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W ADVISORS, LLC 13F holdings

Filed 2026-07-31 · W ADVISORS, LLC · 254 positions · $219.9M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC40.7K$11.8M5.4%
IVVISHARES TR14.6K$10.9M5.0%
IVWISHARES TR69.2K$9.5M4.3%
MRKMERCK & CO INC70.2K$9.0M4.1%
OEFISHARES TR19.2K$7.0M3.2%
IVWISHARES TR47.0K$6.5M2.9%
SUSLISHARES TR47.1K$6.3M2.8%
MSFTMICROSOFT CORP15.1K$5.6M2.6%
VIGVANGUARD SPECIALIZED FUNDS23.1K$5.5M2.5%
IWFISHARES TR42.1K$5.2M2.4%
IVEISHARES TR19.4K$4.4M2.0%
EXMOCEXXON MOBIL CORP31.9K$4.4M2.0%
SPYSTATE STR SPDR S&P 500 ETF T5.6K$4.2M1.9%
EFGISHARES TR31.8K$4.0M1.8%
EFVISHARES TR40.0K$3.1M1.4%
DYNFBLACKROCK ETF TRUST44.0K$3.0M1.4%
IYWISHARES TR11.6K$2.9M1.3%
VGTVANGUARD WORLD FD24.3K$2.9M1.3%
NVDANVIDIA CORPORATION14.4K$2.9M1.3%
IUSBISHARES TR59.1K$2.7M1.2%
GOOGLALPHABET INC6.7K$2.4M1.1%
IWDISHARES TR9.2K$2.2M1.0%
IWDISHARES TR8.9K$2.2M1.0%
SPYSTATE STR SPDR S&P 500 ETF T2.8K$2.1M0.9%
AMZNAMAZON COM INC8.6K$2.0M0.9%
VYMVANGUARD WHITEHALL FDS12.9K$2.0M0.9%
ACWIISHARES INC23.9K$2.0M0.9%
JPMJPMORGAN CHASE & CO6.0K$2.0M0.9%
MSMORGAN STANLEY9.2K$1.9M0.9%
JNJJOHNSON & JOHNSON7.3K$1.8M0.8%
IVEISHARES TR7.5K$1.7M0.8%
IVLUISHARES TR38.7K$1.6M0.7%
LMTLOCKHEED MARTIN CORP3.2K$1.6M0.7%
KOCOCA COLA CO18.6K$1.5M0.7%
SCHDSCHWAB STRATEGIC TR45.8K$1.5M0.7%
CATCATERPILLAR INC1.3K$1.4M0.6%
INTCINTEL CORP9.8K$1.4M0.6%
WMTWALMART INC11.9K$1.3M0.6%
KRKROGER CO23.9K$1.3M0.6%
IEFAISHARES TR13.7K$1.3M0.6%
BAIBLACKROCK ETF TRUST24.9K$1.3M0.6%
ESGUISHARES TR7.7K$1.3M0.6%
MTUMISHARES TR3.7K$1.3M0.6%
VTEBVANGUARD MUN BD FDS23.4K$1.2M0.5%
EMXCISHARES INC10.9K$1.1M0.5%
SCHZSCHWAB STRATEGIC TR47.3K$1.1M0.5%
METAMETA PLATFORMS INC1.9K$1.1M0.5%
BMYBRISTOL-MYERS SQUIBB CO18.5K$1.1M0.5%
QUALISHARES TR4.6K$1.0M0.5%
DVYISHARES TR6.2K$970,1540.4%
MUBISHARES TR8.8K$948,3470.4%
NEENEXTERA ENERGY INC10.7K$940,6310.4%
TSLATESLA INC2.2K$913,1230.4%
PGPROCTER & GAMBLE CO6.2K$906,4820.4%
BLCRBLACKROCK ETF TRUST17.2K$866,1630.4%
EEMISHARES TR12.3K$843,7690.4%
IWVISHARES TR1.9K$824,9760.4%
COROBLACKROCK ETF TRUST22.3K$815,7040.4%
IYWISHARES TR3.2K$807,9830.4%
IWFISHARES TR6.1K$760,4170.3%
Top Fund Holdings
13F
Top Fund Holdings

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