account_balance
Investment manager · 13F filer · SEC CIK 1697796
WP Advisors, LLC
Reported value$436Mas of Sep 30, 2026
Positions109 5 new, 15 sold out
Top 10 weight59.9%AAPL alone is 11%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
11.1%
METAMeta Platforms, Inc.
10.6%Added +47%
GOOGAlphabet Inc.
8.0%
VBVanguard Index FDS
7.9%Added +2%
BRK-BBerkshire Hathaway Inc
5.5%
NVDANVIDIA Corp
5.4%
AMZNAmazon.com Inc
3.6%
EPDEnterprise Products Partners L.P.
3.1%
MSFTMicrosoft Corp
2.3%
NFLXNetflix Inc
2.3%
VLOValero Energy Corp
2.2%−5%
VVisa Inc.
2.1%
AAPLApple Inc.
11.1%
METAMeta Platforms, Inc.
10.6%Added +47%
GOOGAlphabet Inc.
8.0%
VBVanguard Index FDS
7.9%+2%
BRK-BBerkshire Hathaway Inc
5.5%
NVDANVIDIA Corp
5.4%
AMZNAmazon.com Inc
3.6%
EPD3.1%MSFTNFLXVLO2.2%VBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 11.1% HeldMETA Meta Platforms, Inc. 10.6% Added +47%GOOG Alphabet Inc. 8.0% Held
VB Vanguard Index FDS 7.9% Added +2%
BRK-B Berkshire Hathaway Inc 5.5% HeldNVDA NVIDIA Corp 5.4% HeldAMZN Amazon.com Inc 3.6% HeldEPD Enterprise Products Partners L.P. 3.1% HeldMSFT Microsoft Corp 2.3% HeldNFLX Netflix Inc 2.3% Added +7%VLO Valero Energy Corp 2.2% Trimmed −5%V Visa Inc. 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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