WP Advisors, LLC

Institutional manager (13F) · CIK 1697796

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $353M

#	Issuer	Value	Shares
1	APPLE INC	$39M	154,698
2	VANGUARD INDEX FDS	$32M	120,390
3	ALPHABET INC	$30M	106,284
4	META PLATFORMS INC	$23M	40,959
5	BERKSHIRE HATHAWAY INC DEL	$23M	48,317
6	NVIDIA CORPORATION	$19M	106,678
7	ENTERPRISE PRODS PARTNERS L	$14M	381,103
8	PFIZER INC	$14M	509,121
9	AMAZON COM INC	$14M	65,059
10	NETFLIX INC.	$13M	132,340
11	VANGUARD INDEX FDS	$8M	27,810
12	VALERO ENERGY CORP	$8M	31,922
13	VISA INC	$8M	25,468
14	ABBVIE INC	$7M	34,313
15	INVESCO EXCH TRADED FD TR II	$7M	89,866
16	MICROSOFT CORP	$7M	18,078
17	UNITEDHEALTH GROUP INC	$6M	23,345
18	AMERICAN EXPRESS CO	$5M	16,406
19	JPMORGAN CHASE & CO	$5M	16,834
20	VANGUARD INDEX FDS	$5M	16,845
21	ADVANCED MICRO DEVICES INC	$4M	21,922
22	PAYPAL HLDGS INC	$4M	90,259
23	INVESCO EXCHANGE TRADED FD T	$4M	37,019
24	CHEVRON CORPORATION	$4M	18,117
25	VANGUARD TAX-MANAGED FDS	$4M	56,583
26	ONEOK INC NEW	$3M	37,088
27	SELECT SECTOR SPDR TR	$3M	56,488
28	SELECT SECTOR SPDR TR	$3M	33,707
29	BOOKING HOLDINGS INC	$3M	637
30	VANGUARD INDEX FDS	$3M	4,226
31	VANGUARD INDEX FDS	$2M	10,605
32	ALTRIA GROUP INC	$2M	33,588
33	ISHARES TR	$2M	27,786
34	SELECT SECTOR SPDR TR	$2M	12,552
35	TAIWAN SEMICONDUCTOR MANUFAC	$2M	5,252
36	ISHARES TR	$2M	13,734
37	FISERV INC	$2M	30,307
38	SALESFORCE INC	$2M	8,975
39	SELECT SECTOR SPDR TR	$2M	36,274
40	ALPHABET INC	$2M	5,752
41	SELECT SECTOR SPDR TR	$2M	32,731
42	ALPS ETF TR	$2M	29,358
43	VERTEX PHARMACEUTICALS INC	$1M	2,945
44	AMGEN INC	$1M	3,657
45	ISHARES TR	$1M	16,055
46	VANGUARD INDEX FDS	$1M	6,514
47	SCHWAB STRATEGIC TR	$1M	41,279
48	TESLA INC	$1M	3,298
49	COSTCO WHOLESALE CORPORATION	$1M	1,163
50	REGENERON PHARMACEUTICALS	$1M	1,487

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.