WP Advisors, LLC 13F Holdings

CIK 0001697796

As of Sep 30, 2025, WP Advisors, LLC reported 121 positions worth $393.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology163,090$41.5M10.56%
VANGUARD SMALL-CAP INDEX FUNDVB—131,259$33.4M8.48%
ALPHABET INCGOOGEquity117,454$28.6M7.27%
META PLATFORMS INCMETACommunication Services36,063$26.5M6.73%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services50,920$25.6M6.51%
NVIDIA CORPNVDATechnology108,942$20.3M5.17%
PFIZER INCPFEHealthcare531,344 3.5M3.44%
NETFLIX INCNFLXCommunication Services10,372 2.4M3.16%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy369,442 1.6M2.94%
VANGUARD SMALL-CAP GROWTH INDEX FUNDVBK—36,837 1.0M2.79%
VISA INC-CLASS A SHARESVFinancial Services24,722$8.4M2.15%
UNITEDHEALTH GROUP INCUNHHealthcare23,569$8.1M2.07%
ABBVIE INCABBVEquity34,524$8.0M2.03%
MICROSOFT CORPMSFTTechnology15,120$7.8M1.99%
INVESCO EXCH TRADED FD TR II——92,500$7.2M1.84%
PAYPAL HOLDINGS INCPYPLFinancial Services107,811$7.2M1.84%
AMAZON.COM INCAMZNEquity29,435$6.5M1.64%
VALERO ENERGY CORPVLOEnergy36,262$6.2M1.57%
AMERICAN EXPRESS COAXPFinancial Services16,914$5.6M1.43%
JPMORGAN CHASE & COJPMFinancial Services17,617$5.6M1.41%
VANGUARD MID-CAP INDEX FUNDVO—17,766$5.2M1.33%
ADVANCED MICRO DEVICES INCAMDEquity25,834$4.2M1.06%
INVESCO S&P 500 PURE VALUE ETFRPV—37,077$3.7M0.94%
BOOKING HOLDINGS INCBKNGIndustrials636$3.4M0.87%
THE FINANCIAL SELECT SECTOR SPDR FUNDXLFEquity57,876$3.1M0.79%