SEC Form 13F

WP Advisors, LLC 13F Holdings

Inspect WP Advisors, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-30T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-30
Reported value
$413,332,418
Positions
119

Read this manager's filing book

Step 1 of 3

Disclosed positions

WP Advisors, LLC: source evidence dated 2026-07-30T03:59:59.999Z.

Issuer
APPLE INC
Ticker
AAPL
Class
COM
Reported value
$42,764,916
Reported amount
147,791
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001172661-26-002906
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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Browse institutional filings
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Disclosed positions

See the complete disclosed positions
APPLE INCAAPLCOM$42,764,916147,791SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$36,030,186118,864SHNone
ALPHABET INCGOOGCAP STK CL C$35,825,932101,395SHNone
META PLATFORMS INCMETACL A$24,456,84643,418SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$23,791,04347,545SHNone
NVIDIA CORPORATIONNVDACOM$20,981,266104,859SHNone
AMAZON COM INCAMZNCOM$15,155,56463,588SHNone
ENTERPRISE PRODS PARTNERS LEPDCOM$13,903,300378,218SHNone
PFIZER INCPFECOM$11,494,673477,354SHNone
NETFLIX INC.NFLXCOM$9,405,522131,730SHNone
UNITEDHEALTH GROUP INCUNHCOM$9,080,04421,846SHNone
VANGUARD INDEX FDSVBKSML CP GRW ETF$9,078,06224,824SHNone
VISA INCVCOM CL A$8,707,36225,379SHNone
ABBVIE INCABBVCOM$8,148,51232,382SHNone
INVESCO EXCH TRADED FD TR IIKBWBKBW BK ETF$7,489,67380,551SHNone
MICROSOFT CORPMSFTCOM$7,120,24019,088SHNone
VALERO ENERGY CORPVLOCOM$6,740,03125,879SHNone
ADVANCED MICRO DEVICES INCAMDCOM$6,087,35610,479SHNone
AMERICAN EXPRESS COAXPCOM$5,572,49316,474SHNone
VANGUARD INDEX FDSVOMID CAP ETF$5,416,60867,229SHNone
JPMORGAN CHASE & COJPMCOM$5,395,90516,485SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$4,179,70958,663SHNone
INVESCO EXCHANGE TRADED FD TRPVS&P500 PUR VAL$3,741,23232,870SHNone
PAYPAL HLDGS INCPYPLCOM$3,470,83980,381SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$3,121,5434,545SHNone
SALESFORCE INCCRMCOM$3,078,35119,650SHNone
SELECT SECTOR SPDR TRXLFST STR FINL ETF$3,012,80956,199SHNone
CHEVRON CORPORATIONCVXCOM$2,973,15417,936SHNone
BOOKING HOLDINGS INCBKNGCOM$2,850,75515,994SHNone
SELECT SECTOR SPDR TRXLPST STR STAPL ETF$2,661,42632,038SHNone
ONEOK INC NEWOKECOM$2,623,98930,182SHNone
AMPHENOL CORPAPHCL A$2,480,70314,069SHNone
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$2,470,9475,174SHNone
ALTRIA GROUP INCMOCOM$2,397,15933,317SHNone
VANGUARD INDEX FDSVBRSM CP VAL ETF$2,307,5849,497SHNone
ISHARES TRIJHCORE S&P MCP ETF$2,147,92327,855SHNone
ISHARES TRIJRCORE S&P SCP ETF$2,042,99613,775SHNone
ALPHABET INCGOOGLCAP STK CL A$2,039,3625,707SHNone
SELECT SECTOR SPDR TRXLVST STR CARE ETF$1,840,10411,598SHNone
ALPS ETF TRAMLPALERIAN MLP$1,733,90733,441SHNone
INTUITINTUCOM$1,655,5726,343SHNone
SELECT SECTOR SPDR TRXLUST STR UTIL ETF$1,563,35534,481SHNone
VANGUARD INDEX FDSVTVVALUE ETF$1,542,5967,078SHNone
SCHWAB STRATEGIC TRSCHMUS MID-CAP ETF$1,526,45241,401SHNone
SELECT SECTOR SPDR TRXLBST STR MATER ETF$1,510,92829,725SHNone
VERTEX PHARMACEUTICALS INCVRTXCOM$1,462,8702,945SHNone
ISHARES TRIGVEXPANDED TECH$1,448,87015,992SHNone
DELL TECHNOLOGIES INCDELLCL C$1,437,1783,331SHNone
QUALCOMM INCQCOMCOM$1,412,2177,642SHNone
TESLA INCTSLACOM$1,388,8213,302SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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