Notify me when WP Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 116 | $401,518,351 | +$29,417,562 | -$19,947,270 | +$9,470,292 | AAPL, GOOG, VB, META, BRKB | 13F-HR | 28 Jan 2026, 14:24 |
| Q3 2025 | 121 | $393,400,595 | +$6,345,105 | -$7,009,477 | -$664,372 | AAPL, VB, GOOG, META, BRKB | 13F-HR | 22 Oct 2025, 16:17 |
| Q2 2025 | 116 | $364,105,489 | +$51,866,630 | -$6,040,010 | +$45,826,620 | AAPL, VB, META, BRKB, GOOG | 13F-HR | 08 Aug 2025, 12:39 |
| Q1 2025 | 109 | $300,348,140 | +$16,273,738 | -$7,634,845 | +$8,638,893 | AAPL, BRKB, META, GOOG, PFE | 13F-HR | 12 May 2025, 15:54 |
| Q4 2024 | 104 | $300,156,073 | +$20,671,800 | -$4,487,625 | +$16,184,175 | AAPL, BRKB, META, GOOG, PFE | 13F-HR | 03 Feb 2025, 13:14 |
| Q3 2024 | 98 | $273,673,560 | +$1,214,987 | -$62,218,535 | -$61,003,548 | AAPL, BRKB, META, GOOG, VBK | 13F-HR | 07 Nov 2024, 14:52 |
| Q2 2024 | 106 | $312,702,031 | +$11,503,987 | -$7,209,741 | +$4,294,246 | AAPL, KBWB, BRKB, META, GOOG | 13F-HR | 30 Jul 2024, 16:09 |
| Q1 2024 | 105 | $304,824,904 | +$20,868,980 | -$11,654,984 | +$9,213,996 | AAPL, KBWB, BRKB, META, GOOG | 13F-HR | 08 May 2024, 15:07 |
| Q4 2023 | 104 | $270,137,691 | +$10,446,823 | -$7,451,231 | +$2,995,592 | AAPL, KBWB, BRKB, META, GOOG | 13F-HR | 31 Jan 2024, 15:39 |
| Q3 2023 | 99 | $240,352,414 | +$13,407,748 | -$17,584,299 | -$4,176,551 | AAPL, KBWB, BRKB, META, GOOG | 13F-HR | 30 Oct 2023, 13:50 |
| Q2 2023 | 99 | $249,923,264 | +$7,965,821 | -$20,775,945 | -$12,810,124 | AAPL, KBWB, BRKB, META, VBK | 13F-HR | 26 Jul 2023, 16:32 |
| Q1 2023 | 99 | $242,432,321 | +$5,642,256 | -$6,571,744 | -$929,488 | AAPL, BRKB, KBWB, ATVI, VBK | 13F-HR | 14 Apr 2023, 16:35 |
| Q4 2022 | 102 | $223,677,473 | +$7,566,509 | -$15,489,486 | -$7,922,977 | AAPL, KBWB, BRKB, ATVI, VBK | 13F-HR | 20 Jan 2023, 08:50 |
| Q3 2022 | 104 | $220,845,000 | +$20,109,185 | -$15,867,918 | +$4,241,267 | AAPL, KBWB, BRKB, VBK, ATVI | 13F-HR | 24 Oct 2022, 13:48 |
| Q2 2022 | 106 | $230,042,000 | +$49,790,231 | -$19,045,875 | +$30,744,356 | AAPL, KBWB, BRKB, VUG, VBK | 13F-HR | 12 Jul 2022, 14:55 |
| Q1 2022 | 113 | $242,811,000 | +$14,200,126 | -$6,287,923 | +$7,912,203 | AAPL, BRKB, VNLA, KBWB, META | 13F-HR | 25 Apr 2022, 17:17 |
| Q4 2021 | 108 | $240,026,000 | +$9,162,235 | -$28,688,617 | -$19,526,382 | AAPL, VNLA, BRKB, META, KBWB | 13F-HR | 02 Feb 2022, 15:57 |
| Q3 2021 | 104 | $243,863,000 | +$12,282,679 | -$3,091,514 | +$9,191,165 | VNLA, AAPL, BRKB, META, KBWB | 13F-HR | 20 Oct 2021, 17:13 |
| Q2 2021 | 103 | $239,859,000 | +$13,526,303 | -$20,315,901 | -$6,789,598 | VNLA, AAPL, BRKB, META, KBWB | 13F-HR | 22 Jul 2021, 17:24 |
| Q1 2021 | 95 | $231,473,000 | +$63,034,264 | -$52,230,126 | +$10,804,138 | VNLA, AAPL, BRKB, KBWB, META | 13F-HR | 06 May 2021, 13:32 |
| Q4 2020 | 88 | $207,079,000 | +$18,350,225 | -$3,791,268 | +$14,558,957 | AAPL, VOO, BRKB, VB, MDY | 13F-HR | 27 Jan 2021, 15:24 |
| Q3 2020 | 78 | $165,941,000 | +$51,431,965 | -$18,271,152 | +$33,160,813 | AAPL, VOO, BRKB, MDY, VB | 13F-HR | 16 Oct 2020, 15:41 |
| Q2 2020 | 69 | $142,213,000 | +$25,900,852 | -$9,005,394 | +$16,895,458 | VOO, AAPL, MDY, VB, BRKB | 13F-HR | 07 Aug 2020, 18:18 |
| Q1 2020 | 49 | $102,950,000 | +$47,778,499 | -$27,355,233 | +$20,423,266 | VOO, AAPL, MDY, VB, BRKB | 13F-HR | 28 Apr 2020, 18:50 |
| Q4 2019 | 63 | $96,868,000 | +$3,177,816 | -$3,510,071 | -$332,255 | AAPL, BRKB, SHYG, META, VWO | 13F-HR | 22 Jan 2020, 16:48 |
| Q3 2019 | 58 | $87,246,000 | +$2,226,053 | -$4,491,415 | -$2,265,362 | AAPL, BRKB, SHYG, META, VWO | 13F-HR | 22 Oct 2019, 12:58 |
| Q2 2019 | 61 | $89,687,000 | +$585,576 | -$2,049 | +$583,527 | AAPL, BRKB, META, SHYG, VWO | 13F-HR | 22 Jul 2019, 18:42 |
| Q1 2019 | 175 | $4,952 | $0 | $0 | $0 | RPV, VNLA, IVOG | 13F-HR | 15 Apr 2019, 12:28 |
| Q4 2018 | 60 | $101,434,000 | +$21,614,599 | -$13,230,089 | +$8,384,510 | BRKB, AAPL, VEU, SHYG, META | 13F-HR | 17 Jan 2019, 17:57 |
| Q3 2018 | 266 | $107,414,000 | +$2,027,321 | -$4,942,059 | -$2,914,738 | AAPL, BRKB, SHYG, META, VEU | 13F-HR | 31 Oct 2018, 11:30 |
| Q2 2018 | 272 | $105,982,000 | +$13,503,095 | -$1,255,388 | +$12,247,707 | AAPL, BRKB, SHYG, META, VEU | 13F-HR | 26 Jul 2018, 17:59 |
| Q1 2018 | 55 | $92,617,000 | +$1,404,318 | -$10,209,595 | -$8,805,277 | BRKB, AAPL, SHYG, VEU, META | 13F-HR | 04 May 2018, 15:15 |
| Q4 2017 | 63 | $103,294,000 | +$3,167,113 | -$36,730,089 | -$33,562,976 | AAPL, BRKB, SHYG, VEU, META | 13F-HR | 05 Feb 2018, 15:16 |
| Q3 2017 | 68 | $132,402,000 | +$1,769,101 | -$13,814,491 | -$12,045,390 | PFF, AAPL, BRKB, MINT, SHYG | 13F-HR | 02 Nov 2017, 13:48 |
| Q2 2017 | 69 | $137,984,000 | +$6,583,715 | -$28,344,229 | -$21,760,514 | MINT, PFF, AAPL, BRKB, IGSB | 13F-HR | 08 Aug 2017, 11:38 |
| Q1 2017 | 68 | $159,236,000 | +$12,526,458 | -$540,694 | +$11,985,764 | MINT, IGSB, PFF, AAPL, BRKB | 13F-HR | 17 Apr 2017, 13:07 |
| Q4 2016 | 61 | $143,237,000 | $0 | $0 | $0 | MINT, IGSB, PFF, BRKB, SHYG | 13F-HR | 10 Feb 2017, 15:50 |