W ADVISORS, LLC
All 13F Filings
- Location
- Germantown, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 198,817
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 114.2 K | 57.4% | 4.046 K | 0 | 4.046 K |
| ETFs | 82.67 K | 41.6% | 4.856 K | 0 | 4.856 K |
| Other | 1.958 K | 1.0% | 55 | 0 | 55 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
198,817
Holdings
141
QoQ value change ($000)
8,952
(4.7%)
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.