WP Advisors, LLC - Portfolio overview

WP Advisors, LLC has 126 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 10.05%
2. VB - VANGUARD INDEX FDS, 8.08%
3. GOOG - ALPHABET INC, 7.81%

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

Explore securities or join Upside Invest to compare portfolios.