Wisconsin Wealth Advisors Q2 2026 Portfolio Activity: Focus on Growth ETFs and Select Sector Adjustments

Wisconsin Wealth Advisors LLC reported substantial activity within its investment portfolio during the second quarter of 2026. The firm's holdings underwent significant changes, reflecting a dynamic approach focused on capitalizing on market movements across various sectors.

The portfolio saw an increase in overall size from previous periods, with total assets amounting to $115,637,706 as of June 30th. This quarter's activity was characterized by strategic additions and adjustments within the existing framework.

Significant Purchases

In a clear display of confidence in certain market segments, Wisconsin Wealth Advisors made several notable purchases during Q2:

• VUG (Vanguard Information Technology ETF) saw its holdings increase by a staggering 517.88%, adding 38,344 shares to the existing position.
• VO (Vanguard Consumer Staples ETF) also experienced significant growth, with holdings rising by approximately 307.77% due to an increase of 23,175 shares.
• NVDA (NVIDIA Corporation) allocation remained unchanged at this level.
• The firm added a new position in the Technology sector with BFLY (Butterfly Network Inc.), investing $336,800 and increasing its stake by 33.33%.
• CRM (Salesforce Inc.) allocation remained unchanged at this level.
• The firm also increased its position in the Technology sector with BLDR (Builders FirstSource Inc.), investing $606,675 and increasing its stake by 72.65%.
• PYLD allocation remained unchanged at this level.
• LEN (Lennar Corporation) allocation increased by approximately 37.76% due to an addition of 1,742 shares.
• NVDA allocation remained unchanged at this level.
• CSCO (Cisco Systems Inc.) allocation increased by approximately 100.0% due to an addition of 1,737 shares.

These purchases suggest a continued interest in growth-oriented sectors and specific companies showing strong potential during this period.

Notable Sales & Reductions

Conversely, the firm also made adjustments to its portfolio by reducing or exiting certain positions:

• SMH (VanEck Vectors Semiconductor ETF) allocation decreased by approximately -27.01% due to a reduction of 1,555 shares.
• NVDA allocation remained unchanged at this level.
• The firm significantly reduced its stake in the Technology sector's AVGO (Broadcom Inc.), decreasing holdings by approximately -13.21% due to a reduction of 1,570 shares.
• FDLY allocation remained unchanged at this level.
• RDVY allocation remained unchanged at this level.
• The firm also reduced its position in the Technology sector's AVGO (Broadcom Inc).
• SPYQ allocation remained unchanged at this level.
• The firm also reduced its position in the Technology sector's AVGO (Broadcom Inc).
• FDLY allocation remained unchanged at this level.
• RDVY allocation remained unchanged at this level.

The reduction in AVGO indicates a potential shift or consolidation within the Technology sector, though other holdings like NVDA and CSCO saw increases. No sales resulted in new positions being exited entirely from the top 10 sectors according to the provided data.