account_balance
Investment manager · 13F filer · SEC CIK 1929907
W Advisors, LLC
Reported value$229Mas of Sep 30, 2026
Positions153 3 new, 3 sold out
Top 10 weight40.7%IVW alone is 7%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVWiShares Tr
7.2%
AAPLApple Inc.
6.2%
IVViShares Tr
5.1%
MRKMerck & Co., Inc.
4.6%
MSFTMicrosoft Corp
3.6%
OEFiShares Tr
3.3%Trimmed −4%
SPYSPDR S&P 500 ETF Trust
2.8%
IVEiShares Tr
2.7%
SUSLiShares Tr
2.6%Trimmed −6%
IWFiShares Tr
2.6%
VIGVanguard Specialized Funds
2.6%Added +3%
XOMExxonMobil Holdings Corp
2.5%
IVWiShares Tr
7.2%
AAPLApple Inc.
6.2%
IVViShares Tr
5.1%
MRKMerck & Co., Inc.
4.6%
MSFTMicrosoft Corp
3.6%
OEFiShares Tr
3.3%
SPYSPDR S&P 500 ETF Trust
2.8%
IVEiShares Tr
2.7%
SUSLiShares Tr
2.6%
IWF2.6%
VIG2.6%
XOM2.5%Boxes 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
IVW iShares Tr 7.2% Held
AAPL Apple Inc. 6.2% HeldIVV iShares Tr 5.1% Held
MRK Merck & Co., Inc. 4.6% HeldMSFT Microsoft Corp 3.6% HeldOEF iShares Tr 3.3% Trimmed −4%
SPY SPDR S&P 500 ETF Trust 2.8% HeldIVE iShares Tr 2.7% Held
SUSL iShares Tr 2.6% Trimmed −6%
IWF iShares Tr 2.6% Held
VIG Vanguard Specialized Funds 2.6% Added +3%
XOM ExxonMobil Holdings Corp 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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