W ADVISORS, LLC
All 13F Filings
- Location
- Germantown, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 219,921
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 153 | 219,921 | 13F-HR | W ADVISORS, LLC |
| Q1 2026 | 4/29/2026 | 141 | 195,066 | 13F-HR | W ADVISORS, LLC |
| Q4 2025 | 2/13/2026 | 141 | 198,817 | 13F-HR | W ADVISORS, LLC |
| Q3 2025 | 11/14/2025 | 138 | 189,865 | 13F-HR | W ADVISORS, LLC |
| Q2 2025 | 8/7/2025 | 126 | 174,343 | 13F-HR | W ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 88.34 K | 40.2% | 8.615 K | 0 | 8.615 K |
| ETFs | 131.6 K | 59.8% | 16.24 K | 0 | 16.24 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
219,921
Holdings
153
QoQ value change ($000)
24,855
(12.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.