§ 13F · FUND PROFILE
W ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $174M (13F)Positions · 212Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 40K | $10M | 5.3% | +2% |
| 2 | MRK | MERCK & CO INC | 70K | $8M | 4.3% | ±0% |
| 3 | IVW | ISHARES TR | 69K | $8M | 4.0% | −1% |
| 4 | IVV | ISHARES TR | 12K | $8M | 3.9% | +16% |
| 5 | OEF | ISHARES TR | 21K | $7M | 3.4% | −18% |
| 6 | SUSL | ISHARES TR | 53K | $6M | 3.1% | −6% |
| 7 | MSFT | MICROSOFT CORP | 15K | $6M | 2.9% | +1% |
| 8 | IVW | ISHARES TR | 49K | $6M | 2.8% | — |
| 9 | XOM | EXXON MOBIL CORP | 32K | $5M | 2.8% | −1% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 23K | $5M | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE W SIGNAL
AC read
W ADVISORS, LLC is a Other fund managing $174 million in assets. The fund runs a broad portfolio of 212 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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