StockDriftsStockDriftsTop 50 WP Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.35% | 147.8K | $42.8M | -4.46%(-6.91K) | $35.72(+754.82%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 8.72% | 118.9K | $36.0M | -1.27%(-1.53K) | $224.02(+37.69%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 8.67% | 101.4K | $35.8M | -4.60%(-4.89K) | $103.44(+231.25%) | 2026-06-30 | |
| META | META PLATFORMS INC | 5.92% | 43.4K | $24.5M | +6.00%(+2.46K) | $320.75(+80.92%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.76% | 47.5K | $23.8M | -1.60%(-772) | $167.85(+198.68%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.08% | 104.9K | $21.0M | -1.71%(-1.82K) | $75.80(+198.22%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.67% | 63.6K | $15.2M | -2.26%(-1.47K) | $199.95(+31.30%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 3.36% | 378.2K | $13.9M | -0.76%(-2.88K) | $23.33(+66.76%) | 2026-06-30 | |
| PFE | PFIZER INC | 2.78% | 477.4K | $11.5M | -6.24%(-31.77K) | $28.22(-5.02%) | 2026-06-30 | |
| NFLX | NETFLIX INC. | 2.28% | 131.7K | $9.4M | -0.46%(-610) | $49.88(+54.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.66% | +75.67% | +12.60% | +81.03% |
| Top 20 Holdings Unweighted | +21.40% | +78.91% | +13.64% | +89.54% |
WP Advisors, LLC reports $413.33M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.3%), VB (8.7%) and GOOG (8.7%). The top 20 holdings account for 74.36% of reported assets. Its disclosed equity book has returned +75.67% 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 WP Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697796). View WP Advisors, LLC’s 13F filings on SEC