0001172661-25-001703.txt : 20250512 0001172661-25-001703.hdr.sgml : 20250512 20250512155400 ACCESSION NUMBER: 0001172661-25-001703 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250512 DATE AS OF CHANGE: 20250512 EFFECTIVENESS DATE: 20250512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WP Advisors, LLC CENTRAL INDEX KEY: 0001697796 ORGANIZATION NAME: EIN: 943323134 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17701 FILM NUMBER: 25934531 BUSINESS ADDRESS: STREET 1: 1225 4TH STREET, #317 CITY: SAN FRANCISCO STATE: CA ZIP: 94158 BUSINESS PHONE: 4157772900 MAIL ADDRESS: STREET 1: 1225 4TH STREET, #317 CITY: SAN FRANCISCO STATE: CA ZIP: 94158 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001697796 XXXXXXXX 03-31-2025 03-31-2025 false WP Advisors, LLC

1225 4th Street, #317 San Francisco CA 94158

13F HOLDINGS REPORT 028-17701 000118268 801-62924 N Jennifer Cooney 415-777-4600 /s/ Jennifer Cooney San Francisco CA 05-12-2025 0 109 300348140 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 7094256 33860 SH SOLE 0 0 33860 ABERCROMBIE & FITCH CO CL A 002896207 650214 8514 SH SOLE 0 0 8514 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1458163 4673 SH SOLE 0 0 4673 ADOBE INC COM 00724F101 974166 2540 SH SOLE 0 0 2540 ADVANCED MICRO DEVICES INC COM 007903107 1194661 11628 SH SOLE 0 0 11628 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 515697 3900 SH SOLE 0 0 3900 ALLSTATE CORP COM 020002101 266410 1287 SH SOLE 0 0 1287 ALPHABET INC CAP STK CL A 02079K305 759323 4910 SH SOLE 0 0 4910 ALPHABET INC CAP STK CL C 02079K107 16818918 107655 SH SOLE 0 0 107655 ALTRIA GROUP INC COM 02209S103 2025639 33749 SH SOLE 0 0 33749 AMAZON COM INC COM 023135106 3893100 20462 SH SOLE 0 0 20462 AMERICAN EXPRESS CO COM 025816109 4458736 16572 SH SOLE 0 0 16572 AMGEN INC COM 031162100 1120754 3597 SH SOLE 0 0 3597 APPLE INC COM 037833100 35704057 160735 SH SOLE 0 0 160735 BEACON ROOFING SUPPLY INC COM 073685109 346360 2800 SH SOLE 0 0 2800 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26840434 50397 SH SOLE 0 0 50397 BOOKING HOLDINGS INC COM 09857L108 2937069 638 SH SOLE 0 0 638 BP PLC SPONSORED ADR 055622104 270948 8019 SH SOLE 0 0 8019 CHEVRON CORP NEW COM 166764100 2944995 17604 SH SOLE 0 0 17604 COCA COLA CO COM 191216100 208193 2907 SH SOLE 0 0 2907 COSTCO WHSL CORP NEW COM 22160K105 1179190 1247 SH SOLE 0 0 1247 D R HORTON INC COM 23331A109 349263 2747 SH SOLE 0 0 2747 DEERE & CO COM 244199105 234365 499 SH SOLE 0 0 499 DISNEY WALT CO COM 254687106 248804 2521 SH SOLE 0 0 2521 EBAY INC. COM 278642103 253513 3743 SH SOLE 0 0 3743 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 280102 15067 SH SOLE 0 0 15067 ENTERPRISE PRODS PARTNERS L COM 293792107 12097738 354357 SH SOLE 0 0 354357 EXXON MOBIL CORP COM 30231G102 329880 2774 SH SOLE 0 0 2774 FEDEX CORP COM 31428X106 504962 2071 SH SOLE 0 0 2071 GENERAL MTRS CO COM 37045V100 243731 5182 SH SOLE 0 0 5182 INTERCONTINENTAL EXCHANGE IN COM 45866F104 526190 3050 SH SOLE 0 0 3050 INTUIT COM 461202103 382875 624 SH SOLE 0 0 624 INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 5804659 92475 SH SOLE 0 0 92475 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 3418647 37018 SH SOLE 0 0 37018 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 578946 12368 SH SOLE 0 0 12368 ISHARES INC MSCI GBL MIN VOL 464286525 271637 2334 SH SOLE 0 0 2334 ISHARES TR US HOME CONS ETF 464288752 371830 3905 SH SOLE 0 0 3905 ISHARES TR U.S. MED DVC ETF 464288810 1338776 22243 SH SOLE 0 0 22243 ISHARES TR CORE S&P MCP ETF 464287507 1591191 27270 SH SOLE 0 0 27270 ISHARES TR IBOXX INV CP ETF 464287242 258644 2380 SH SOLE 0 0 2380 ISHARES TR US TRSPRTION 464287192 312994 4888 SH SOLE 0 0 4888 ISHARES TR CORE US AGGBD ET 464287226 5186377 52430 SH SOLE 0 0 52430 ISHARES TR CORE S&P SCP ETF 464287804 1423201 13610 SH SOLE 0 0 13610 ISHARES TR MSCI EAFE ETF 464287465 371079 4540 SH SOLE 0 0 4540 ISHARES TR U.S. FINLS ETF 464287788 215995 1914 SH SOLE 0 0 1914 JPMORGAN CHASE & CO. 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