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Portfolio (Quarterly) Guide ↗

W ADVISORS, LLC

· CIK 0001929907
13F Portfolio $220M AUM 254 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 46 Added 23 Reduced 4 Exited
Page 6 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IAU ISHARES GOLD TR Financial Services 5,573.0 $421K 0.19% -999.0 -15.2% $75.51 +9.0%
102 FTCS FIRST TR EXCHANGE-TRADED FD 4,433.0 $416K 0.19% $93.92 +6.7%
103 BAC BANK OF AMER CORP Financial Services 7,285.0 $415K 0.19% +132.0 +1.9% $56.98 +11.4%
104 WCC WESCO INTL INC Industrials 1,165.0 $402K 0.18% $345.43 -2.9%
105 ITW ILLINOIS TOOL WKS INC Industrials 1,452.0 $393K 0.18% $270.47 -0.5%
106 AGG ISHARES TR 3,949.0 $391K 0.18% +344.0 +9.5% $98.98 -2.2%
107 AVGO BROADCOM INC Technology 982.0 $371K 0.17% +24.0 +2.5% $377.75 -2.5%
108 BK BANK OF NY MELLON CORP Financial Services 2,444.0 $353K 0.16% $144.61 -1.9%
109 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,197.0 $351K 0.16% -64.0 -2.0% $109.77 -1.9%
110 AZO AUTOZONE INC Consumer Cyclical 109.0 $348K 0.16% $3195.94 -7.7%
111 VOO VANGUARD INDEX FDS 506.0 $348K 0.16% $686.90 +2.4%
112 IWM ISHARES TR 1,156.0 $347K 0.16% +62.0 +5.7% $300.45 -2.4%
113 IEV ISHARES TR 4,590.0 $334K 0.15% $72.85 +2.1%
114 FHN FIRST HORIZON CORPORATION Financial Services 12,848.0 $329K 0.15% NEW $25.64 -3.7%
115 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,456.0 $326K 0.15% $223.95 +25.6%
116 QCOM QUALCOMM INC Technology 1,693.0 $313K 0.14% +99.0 +6.2% $184.79 -8.6%
117 MET METLIFE INC Financial Services 3,674.0 $311K 0.14% $84.61 +14.6%
118 COP CONOCOPHILLIPS Energy 2,981.0 $310K 0.14% $103.96 +30.8%
119 ESGE ISHARES INC 5,639.0 $308K 0.14% $54.69 -1.3%
120 GGOV BLACKROCK ETF TRUST II 6,083.0 $306K 0.14% NEW $50.29 -0.3%
Page 6 of 8  ·  153 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.4%
Financial Services 18.5%
Healthcare 15.3%
Consumer Defensive 8.0%
Industrials 8.0%
Energy 7.1%
Communication Services 5.7%
Consumer Cyclical 5.3%
Utilities 2.7%
Real Estate 1.1%