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Wisconsin Wealth Advisors, LLC

CIK:0002073891
Investment Adviser
$0 AUM
87 holdings
Sun Prairie, WI, US
Founded:1982
1 employees
Latest filing:Sep 30, 2025

Wisconsin Wealth Advisors, LLC is a financial advisory and money management firm headquartered in Sun Prairie, Wisconsin, also serving clients from an office in Madison. Founded in 1982, the firm provides financial planning and investment advisory services and is a registered investment adviser. As a local boutique firm, Wisconsin Wealth Advisors delivers fiduciary advice to individuals, families, and small businesses. They offer customized retirement, investment, and wealth management strategies. The firm has been in business for over 40 years and is managed by Mr. Terry Balding, Owner. They typically serve individuals seeking personalized financial planning and guidance.

Investment Strategy

Wisconsin Wealth Advisors focuses on comprehensive, client-centered financial planning utilizing MoneyGuidePro® to create personalized roadmaps for achieving financial goals. Their approach emphasizes aligning investment strategies with each client's evolving needs, wants, and wishes, helping clients adjust plans as their circumstances change. Investment solutions are tailored based on individual risk tolerance, retirement objectives, and overall life goals, with a fiduciary commitment to acting in clients' best interests and providing affordable planning services typically on a fee basis. Their philosophy centers on helping clients achieve financial independence and freedom, adapting recommendations as life evolves.

Top Buys
V
VUGVANGUARD INDEX FDS
+$2.5M
P
PJULINNOVATOR ETFS TRUST
+$1.4M
P
PYLDPIMCO ETF TR
+$1.2M
B
BUFFINNOVATOR ETFS TRUST
+$1.1M
Q
QQQINVESCO QQQ TR
+$1.0M
Top Sells
S
SCHDSCHWAB STRATEGIC TR
-$407.7K
M
MRVLMARVELL TECHNOLOGY INC
-$279.7K
F
FTSMFIRST TR EXCHANGE-TRADED FD
-$228.0K
V
VTVVANGUARD INDEX FDS
-$132.8K
T
TWLOTWILIO INC
-$85.4K

Top Holdings

Q
QQQINVESCO QQQ TR
+4.5%$4.7M
G
GLDSPDR GOLD TR
+4.2%$4.4M
S
SDVYFIRST TR EXCHANGE-TRADED FD
+4.1%$4.4M
A
AVGOBROADCOM INC
+4.0%$4.2M
F
FDLFIRST TR EXCHANGE-TRADED FD
+4.0%$4.2M

Equity Positions (87)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
Q
QQQ
INVESCO QQQ TR4.51%$4.7M7,888$529.07$600.37+$1.0M
G
GLD
SPDR GOLD TR4.15%$4.4M12,272$244.18$355.47+$689.4K
S
SDVY
FIRST TR EXCHANGE-TRADED FD4.15%$4.4M114,599$35.75$38.02+$295.1K
A
AVGO
BROADCOM INC4.02%$4.2M12,802$233.33$329.91+$656.6K
F
FDL
FIRST TR EXCHANGE-TRADED FD4.02%$4.2M97,251$40.43$43.41+$126.5K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+10.0%
SERVICES-PREPACKAGED SOFTWARE
+7.6%
COMMODITY CONTRACTS BROKERS & DEALERS
+5.5%
RETAIL-VARIETY STORES
+2.7%
ELECTRONIC COMPUTERS
+2.1%