WPG Advisers, LLC

CIK: 0002067343Latest portfolio: $134.7M · Q4 2025

Holdings

1,477

Total Value

$134.7M

New Positions

1,472

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
NDQINVESCO QQQ TR
17,419$10.7M7.94%NEW
2
IVVISHARES TR
12,375$8.5M6.29%NEW
3
SCHGSCHWAB STRATEGIC TR
229,600$7.5M5.56%NEW
4
IQLTISHARES TR
133,228$6.1M4.49%NEW
5
AIRRFIRST TR EXCHANGE TRADED FD
58,444$5.7M4.26%NEW
6
MGVVANGUARD WORLD FD
29,639$4.2M3.10%NEW
7
SCHDSCHWAB STRATEGIC TR
133,634$3.7M2.72%NEW
8
NVDANVIDIA CORPORATION
16,210$3.0M2.24%NEW
9
MSFTMICROSOFT CORP
6,207$3.0M2.23%NEW
10
JHMMJOHN HANCOCK EXCHANGE TRADED
45,147$3.0M2.19%NEW
11
PULSPGIM ETF TR
55,615$2.8M2.05%NEW
12
AMZNAMAZON COM INC
11,155$2.6M1.91%NEW
13
AAPLAPPLE INC
8,565$2.3M1.73%NEW
14
SDVYFIRST TR EXCHANGE-TRADED FD
55,535$2.1M1.58%NEW
15
XMHQINVESCO EXCHANGE TRADED FD T
15,359$1.6M1.17%NEW
16
IDMOINVESCO EXCH TRADED FD TR II
23,782$1.3M0.98%NEW
17
GOOGLALPHABET INC
4,083$1.3M0.95%NEW
18
APPAPPLOVIN CORP
1,775$1.2M0.89%NEW
19
MTUMISHARES TR
4,674$1.2M0.87%NEW
20
RDVYFIRST TR EXCHANGE TRADED FD
15,859$1.1M0.82%NEW
21
VEAVANGUARD TAX-MANAGED FDS
17,451$1.1M0.81%NEW
22
YEARAB ACTIVE ETFS INC
20,508$1.0M0.77%NEW
23
METAMETA PLATFORMS INC
1,459$963K0.71%NEW
24
VTEBVANGUARD MUN BD FDS
19,149$963K0.71%NEW
25
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,154$958K0.71%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
Industrials0.0% ($5.032942431611591e+272T)
Healthcare0.0% ($6.203852372322002e+203T)
Consumer Cyclical0.0% ($2.5746613581701633e+188T)
Unknown0.0% ($1.07003572472162e+143T)
Consumer Defensive0.0% ($2.352131361361189e+77T)
Communication Services0.0% ($1.2779637845562262e+75T)
Energy0.0% ($2.6921386796361595e+73T)
Real Estate0.0% ($1.3813711966333124e+70T)
Basic Materials0.0% ($2.2316870605743424e+62T)
Utilities0.0% ($2.7621512277575354e+47T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 28, 2026$134.7M1,477
Q3 2025Oct 29, 2025$128.9B0
Q2 2025Aug 11, 2025$118.6B1,428
Q1 2025May 15, 2025$107.6B1,456
Q1 2025May 15, 2025$107.2B1,427

Fund Information

CIK0002067343
Most Recent FilingJan 28, 2026
Number of Filings5

WPG Advisers, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $134.7M across 1,477 holdings. The largest position is INVESCO QQQ TR (NDQ), representing 7.9% of the portfolio. Compared to the previous quarter, the fund opened 1,477 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.