Top 50 Wp Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.14% | 145.7K | $48.5M | -1.38%(-2.05K) | $35.72(+874.74%) | 2026-09-30 | |
| META | META PLATFORMS INC | 10.64% | 63.9K | $46.3M | +47.14%(+20.47K) | $424.39(+52.89%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 8.04% | 102.8K | $35.0M | +1.35%(+1.37K) | $106.68(+200.66%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 7.94% | 121.6K | $34.6M | +2.26%(+2.69K) | $225.56(+27.93%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.47% | 47.8K | $23.8M | +0.55%(+263) | $169.67(+222.37%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.42% | 103.4K | $23.6M | -1.40%(-1.47K) | $75.80(+179.94%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.57% | 62.4K | $15.5M | -1.92%(-1.22K) | $199.95(+25.22%) | 2026-09-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 3.14% | 383.6K | $13.7M | +1.41%(+5.34K) | $23.51(+55.37%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.27% | 19.3K | $9.9M | +1.20%(+230) | $346.12(+50.55%) | 2026-09-30 | |
| NFLX | NETFLIX INC. | 2.26% | 141.3K | $9.8M | +7.30%(+9.61K) | $51.28(+30.75%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.89% | +85.60% | +14.29% | +95.04% |
| Top 20 Holdings Unweighted | +23.86% | +90.04% | +15.76% | +107.90% |
Wp Advisors LLC reports $435.93M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (11.1%), META (10.6%) and GOOG (8.0%). The top 20 holdings account for 76.59% of reported assets. Its disclosed equity book has returned +85.60% on a three-year cumulative basis. Figures reflect the Q3 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 Wp Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697796). View Wp Advisors LLCโs 13F filings on SEC