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WP Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 22, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $435,925,291
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $48,536,300
- META PLATFORMS INC · CL A · 30303M102 · shares: $46,328,646
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $35,015,804
- VANGUARD INDEX FDS · MRNGSTR SML CAP · 922908751 · shares: $34,580,312
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $23,805,994
- NVIDIA CORPORATION · COM · 67066G104 · shares: $23,611,743
- AMAZON COM INC · COM · 023135106 · shares: $15,539,220
- ENTERPRISE PRODS PARTNERS L · COM · 293792107 · shares: $13,658,629
- MICROSOFT CORP · COM · 594918104 · shares: $9,908,491
- NETFLIX INC. · COM · 64110L106 · shares: $9,834,575
Reported holdings
110 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 2,444 shares | $253,909 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 8,297 shares | $248,931 |
| DEERE & CO | COM | 244199105 | — | 365 shares | $245,232 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 2,397 shares | $234,323 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 2,170 shares | $233,362 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 3,874 shares | $229,822 |
| APPLIED MATLS INC | COM | 038222105 | — | 444 shares | $227,429 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 2,656 shares | $220,413 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 774 shares | $205,170 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 2,355 shares | $201,141 |