W ADVISORS, LLC - Portfolio Stock Holdings
W ADVISORS, LLC disclosed 149 stock positions in a recent SEC 13F filing. $186,810,797 of stock holdings were filed, with the largest holdings including IVW, AAPL, and MRK. This filing represented positions held on March 31, 2026, and was filed on April 29, 2026.We estimate the fund has a total AUM of $244,889,761 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
149Est. Stock Holding Value:
$186,810,797Top Stock Holdings By Sector
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Portfolio Stock Holdings - W ADVISORS, LLC
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% of Portfolio
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