Ws Portfolio Advisory, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.84 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $400M, Sprott Physical Gold Trust with a value of $312M, Amphenol Corp with a value of $135M, Taiwan Semiconductor Manufacturing CO LTD with a value of $120M, and Nvidia Corp with a value of $118M.

Examining the 13F form we can see an increase of $746M in the current position value, from $1.1B to 1.84B.

Ws Portfolio Advisory, LLC is based out at Snoqualmie Pass, WA

Below you can find more details about Ws Portfolio Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.84 Billion
Technology: $484 Million
Financial Services: $416 Million
ETFs: $400 Million
Healthcare: $207 Million
Industrials: $104 Million
Communication Services: $89.6 Million
Consumer Cyclical: $81.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $1.84 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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