StockDriftsStockDriftsTop 50 W Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 7.27% | 116.2K | $16.0M | -1.40%(-1.65K) | $78.98(+79.31%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.53% | 42.0K | $12.2M | +3.59%(+1.46K) | $168.45(+81.29%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.11% | 15.0K | $11.2M | +23.45%(+2.85K) | $525.82(+48.14%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 4.23% | 72.5K | $9.3M | -0.13%(-91) | $75.99(+79.26%) | 2026-06-30 | |
| OEF | ISHARES TR | 3.45% | 20.7K | $7.6M | -7.58%(-1.70K) | $193.50(+97.69%) | 2026-06-30 | |
| SUSL | ISHARES TR | 2.84% | 47.1K | $6.3M | -11.61%(-6.19K) | $67.33(+106.35%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.84% | 8.4K | $6.3M | +0.01%(+1) | $493.01(+57.27%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.78% | 26.9K | $6.1M | -8.14%(-2.39K) | $165.30(+43.45%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.73% | 16.1K | $6.0M | -0.21%(-34) | $322.81(+50.58%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.72% | 48.2K | $6.0M | +0.00%(+0) | $72.55(+70.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.58% | +54.40% | — | — | +51.22% |
| Top 20 Holdings Unweighted | +15.70% | +54.90% | — | — | +50.05% |
W Advisors LLC reports $219.92M in US-listed equity holdings across 153 positions in its most recent 13F filing. Its largest disclosed positions are IVW (7.3%), AAPL (5.5%) and IVV (5.1%). The top 20 holdings account for 57.01% of reported assets. Its disclosed equity book has returned +54.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from W Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1929907). View W Advisors LLC’s 13F filings on SEC