Wp Advisors, LLC Top Holdings and 13F Report (2026) About Wp Advisors, LLCInvestment ActivityWp Advisors, LLC has $413.33 million in total holdings as of June 30, 2026.Wp Advisors, LLC owns shares of 119 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 4.73% of the portfolio was purchased this quarter.About 6.58% of the portfolio was sold this quarter.This quarter, Wp Advisors, LLC has purchased 115 new stocks and bought additional shares in 42 stocks.Wp Advisors, LLC sold shares of 61 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $42,764,916Vanguard Small-Cap ETF $36,030,186Alphabet $35,825,932Meta Platforms $24,456,846Berkshire Hathaway $23,791,043 Largest New Holdings this Quarter 032095101 - Amphenol $2,480,703 Holding81762P102 - ServiceNow $938,792 HoldingG7997R103 - Seagate Technology $482,500 Holding50212V100 - LPL Financial $339,805 Holding697435105 - Palo Alto Networks $323,287 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 50,384 shares (about $4.06M)Booking 15,357 shares (about $2.74M)Amphenol 14,069 shares (about $2.48M)Salesforce 10,675 shares (about $1.67M)Meta Platforms 2,459 shares (about $1.39M) Largest Sales this Quarter Advanced Micro Devices 11,443 shares (about $6.65M)Apple 6,907 shares (about $2.00M)Alphabet 4,889 shares (about $1.73M)Valero Energy 6,043 shares (about $1.57M)Vanguard Small-Cap Growth ETF 2,986 shares (about $1.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWp Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$42,764,916$1,998,615 â–¼-4.5%147,79110.3%TechnologyVBVanguard Small-Cap ETF$36,030,186$462,563 â–¼-1.3%118,8648.7%ETFGOOGAlphabet$35,825,932$1,727,432 â–¼-4.6%101,3958.7%Communication ServicesMETAMeta Platforms$24,456,846$1,385,126 â–²6.0%43,4185.9%Communication ServicesBRK.BBerkshire Hathaway$23,791,043$386,301 â–¼-1.6%47,5455.8%FinanceNVDANVIDIA$20,981,266$363,964 â–¼-1.7%104,8595.1%TechnologyAMZNAmazon.com$15,155,564$350,598 â–¼-2.3%63,5883.7%Consumer DiscretionaryEPDEnterprise Products Partners$13,903,300$106,053 â–¼-0.8%378,2183.4%EnergyPFEPfizer$11,494,673$764,949 â–¼-6.2%477,3542.8%HealthcareNFLXNetflix$9,405,522$43,554 â–¼-0.5%131,7302.3%Communication ServicesUNHUnitedHealth Group$9,080,044$623,042 â–¼-6.4%21,8462.2%HealthcareVBKVanguard Small-Cap Growth ETF$9,078,062$1,091,971 â–¼-10.7%24,8242.2%ETFVVisa$8,707,362$30,535 â–¼-0.3%25,3792.1%FinanceABBVAbbVie$8,148,512$485,911 â–¼-5.6%32,3822.0%HealthcareKBWBInvesco KBW Bank ETF$7,489,673$866,113 â–¼-10.4%80,5511.8%ETFMSFTMicrosoft$7,120,240$376,752 â–²5.6%19,0881.7%TechnologyVLOValero Energy$6,740,031$1,573,863 â–¼-18.9%25,8791.6%EnergyAMDAdvanced Micro Devices$6,087,356$6,647,353 â–¼-52.2%10,4791.5%TechnologyAXPAmerican Express$5,572,493$23,002 â–²0.4%16,4741.3%FinanceVOVanguard Mid-Cap ETF$5,416,608$4,059,415 â–²299.1%67,2291.3%ETFJPMJPMorgan Chase & Co.$5,395,905$114,235 â–¼-2.1%16,4851.3%FinanceVEAVanguard FTSE Developed Markets ETF$4,179,709$148,199 â–²3.7%58,6631.0%ETFRPVInvesco S&P 500 Pure Value ETF$3,741,232$472,235 â–¼-11.2%32,8700.9%ETFPYPLPayPal$3,470,839$426,530 â–¼-10.9%80,3810.8%FinanceVOOVanguard S&P 500 ETF$3,121,543$219,092 â–²7.5%4,5450.8%ETFCRMSalesforce$3,078,351$1,672,336 â–²118.9%19,6500.7%TechnologyXLFFinancial Select Sector SPDR Fund$3,012,809$15,493 â–¼-0.5%56,1990.7%ETFCVXChevron$2,973,154$30,003 â–¼-1.0%17,9360.7%EnergyBKNGBooking$2,850,755$2,737,217 â–²2,410.8%15,9940.7%Consumer DiscretionaryXLPConsumer Staples Select Sector SPDR Fund$2,661,426$138,645 â–¼-5.0%32,0380.6%ETFOKEONEOK$2,623,989$600,400 â–¼-18.6%30,1820.6%EnergyAPHAmphenol$2,480,703$2,480,703 â–²New Holding14,0690.6%TechnologyTSMTaiwan Semiconductor Manufacturing$2,470,947$37,250 â–¼-1.5%5,1740.6%TechnologyMOAltria Group$2,397,159$19,498 â–¼-0.8%33,3170.6%Consumer StaplesVBRVanguard Small-Cap Value ETF$2,307,584$269,222 â–¼-10.4%9,4970.6%ETFIJHiShares Core S&P Mid-Cap ETF$2,147,923$5,321 â–²0.2%27,8550.5%ETFIJRiShares Core S&P Small-Cap ETF$2,042,996$6,081 â–²0.3%13,7750.5%ETFGOOGLAlphabet$2,039,362$16,080 â–¼-0.8%5,7070.5%Communication ServicesXLVHealth Care Select Sector SPDR Fund$1,840,104$151,359 â–¼-7.6%11,5980.4%ETFAMLPAlerian MLP ETF$1,733,907$211,702 â–²13.9%33,4410.4%ETFINTUIntuit$1,655,572$1,318,611 â–²391.3%6,3430.4%TechnologyXLUUtilities Select Sector SPDR Fund$1,563,355$81,294 â–¼-4.9%34,4810.4%ETFVTVVanguard Value ETF$1,542,596$122,919 â–²8.7%7,0780.4%ETFSCHMSchwab U.S. Mid-Cap ETF$1,526,452$4,498 â–²0.3%41,4010.4%ETFXLBMaterials Select Sector SPDR Fund$1,510,928$152,796 â–¼-9.2%29,7250.4%ETFVRTXVertex Pharmaceuticals$1,462,8700.0%2,9450.4%HealthcareIGViShares Expanded Tech-Software Sector ETF$1,448,870$5,708 â–¼-0.4%15,9920.4%ETFDELLDell Technologies$1,437,178$194,155 â–¼-11.9%3,3310.3%TechnologyQCOMQualcomm$1,412,217$1,478 â–¼-0.1%7,6420.3%TechnologyTSLATesla$1,388,821$1,682 â–²0.1%3,3020.3%Consumer DiscretionaryFISERV INC$1,357,557$129,002 â–¼-8.7%27,6770.3%COMAMGNAmgen$1,112,581$211,868 â–¼-16.0%3,0720.3%HealthcareASMLASML$1,094,1920.0%5500.3%TechnologyUBERUber Technologies$1,091,564$7,216 â–²0.7%15,1270.3%IndustrialsCOSTCostco Wholesale$1,089,410$1,870 â–²0.2%1,1650.3%Consumer StaplesPMPhilip Morris International$1,047,325$58,074 â–¼-5.3%5,7890.3%Consumer StaplesPGRProgressive$1,034,181$16,821 â–²1.7%4,7340.3%FinanceXLKTechnology Select Sector SPDR Fund$1,008,748$503,898 â–¼-33.3%5,2950.2%ETFWFCWells Fargo & Company$966,851$164,365 â–¼-14.5%11,7000.2%FinanceVFHVanguard Financials ETF$951,253$2,106 â–¼-0.2%7,2280.2%ETFNOWServiceNow$938,792$938,792 â–²New Holding9,4560.2%TechnologySCHASchwab US Small-Cap ETF$881,645$3,505 â–²0.4%24,4020.2%ETFVTIVanguard Total Stock Market ETF$865,175$2,590 â–²0.3%2,3380.2%ETFLMTLockheed Martin$828,510$37,196 â–¼-4.3%1,6260.2%IndustrialsSPYSPDR S&P 500 ETF Trust$796,608$7,466 â–²0.9%1,0670.2%ETFREGNRegeneron Pharmaceuticals$751,545$175,880 â–¼-19.0%1,2050.2%HealthcareVUGVanguard Growth ETF$698,659$582,288 â–²500.4%8,1110.2%ETFIHIiShares U.S. Medical Devices ETF$647,109$268,093 â–¼-29.3%13,0970.2%ETFPSXPhillips 66$641,661$104,295 â–¼-14.0%3,7960.2%EnergyMELIMercadoLibre$628,034$101,843 â–¼-14.0%3700.2%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$617,261$2,736 â–²0.4%7,2200.1%ETFXLEEnergy Select Sector SPDR Fund$580,221$309,734 â–¼-34.8%10,9250.1%ETFANFAbercrombie & Fitch$555,272$72,008 â–¼-11.5%6,1690.1%Consumer DiscretionaryFDXFedEx$534,783$25,988 â–¼-4.6%1,7080.1%IndustrialsSTXSeagate Technology$482,500$482,500 â–²New Holding5000.1%TechnologyVOEVanguard Mid-Cap Value ETF$476,807$226,449 â–¼-32.2%2,4130.1%ETFVOTVanguard Mid-Cap Growth ETF$460,110$186,250 â–¼-28.8%1,5020.1%ETFTJXTJX Companies$450,136$1,364 â–²0.3%2,9710.1%Consumer DiscretionaryETEnergy Transfer$431,022$62,503 â–²17.0%22,5430.1%EnergyMPWRMonolithic Power Systems$428,034$1,381 â–²0.3%3100.1%TechnologyMSMorgan Stanley$414,150$2,091 â–²0.5%1,9810.1%FinanceGSThe Goldman Sachs Group$391,167$2,022 â–²0.5%3870.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$391,110$703 â–²0.2%5560.1%ETFWALMART INC$389,864$30,242 â–²8.4%3,4420.1%COMORCLOracle$388,359$60,965 â–²18.6%2,6500.1%TechnologyICEIntercontinental Exchange$377,421$17,357 â–¼-4.4%3,0660.1%FinanceVIGVanguard Dividend Appreciation ETF$365,060$1,656 â–²0.5%1,5430.1%ETFCATCaterpillar$345,846$51,079 â–¼-12.9%3250.1%IndustrialsLPLALPL Financial$339,805$339,805 â–²New Holding1,2060.1%FinanceSHOPIFY INC$335,4610.0%2,9380.1%CL A SUB VTG SHSPANWPalo Alto Networks$323,287$323,287 â–²New Holding9480.1%TechnologyAMATApplied Materials$321,170$321,170 â–²New Holding4440.1%TechnologyGMGeneral Motors$313,125$694 â–²0.2%4,0620.1%Consumer DiscretionaryXLIIndustrial Select Sector SPDR Fund$297,931$221,225 â–¼-42.6%1,6080.1%ETFACNAccenture$296,789$43,927 â–¼-12.9%2,3850.1%TechnologyKBESPDR S&P Bank ETF$292,811$1,160 â–²0.4%4,2920.1%ETFACWViShares MSCI Global Min Vol Factor ETF$289,150$2,525 â–²0.9%2,4050.1%ETFALLAllstate$289,014$1,665 â–²0.6%1,2150.1%FinanceXOMExxonMobil$287,673$110,612 â–¼-27.8%2,1040.1%EnergyBACBank of America$273,301$1,311 â–²0.5%4,7960.1%FinanceShowing largest 100 holdings. 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