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.
WPG Advisers, LLC (CIK 2067343) reported $135.7M across 1,460 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($10.5M, 7.77%), IVV ($8.8M, 6.47%), AIRR ($7.3M, 5.41%), SCHG ($7.2M, 5.29%), IQLT ($5.9M, 4.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $10.5M | 7.77% | 18,262 | Added |
| 2 | IVV | ISHARES TR | $8.8M | 6.47% | 13,439 | Added |
| 3 | AIRR | FIRST TR EXCHANGE TRADED FD | $7.3M | 5.41% | 66,230 | Added |
| 4 | SCHG | SCHWAB STRATEGIC TR | $7.2M | 5.29% | 246,532 | Added |
| 5 | IQLT | ISHARES TR | $5.9M | 4.35% | 127,750 | Trimmed |
| 6 | GRID | FIRST TR EXCHANGE-TRADED FD | $4.8M | 3.57% | 29,648 | Added |
| 7 | PULS | PGIM ETF TR | $4.3M | 3.19% | 87,566 | Added |
| 8 | MGV | VANGUARD WORLD FD | $4.3M | 3.16% | 29,606 | Trimmed |
| 9 | SCHD | SCHWAB STRATEGIC TR | $4.0M | 2.92% | 129,092 | Trimmed |
| 10 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $2.8M | 2.07% | 41,904 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $2.8M | 2.03% | 15,824 | Trimmed |
| 12 | IDMO | INVESCO EXCH TRADED FD TR II | $2.6M | 1.95% | 48,153 | Added |
| 13 | AMZN | AMAZON COM INC | $2.2M | 1.65% | 10,740 | Trimmed |
| 14 | AAPL | APPLE INC | $2.1M | 1.54% | 8,244 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $2.1M | 1.53% | 5,602 | Trimmed |
| 16 | SDVY | FIRST TR EXCHANGE TRADED FD | $2.1M | 1.53% | 52,534 | Trimmed |
| 17 | XMHQ | INVESCO EXCHANGE TRADED FD T | $1.6M | 1.18% | 15,452 | Added |
| 18 | RDVY | FIRST TR EXCHANGE TRADED FD | $1.5M | 1.13% | 22,554 | Added |
| 19 | MTUM | ISHARES TR | $1.1M | 0.81% | 4,562 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $1.1M | 0.80% | 3,765 | Trimmed |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $1.0M | 0.76% | 16,065 | Trimmed |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.0M | 0.75% | 3,010 | Trimmed |
| 23 | VTEB | VANGUARD MUN BD FDS | $958,387 | 0.71% | 19,210 | Added |
| 24 | SCHV | SCHWAB STRATEGIC TR | $816,272 | 0.60% | 26,763 | Trimmed |
| 25 | VTV | VANGUARD INDEX FDS | $779,306 | 0.57% | 3,972 | Added |
Source: SEC Form 13F filings · as of 2026-03-31