W Advisors, LLC holds a diversified book of 153 stocks worth $219.9M as of Q2 2026 (disclosed Jul 31, 2026, a ~45-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ishares S&P 500 Growth ETF at 7% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+18.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1929907/holdings"
Use Arkolith to show W ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning W Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
41% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as W Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.2T |
| JPMORGAN CHASE & CO | 80 / 80 | $558.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $141.9B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $58.4B |
| US BANCORP \DE\ | 80 / 80 | $36.2B |
| FIFTH THIRD BANCORP | 80 / 80 | $26.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $23.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.0B |
Ranked by how many of W Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR S&P 500 GRWT ETF | $16.0M | 116.2K | 7.3% | ▼−1.4% Reduced · −2K sh | |
| 2 | Apple Inc COM | $12.2M | 42.0K | 5.5% | ▲+3.6% Added · +1K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $11.2M | 15.0K | 5.1% | ▲+23% Added · +3K sh | |
| 4 | Merck & Co Inc COM | $9.3M | 72.5K | 4.2% | ▼−0.1% Reduced · −91 sh | |
| 5 | Ishares TR S&P 100 ETF | $7.6M | 20.7K | 3.4% | ▼−7.6% Reduced · −2K sh | |
| 6 | Ishares TR ESG MSCI LEADR | $6.3M | 47.1K | 2.8% | ▼−12% Reduced · −6K sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $6.3M | 8.4K | 2.8% | ▲~0% Added · +1 sh | |
| 8 | Ishares TR S&P 500 VAL ETF | $6.1M | 26.9K | 2.8% | ▼−8.1% Reduced · −2K sh | |
| 9 | Microsoft Corp COM | $6.0M | 16.1K | 2.7% | ▼−0.2% Reduced · −34 sh | |
| 10 | Ishares TR RUS 1000 GRW ETF | $6.0M | 48.2K | 2.7% | ▲+300% Added · +36K sh | |
| 11 | Vanguard Specialized Funds DIV APP ETF | $6.0M | 25.2K | 2.7% | ▲+0.3% Added · +75 sh | |
| 12 | Exxon Mobil Corp COM | $4.9M | 35.5K | 2.2% | ▲+0.3% Added · +102 sh | |
| 13 | Ishares TR RUS 1000 VAL ETF | $4.4M | 18.0K | 2.0% | ▼−2.7% Reduced · −501 sh | |
| 14 | Ishares TR EAFE GRWTH ETF | $4.0M | 32.3K | 1.8% | ▼−0.9% Reduced · −296 sh | |
| 15 | Ishares TR U.S. TECH ETF | $3.7M | 14.8K | 1.7% | ▼~0% Reduced · −7 sh | |
| 16 | Vanguard World FD INF TECH ETF | $3.5M | 29.1K | 1.6% | ▲+742% Added · +26K sh | |
| 17 | Ishares TR EAFE VALUE ETF | $3.2M | 41.5K | 1.4% | ▼−23% Reduced · −12K sh | |
| 18 | Nvidia Corporation COM | $3.0M | 15.1K | 1.4% | ▲+1.2% Added · +185 sh | |
| 19 | BlackRock ETF Trust ISHARES US EQUIT | $3.0M | 44.2K | 1.4% | ▼−0.5% Reduced · −231 sh | |
| 20 | Ishares TR CORE UNIVRSL USD | $2.9M | 62.1K | 1.3% | ▲+36% Added · +16K sh | |
| 21 | Alphabet Inc CAP STK CL A | $2.8M | 7.9K | 1.3% | ▲+1.6% Added · +122 sh | |
| 22 | JPMorgan Chase & Co COM | $2.5M | 7.7K | 1.2% | ▼−0.3% Reduced · −26 sh | |
| 23 | Johnson & Johnson COM | $2.3M | 9.2K | 1.1% | ▲~0% Added · +1 sh | |
| 24 | Vanguard Whitehall FDS HIGH DIV YLD | $2.2M | 13.8K | 1.0% | ▲+1.3% Added · +182 sh | |
| 25 | Morgan Stanley COM NEW | $2.1M | 9.9K | 0.9% | ▼−1.5% Reduced · −151 sh | |
| 26 | Amazon Com Inc COM | $2.1M | 8.7K | 0.9% | ▼−0.1% Reduced · −5 sh | |
| 27 | Ishares Inc CORE MSCI EMKT | $2.0M | 24.5K | 0.9% | ▼−23% Reduced · −7K sh | |
| 28 | Coca Cola Co COM | $1.8M | 21.9K | 0.8% | —Held | |
| 29 | Lockheed Martin Corp COM | $1.8M | 3.5K | 0.8% | —Held | |
| 30 | Walmart Inc COM | $1.8M | 15.7K | 0.8% | ▲+18% Added · +2K sh | |
| 31 | Caterpillar Inc COM | $1.8M | 1.7K | 0.8% | ▼−21% Reduced · −452 sh | |
| 32 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.7M | 32.9K | 0.8% | ▲+35% Added · +9K sh | |
| 33 | Ishares TR MSCI INTL VLU FT | $1.6M | 39.1K | 0.7% | ▼−0.4% Reduced · −155 sh | |
| 34 | Schwab Strategic TR US DIVIDEND EQ | $1.5M | 48.9K | 0.7% | ▲+4.0% Added · +2K sh | |
| 35 | Ishares TR CORE MSCI EAFE | $1.4M | 14.9K | 0.7% | —Held | |
| 36 | Intel Corp COM | $1.4M | 9.9K | 0.6% | ▲+1.4% Added · +133 sh | |
| 37 | Kroger Co COM | $1.3M | 23.9K | 0.6% | ▲+0.2% Added · +50 sh | |
| 38 | Ishares TR NATIONAL MUN ETF | $1.3M | 12.2K | 0.6% | ▼−17% Reduced · −3K sh | |
| 39 | BlackRock ETF Trust ISHA I IN TE ETF | $1.3M | 24.9K | 0.6% | ▼−19% Reduced · −6K sh | |
| 40 | Ishares TR ESG AWR MSCI USA | $1.3M | 8.0K | 0.6% | ▼−1.1% Reduced · −85 sh | |
| 41 | Ishares TR MSCI USA MMENTM | $1.3M | 3.7K | 0.6% | ▼−17% Reduced · −739 sh | |
| 42 | Meta Platforms Inc CL A | $1.3M | 2.2K | 0.6% | ▲+0.7% Added · +15 sh | |
| 43 | Procter & Gamble Co COM | $1.2M | 8.5K | 0.6% | ▲+40% Added · +2K sh | |
| 44 | Schwab Strategic TR US AGGREGATE B | $1.2M | 51.8K | 0.5% | ▲+1.1% Added · +550 sh | |
| 45 | Ishares Inc MSCI EMRG CHN | $1.1M | 11.1K | 0.5% | —Held | |
| 46 | Ishares TR MSCI USA QLT FCT | $1.1M | 5.0K | 0.5% | ▼−47% Reduced · −5K sh | |
| 47 | Cisco Sys Inc COM | $1.1M | 9.4K | 0.5% | ▼−14% Reduced · −2K sh | |
| 48 | Ishares TR RUSSELL 3000 ETF | $1.1M | 2.5K | 0.5% | ▲+11% Added · +244 sh | |
| 49 | Bristol-Myers Squibb Co COM | $1.1M | 18.5K | 0.5% | ▲+1.7% Added · +308 sh | |
| 50 | Vanguard Index FDS GROWTH ETF | $1.0M | 11.7K | 0.5% | ▲+486% Added · +10K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.