WPG Advisers, LLC
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| INVESCO QQQ TR | $10.70M | 7.9% |
| ISHARES TR | $8.48M | 6.3% |
| SCHWAB STRATEGIC TR | $7.49M | 5.6% |
| ISHARES TR | $6.06M | 4.5% |
| FIRST TR EXCHANGE TRADED FD | $5.75M | 4.3% |
| VANGUARD WORLD FD | $4.18M | 3.1% |
| SCHWAB STRATEGIC TR | $3.67M | 2.7% |
| NVIDIA Corp | $3.02M | 2.2% |
| MICROSOFT CORP | $3.00M | 2.2% |
| JOHN HANCOCK EXCHANGE TRADED | $2.96M | 2.2% |
| PGIM ETF TR | $2.76M | 2.0% |
| Amazon.com Inc | $2.57M | 1.9% |
| Apple Inc. | $2.33M | 1.7% |
| FIRST TR EXCHANGE-TRADED FD | $2.13M | 1.6% |
| INVESCO EXCHANGE TRADED FD T | $1.57M | 1.2% |
| INVESCO EXCH TRADED FD TR II | $1.32M | 1.0% |
| Alphabet Inc. | $1.28M | 0.9% |
| AppLovin Corp | $1.20M | 0.9% |
| iShares MSCI UAE ETF | $1.17M | 0.9% |
| FIRST TR EXCHANGE TRADED FD | $1.10M | 0.8% |
| VANGUARD TAX-MANAGED FDS | $1.09M | 0.8% |
| AB ACTIVE ETFS INC | $1.04M | 0.8% |
| Meta Platforms Inc | $963.1K | 0.7% |
| VANGUARD MUN BD FDS | $963.0K | 0.7% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $958.5K | 0.7% |
| FIRST TR EXCHANGE TRADED FD | $889.7K | 0.7% |
| SCHWAB STRATEGIC TR | $834.9K | 0.6% |
| VANGUARD INDEX FDS | $791.8K | 0.6% |
| Alphabet Inc. | $784.2K | 0.6% |
| VANGUARD INDEX FDS | $757.7K | 0.6% |
| Palantir Technologies Inc | $753.5K | 0.6% |
| Broadcom Inc. | $752.4K | 0.6% |
| VANGUARD BD INDEX FDS | $702.3K | 0.5% |
| SEI EXCHANGE TRADED FUNDS | $662.1K | 0.5% |
| Tesla Inc | $662.0K | 0.5% |
| JOHNSON & JOHNSON | $620.0K | 0.5% |
| Netflix Inc | $556.8K | 0.4% |
| VANGUARD BD INDEX FDS | $551.2K | 0.4% |
| ISHARES TR | $521.1K | 0.4% |
| FIRST TR EXCHANGE-TRADED FD | $511.4K | 0.4% |
| RTX Corp | $503.4K | 0.4% |
| ISHARES INC | $438.7K | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $432.9K | 0.3% |
| iShares MSCI UAE ETF | $418.1K | 0.3% |
| SCHWAB STRATEGIC TR | $412.6K | 0.3% |
| SPDR S&P 500 ETF TR | $411.9K | 0.3% |
| Visa Inc | $393.8K | 0.3% |
| Western Digital Corp | $393.3K | 0.3% |
| ELI LILLY & Co | $385.8K | 0.3% |
| BANK OF AMERICA CORP /DE | $384.3K | 0.3% |