WP Advisors, LLC

CIK 0001697796 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

WP Advisors, LLC reported 119 positions worth $413.3M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: AAPL (10.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$413.3M
2026 Q2
Positions
119
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.6%
Est. Net Flow (Q)
2026 Q2
10 / 119 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$42.8M10.35%147,791
2VBVANGUARD INDEX FDSSH$36.0M8.72%118,864
3GOOGALPHABET INCSH$35.8M8.67%101,395
4METAMETA PLATFORMS INCSH$24.5M5.92%43,418
5BRK-BBERKSHIRE HATHAWAY INC DELSH$23.8M5.76%47,545
6NVDANVIDIA CORPORATIONSH$21.0M5.08%104,859
7AMZNAMAZON COM INCSH$15.2M3.67%63,588
8EPDENTERPRISE PRODS PARTNERS LSH$13.9M3.36%378,218
9PFEPFIZER INCSH$11.5M2.78%477,354
10NFLXNETFLIX INC.SH$9.4M2.28%131,730

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WP Advisors, LLC hold as of Q2 2026?

WP Advisors, LLC reported 119 positions worth $413.3M in its Q2 2026 13F filing. Largest positions: AAPL (10.3%), VB (8.7%), GOOG (8.7%), META (5.9%) and BRK-B (5.8%).

What did WP Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WP Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.