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Disclosed positions
W ADVISORS, LLC: source evidence dated 2026-08-01T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVW
- Class
- S&P 500 GRWT ETF
- Reported value
- $15,987,693
- Reported amount
- 116,249
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
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: 0001172661-26-002980Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVW | S&P 500 GRWT ETF | $15,987,693 | 116,249 | SH | None |
| APPLE INC | AAPL | COM | $12,165,397 | 42,042 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $11,231,103 | 14,997 | SH | None |
| MERCK & CO INC | MRK | COM | $9,312,711 | 72,472 | SH | None |
| ISHARES TR | OEF | S&P 100 ETF | $7,578,631 | 20,714 | SH | None |
| ISHARES TR | SUSL | ESG MSCI LEADR | $6,254,324 | 47,110 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $6,250,388 | 8,370 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $6,112,472 | 26,920 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,998,704 | 16,081 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $5,982,021 | 48,176 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $5,958,524 | 25,182 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $4,857,713 | 35,530 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $4,375,620 | 18,049 | SH | None |
| ISHARES TR | EFG | EAFE GRWTH ETF | $4,016,278 | 32,280 | SH | None |
| ISHARES TR | IYW | U.S. TECH ETF | $3,741,670 | 14,834 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $3,473,881 | 29,065 | SH | None |
| ISHARES TR | EFV | EAFE VALUE ETF | $3,179,810 | 41,539 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,014,040 | 15,063 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $3,008,967 | 44,243 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $2,863,977 | 62,058 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,835,096 | 7,933 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,535,520 | 7,746 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $2,346,208 | 9,238 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $2,175,106 | 13,764 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $2,076,698 | 9,934 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,063,547 | 8,658 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $2,028,171 | 24,483 | SH | None |
| COCA COLA CO | KO | COM | $1,777,714 | 21,874 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $1,777,506 | 3,489 | SH | None |
| WALMART INC | WMT | COM | $1,773,869 | 15,662 | SH | None |
| CATERPILLAR INC | CAT | COM | $1,768,800 | 1,661 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $1,665,751 | 32,933 | SH | None |
| ISHARES TR | IVLU | MSCI INTL VLU FT | $1,635,496 | 39,108 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $1,549,084 | 48,852 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $1,443,678 | 14,948 | SH | None |
| INTEL CORP | INTC | COM | $1,376,326 | 9,857 | SH | None |
| KROGER CO | KR | COM | $1,326,037 | 23,880 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $1,314,578 | 12,215 | SH | None |
| BLACKROCK ETF TRUST | BAI | ISHA I IN TE ETF | $1,310,198 | 24,852 | SH | None |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $1,302,322 | 7,957 | SH | None |
| ISHARES TR | MTUM | MSCI USA MMENTM | $1,257,500 | 3,668 | SH | None |
| META PLATFORMS INC | META | CL A | $1,252,453 | 2,223 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $1,241,408 | 8,466 | SH | None |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $1,197,417 | 51,769 | SH | None |
| ISHARES INC | EMXC | MSCI EMRG CHN | $1,135,325 | 11,098 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $1,107,463 | 5,047 | SH | None |
| CISCO SYS INC | CSCO | COM | $1,106,943 | 9,424 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $1,071,009 | 2,512 | SH | None |
| BRISTOL-MYERS SQUIBB CO | BMY | COM | $1,067,047 | 18,519 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $1,006,866 | 11,689 | SH | None |
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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.