Wp Advisors, LLC Portfolio Holdings
Wp Advisors, LLC
- $392 Million
- Q3 2025
Wp Advisors, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $392 Million distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.5M, Vanguard Small Cap ETF with a value of $33.4M, Alphabet Inc. with a value of $28.6M, Meta Platforms, Inc. with a value of $26.5M, and Berkshire Hathaway Inc Class B with a value of $25.6M.
Examining the 13F form we can see an increase of $29.3M in the current position value, from $363M to 392M.
Below you can find more details about Wp Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$392 Million
ETFs: $95.2 Million
Technology: $87.3 Million
Communication Services: $68.7 Million
Financial Services: $57.1 Million
Healthcare: $34 Million
Energy: $24.9 Million
Consumer Cyclical: $15.9 Million
Consumer Defensive: $5.27 Million
Other: $3.94 Million