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 | +$29,417,563 | -$19,947,270 | +$9,470,293 | 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 | +$51,866,620 | -$6,040,010 | +$45,826,610 | AAPL, VB, META, BRKB, GOOG | 13F-HR | 08 Aug 2025, 12:39 |
| Q1 2025 | 109 | $300,348,140 | +$16,273,738 | -$7,634,844 | +$8,638,894 | AAPL, BRKB, META, GOOG, PFE | 13F-HR | 12 May 2025, 15:54 |
| Q4 2024 | 104 | $300,156,073 | +$20,671,788 | -$4,487,625 | +$16,184,163 | AAPL, BRKB, META, GOOG, PFE | 13F-HR | 03 Feb 2025, 13:14 |
| Q3 2024 | 98 | $273,673,560 | +$1,214,987 | -$62,218,544 | -$61,003,557 | AAPL, BRKB, META, GOOG, VBK | 13F-HR | 07 Nov 2024, 14:52 |
| Q2 2024 | 106 | $312,702,031 | +$11,503,984 | -$7,209,740 | +$4,294,244 | AAPL, KBWB, BRKB, META, GOOG | 13F-HR | 30 Jul 2024, 16:09 |
| Q1 2024 | 105 | $304,824,904 | +$20,868,977 | -$11,654,984 | +$9,213,993 | AAPL, KBWB, BRKB, META, GOOG | 13F-HR | 08 May 2024, 15:07 |
| Q4 2023 | 104 | $270,137,691 | +$10,446,824 | -$7,451,230 | +$2,995,594 | AAPL, KBWB, BRKB, META, GOOG | 13F-HR | 31 Jan 2024, 15:39 |
| Q3 2023 | 100 | $241,853,464 | +$14,908,798 | -$6,759,177 | +$8,149,621 | AAPL, KBWB, BRKB, META, GOOG | 13F-HR | 30 Oct 2023, 13:50 |
| Q2 2023 | 99 | $249,923,264 | +$7,965,818 | -$3,605,475 | +$4,360,343 | AAPL, KBWB, BRKB, META, VBK | 13F-HR | 26 Jul 2023, 16:32 |
| Q1 2023 | 99 | $242,432,321 | +$5,642,255 | -$3,612,029 | +$2,030,226 | AAPL, BRKB, KBWB, ATVI, VBK | 13F-HR | 14 Apr 2023, 16:35 |
| Q4 2022 | 102 | $223,677,473 | +$7,566,508 | -$12,970,485 | -$5,403,977 | AAPL, KBWB, BRKB, ATVI, VBK | 13F-HR | 20 Jan 2023, 07:50 |
| Q3 2022 | 104 | $220,845,000 | +$20,109,184 | -$13,998,917 | +$6,110,267 | AAPL, KBWB, BRKB, VBK, ATVI | 13F-HR | 24 Oct 2022, 13:48 |
| Q2 2022 | 106 | $230,042,000 | +$49,790,228 | -$1,524,875 | +$48,265,353 | AAPL, KBWB, BRKB, VUG, VBK | 13F-HR | 12 Jul 2022, 14:55 |
| Q1 2022 | 113 | $242,811,000 | +$14,200,124 | -$5,635,923 | +$8,564,201 | AAPL, BRKB, VNLA, KBWB, META | 13F-HR | 25 Apr 2022, 17:17 |
| Q4 2021 | 108 | $240,026,000 | +$9,162,233 | -$23,198,617 | -$14,036,384 | AAPL, VNLA, BRKB, META, KBWB | 13F-HR | 02 Feb 2022, 14:57 |
| Q3 2021 | 104 | $243,863,000 | +$12,282,678 | -$3,091,514 | +$9,191,164 | VNLA, AAPL, BRKB, META, KBWB | 13F-HR | 20 Oct 2021, 17:13 |
| Q2 2021 | 103 | $239,859,000 | +$13,526,322 | -$20,315,913 | -$6,789,591 | VNLA, AAPL, BRKB, META, KBWB | 13F-HR | 22 Jul 2021, 17:24 |
| Q1 2021 | 95 | $231,473,000 | +$63,034,302 | -$52,230,125 | +$10,804,177 | VNLA, AAPL, BRKB, KBWB, META | 13F-HR | 06 May 2021, 13:32 |
| Q4 2020 | 88 | $207,079,000 | +$18,350,228 | -$3,791,267 | +$14,558,961 | AAPL, VOO, BRKB, VB, MDY | 13F-HR | 27 Jan 2021, 14:24 |
| Q3 2020 | 78 | $165,941,000 | +$51,431,969 | -$16,564,153 | +$34,867,816 | AAPL, VOO, BRKB, MDY, VB | 13F-HR | 16 Oct 2020, 15:41 |
| Q2 2020 | 69 | $142,213,000 | +$25,900,840 | -$9,005,395 | +$16,895,445 | VOO, AAPL, MDY, VB, BRKB | 13F-HR | 07 Aug 2020, 18:18 |
| Q1 2020 | 49 | $102,950,000 | +$47,778,507 | -$1,631,234 | +$46,147,273 | 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, 15:48 |
| Q3 2019 | 58 | $87,246,000 | +$2,226,053 | -$3,412,416 | -$1,186,363 | AAPL, BRKB, SHYG, META, VWO | 13F-HR | 22 Oct 2019, 12:58 |
| Q2 2019 | 61 | $89,687,000 | $0 | AAPL, BRKB, META, SHYG, VWO | 13F-HR | 22 Jul 2019, 18:42 | ||
| Q1 2019 | 0 | $0 | 13F-HR | 15 Apr 2019, 12:28 | ||||
| Q4 2018 | 60 | $101,434,000 | +$21,614,597 | -$3,101,088 | +$18,513,509 | BRKB, AAPL, VEU, SHYG, META | 13F-HR | 17 Jan 2019, 16:57 |
| Q3 2018 | 256 | $107,411,000 | +$2,026,322 | -$4,646,060 | -$2,619,738 | AAPL, BRKB, SHYG, META, VEU | 13F-HR | 31 Oct 2018, 11:30 |
| Q2 2018 | 268 | $105,982,000 | +$13,503,095 | -$567,388 | +$12,935,707 | AAPL, BRKB, SHYG, META, VEU | 13F-HR | 26 Jul 2018, 17:59 |
| Q1 2018 | 55 | $92,617,000 | +$1,404,318 | -$6,837,595 | -$5,433,277 | BRKB, AAPL, SHYG, VEU, META | 13F-HR | 04 May 2018, 15:15 |
| Q4 2017 | 63 | $103,294,000 | +$3,167,114 | -$7,145,091 | -$3,977,977 | AAPL, BRKB, SHYG, VEU, META | 13F-HR | 05 Feb 2018, 14:16 |
| Q3 2017 | 68 | $132,402,000 | +$1,769,101 | -$13,143,492 | -$11,374,391 | PFF, AAPL, BRKB, MINT, SHYG | 13F-HR | 02 Nov 2017, 13:48 |
| Q2 2017 | 69 | $137,984,000 | +$6,583,715 | -$24,806,228 | -$18,222,513 | MINT, PFF, AAPL, BRKB, IGSB | 13F-HR | 08 Aug 2017, 11:38 |
| Q1 2017 | 68 | $159,236,000 | +$12,526,461 | -$59,694 | +$12,466,767 | MINT, IGSB, PFF, AAPL, BRKB | 13F-HR | 17 Apr 2017, 13:07 |
| Q4 2016 | 61 | $143,237,000 | $0 | MINT, IGSB, PFF, BRKB, SHYG | 13F-HR | 10 Feb 2017, 14:50 |