# EDGAR Filing Document

**Accession Number:** 0001697796
**File Stem:** 0001172661-25-002966
**Filing Date:** 2025-8
**Character Count:** 15044
**Document Hash:** 7a69f23c7004f366caca7d297d63047c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-002966.hdr.sgml**: 20250808

**ACCESSION NUMBER**: 0001172661-25-002966

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250808

**DATE AS OF CHANGE**: 20250808

**EFFECTIVENESS DATE**: 20250808

**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:** 251197211

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WP Advisors LLC<br>**Address:** 1225 4th Street #317<br>San Francisco, CA 94158

**Form 13F File Number:** 028-17701

**CRD Number (if applicable):** 000118268

**SEC File Number (if applicable):** 801-62924

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jennifer Cooney<br>**Title:** Chief Compliance Officer<br>**Phone:** 415-777-4600

**Signature, Place, and Date of Signing:**

/s/ Jennifer Cooney  San Francisco, CA  08-08-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 116

**Form 13F Information Table Value Total:** $364105489

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 200943 | 1320 | SH |  | SOLE |  | 0 | 0 | 1320 |
| ABBVIE INC | COM | 00287Y109 |  | 6375556 | 34347 | SH |  | SOLE |  | 0 | 0 | 34347 |
| ABERCROMBIE  FITCH CO | CL A | 002896207 |  | 784507 | 9469 | SH |  | SOLE |  | 0 | 0 | 9469 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 1410462 | 4719 | SH |  | SOLE |  | 0 | 0 | 4719 |
| ADOBE INC | COM | 00724F101 |  | 1088293 | 2813 | SH |  | SOLE |  | 0 | 0 | 2813 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 3777804 | 26623 | SH |  | SOLE |  | 0 | 0 | 26623 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 442299 | 3900 | SH |  | SOLE |  | 0 | 0 | 3900 |
| ALLSTATE CORP | COM | 020002101 |  | 262663 | 1305 | SH |  | SOLE |  | 0 | 0 | 1305 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 20601264 | 116135 | SH |  | SOLE |  | 0 | 0 | 116135 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 891283 | 5057 | SH |  | SOLE |  | 0 | 0 | 5057 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 2020960 | 34470 | SH |  | SOLE |  | 0 | 0 | 34470 |
| AMAZON COM INC | COM | 023135106 |  | 6526633 | 29749 | SH |  | SOLE |  | 0 | 0 | 29749 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 5380602 | 16868 | SH |  | SOLE |  | 0 | 0 | 16868 |
| AMGEN INC | COM | 031162100 |  | 1017354 | 3644 | SH |  | SOLE |  | 0 | 0 | 3644 |
| APPLE INC | COM | 037833100 |  | 33557583 | 163560 | SH |  | SOLE |  | 0 | 0 | 163560 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 374249 | 467 | SH |  | SOLE |  | 0 | 0 | 467 |
| BANK AMERICA CORP | COM | 060505104 |  | 222254 | 4697 | SH |  | SOLE |  | 0 | 0 | 4697 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 24835477 | 51126 | SH |  | SOLE |  | 0 | 0 | 51126 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 3685252 | 637 | SH |  | SOLE |  | 0 | 0 | 637 |
| BP PLC | SPONSORED ADR | 055622104 |  | 243473 | 8135 | SH |  | SOLE |  | 0 | 0 | 8135 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2559306 | 17873 | SH |  | SOLE |  | 0 | 0 | 17873 |
| COCA COLA CO | COM | 191216100 |  | 213213 | 3014 | SH |  | SOLE |  | 0 | 0 | 3014 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1247637 | 1260 | SH |  | SOLE |  | 0 | 0 | 1260 |
| D R HORTON INC | COM | 23331A109 |  | 357782 | 2775 | SH |  | SOLE |  | 0 | 0 | 2775 |
| DECKERS OUTDOOR CORP | COM | 243537107 |  | 235824 | 2288 | SH |  | SOLE |  | 0 | 0 | 2288 |
| DEERE  CO | COM | 244199105 |  | 257782 | 507 | SH |  | SOLE |  | 0 | 0 | 507 |
| DISNEY WALT CO | COM | 254687106 |  | 243808 | 1966 | SH |  | SOLE |  | 0 | 0 | 1966 |
| EBAY INC. | COM | 278642103 |  | 278704 | 3743 | SH |  | SOLE |  | 0 | 0 | 3743 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 278112 | 15340 | SH |  | SOLE |  | 0 | 0 | 15340 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 11296059 | 364271 | SH |  | SOLE |  | 0 | 0 | 364271 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 312759 | 2901 | SH |  | SOLE |  | 0 | 0 | 2901 |
| FEDEX CORP | COM | 31428X106 |  | 473556 | 2083 | SH |  | SOLE |  | 0 | 0 | 2083 |
| GENERAL MTRS CO | COM | 37045V100 |  | 255823 | 5199 | SH |  | SOLE |  | 0 | 0 | 5199 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 262914 | 371 | SH |  | SOLE |  | 0 | 0 | 371 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 564809 | 3078 | SH |  | SOLE |  | 0 | 0 | 3078 |
| INTUIT | COM | 461202103 |  | 497499 | 632 | SH |  | SOLE |  | 0 | 0 | 632 |
| INVESCO EXCH TRADED FD TR II | KBW BK ETF | 46138E628 |  | 6685890 | 93352 | SH |  | SOLE |  | 0 | 0 | 93352 |
| INVESCO EXCHANGE TRADED FD T | S PUR VAL | 46137V258 |  | 3448058 | 36775 | SH |  | SOLE |  | 0 | 0 | 36775 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 774613 | 12655 | SH |  | SOLE |  | 0 | 0 | 12655 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 279583 | 2358 | SH |  | SOLE |  | 0 | 0 | 2358 |
| ISHARES TR | US TRSPRTION | 464287192 |  | 335915 | 4901 | SH |  | SOLE |  | 0 | 0 | 4901 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 348840 | 3517 | SH |  | SOLE |  | 0 | 0 | 3517 |
| ISHARES TR | US HOME CONS ETF | 464288752 |  | 347438 | 3729 | SH |  | SOLE |  | 0 | 0 | 3729 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1696563 | 27355 | SH |  | SOLE |  | 0 | 0 | 27355 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1492854 | 13660 | SH |  | SOLE |  | 0 | 0 | 13660 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 412974 | 4620 | SH |  | SOLE |  | 0 | 0 | 4620 |
| ISHARES TR | U.S. FINLS ETF | 464287788 |  | 232314 | 1920 | SH |  | SOLE |  | 0 | 0 | 1920 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 263860 | 2407 | SH |  | SOLE |  | 0 | 0 | 2407 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 1381919 | 22061 | SH |  | SOLE |  | 0 | 0 | 22061 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 5101396 | 17596 | SH |  | SOLE |  | 0 | 0 | 17596 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 781956 | 1688 | SH |  | SOLE |  | 0 | 0 | 1688 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 240683 | 642 | SH |  | SOLE |  | 0 | 0 | 642 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 206915 | 368 | SH |  | SOLE |  | 0 | 0 | 368 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 1037611 | 397 | SH |  | SOLE |  | 0 | 0 | 397 |
| META PLATFORMS INC | CL A | 30303M102 |  | 27226005 | 36887 | SH |  | SOLE |  | 0 | 0 | 36887 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 485640 | 3940 | SH |  | SOLE |  | 0 | 0 | 3940 |
| MICROSOFT CORP | COM | 594918104 |  | 7650614 | 15381 | SH |  | SOLE |  | 0 | 0 | 15381 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 418159 | 572 | SH |  | SOLE |  | 0 | 0 | 572 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 244548 | 1736 | SH |  | SOLE |  | 0 | 0 | 1736 |
| NETFLIX INC | COM | 64110L106 |  | 14103717 | 10532 | SH |  | SOLE |  | 0 | 0 | 10532 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 17896793 | 113278 | SH |  | SOLE |  | 0 | 0 | 113278 |
| ONEOK INC NEW | COM | 682680103 |  | 3177602 | 38927 | SH |  | SOLE |  | 0 | 0 | 38927 |
| ORACLE CORP | COM | 68389X105 |  | 684928 | 3133 | SH |  | SOLE |  | 0 | 0 | 3133 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 289317 | 3210 | SH |  | SOLE |  | 0 | 0 | 3210 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 8179065 | 110052 | SH |  | SOLE |  | 0 | 0 | 110052 |
| PFIZER INC | COM | 717081103 |  | 12818236 | 528805 | SH |  | SOLE |  | 0 | 0 | 528805 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1171508 | 6432 | SH |  | SOLE |  | 0 | 0 | 6432 |
| PHILLIPS 66 | COM | 718546104 |  | 533274 | 4470 | SH |  | SOLE |  | 0 | 0 | 4470 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 223864 | 1405 | SH |  | SOLE |  | 0 | 0 | 1405 |
| PROGRESSIVE CORP | COM | 743315103 |  | 1282794 | 4807 | SH |  | SOLE |  | 0 | 0 | 4807 |
| QUALCOMM INC | COM | 747525103 |  | 1442102 | 9055 | SH |  | SOLE |  | 0 | 0 | 9055 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 1100653 | 2096 | SH |  | SOLE |  | 0 | 0 | 2096 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 1627336 | 2871 | SH |  | SOLE |  | 0 | 0 | 2871 |
| RTX CORPORATION | COM | 75513E101 |  | 293155 | 2008 | SH |  | SOLE |  | 0 | 0 | 2008 |
| SALESFORCE INC | COM | 79466L302 |  | 2043793 | 7495 | SH |  | SOLE |  | 0 | 0 | 7495 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 204112 | 2237 | SH |  | SOLE |  | 0 | 0 | 2237 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 1145064 | 40822 | SH |  | SOLE |  | 0 | 0 | 40822 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 609401 | 24087 | SH |  | SOLE |  | 0 | 0 | 24087 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 2583666 | 31909 | SH |  | SOLE |  | 0 | 0 | 31909 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 1024672 | 4046 | SH |  | SOLE |  | 0 | 0 | 4046 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 1473336 | 16779 | SH |  | SOLE |  | 0 | 0 | 16779 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 264380 | 1216 | SH |  | SOLE |  | 0 | 0 | 1216 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 1524115 | 18664 | SH |  | SOLE |  | 0 | 0 | 18664 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 409591 | 2777 | SH |  | SOLE |  | 0 | 0 | 2777 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 1689196 | 12532 | SH |  | SOLE |  | 0 | 0 | 12532 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 3021483 | 57695 | SH |  | SOLE |  | 0 | 0 | 57695 |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 |  | 779008 | 22087 | SH |  | SOLE |  | 0 | 0 | 22087 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 563370 | 912 | SH |  | SOLE |  | 0 | 0 | 912 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 311371 | 550 | SH |  | SOLE |  | 0 | 0 | 550 |
| SPDR SERIES TRUST | S BK ETF | 78464A797 |  | 275621 | 4943 | SH |  | SOLE |  | 0 | 0 | 4943 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1123843 | 4962 | SH |  | SOLE |  | 0 | 0 | 4962 |
| TESLA INC | COM | 88160R101 |  | 807809 | 2543 | SH |  | SOLE |  | 0 | 0 | 2543 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 466279 | 6477 | SH |  | SOLE |  | 0 | 0 | 6477 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 425914 | 1050 | SH |  | SOLE |  | 0 | 0 | 1050 |
| TJX COS INC NEW | COM | 872540109 |  | 362711 | 2937 | SH |  | SOLE |  | 0 | 0 | 2937 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 1536744 | 16471 | SH |  | SOLE |  | 0 | 0 | 16471 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 5710024 | 18303 | SH |  | SOLE |  | 0 | 0 | 18303 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 4872464 | 36248 | SH |  | SOLE |  | 0 | 0 | 36248 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1178941 | 6670 | SH |  | SOLE |  | 0 | 0 | 6670 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 10676361 | 38551 | SH |  | SOLE |  | 0 | 0 | 38551 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 841958 | 2770 | SH |  | SOLE |  | 0 | 0 | 2770 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 596432 | 2097 | SH |  | SOLE |  | 0 | 0 | 2097 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 5059838 | 18082 | SH |  | SOLE |  | 0 | 0 | 18082 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 610790 | 1393 | SH |  | SOLE |  | 0 | 0 | 1393 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2750352 | 4842 | SH |  | SOLE |  | 0 | 0 | 4842 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 2490443 | 12771 | SH |  | SOLE |  | 0 | 0 | 12771 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 574081 | 3491 | SH |  | SOLE |  | 0 | 0 | 3491 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 32678057 | 137894 | SH |  | SOLE |  | 0 | 0 | 137894 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 311717 | 1523 | SH |  | SOLE |  | 0 | 0 | 1523 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 484892 | 7018 | SH |  | SOLE |  | 0 | 0 | 7018 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1070486 | 18777 | SH |  | SOLE |  | 0 | 0 | 18777 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 911946 | 7164 | SH |  | SOLE |  | 0 | 0 | 7164 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 1428202 | 3208 | SH |  | SOLE |  | 0 | 0 | 3208 |
| VISA INC | COM CL A | 92826C839 |  | 8760917 | 24675 | SH |  | SOLE |  | 0 | 0 | 24675 |
| WALMART INC | COM | 931142103 |  | 309098 | 3161 | SH |  | SOLE |  | 0 | 0 | 3161 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 1189821 | 14850 | SH |  | SOLE |  | 0 | 0 | 14850 |

---