Wisconsin Wealth Advisors, LLC
RIA/Wealth
Wisconsin Wealth Advisors, LLC is a RIA/Wealth based in Sun Prairie, WI led by Chris Allen Swenson, reporting $114.2M in AUM as of Q3 2025 with 53% ETF concentration.
OwnerChris Allen Swenson
- Portfolio Value
- $104.1M
- Positions
- 86
- Top Holding
- QQQ at 4.55%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wisconsin Wealth Advisors, LLC's portfolio (36.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $4.7M | 4.55% | +$685.1K Bought | — 7.9K shares | |
Unknown Unknown | $4.4M | 4.19% | +$78.9K Bought | — 12.3K shares | |
ETF ETF | $4.4M | 4.18% | -$20.3K Sold | — 114.6K shares | |
Semiconductors Technology | $4.2M | 4.06% | -$45.5K Sold | 0.00% 12.8K shares | |
ETF ETF | $4.2M | 4.05% | -$24.1K Sold | — 97.3K shares | |
ETF ETF | $3.8M | 3.62% | -$50.4K Sold | — 56.0K shares | |
Semiconductors Technology | $3.7M | 3.57% | +$41.4K Bought | 0.00% 19.9K shares | |
ETF ETF | $3.4M | 3.24% | +$2.4M Bought | — 7.0K shares | |
Software - Infrastructure Technology | $2.6M | 2.48% | -$10.9K Sold | 0.00% 5.0K shares | |
ETF ETF | $2.5M | 2.44% | +$254.5K Bought | — 34.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wisconsin Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-60.43% | |
-29.42% | |
-17.95% | |
-15.61% |
Analytics
Portfolio insights and performance metrics for Wisconsin Wealth Advisors, LLC
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