§ 13F · FUND PROFILE
WP Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $393M (13F)Positions · 121Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M 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 MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 155K | $39M | 10.2% | ±0% |
| 2 | VB | VANGUARD INDEX FDS | 120K | $32M | 8.2% | −2% |
| 3 | GOOG | ALPHABET INC | 106K | $30M | 7.9% | −3% |
| 4 | META | META PLATFORMS INC | 41K | $23M | 6.1% | −1% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 48K | $23M | 6.0% | −1% |
| 6 | NVDA | NVIDIA CORPORATION | 107K | $19M | 4.8% | −1% |
| 7 | EPD | ENTERPRISE PRODS PARTNERS L | 381K | $14M | 3.7% | +2% |
| 8 | PFE | PFIZER INC | 509K | $14M | 3.7% | −3% |
| 9 | AMZN | AMAZON COM INC | 65K | $14M | 3.5% | ±0% |
| 10 | NFLX | NETFLIX INC. | 132K | $13M | 3.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WP SIGNAL
AC read
WP Advisors, LLC is a Other fund managing $393 million in assets. The fund runs a portfolio of 121 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed