WP Advisors, LLC

Est. AUM

$386.5M

13F long equity, this entity only

Positions

115

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$39.3M	154698	10.16%	SOLE
2	VANGUARD INDEX FDS	SMALL CP ETF	$31.5M	120390	8.16%	SOLE
3	ALPHABET INC	CAP STK CL C	$30.5M	106284	7.89%	SOLE
4	META PLATFORMS INC	CL A	$23.4M	40959	6.06%	SOLE
5	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$23.2M	48317	5.99%	SOLE
6	NVIDIA CORPORATION	COM	$18.6M	106678	4.81%	SOLE
7	ENTERPRISE PRODS PARTNERS L	COM	$14.4M	381103	3.73%	SOLE
8	PFIZER INC	COM	$14.3M	509121	3.70%	SOLE
9	AMAZON COM INC	COM	$13.6M	65059	3.51%	SOLE
10	NETFLIX INC.	COM	$12.7M	132340	3.29%	SOLE
11	VANGUARD INDEX FDS	SML CP GRW ETF	$8.4M	27810	2.17%	SOLE
12	VALERO ENERGY CORP	COM	$7.9M	31922	2.04%	SOLE
13	VISA INC	COM CL A	$7.7M	25468	1.99%	SOLE
14	ABBVIE INC	COM	$7.5M	34313	1.93%	SOLE
15	INVESCO EXCH TRADED FD TR II	KBW BK ETF	$7.1M	89866	1.84%	SOLE
16	MICROSOFT CORP	COM	$6.7M	18078	1.73%	SOLE
17	UNITEDHEALTH GROUP INC	COM	$6.3M	23345	1.63%	SOLE
18	AMERICAN EXPRESS CO	COM	$5.0M	16406	1.28%	SOLE
19	JPMORGAN CHASE & CO	COM	$5.0M	16834	1.28%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$4.8M	16845	1.25%	SOLE
21	ADVANCED MICRO DEVICES INC	COM	$4.5M	21922	1.15%	SOLE
22	PAYPAL HLDGS INC	COM	$4.1M	90259	1.06%	SOLE
23	INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$4.0M	37019	1.03%	SOLE
24	CHEVRON CORPORATION	COM	$3.7M	18117	0.97%	SOLE
25	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.6M	56583	0.94%	SOLE
26	ONEOK INC NEW	COM	$3.4M	37088	0.87%	SOLE
27	SELECT SECTOR SPDR TR	STATE STREET FIN	$2.8M	56488	0.72%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET CON	$2.8M	33707	0.71%	SOLE
29	BOOKING HOLDINGS INC	COM	$2.7M	637	0.69%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.5M	4226	0.65%	SOLE
31	VANGUARD INDEX FDS	SM CP VAL ETF	$2.3M	10605	0.60%	SOLE
32	ALTRIA GROUP INC	COM	$2.2M	33588	0.57%	SOLE
33	ISHARES TR	CORE S&P MCP ETF	$1.9M	27786	0.49%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.8M	12552	0.48%	SOLE
35	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.8M	5252	0.46%	SOLE
36	ISHARES TR	CORE S&P SCP ETF	$1.7M	13734	0.44%	SOLE
37	FISERV INC	COM	$1.7M	30307	0.44%	SOLE
38	SALESFORCE INC	COM	$1.7M	8975	0.43%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.7M	36274	0.43%	SOLE
40	ALPHABET INC	CAP STK CL A	$1.7M	5752	0.43%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET MAT	$1.6M	32731	0.42%	SOLE
42	ALPS ETF TR	ALERIAN MLP	$1.5M	29358	0.40%	SOLE
43	VERTEX PHARMACEUTICALS INC	COM	$1.3M	2945	0.34%	SOLE
44	AMGEN INC	COM	$1.3M	3657	0.33%	SOLE
45	ISHARES TR	EXPANDED TECH	$1.3M	16055	0.33%	SOLE
46	VANGUARD INDEX FDS	VALUE ETF	$1.3M	6514	0.33%	SOLE
47	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.3M	41279	0.33%	SOLE
48	TESLA INC	COM	$1.2M	3298	0.32%	SOLE
49	COSTCO WHOLESALE CORPORATION	COM	$1.2M	1163	0.30%	SOLE
50	REGENERON PHARMACEUTICALS	COM	$1.1M	1487	0.30%	SOLE

1–50 of 115

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.