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W ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    germantown, TN
  • Num holdings

    141

  • Value ($000)

    $195,066

  • Date Filed
    04/29/2026
  • Form type
    13F-HR
  • CIK
    0001929907
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$13.34M
7 %

117,897

A
AAPL

APPLE INC

COM
037833100
$10.3M
5 %

40,584

M
MRK

MERCK & CO INC

COM
58933Y105
$8.73M
5 %

72,563

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$7.94M
4 %

12,148

O
OEF

ISHARES TR

S&P 100 ETF
464287101
$7.13M
4 %

22,412

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$6.19M
3 %

29,307

S
SUSL

ISHARES TR

ESG MSCI LEADR
46435U218
$6.05M
3 %

53,299

X
XOM

EXXON MOBIL CORP

COM
30231G102
$6.01M
3 %

35,428

M
MSFT

MICROSOFT CORP

COM
594918104
$5.97M
3 %

16,115

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$5.44M
3 %

8,369

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