13F Filings History of WP Advisors, LLC
- Latest 13F filing
- Q1 2026 - 04 May 2026
- Latest reported 13F value
- $386,033,240
- Form 13F summary
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- WP Advisors, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- WP Advisors, LLC reported 115 equity holdings with a total reported market value of $386,033,240 for Q1 2026. Top reported holdings included APPLE INC, VANGUARD INDEX FDS, ALPHABET INC, META PLATFORMS INC, and BERKSHIRE HATHAWAY INC DEL.
- Largest 13F holdings
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APPLE INC VANGUARD INDEX FDS ALPHABET INC META PLATFORMS INC BERKSHIRE HATHAWAY INC DEL NVIDIA CORPORATION ENTERPRISE PRODS PARTNERS L PFIZER INC AMAZON COM INC NETFLIX INC. VALERO ENERGY CORP VISA INC
+6 more
ABBVIE INC INVESCO EXCH TRADED FD TR II MICROSOFT CORP UNITEDHEALTH GROUP INC AMERICAN EXPRESS CO JPMORGAN CHASE & CO - Manager signature
- Jennifer Cooney - Chief Compliance Officer
- Manager location
- San Francisco, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$386,033,240
Quarter delta
n/a
Accepted
04 May 2026, 11:53
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 115 | $386,033,240 | $0 | $0 | $0 | APPLE INC, VANGUARD INDEX FDS, ALPHABET INC, META PLATFORMS INC, BERKSHIRE HATHAWAY INC DEL | 13F-HR | 04 May 2026, 11:53 |