§ 13F · FUND PROFILE
W ADVISORS, LLC.
AUM · $220M (13F)Positions · 254Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 41K | $12M | 5.4% | +4% |
| 2 | IVV | ISHARES TR | 15K | $11M | 5.0% | +23% |
| 3 | IVW | ISHARES TR | 69K | $10M | 4.3% | −1% |
| 4 | MRK | MERCK & CO INC | 70K | $9M | 4.1% | ±0% |
| 5 | OEF | ISHARES TR | 19K | $7M | 3.2% | −8% |
| 6 | IVW | ISHARES TR | 47K | $6M | 2.9% | — |
| 7 | SUSL | ISHARES TR | 47K | $6M | 2.8% | −12% |
| 8 | MSFT | MICROSOFT CORP | 15K | $6M | 2.6% | ±0% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 23K | $5M | 2.5% | ±0% |
| 10 | IWF | ISHARES TR | 42K | $5M | 2.4% | +300% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE W SIGNAL
AC read
W ADVISORS, LLC is a Other fund managing $220 million in assets. The fund runs a broad portfolio of 254 positions.
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