DOSSIER · 13F-HR · Q2 2026

WP Advisors, LLC

$413M in tracked AUM across 119 positions as of Q2 2026.

WA
CIK 0001697796 · last filed Jun 30, 2026
Total AUM
$413M
as of Q2 2026
Holdings
119
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

WP 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
AAPL
APPLE INC
$43M148K10.3%
02
VB
VANGUARD INDEX FDS
$36M119K8.7%
03
GOOG
ALPHABET INC
$36M101K8.7%
04
META
META PLATFORMS INC
$24M43K5.9%
05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$24M48K5.8%
06
NVDA
NVIDIA CORPORATION
$21M105K5.1%
07
AMZN
AMAZON COM INC
$15M64K3.7%
08
EPD
ENTERPRISE PRODS PARTNERS L
$14M378K3.4%
09
PFE
PFIZER INC
$11M477K2.8%
10
NFLX
NETFLIX INC.
$9M132K2.3%

Filing history

2026Q2Jun 30
$413M 6.9%
119 positionsView →
2026Q1Mar 31
$387M 3.7%
115 positionsView →
2025Q4Dec 31
$402M 2.1%
116 positionsView →
2025Q3Sep 30
$393M 8.0%
121 positionsView →
2025Q2Jun 30
$364M 21.2%
116 positionsLocked
2025Q1Mar 31
$300M 0.1%
109 positionsLocked
2024Q4Dec 31
$300M 9.7%
104 positionsLocked
2024Q3Sep 30
$274M 12.6%
98 positionsLocked
2024Q2Jun 30
$313M 2.7%
106 positionsLocked
2024Q1Mar 31
$305M 12.8%
105 positionsLocked
2023Q4Dec 31
$270M 11.7%
104 positionsLocked
2023Q3Sep 30
$242M 3.2%
100 positionsLocked
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