WP Advisors, LLC
•CIK: 1697796•Filing: Q4 2025
**WP Advisors, LLC** manages $402M across a diversified portfolio of 116 positions. The fund exhibits significant concentration in mega-cap technology and industrials, notably holding AAPL at $42.3M and GOOG at $34.5M. Further top allocations include VB ($31.8M), META ($27.2M), and BRK/B ($24.5M). This structure suggests a conviction-driven, large-cap growth and value tilt across core market leaders.
Total AUM
$401.5M
QoQ Performance
+2.1%
Positions
91
Top 10 Concentration
57.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOG
VB
META
BRK/B
AAPL10.5%
GOOG8.6%
VB7.9%
META6.8%
BRK/B6.1%
NVDA5.0%
AMZN3.8%
PFE3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology36.2%
Other32.5%
Financial11.8%
Healthcare7.6%
Consumer5.6%
Communication3.0%
Energy1.4%
ETF0.8%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW2 new positions
↑51 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023