W ADVISORS, LLC: 13F holdings
CIK 19299072026Q2
| Positions | 153 |
|---|
| Reported value | $219.9m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 153 (+12 vs prior quarter) |
|---|
| Reported value | $219.9m (+12.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES TR | 116,249 | $16.0m | 7.3% |
| AAPL APPLE INC | 42,042 | $12.2m | 5.5% |
| IVV ISHARES TR | 14,997 | $11.2m | 5.1% |
| MRK MERCK & CO INC | 72,472 | $9.3m | 4.2% |
| VTI ISHARES TR | 20,714 | $7.6m | 3.4% |
| SUSL ISHARES TR | 47,110 | $6.3m | 2.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 8,370 | $6.3m | 2.8% |
| IVE ISHARES TR | 26,920 | $6.1m | 2.8% |
| MSFT MICROSOFT CORP | 16,081 | $6.0m | 2.7% |
| IWF ISHARES TR | 48,176 | $6.0m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1929907")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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