WP Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, WP Advisors, LLC held in its portfolio 115 assets valued at $401,518,351 (i.e. $401.52M).
The most valuable assets in the portfolio included: APPLE INC ($42.27M), ALPHABET INC ($34.55M), and VANGUARD INDEX FDS ($31.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 115 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WP Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 155480 | 42268923 | COM |
| ALPHABET INC | 110092 | 34546721 | CAP STK CL C |
| VANGUARD INDEX FDS | 123091 | 31751226 | SMALL CP ETF |
| META PLATFORMS INC | 41230 | 27215793 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 48727 | 24492627 | CL B NEW |
| NVIDIA CORPORATION | 107487 | 20046244 | COM |
| AMAZON COM INC | 65241 | 15058928 | COM |
| PFIZER INC | 526343 | 13105931 | COM |
| ENTERPRISE PRODS PARTNERS L | 374616 | 12010193 | COM |
| NETFLIX INC | 127490 | 11953462 | COM |
| VISA INC | 25337 | 8886100 | COM CL A |
| VANGUARD INDEX FDS | 28934 | 8741110 | SML CP GRW ETF |
| UNITEDHEALTH GROUP INC | 24233 | 7999396 | COM |
| ABBVIE INC | 34425 | 7865729 | COM |
| MICROSOFT CORP | 16134 | 7802813 | COM |
| INVESCO EXCH TRADED FD TR II | 92176 | 7769486 | KBW BK ETF |
| PAYPAL HLDGS INC | 129046 | 7533714 | COM |
| AMERICAN EXPRESS CO | 16492 | 6101261 | COM |
| JPMORGAN CHASE & CO. | 16837 | 5425335 | COM |
| VALERO ENERGY CORP | 33064 | 5382526 | COM |
| VANGUARD INDEX FDS | 16936 | 4915122 | MID CAP ETF |
| ADVANCED MICRO DEVICES INC | 21639 | 4634208 | COM |
| INVESCO EXCHANGE TRADED FD T | 36854 | 3809180 | S&P500 PUR VAL |
| BOOKING HOLDINGS INC | 621 | 3328322 | COM |
| SELECT SECTOR SPDR TR | 57930 | 3172803 | STATE STREET FIN |
| ONEOK INC NEW | 40241 | 2957732 | COM |
| SELECT SECTOR SPDR TR | 34743 | 2800626 | STATE STREET CON |
| CHEVRON CORP NEW | 17969 | 2738691 | COM |
| VANGUARD INDEX FDS | 4152 | 2604075 | S&P 500 ETF SHS |
| SALESFORCE INC | 8524 | 2258090 | COM |
| VANGUARD INDEX FDS | 10550 | 2234377 | SM CP VAL ETF |
| ALTRIA GROUP INC | 33900 | 1954702 | COM |
| SELECT SECTOR SPDR TR | 12559 | 1944084 | STATE STREET HEA |
| ISHARES TR | 27579 | 1820222 | CORE S&P MCP ETF |
| ALPHABET INC | 5748 | 1799237 | CAP STK CL A |
| ISHARES TR | 13679 | 1643912 | CORE S&P SCP ETF |
| ADOBE INC | 4621 | 1617304 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 5254 | 1596638 | SPONSORED ADS |
| SELECT SECTOR SPDR TR | 36362 | 1552308 | STATE STREET UTI |
| TESLA INC | 3298 | 1483177 | COM |
| SELECT SECTOR SPDR TR | 32602 | 1478512 | STATE STREET MAT |
| QUALCOMM INC | 8333 | 1425441 | COM |
| VERTEX PHARMACEUTICALS INC | 3018 | 1368240 | COM |
| VANGUARD INDEX FDS | 6659 | 1271800 | VALUE ETF |
| WELLS FARGO CO NEW | 13613 | 1268774 | COM |
| VANGUARD TAX-MANAGED FDS | 20025 | 1250936 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 41176 | 1238152 | US MID-CAP ETF |
| UBER TECHNOLOGIES INC | 15027 | 1227856 | COM |
| REGENERON PHARMACEUTICALS | 1566 | 1208749 | COM |
| AMGEN INC | 3637 | 1190480 | COM |
| ISHARES TR | 18770 | 1166576 | U.S. MED DVC ETF |
| SELECT SECTOR SPDR TR | 7921 | 1140406 | STATE STREET TEC |
| PROGRESSIVE CORP | 4695 | 1069099 | COM |
| COSTCO WHSL CORP NEW | 1133 | 977402 | COM |
| PHILIP MORRIS INTL INC | 6061 | 972191 | COM |
| VANGUARD WORLD FD | 7221 | 963979 | FINANCIALS ETF |
| ABERCROMBIE & FITCH CO | 7169 | 902362 | CL A |
| MICRON TECHNOLOGY INC | 3126 | 892056 | COM |
| ACCENTURE PLC IRELAND | 3283 | 880829 | SHS CLASS A |
| SOCIEDAD QUIMICA Y MINERA DE | 12163 | 836814 | SPON ADR SER B |
| LOCKHEED MARTIN CORP | 1721 | 832559 | COM |
| MERCADOLIBRE INC | 397 | 799661 | COM |
| VANGUARD INDEX FDS | 2324 | 779253 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 24272 | 691262 | US SML CAP ETF |
| SPDR S&P 500 ETF TR | 1012 | 690353 | TR UNIT |
| VANGUARD INDEX FDS | 1350 | 658400 | GROWTH ETF |
| VANGUARD INDEX FDS | 3545 | 628745 | MCAP VL IDXVIP |
| ASML HOLDING N V | 550 | 588423 | N Y REGISTRY SHS |
| VANGUARD INDEX FDS | 2107 | 588158 | MCAP GR IDXVIP |
| PHILLIPS 66 | 4389 | 566324 | COM |
| ISHARES TR | 5645 | 542044 | MSCI EAFE ETF |
| VANGUARD STAR FDS | 7180 | 541664 | VG TL INTL STK F |
| INTERCONTINENTAL EXCHANGE IN | 3197 | 517726 | COM |
| FEDEX CORP | 1782 | 514797 | COM |
| SHOPIFY INC | 2988 | 480978 | CL A SUB VTG SHS |
| ROPER TECHNOLOGIES INC | 1031 | 458738 | COM |
| DELL TECHNOLOGIES INC | 3616 | 455158 | CL C |
| TJX COS INC NEW | 2954 | 453824 | COM |
| THERMO FISHER SCIENTIFIC INC | 769 | 445390 | COM |
| ORACLE CORP | 2227 | 434123 | COM |
| SELECT SECTOR SPDR TR | 2797 | 433933 | STATE STREET IND |
| MONOLITHIC PWR SYS INC | 421 | 381164 | COM |
| INTUIT | 565 | 374121 | COM |
| RTX CORPORATION | 2019 | 370243 | COM |
| ISHARES TR | 4925 | 366980 | US TRSPRTION |
| ALIBABA GROUP HLDG LTD | 2500 | 366450 | SPONSORED ADS |
| EXXON MOBIL CORP | 2952 | 355263 | COM |
| ISHARES BITCOIN TRUST ETF | 7152 | 355097 | SHS BEN INT |
| WALMART INC | 3169 | 353032 | COM |
| NOVO-NORDISK A S | 6735 | 342677 | ADR |
| GOLDMAN SACHS GROUP INC | 383 | 336674 | COM |
| VANGUARD SPECIALIZED FUNDS | 1530 | 336340 | DIV APP ETF |
| SPDR S&P MIDCAP 400 ETF TR | 553 | 333540 | UTSER1 S&PDCRP |
| D R HORTON INC | 2302 | 331583 | COM |
| MORGAN STANLEY | 1859 | 330079 | COM NEW |
| GENERAL MTRS CO | 4043 | 328802 | COM |
| LULULEMON ATHLETICA INC | 1578 | 327924 | COM |
| BP PLC | 8350 | 290007 | SPONSORED ADR |
| ISHARES INC | 2384 | 283063 | MSCI GBL MIN VOL |
| ENERGY TRANSFER L P | 16995 | 280248 | COM UT LTD PTN |
| BANK AMERICA CORP | 4746 | 261006 | COM |
| SPDR SERIES TRUST | 4256 | 258322 | STATE STREET SPD |
| ALLSTATE CORP | 1202 | 250282 | COM |
| ISHARES TR | 1935 | 249423 | U.S. FINLS ETF |
| OREILLY AUTOMOTIVE INC | 2685 | 244899 | COM |
| DEERE & CO | 510 | 237524 | COM |
| ISHARES TR | 2444 | 235371 | US HOME CONS ETF |
| SCHWAB CHARLES CORP | 2259 | 225648 | COM |
| SCHWAB STRATEGIC TR | 8229 | 221456 | US LRG CAP ETF |
| CATERPILLAR INC | 373 | 213495 | COM |
| COCA COLA CO | 2992 | 209185 | COM |
| LPL FINL HLDGS INC | 585 | 208871 | COM |
| MASTERCARD INCORPORATED | 355 | 202947 | CL A |
| INTERNATIONAL BUSINESS MACHS | 679 | 201109 | COM |
| L3HARRIS TECHNOLOGIES INC | 685 | 201031 | COM |
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