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.
WP Advisors, LLC (CIK 1697796) reported $386.5M across 115 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($39.3M, 10.16%), VB ($31.5M, 8.16%), GOOG ($30.5M, 7.89%), META ($23.4M, 6.06%), BRK/B ($23.2M, 5.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $39.3M | 10.16% | 154,698 | Trimmed |
| 2 | VB | VANGUARD INDEX FDS | $31.5M | 8.16% | 120,390 | Trimmed |
| 3 | GOOG | ALPHABET INC | $30.5M | 7.89% | 106,284 | Trimmed |
| 4 | META | META PLATFORMS INC | $23.4M | 6.06% | 40,959 | Trimmed |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.2M | 5.99% | 48,317 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $18.6M | 4.81% | 106,678 | Trimmed |
| 7 | EPD | ENTERPRISE PRODS PARTNERS L | $14.4M | 3.73% | 381,103 | Added |
| 8 | PFE | PFIZER INC | $14.3M | 3.70% | 509,121 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $13.5M | 3.51% | 65,059 | Trimmed |
| 10 | NFLX | NETFLIX INC. | $12.7M | 3.29% | 132,340 | Added |
| 11 | VBK | VANGUARD INDEX FDS | $8.4M | 2.17% | 27,810 | Trimmed |
| 12 | VLO | VALERO ENERGY CORP | $7.9M | 2.04% | 31,922 | Trimmed |
| 13 | V | VISA INC | $7.7M | 1.99% | 25,468 | Added |
| 14 | ABBV | ABBVIE INC | $7.5M | 1.93% | 34,313 | Trimmed |
| 15 | KBWB | INVESCO EXCH TRADED FD TR II | $7.1M | 1.84% | 89,866 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $6.7M | 1.73% | 18,078 | Added |
| 17 | UNH | UNITEDHEALTH GROUP INC | $6.3M | 1.63% | 23,345 | Trimmed |
| 18 | AXP | AMERICAN EXPRESS CO | $5.0M | 1.28% | 16,406 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $5.0M | 1.28% | 16,834 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $4.8M | 1.25% | 16,845 | Trimmed |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $4.5M | 1.15% | 21,922 | Added |
| 22 | PYPL | PAYPAL HLDGS INC | $4.1M | 1.06% | 90,259 | Trimmed |
| 23 | RPV | INVESCO EXCHANGE TRADED FD T | $4.0M | 1.03% | 37,019 | Added |
| 24 | CVX | CHEVRON CORPORATION | $3.7M | 0.97% | 18,117 | Added |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $3.6M | 0.94% | 56,583 | Added |
Source: SEC Form 13F filings · as of 2026-03-31