | +133 | 4.1% |
| $WMT | Walmart Inc | 16.4K | $2.03M | -742 | 4.0% |
…and 39 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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