Institutions / WP Advisors, LLC
WP Advisors, LLC
CIK 1697796 · Institution · as of Dec 31, 2025
Portfolio value
$401.52M
Positions
116
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 116 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $42.27M | 10.5% |
| Alphabet Inc. | $34.55M | 8.6% |
| Vanguard Index Fds | $31.75M | 7.9% |
| Meta Platforms Inc | $27.22M | 6.8% |
| Warren E. Buffett | $24.49M | 6.1% |
| NVIDIA Corp | $20.05M | 5.0% |
| Amazon.com Inc | $15.06M | 3.8% |
| Pfizer Inc | $13.11M | 3.3% |
| Enterprise Products Partners L.P.EPD | $12.01M | 3.0% |
| Netflix Inc | $11.95M | 3.0% |
| Visa Inc | $8.89M | 2.2% |
| Vanguard Index Fds | $8.74M | 2.2% |
| Unitedhealth Group Inc | $8.00M | 2.0% |
| AbbVie Inc. | $7.87M | 2.0% |
| Microsoft Corp | $7.80M | 1.9% |
| Invesco Exch Traded Fd Tr II | $7.77M | 1.9% |
| PayPal Holdings, Inc. | $7.53M | 1.9% |
| American Express Co | $6.10M | 1.5% |
| JPMorgan Chase & Co | $5.43M | 1.4% |
| Valero Energy Corp | $5.38M | 1.3% |
| Vanguard Index Fds | $4.92M | 1.2% |
| Advanced Micro Devices Inc | $4.63M | 1.2% |
| Invesco Exchange Traded Fd T | $3.81M | 0.9% |
| Booking Holdings Inc | $3.33M | 0.8% |
| Select Sector SPDR Tr | $3.17M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.