WP Advisors, LLC: 13F holdings
CIK 16977962026Q2
| Positions | 119 |
|---|
| Reported value | $413.3m |
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| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 119 (+4 vs prior quarter) |
|---|
| Reported value | $413.3m (+6.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 147,791 | $42.8m | 10.3% |
| VB VANGUARD INDEX FDS | 118,864 | $36.0m | 8.7% |
| GOOG ALPHABET INC | 101,395 | $35.8m | 8.7% |
| META META PLATFORMS INC | 43,418 | $24.5m | 5.9% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 47,545 | $23.8m | 5.8% |
| NVDA NVIDIA CORPORATION | 104,859 | $21.0m | 5.1% |
| AMZN AMAZON COM INC | 63,588 | $15.2m | 3.7% |
| EPD ENTERPRISE PRODS PARTNERS L | 378,218 | $13.9m | 3.4% |
| PFE PFIZER INC | 477,354 | $11.5m | 2.8% |
| NFLX NETFLIX INC. | 131,730 | $9.4m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697796")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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