13F Insight
DOSSIER · 13F-HR · Q2 2026

W ADVISORS, LLC

$220M in tracked AUM across 254 positions as of Q2 2026.

WA
CIK 0001929907 · last filed Jun 30, 2026
Total AUM
$220M
as of Q2 2026
Holdings
254
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

W ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$16M116K7.3%02
AAPL
APPLE INC
$12M42K5.5%03
IVV
ISHARES TR
$11M15K5.1%04
MRK
MERCK & CO INC
$9M72K4.2%05
OEF
ISHARES TR
$8M21K3.4%06
SUSL
ISHARES TR
$6M47K2.8%07
SPY
STATE STR SPDR S&P 500 ETF T
$6M8K2.8%08
IVE
ISHARES TR
$6M27K2.8%09
MSFT
MICROSOFT CORP
$6M16K2.7%10
IWF
ISHARES TR
$6M48K2.7%

Filing history

2026Q2Jun 30
$220M▲ 12.7%
254 positionsView →2026Q1Mar 31
$195M▼ 1.9%
237 positionsView →2025Q4Dec 31
$199M▲ 4.7%
235 positionsView →2025Q3Sep 30
$190M▲ 8.9%
230 positionsView →2025Q2Jun 30
$174M▲ 9.1%
212 positionsLocked2025Q1Mar 31
$160M▼ 1.2%
206 positionsLocked2024Q4Dec 31
$162M▼ 0.5%
203 positionsLocked2024Q3Sep 30
$162M▲ 6.5%
205 positionsLocked2024Q2Jun 30
$152M▲ 4.6%
199 positionsLocked2024Q1Mar 31
$146M▲ 8.1%
195 positionsLocked2023Q4Dec 31
$135M▲ 10.9%
199 positionsLocked2023Q3Sep 30
$122M▼ 4.7%
175 positionsLocked
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