StockDrifts LogoStockDrifts

WP Advisors, LLC

Portfolio Manager
WP Advisors, LLC
Performance
-4.75% (2026 Q1)
AUM (13F)
$386.55M
# of Holdings
115
Performance Rank
Allocation (Top 20)
74.44%

WP Advisors, LLC Holdings Map

Top 50 WP Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
10.16%154.7K$39.3M
-0.50%(-782)
2025-Q1: 160.7K shares2025-Q2: 163.6K shares2025-Q3: 163.1K shares2025-Q4: 155.5K shares2026-Q1: 154.7K shares
$35.72(+736.60%)
2026-03-31
VB
VANGUARD INDEX FDS
8.16%120.4K$31.5M
-2.19%(-2.70K)
2025-Q1: 24.6K shares2025-Q2: 137.9K shares2025-Q3: 131.3K shares2025-Q4: 123.1K shares2026-Q1: 120.4K shares
$224.02(+27.52%)
2026-03-31
GOOG
ALPHABET INC
7.89%106.3K$30.5M
-3.46%(-3.81K)
2025-Q1: 107.7K shares2025-Q2: 116.1K shares2025-Q3: 117.5K shares2025-Q4: 110.1K shares2026-Q1: 106.3K shares
$103.44(+285.76%)
2026-03-31
META
META PLATFORMS INC
6.06%41.0K$23.4M
-0.66%(-271)
2025-Q1: 35.0K shares2025-Q2: 36.9K shares2025-Q3: 36.1K shares2025-Q4: 41.2K shares2026-Q1: 41.0K shares
$307.00(+100.86%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
5.99%48.3K$23.2M
-0.84%(-410)
2025-Q1: 50.4K shares2025-Q2: 51.1K shares2025-Q3: 50.9K shares2025-Q4: 48.7K shares2026-Q1: 48.3K shares
$167.85(+189.26%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.81%106.7K$18.6M
-0.75%(-809)
2025-Q1: 75.9K shares2025-Q2: 113.3K shares2025-Q3: 108.9K shares2025-Q4: 107.5K shares2026-Q1: 106.7K shares
$75.80(+197.91%)
2026-03-31
EPD
ENTERPRISE PRODS PARTNERS L
3.73%381.1K$14.4M
+1.73%(+6.49K)
2025-Q1: 354.4K shares2025-Q2: 364.3K shares2025-Q3: 369.4K shares2025-Q4: 374.6K shares2026-Q1: 381.1K shares
$23.33(+64.15%)
2026-03-31
PFE
PFIZER INC
3.7%509.1K$14.3M
-3.27%(-17.22K)
2025-Q1: 516.5K shares2025-Q2: 528.8K shares2025-Q3: 531.3K shares2025-Q4: 526.3K shares2026-Q1: 509.1K shares
$28.22(-8.00%)
2026-03-31
AMZN
AMAZON COM INC
3.51%65.1K$13.5M
-0.28%(-182)
2025-Q1: 20.5K shares2025-Q2: 29.7K shares2025-Q3: 29.4K shares2025-Q4: 65.2K shares2026-Q1: 65.1K shares
$199.95(+35.10%)
2026-03-31
NFLX
NETFLIX INC.
3.29%132.3K$12.7M
+3.80%(+4.85K)
2025-Q1: 10.5K shares2025-Q2: 10.5K shares2025-Q3: 10.4K shares2025-Q4: 127.5K shares2026-Q1: 132.3K shares
$49.88(+75.54%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track WP Advisors, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all