W ADVISORS, LLC 13F Holdings
CIK 0001929907
As of Sep 30, 2025, W ADVISORS, LLC reported 230 positions worth
CIK 0001929907
As of Sep 30, 2025, W ADVISORS, LLC reported 230 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF | IVW | — | 118,718 | 4.3M | 7.58% |
| APPLE INC | AAPL | Technology | 39,555 | 0.1M | 5.33% |
| ISHARES S&P 100 ETF | OEF | — | 27,574 | $9.2M | 4.86% |
| MICROSOFT CORP | MSFT | Technology | 15,472 | $8.0M | 4.24% |
| ISHARES CORE S&P 500 ETF | IVV | — | 10,404 | $7.0M | 3.68% |
| ISHARES ESG MSCI USA LEADERS ETF | SUSL | — | 58,444 | $6.8M | 3.62% |
| MERCK & CO INC | MRK | Healthcare | 73,466 | $6.2M | 3.26% |
| SPDR S&P 500 ETF TRUST | SPY | — | 8,525 | $5.7M | 3.01% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 12,010 | $5.6M | 2.98% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 26,919 | $5.6M | 2.94% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 25,479 | $5.5M | 2.91% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 19,945 | $4.1M | 2.15% |
| EXXON MOBIL CORP | XOM | Energy | 35,213 | $4.0M | 2.10% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 53,455 | $3.6M | 1.92% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 15,026 | $2.9M | 1.56% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 24,906 | $2.8M | 1.50% |
| NVIDIA CORP | NVDA | Technology | 15,186 | $2.8M | 1.50% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 8,665 | $2.7M | 1.45% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 45,200 | $2.7M | 1.42% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 13,687 | $2.7M | 1.41% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 3,213 | $2.4M | 1.27% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 40,748 | .9M | 1.01% |
| ALPHABET INC | GOOGL | Equity | 7,387 | .8M | 0.95% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 12,680 | .8M | 0.95% |
| AMAZON.COM INC | AMZN | Equity | 7,981 | .8M | 0.93% |