Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
W ADVISORS, LLC (CIK 1929907) reported $195.1M across 141 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVW ($13.3M, 6.84%), AAPL ($10.3M, 5.28%), MRK ($8.7M, 4.47%), IVV ($7.9M, 4.07%), OEF ($7.1M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $13.3M | 6.84% | 117,897 | Trimmed |
| 2 | AAPL | APPLE INC | $10.3M | 5.28% | 40,584 | Added |
| 3 | MRK | MERCK & CO INC | $8.7M | 4.47% | 72,563 | Trimmed |
| 4 | IVV | ISHARES TR | $7.9M | 4.07% | 12,148 | Added |
| 5 | OEF | ISHARES TR | $7.1M | 3.65% | 22,412 | Trimmed |
| 6 | IVE | ISHARES TR | $6.2M | 3.17% | 29,307 | Trimmed |
| 7 | SUSL | ISHARES TR | $6.1M | 3.10% | 53,299 | Trimmed |
| 8 | XOM | EXXON MOBIL CORP | $6.0M | 3.08% | 35,428 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $6.0M | 3.06% | 16,115 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $5.4M | 2.79% | 8,369 | Hold |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $5.4M | 2.77% | 25,107 | Trimmed |
| 12 | IWF | ISHARES TR | $5.1M | 2.63% | 12,044 | Trimmed |
| 13 | EFV | ISHARES TR | $4.0M | 2.05% | 53,815 | Added |
| 14 | IWD | ISHARES TR | $4.0M | 2.03% | 18,550 | Trimmed |
| 15 | EFG | ISHARES TR | $3.6M | 1.86% | 32,576 | Added |
| 16 | IYW | ISHARES TR | $2.7M | 1.38% | 14,841 | Trimmed |
| 17 | DYNF | BLACKROCK ETF TRUST | $2.6M | 1.33% | 44,474 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $2.6M | 1.33% | 14,878 | Trimmed |
| 19 | VGT | VANGUARD WORLD FD | $2.4M | 1.24% | 3,453 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO | $2.3M | 1.17% | 7,772 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $2.3M | 1.16% | 9,237 | Added |
| 22 | GOOGL | ALPHABET INC | $2.2M | 1.15% | 7,811 | Added |
| 23 | IEMG | ISHARES INC | $2.2M | 1.13% | 31,664 | Trimmed |
| 24 | IUSB | ISHARES TR | $2.1M | 1.08% | 45,639 | Added |
| 25 | LMT | LOCKHEED MARTIN CORP | $2.1M | 1.08% | 3,489 | Added |
Source: SEC Form 13F filings · as of 2026-03-31