WP Advisors, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 22, 2026, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm's principal place of business as 1225 4th Street, #317, San Francisco, California, and identifies Jennifer Cooney as the Chief Compliance Officer responsible for the report.
The portfolio consists of a total of 110 positions. The largest holding in the filing is Microsoft Corporation, for which the firm reported ownership of 9,908,491 shares. Other major individual stock positions include NVIDIA Corporation with 23,611,743 shares, Apple Inc. with 48,536,300 shares, and Amazon.com, Inc. with 15,539,220 shares.
The filing also includes a significant allocation to exchange-traded funds (ETFs). The Vanguard Index Funds Morningstar Total Stock Market ETF (ticker: VTSAX) is listed as the largest ETF holding, with 34,580,312 shares. Other notable ETF positions include the Vanguard S&P 500 ETF (VOO) with 3,756,743 shares and the iShares Expanded Tech Sector ETF (IXQ) with 1,822,930 shares.
The remaining positions in the portfolio include a mix of large-cap technology companies, financial institutions, and consumer goods firms. Specific holdings listed in the filing include Alphabet Inc. Class A and Class C shares, UnitedHealth Group Inc., JPMorgan Chase & Co., Visa Inc., and Berkshire Hathaway Inc. Class B shares.
