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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 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WFC WELLS FARGO & CO Financial Services 2,813.0 $232K 0.11% $82.64 +5.3%
142 LAMR LAMAR ADVERTISING CO Real Estate 1,448.0 $226K 0.10% NEW $155.98 -3.1%
143 CMI CUMMINS INC Industrials 307.0 $219K 0.10% NEW $713.21 -22.7%
144 XLF SELECT SECTOR SPDR TR 4,059.0 $218K 0.10% $53.61 +6.7%
145 PNC PNC FINL SVCS GROUP INC Financial Services 880.0 $217K 0.10% NEW $246.22 -3.5%
146 AMGN AMGEN INC Healthcare 598.0 $217K 0.10% $362.12 +21.0%
147 IWS ISHARES TR 1,303.0 $214K 0.10% NEW $164.60 +2.3%
148 RF REGIONS FINANCIAL CORP NEW Financial Services 7,071.0 $214K 0.10% NEW $30.20 -3.0%
149 EMGF ISHARES INC 2,911.0 $213K 0.10% NEW $73.26 -1.8%
150 ESGV VANGUARD WORLD FD 1,574.0 $208K 0.10% NEW $132.24 +2.0%
151 COF CAPITAL ONE FINL CORP Financial Services 1,029.0 $207K 0.09% NEW $200.70 +5.3%
152 ORCL ORACLE CORP Technology 1,398.0 $205K 0.09% $146.55 -3.6%
153 VLYPN VALLEY NATL BANCORP 13,339.0 $195K 0.09% $14.65
Page 8 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%