WP Advisors, LLC
RIA/Wealth
WP Advisors, LLC is a RIA/Wealth based in San Francisco, CA led by Anthony Matthew Spangenberg, reporting $505.7M in AUM as of Q3 2025 with 57% concentrated in top 10 holdings.
Managing PartnerAnthony Matthew Spangenberg
- Portfolio Value
- $393.4M
- Positions
- 121
- Top Holding
- AAPL at 10.56%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WP Advisors, LLC's portfolio (57% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $41.5M | 10.56% | -$119.7K Sold | 0.00% 163.1K shares | |
ETF ETF | $33.4M | 8.48% | -$1.7M Sold | — 131.3K shares | |
Internet Content & Information Communication Services | $28.6M | 7.27% | +$321.2K Bought | 0.00% 117.5K shares | |
Internet Content & Information Communication Services | $26.5M | 6.73% | -$605.1K Sold | 0.00% 36.1K shares | |
Insurance - Diversified Financial Services | $25.6M | 6.51% | -$103.6K Sold | 0.00% 50.9K shares | |
Semiconductors Technology | $20.3M | 5.17% | -$809.0K Sold | 0.00% 108.9K shares | |
Drug Manufacturers - General Healthcare | $13.5M | 3.44% | +$64.7K Bought | 0.01% 531.3K shares | |
Entertainment Communication Services | $12.4M | 3.16% | -$191.8K Sold | 0.00% 10.4K shares | |
Oil & Gas Midstream Energy | $11.6M | 2.94% | +$161.7K Bought | 0.02% 369.4K shares | |
ETF ETF | $11.0M | 2.79% | -$510.1K Sold | — 36.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WP Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+59.98% | |
+32.33% | |
+31.46% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-34.85% | |
-26.72% | |
-15.71% |
Analytics
Portfolio insights and performance metrics for WP Advisors, LLC
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