W ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, W ADVISORS, LLC held in its portfolio 141 assets valued at $198,816,990 (i.e. $198.82M).
The most valuable assets in the portfolio included: ISHARES TR ($14.65M), APPLE INC ($10.86M), and ISHARES TR ($9.41M).
The chart below shows the top 10 valuable assets, and the table below shows the top 141 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
W ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 118827 | 14646585 | S&P 500 GRWT ETF |
| APPLE INC | 39956 | 10862426 | COM |
| ISHARES TR | 27440 | 9411096 | S&P 100 ETF |
| MICROSOFT CORP | 15974 | 7725524 | COM |
| MERCK & CO INC | 72598 | 7641714 | COM |
| ISHARES TR | 10428 | 7142555 | CORE S&P500 ETF |
| ISHARES TR | 56947 | 6905752 | ESG MSCI LEADR |
| ISHARES TR | 30451 | 6457759 | S&P 500 VAL ETF |
| ISHARES TR | 12141 | 5746361 | RUS 1000 GRW ETF |
| SPDR S&P 500 ETF TR | 8369 | 5706883 | TR UNIT |
| VANGUARD SPECIALIZED FUNDS | 25382 | 5578348 | DIV APP ETF |
| ISHARES TR | 22199 | 4669337 | RUS 1000 VAL ETF |
| EXXON MOBIL CORP | 35697 | 4295810 | COM |
| ISHARES TR | 52897 | 3777374 | EAFE VALUE ETF |
| ISHARES TR | 14937 | 2982691 | U.S. TECH ETF |
| BLACKROCK ETF TRUST | 47837 | 2908968 | ISHARES US EQUIT |
| NVIDIA CORPORATION | 15334 | 2859817 | COM |
| ISHARES TR | 24199 | 2756750 | EAFE GRWTH ETF |
| VANGUARD WORLD FD | 3519 | 2652754 | INF TECH ETF |
| JPMORGAN CHASE & CO. | 8171 | 2632882 | COM |
| ALPHABET INC | 7385 | 2311505 | CAP STK CL A |
| ISHARES INC | 32706 | 2198498 | CORE MSCI EMKT |
| ISHARES TR | 10462 | 2077963 | MSCI USA QLT FCT |
| ISHARES TR | 42066 | 1957751 | CORE UNIVRSL USD |
| AMAZON COM INC | 8395 | 1937734 | COM |
| JOHNSON & JOHNSON | 9151 | 1893862 | COM |
| VANGUARD WHITEHALL FDS | 13161 | 1888810 | HIGH DIV YLD |
| LOCKHEED MARTIN CORP | 3488 | 1687041 | COM |
| MORGAN STANLEY | 9403 | 1669325 | COM NEW |
| ISHARES TR | 14525 | 1555772 | NATIONAL MUN ETF |
| COCA COLA CO | 21893 | 1530542 | COM |
| ISHARES TR | 39275 | 1494414 | MSCI INTL VLU FT |
| KROGER CO | 23787 | 1486202 | COM |
| WALMART INC | 13281 | 1479677 | COM |
| ISHARES TR | 14975 | 1339664 | CORE MSCI EAFE |
| META PLATFORMS INC | 1961 | 1294449 | CL A |
| SCHWAB STRATEGIC TR | 46839 | 1284782 | US DIVIDEND EQ |
| ISHARES TR | 8588 | 1279440 | ESG AWR MSCI USA |
| SCHWAB STRATEGIC TR | 52514 | 1227252 | US AGGREGATE B |
| VANGUARD MUN BD FDS | 24361 | 1225115 | TAX EXEMPT BD |
| CATERPILLAR INC | 2112 | 1209901 | COM |
| MCDONALDS CORP | 3388 | 1035553 | COM |
| ISHARES TR | 10098 | 1026664 | 10-20 YR TRS ETF |
| ISHARES TR | 3981 | 996484 | MSCI USA MMENTM |
| VANGUARD TAX-MANAGED FDS | 15874 | 991675 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 1995 | 973118 | GROWTH ETF |
| BRISTOL-MYERS SQUIBB CO | 17979 | 969797 | COM |
| ISHARES TR | 2434 | 941461 | RUSSELL 3000 ETF |
| ISHARES TR | 6107 | 908050 | CORE S&P TTL STK |
| ISHARES GOLD TR | 11131 | 903503 | ISHARES NEW |
| ISHARES TR | 6207 | 876056 | SELECT DIVID ETF |
| PROCTER AND GAMBLE CO | 5947 | 852302 | COM |
| CISCO SYS INC | 10984 | 846097 | COM |
| NEXTERA ENERGY INC | 10417 | 836277 | COM |
| ISHARES INC | 11098 | 806603 | MSCI EMRG CHN |
| BLACKROCK ETF TRUST | 24073 | 801631 | ISHARES A I INNO |
| TESLA INC | 1751 | 787460 | COM |
| BLACKROCK ETF TRUST | 19162 | 738887 | ISHARES US THEMA |
| AT&T INC | 29259 | 726803 | COM |
| SHELL PLC | 9764 | 717459 | SPON ADS |
| HOME DEPOT INC | 2061 | 709076 | COM |
| BLACKROCK INC | 657 | 703213 | COM |
| ALPHABET INC | 2187 | 686281 | CAP STK CL C |
| PHILIP MORRIS INTL INC | 4266 | 684266 | COM |
| ISHARES TR | 12386 | 677638 | MSCI EMG MKT ETF |
| ISHARES TR | 9697 | 673166 | CORE DIV GRWTH |
| ISHARES TR | 6864 | 646314 | MSCI USA MIN VOL |
| ISHARES TR | 5342 | 642001 | CORE S&P SCP ETF |
| SOUTHERN CO | 7165 | 624781 | COM |
| VERIZON COMMUNICATIONS INC | 15212 | 619577 | COM |
| ISHARES TR | 6331 | 602838 | MBS ETF |
| ELI LILLY & CO | 543 | 583551 | COM |
| INTERNATIONAL BUSINESS MACHS | 1970 | 583534 | COM |
| ABBVIE INC | 2428 | 554692 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1098 | 551910 | CL B NEW |
| GOLDMAN SACHS GROUP INC | 624 | 548070 | COM |
| PARKER-HANNIFIN CORP | 600 | 527376 | COM |
| MID-AMER APT CMNTYS INC | 3723 | 517215 | COM |
| NORFOLK SOUTHN CORP | 1673 | 482904 | COM |
| VANGUARD SCOTTSDALE FDS | 4851 | 482772 | VNG RUS2000IDX |
| ISHARES BITCOIN TRUST ETF | 9494 | 471377 | SHS BEN INT |
| VANGUARD ADMIRAL FDS INC | 1057 | 469932 | 500 GRTH IDX F |
| BLACKROCK ETF TRUST II | 8900 | 469653 | ISHARES FLEXIBLE |
| GE AEROSPACE | 1517 | 467321 | COM NEW |
| VANGUARD INDEX FDS | 1385 | 464349 | TOTAL STK MKT |
| CHEVRON CORP NEW | 3001 | 457452 | COM |
| SPDR DOW JONES INDL AVERAGE | 925 | 444527 | UT SER 1 |
| VANGUARD SCOTTSDALE FDS | 1377 | 425548 | VNG RUS1000IDX |
| ISHARES TR | 1936 | 415640 | US AER DEF ETF |
| FIRST TR EXCHANGE-TRADED FD | 4433 | 410104 | CAP STRENGTH ETF |
| BANK AMERICA CORP | 6994 | 384686 | COM |
| AMERICAN ELEC PWR CO INC | 3279 | 378102 | COM |
| ISHARES TR | 5661 | 373626 | CORE S&P MCP ETF |
| AUTOMATIC DATA PROCESSING IN | 1448 | 372469 | COM |
| AUTOZONE INC | 109 | 369674 | COM |
| ISHARES TR | 3646 | 364163 | CORE US AGGBD ET |
| BROADCOM INC | 1049 | 363059 | COM |
| ISHARES TR | 7199 | 360022 | CORE INTL AGGR |
| INTEL CORP | 9725 | 358850 | COM |
| ILLINOIS TOOL WKS INC | 1452 | 357628 | COM |
| ISHARES TR | 2533 | 357280 | RUS MDCP VAL ETF |
| ISHARES TR | 1950 | 353360 | RUS 2000 VAL ETF |
| ISHARES TR | 2551 | 348858 | MSCI USA VALUE |
| VANGUARD INDEX FDS | 528 | 331423 | S&P 500 ETF SHS |
| KIMBERLY-CLARK CORP | 3197 | 322532 | COM |
| ISHARES TR | 4559 | 312747 | EUROPE ETF |
| BLACKSTONE INC | 1998 | 307972 | COM |
| PRUDENTIAL FINL INC | 2571 | 290214 | COM |
| QUALCOMM INC | 1696 | 290101 | COM |
| METLIFE INC | 3657 | 288684 | COM |
| WESCO INTL INC | 1165 | 285006 | COM |
| BANK NEW YORK MELLON CORP | 2451 | 284537 | COM |
| ORACLE CORP | 1398 | 272484 | COM |
| ISHARES TR | 1094 | 269299 | RUSSELL 2000 ETF |
| CONOCOPHILLIPS | 2841 | 265945 | COM |
| ADVANCED MICRO DEVICES INC | 1170 | 250567 | COM |
| ISHARES INC | 5639 | 249075 | ESG AWR MSCI EM |
| GE VERNOVA INC | 376 | 245742 | COM |
| ARK ETF TR | 1658 | 244947 | NEXT GNRTN INTER |
| CAPITAL ONE FINL CORP | 999 | 242124 | COM |
| FEDEX CORP | 838 | 241921 | COM |
| VANGUARD INTL EQUITY INDEX F | 4498 | 241812 | FTSE EMR MKT ETF |
| ABBOTT LABS | 1909 | 239178 | COM |
| ALTRIA GROUP INC | 4116 | 237329 | COM |
| VANGUARD INTL EQUITY INDEX F | 2832 | 236784 | FTSE EUROPE ETF |
| CITIGROUP INC | 2018 | 235480 | COM NEW |
| PROLOGIS INC. | 1823 | 232724 | COM |
| KINDER MORGAN INC DEL | 8361 | 229844 | COM |
| GENERAL DYNAMICS CORP | 677 | 227919 | COM |
| FIFTH THIRD BANCORP | 4802 | 224781 | COM |
| VANGUARD SCOTTSDALE FDS | 2430 | 224289 | VNG RUS1000VAL |
| SELECT SECTOR SPDR TR | 4059 | 222311 | STATE STREET FIN |
| US BANCORP DEL | 4152 | 221551 | COM NEW |
| CVS HEALTH CORP | 2708 | 214906 | COM |
| GALLAGHER ARTHUR J & CO | 820 | 212208 | COM |
| ISHARES TR | 1640 | 211822 | EXPND TEC SC ETF |
| ISHARES TR | 2170 | 210274 | S&P MC 400GR ETF |
| TEXAS INSTRS INC | 1180 | 204718 | COM |
| VISA INC | 574 | 201347 | COM CL A |
| CIPHER MINING INC | 11570 | 170773 | COM |
| VALLEY NATL BANCORP | 13339 | 155800 | COM |
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