Institutional Fund
Wp Advisors, LLC
San Francisco, CACIK 16977965 filings on record
Portfolio Value
$386.55M
Q1 2026
Holdings
115
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-3.7%
from $401.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc10.2%
- Vanguard Index Fds8.2%
- Alphabet Inc7.9%
- Meta Platforms Inc6.1%
- Berkshire Hathaway Inc Del6.0%
- Nvidia Corporation4.8%
- Other56.9%
Portfolio Holdings
115 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 154.7K | $39.26M | 10.2% | −782 | Reduced |
| 2 | Vanguard Index Fds | 120.4K | $31.53M | 8.2% | −2.7K | Reduced |
| 3 | Alphabet Inc | 106.3K | $30.49M | 7.9% | −3.8K | Reduced |
| 4 | Meta Platforms Inc | 41.0K | $23.43M | 6.1% | −271 | Reduced |
| 5 | Berkshire Hathaway Inc Del | 48.3K | $23.15M | 6.0% | −410 | Reduced |
| 6 | Nvidia Corporation | 106.7K | $18.60M | 4.8% | −809 | Reduced |
| 7 | Enterprise Prods Partners L | 381.1K | $14.42M | 3.7% | +6.5K | Added |
| 8 | Pfizer Inc | 509.1K | $14.30M | 3.7% | −17.2K | Reduced |
| 9 | Amazon Com Inc | 65.1K | $13.55M | 3.5% | −182 | Reduced |
| 10 | Netflix Inc | 132.3K | $12.72M | 3.3% | +4.8K | Added |
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