Institutions / W Advisors, LLC

W Advisors, LLC

CIK 1929907 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$198.82M
Positions
141
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
iShares Trโ€”$14.65M118,8277.4%
Apple Inc.โ€”$10.86M39,9565.5%
iShares Trโ€”$9.41M27,4404.7%
Microsoft Corpโ€”$7.73M15,9743.9%
Merck & Co., Inc.โ€”$7.64M72,5983.8%
iShares Trโ€”$7.14M10,4283.6%
iShares MSCI UAE ETFโ€”$6.91M56,9473.5%
iShares Trโ€”$6.46M30,4513.2%
iShares Trโ€”$5.75M12,1412.9%
SPDR S&P 500 ETF Trโ€”$5.71M8,3692.9%
Vanguard Specialized Fundsโ€”$5.58M25,3822.8%
iShares Trโ€”$4.67M22,1992.3%
Exxon Mobil Corpโ€”$4.30M35,6972.2%
iShares Trโ€”$3.78M52,8971.9%
iShares Trโ€”$2.98M14,9371.5%
BlackRock ETF Trust - iShares International Country Rotation Active ETFโ€”$2.91M47,8371.5%
NVIDIA Corpโ€”$2.86M15,3341.4%
iShares Trโ€”$2.76M24,1991.4%
Vanguard World Fdโ€”$2.65M3,5191.3%
JPMorgan Chase & Coโ€”$2.63M8,1711.3%
Alphabet Inc.โ€”$2.31M7,3851.2%
iShares Incโ€”$2.20M32,7061.1%
iShares MSCI UAE ETFโ€”$2.08M10,4621.0%
iShares Trโ€”$1.96M42,0661.0%
Amazon.com Incโ€”$1.94M8,3951.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.