§ 13F · FUND PROFILE
W ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $174.3T (13F)Positions · 212Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$198.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 40K | $10.9T | 5.5% | NEW |
| 2 | OEF | ISHARES TR | 26K | $8.8T | 4.4% | NEW |
| 3 | IVW | ISHARES TR | 69K | $8.5T | 4.3% | NEW |
| 4 | MRK | MERCK & CO INC | 71K | $7.4T | 3.7% | NEW |
| 5 | MSFT | MICROSOFT CORP | 15K | $7.3T | 3.7% | NEW |
| 6 | SUSL | ISHARES TR | 57K | $6.9T | 3.5% | NEW |
| 7 | IVV | ISHARES TR | 10K | $6.7T | 3.4% | NEW |
| 8 | IVW | ISHARES TR | 50K | $6.1T | 3.1% | NEW |
| 9 | IWF | ISHARES TR | 11K | $5.0T | 2.5% | NEW |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 23K | $5.0T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE W SIGNAL
AC read
W ADVISORS, LLC is a Other fund managing $174343.1 trillion in assets. The fund runs a broad portfolio of 212 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed