WP Advisors, LLC

13F filer · CIK 0001697796

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$413MU.S. long equity reported on 13F

Positions8111 new · 7 closed

Net flow last quarter-$12.4MBuys minus sells

Top 10 positions weight50.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202681 positions
AAPLApple Inc.	$42.8M	10.35%	0.00%	-4.5%	Q4 2016
GOOGAlphabet Inc.	$35.8M	8.67%	Not reported	-4.6%	Q1 2017
METAMeta Platforms, Inc.	$24.5M	5.92%	Not reported	+6.0%	Q4 2016
BRK.BBerkshire Hathaway Inc	$23.8M	5.76%	Not reported	-1.6%	Q4 2016
NVDANvidia Corp	$21M	5.08%	0.00%	-1.7%	Q2 2018
AMZNAmazon Com Inc	$15.2M	3.67%	0.00%	-2.3%	Q2 2018
EPDEnterprise Products Partners L.P.	$13.9M	3.36%	0.02%	-0.8%	Q2 2018
PFEPfizer Inc	$11.5M	2.78%	0.01%	-6.2%	Q1 2018
NFLXNetflix Inc	$9.41M	2.28%	0.00%	-0.5%	Q2 2018
UNHUnitedhealth Group Inc	$9.08M	2.20%	0.00%	-6.4%	Q2 2020
VVisa Inc.	$8.71M	2.11%	0.00%	-0.4%	Q4 2022
ABBVAbbVie Inc.	$8.15M	1.97%	0.00%	-5.6%	Q4 2016
MSFTMicrosoft Corp	$7.12M	1.72%	0.00%	+5.6%	Q2 2018
VLOValero Energy Corp	$6.74M	1.63%	0.01%	-18.9%	Q4 2016
AMDAdvanced Micro Devices Inc	$6.09M	1.47%	0.00%	-52.2%	Q2 2021
AXPAmerican Express Co	$5.57M	1.35%	0.00%	+0.4%	Q4 2016
JPMJPMorgan Chase & Co	$5.4M	1.31%	0.00%	-2.1%	Q1 2017
PYPLPayPal Holdings, Inc.	$3.47M	0.84%	0.01%	-10.9%	Q3 2020
CRMSalesforce, Inc.	$3.08M	0.74%	0.00%	+118.9%	Q2 2018
CVXChevron Corp	$2.97M	0.72%	0.00%	-1.0%	Q2 2017
BKNGBooking Holdings Inc.	$2.85M	0.69%	0.00%	+0.4%	Q1 2020
OKEOneok Inc	$2.62M	0.63%	0.00%	-18.6%	Q3 2023
APHAmphenol Corp	$2.48M	0.60%	0.00%	New	Q2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.47M	0.60%	0.00%	-1.5%	Q1 2021
MOAltria Group, Inc.	$2.4M	0.58%	0.00%	-0.8%	Q4 2016
GOOGLAlphabet Inc.	$2.04M	0.49%	0.00%	-0.8%	Q4 2016
INTUIntuit Inc.	$1.66M	0.40%	0.00%	+391.3%	Q2 2022
VRTXVertex Pharmaceuticals Inc / Ma	$1.46M	0.35%	0.00%	Not reported	Q2 2018
DELLDell Technologies Inc.	$1.44M	0.35%	0.00%	-11.9%	Q3 2025
QCOMQualcomm Inc	$1.41M	0.34%	0.00%	-0.1%	Q1 2017
TSLATesla, Inc.	$1.39M	0.34%	0.00%	+0.1%	Q2 2018
FISVFiserv Inc	$1.36M	0.33%	0.01%	-8.7%	Q1 2022
AMGNAmgen Inc	$1.11M	0.27%	0.00%	-16.0%	Q4 2016
ASMLAsml Holding NV	$1.09M	0.26%	0.00%	Not reported	Q2 2025
UBERUber Technologies, Inc	$1.09M	0.26%	0.00%	+0.7%	Q2 2019
COSTCostco Wholesale Corp	$1.09M	0.26%	0.00%	+0.2%	Q4 2016
PMPhilip Morris International Inc.	$1.05M	0.25%	0.00%	-5.3%	Q1 2017
PGRProgressive Corp	$1.03M	0.25%	0.00%	+1.7%	Q2 2018
WFCWells Fargo & Company	$967K	0.23%	0.00%	-14.5%	Q4 2016
NOWServiceNow, Inc.	$939K	0.23%	0.00%	New	Q2 2026
LMTLockheed Martin Corp	$829K	0.20%	0.00%	-4.3%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$797K	0.19%	Not reported	+1.0%	Q2 2018
REGNRegeneron Pharmaceuticals, Inc.	$752K	0.18%	0.00%	-19.0%	Q1 2021
PSXPhillips 66	$642K	0.16%	0.00%	-14.0%	Q4 2016
MELIMercadolibre Inc	$628K	0.15%	0.00%	-14.0%	Q1 2022
ANFAbercrombie & Fitch Co	$555K	0.13%	0.01%	-11.5%	Q1 2025
FDXFedex Corp	$535K	0.13%	0.00%	-4.6%	Q2 2018
STXSeagate Technology Holdings plc	$483K	0.12%	0.00%	New	Q2 2026
VOTVan Kampen Municipal Opportunity Trust II	$460K	0.11%	Not reported	-28.8%	Q3 2017
TJXTJX Companies Inc	$450K	0.11%	0.00%	+0.3%	Q3 2018

Q1 2026Reported May 4, 202676 positions
AAPLApple Inc.	$39.3M	10.16%	0.00%	-0.5%	Q4 2016
GOOGAlphabet Inc.	$30.5M	7.89%	Not reported	-3.5%	Q1 2017
METAMeta Platforms, Inc.	$23.4M	6.06%	Not reported	-0.7%	Q4 2016
BRK.BBerkshire Hathaway Inc	$23.2M	5.99%	Not reported	-0.8%	Q4 2016
NVDANvidia Corp	$18.6M	4.81%	0.00%	-0.8%	Q2 2018
EPDEnterprise Products Partners L.P.	$14.4M	3.73%	0.02%	+1.7%	Q2 2018
PFEPfizer Inc	$14.3M	3.70%	0.01%	-3.3%	Q1 2018
AMZNAmazon Com Inc	$13.5M	3.51%	0.00%	-0.3%	Q2 2018
NFLXNetflix Inc	$12.7M	3.29%	0.00%	+3.8%	Q2 2018
VLOValero Energy Corp	$7.89M	2.04%	0.01%	-3.5%	Q4 2016
VVisa Inc.	$7.7M	1.99%	0.00%	+0.5%	Q4 2022
ABBVAbbVie Inc.	$7.46M	1.93%	0.00%	-0.3%	Q4 2016
MSFTMicrosoft Corp	$6.69M	1.73%	0.00%	+12.1%	Q2 2018
UNHUnitedhealth Group Inc	$6.32M	1.63%	0.00%	-3.7%	Q2 2020
AXPAmerican Express Co	$4.96M	1.28%	0.00%	-0.5%	Q4 2016
JPMJPMorgan Chase & Co	$4.95M	1.28%	0.00%	0.0%	Q1 2017
AMDAdvanced Micro Devices Inc	$4.46M	1.15%	0.00%	+1.3%	Q2 2021
PYPLPayPal Holdings, Inc.	$4.08M	1.06%	0.01%	-30.1%	Q3 2020
CVXChevron Corp	$3.75M	0.97%	0.00%	+0.8%	Q2 2017
OKEOneok Inc	$3.35M	0.87%	0.01%	-7.8%	Q3 2023
BKNGBooking Holdings Inc.	$2.68M	0.69%	0.00%	+2.6%	Q1 2020
MOAltria Group, Inc.	$2.22M	0.57%	0.00%	-0.9%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.77M	0.46%	0.00%	0.0%	Q1 2021
FISVFiserv Inc	$1.69M	0.44%	0.01%	Not reported	Q1 2022
CRMSalesforce, Inc.	$1.68M	0.43%	0.00%	+5.3%	Q2 2018
GOOGLAlphabet Inc.	$1.65M	0.43%	0.00%	+0.1%	Q4 2016
VRTXVertex Pharmaceuticals Inc / Ma	$1.32M	0.34%	0.00%	-2.4%	Q2 2018
AMGNAmgen Inc	$1.29M	0.33%	0.00%	+0.6%	Q4 2016
TSLATesla, Inc.	$1.23M	0.32%	0.00%	Not reported	Q2 2018
COSTCostco Wholesale Corp	$1.16M	0.30%	0.00%	+2.7%	Q4 2016
REGNRegeneron Pharmaceuticals, Inc.	$1.15M	0.30%	0.00%	-5.0%	Q1 2021
WFCWells Fargo & Company	$1.09M	0.28%	0.00%	+0.6%	Q4 2016
UBERUber Technologies, Inc	$1.08M	0.28%	0.00%	Not reported	Q2 2019
LMTLockheed Martin Corp	$1.03M	0.27%	0.00%	-1.3%	Q1 2021
MUMicron Technology Inc	$1.02M	0.26%	0.00%	-3.2%	Q2 2018
PMPhilip Morris International Inc.	$1.01M	0.26%	0.00%	+0.8%	Q1 2017
QCOMQualcomm Inc	$985K	0.25%	0.00%	-8.2%	Q1 2017
PGRProgressive Corp	$923K	0.24%	0.00%	-0.8%	Q2 2018
PSXPhillips 66	$804K	0.21%	0.00%	+0.6%	Q4 2016
MELIMercadolibre Inc	$743K	0.19%	0.00%	+8.3%	Q1 2022
ASMLAsml Holding NV	$726K	0.19%	0.00%	Not reported	Q2 2025
SPYSPDR S&P 500 ETF Trust	$687K	0.18%	Not reported	+4.5%	Q2 2018
FDXFedex Corp	$638K	0.17%	0.00%	+0.5%	Q2 2018
ANFAbercrombie & Fitch Co	$637K	0.16%	0.02%	-2.8%	Q1 2025
DELLDell Technologies Inc.	$621K	0.16%	0.00%	+4.6%	Q3 2025
INTUIntuit Inc.	$558K	0.14%	0.00%	+128.5%	Q2 2022
VOTVan Kampen Municipal Opportunity Trust II	$543K	0.14%	Not reported	+0.1%	Q3 2017
ACNAccenture plc	$543K	0.14%	0.00%	-16.6%	Q2 2018
ICEIntercontinental Exchange, Inc.	$504K	0.13%	0.00%	+0.3%	Q3 2020
XOMExxonMobil Holdings Corp	$494K	0.13%	0.00%	-1.3%	Q2 2017

Q4 2025Reported Jan 28, 202681 positions
AAPLApple Inc.	$42.3M	10.53%	0.00%	-4.7%	Q4 2016
GOOGAlphabet Inc.	$34.5M	8.60%	Not reported	-6.3%	Q1 2017
METAMeta Platforms, Inc.	$27.2M	6.78%	Not reported	+14.3%	Q4 2016
BRK.BBerkshire Hathaway Inc	$24.5M	6.10%	Not reported	-4.3%	Q4 2016
NVDANvidia Corp	$20M	4.99%	0.00%	-1.3%	Q2 2018
AMZNAmazon Com Inc	$15.1M	3.75%	0.00%	+121.6%	Q2 2018
PFEPfizer Inc	$13.1M	3.26%	0.01%	-0.9%	Q1 2018
EPDEnterprise Products Partners L.P.	$12M	2.99%	0.02%	+1.4%	Q2 2018
NFLXNetflix Inc	$12M	2.98%	0.00%	+22.9%	Q2 2018
VVisa Inc.	$8.89M	2.21%	0.00%	+2.5%	Q4 2022
UNHUnitedhealth Group Inc	$8M	1.99%	0.00%	+2.8%	Q2 2020
ABBVAbbVie Inc.	$7.87M	1.96%	0.00%	-0.3%	Q4 2016
MSFTMicrosoft Corp	$7.8M	1.94%	0.00%	+6.7%	Q2 2018
PYPLPayPal Holdings, Inc.	$7.53M	1.88%	0.01%	+19.7%	Q3 2020
AXPAmerican Express Co	$6.1M	1.52%	0.00%	-2.5%	Q4 2016
JPMJPMorgan Chase & Co	$5.43M	1.35%	0.00%	-4.4%	Q1 2017
VLOValero Energy Corp	$5.38M	1.34%	0.01%	-8.8%	Q4 2016
AMDAdvanced Micro Devices Inc	$4.63M	1.15%	0.00%	-16.2%	Q2 2021
BKNGBooking Holdings Inc.	$3.33M	0.83%	0.00%	-2.4%	Q1 2020
OKEOneok Inc	$2.96M	0.74%	0.01%	+4.0%	Q3 2023
CVXChevron Corp	$2.74M	0.68%	0.00%	-0.7%	Q2 2017
CRMSalesforce, Inc.	$2.26M	0.56%	0.00%	+7.5%	Q2 2018
MOAltria Group, Inc.	$1.95M	0.49%	0.00%	-3.3%	Q4 2016
GOOGLAlphabet Inc.	$1.8M	0.45%	0.00%	+14.4%	Q4 2016
ADBEAdobe Inc.	$1.62M	0.40%	0.00%	+64.4%	Q2 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.6M	0.40%	0.00%	-2.7%	Q1 2021
TSLATesla, Inc.	$1.48M	0.37%	0.00%	-1.4%	Q2 2018
QCOMQualcomm Inc	$1.43M	0.36%	0.00%	-3.2%	Q1 2017
VRTXVertex Pharmaceuticals Inc / Ma	$1.37M	0.34%	0.00%	-5.9%	Q2 2018
WFCWells Fargo & Company	$1.27M	0.32%	0.00%	-8.8%	Q4 2016
UBERUber Technologies, Inc	$1.23M	0.31%	0.00%	-5.2%	Q2 2019
REGNRegeneron Pharmaceuticals, Inc.	$1.21M	0.30%	0.00%	-21.7%	Q1 2021
AMGNAmgen Inc	$1.19M	0.30%	0.00%	-1.0%	Q4 2016
PGRProgressive Corp	$1.07M	0.27%	0.00%	-2.4%	Q2 2018
COSTCostco Wholesale Corp	$977K	0.24%	0.00%	-10.9%	Q4 2016
PMPhilip Morris International Inc.	$972K	0.24%	0.00%	-5.5%	Q1 2017
ANFAbercrombie & Fitch Co	$902K	0.22%	0.02%	-14.3%	Q1 2025
MUMicron Technology Inc	$892K	0.22%	0.00%	-18.6%	Q2 2018
ACNAccenture plc	$881K	0.22%	0.00%	-30.0%	Q2 2018
SQMChemical & Mining Co of Chile Inc	$837K	0.21%	0.00%	-15.5%	Q4 2023
LMTLockheed Martin Corp	$833K	0.21%	0.00%	+0.1%	Q1 2021
MELIMercadolibre Inc	$800K	0.20%	0.00%	Not reported	Q1 2022
SPYSPDR S&P 500 ETF Trust	$690K	0.17%	Not reported	+15.9%	Q2 2018
ASMLAsml Holding NV	$588K	0.15%	0.00%	-11.0%	Q2 2025
VOTVan Kampen Municipal Opportunity Trust II	$588K	0.15%	Not reported	+0.3%	Q3 2017
PSXPhillips 66	$566K	0.14%	0.00%	-2.6%	Q4 2016
ICEIntercontinental Exchange, Inc.	$518K	0.13%	0.00%	+3.6%	Q3 2020
FDXFedex Corp	$515K	0.13%	0.00%	-7.0%	Q2 2018
SHOPShopify Inc.	$481K	0.12%	0.00%	-57.2%	Q1 2022
ROPRoper Technologies Inc	$459K	0.11%	0.00%	-57.4%	Q2 2018

Q3 2025Reported Oct 22, 202584 positions
AAPLApple Inc.	$41.5M	10.56%	0.00%	-0.3%	Q4 2016
GOOGAlphabet Inc.	$28.6M	7.27%	Not reported	+1.1%	Q1 2017
METAMeta Platforms, Inc.	$26.5M	6.73%	Not reported	-2.2%	Q4 2016
BRK.BBerkshire Hathaway Inc	$25.6M	6.51%	Not reported	-0.4%	Q4 2016
NVDANvidia Corp	$20.3M	5.17%	0.00%	-3.8%	Q2 2018
PFEPfizer Inc	$13.5M	3.44%	0.01%	+0.5%	Q1 2018
NFLXNetflix Inc	$12.4M	3.16%	0.00%	-1.5%	Q2 2018
EPDEnterprise Products Partners L.P.	$11.6M	2.94%	0.02%	+1.4%	Q2 2018
VVisa Inc.	$8.44M	2.15%	0.00%	+0.2%	Q4 2022
UNHUnitedhealth Group Inc	$8.14M	2.07%	0.00%	+28.8%	Q2 2020
ABBVAbbVie Inc.	$7.99M	2.03%	0.00%	+0.5%	Q4 2016
MSFTMicrosoft Corp	$7.83M	1.99%	0.00%	-1.7%	Q2 2018
PYPLPayPal Holdings, Inc.	$7.23M	1.84%	0.01%	-2.0%	Q3 2020
AMZNAmazon Com Inc	$6.46M	1.64%	0.00%	-1.1%	Q2 2018
VLOValero Energy Corp	$6.17M	1.57%	0.01%	0.0%	Q4 2016
AXPAmerican Express Co	$5.62M	1.43%	0.00%	+0.3%	Q4 2016
JPMJPMorgan Chase & Co	$5.56M	1.41%	0.00%	+0.1%	Q1 2017
AMDAdvanced Micro Devices Inc	$4.18M	1.06%	0.00%	-3.0%	Q2 2021
BKNGBooking Holdings Inc.	$3.43M	0.87%	0.00%	-0.2%	Q1 2020
OKEOneok Inc	$2.82M	0.72%	0.01%	-0.6%	Q3 2023
CVXChevron Corp	$2.81M	0.71%	0.00%	+1.2%	Q2 2017
MOAltria Group, Inc.	$2.32M	0.59%	0.00%	+1.7%	Q4 2016
CRMSalesforce, Inc.	$1.88M	0.48%	0.00%	+5.8%	Q2 2018
UBERUber Technologies, Inc	$1.55M	0.39%	0.00%	-3.8%	Q2 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.51M	0.38%	0.00%	+8.9%	Q1 2021
TSLATesla, Inc.	$1.49M	0.38%	0.00%	+31.5%	Q2 2018
QCOMQualcomm Inc	$1.43M	0.36%	0.00%	-5.0%	Q1 2017
VRTXVertex Pharmaceuticals Inc / Ma	$1.26M	0.32%	0.00%	Not reported	Q2 2018
WFCWells Fargo & Company	$1.25M	0.32%	0.00%	+0.6%	Q4 2016
GOOGLAlphabet Inc.	$1.22M	0.31%	0.00%	-0.6%	Q4 2016
ROPRoper Technologies Inc	$1.21M	0.31%	0.00%	-15.7%	Q2 2018
PGRProgressive Corp	$1.19M	0.30%	0.00%	0.0%	Q2 2018
COSTCostco Wholesale Corp	$1.18M	0.30%	0.00%	+1.0%	Q4 2016
ACNAccenture plc	$1.16M	0.29%	0.00%	-0.6%	Q2 2018
REGNRegeneron Pharmaceuticals, Inc.	$1.12M	0.29%	0.00%	-4.6%	Q1 2021
PMPhilip Morris International Inc.	$1.04M	0.26%	0.00%	-0.3%	Q1 2017
SHOPShopify Inc.	$1.04M	0.26%	0.00%	Not reported	Q1 2022
AMGNAmgen Inc	$1.04M	0.26%	0.00%	+0.8%	Q4 2016
ADBEAdobe Inc.	$992K	0.25%	0.00%	-0.1%	Q2 2018
MELIMercadolibre Inc	$928K	0.24%	0.00%	Not reported	Q1 2022
ORCLOracle Corp	$911K	0.23%	0.00%	+3.4%	Q2 2018
LMTLockheed Martin Corp	$858K	0.22%	0.00%	+1.9%	Q1 2021
IBITiShares Bitcoin Trust ETF	$823K	0.21%	0.00%	Not reported	Q4 2024
ANFAbercrombie & Fitch Co	$716K	0.18%	0.02%	-11.6%	Q1 2025
BABAAlibaba Group Holding Ltd	$697K	0.18%	0.00%	Not reported	Q2 2018
MUMicron Technology Inc	$643K	0.16%	0.00%	-2.5%	Q2 2018
SQMChemical & Mining Co of Chile Inc	$618K	0.16%	0.01%	-34.9%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$617K	0.16%	Not reported	+0.1%	Q3 2017
PSXPhillips 66	$613K	0.16%	0.00%	+0.8%	Q4 2016
ASMLAsml Holding NV	$598K	0.15%	0.00%	+32.3%	Q2 2025

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