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Filers›Hedge Fund›W ADVISORS, LLC
DOSSIER · 13F-HR · Q1 2026

W ADVISORS, LLC

W's hedge fund based in Boston, MA — $195M in tracked AUM across 237 positions as of Q1 2026.

W
W·Boston, MA·Hedge Fund
CIK 0001929907 · last filed Mar 31, 2026
Total AUM
$195M
▲ 4.2%
vs prior
Holdings
237
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

W ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$13M118K6.8%
02
AAPL
APPLE INC
$10M41K5.3%
03
MRK
MERCK & CO INC
$9M73K4.5%
04
IVV
ISHARES TR
$8M12K4.1%
05
OEF
ISHARES TR
$7M22K3.7%
06
IVE
ISHARES TR
$6M29K3.2%
07
SUSL
ISHARES TR
$6M53K3.1%
08
XOM
EXXON MOBIL CORP
$6M35K3.1%
09
MSFT
MICROSOFT CORP
$6M16K3.1%
10
SPY
STATE STR SPDR S&P 500 ETF T
$5M8K2.8%

Filing history

Filing history loading…
AI Agent · grounded in W
haiku-4-5 · 237 positions indexed
Sector mix
  • Tech16%
  • Financials4%
  • Health Care13%
  • Industrials43%
  • Energy18%
  • Other6%
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