W ADVISORS, LLC - Portfolio overview

W ADVISORS, LLC has 150 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 7.33%
2. IVV - ISHARES TR, 7.10%
3. SUSL - ISHARES TR, 5.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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