WPVLX ETF

$29.54
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Showing 10 of 33 holdings(as of Mar 31, 2026)Top 10 Weight: 54.59%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1BRK.BBerkshire Hathaway Inc Brk/B Us Equity9.06%90,000$43.13M••••••••••••••••••••••
2GOOGAlphabet Inc. C7.38%122,500$35.14M••••••••••••••••••••••
3HEI.AHeico Corp. Cl. A7.09%159,880$33.75M••••••••••••••••••••••
4VVisa Inc Class A4.98%78,500$23.73M••••••••••••••••••••••
5MA'mastercard Inc., Class 'a''4.72%45,000$22.48M••••••••••••••••••••••
6LHLabcorp Holdings Inc4.59%82,000$21.88M••••••••••••••••••••••
7AON:LNAon Plc4.58%67,500$21.79M••••••••••••••••••••••
8METAMeta Platforms, Inc.4.21%35,000$20.02M••••••••••••••••••••••
9VMCVulcan Materials Co.4.00%70,000$19.06M••••••••••••••••••••••
10DHRDanaher Corp.3.98%100,000$18.96M••••••••••••••••••••••
Want to see all 33 holdings?View All HoldingsPRO

Top Holdings Themes

Asset ManagementMarket InfrastructureGlobal BankingDerivatives TradingArtificial IntelligenceCloud ComputingInternet & DigitalData & AnalyticsDigital AdvertisingManufacturingRobotics & AutomationEmerging TechSemiconductorsPaymentsDigital Banking

WPVLX ETF Top Holdings

WPVLX holdings top 10 positions. The top 10 holdings account for 54.6% of the fund, led by Berkshire Hathaway Inc Brk/B Us Equity at 9.1%, Alphabet Inc. C at 7.4%, Heico Corp. Cl. A at 7.1%.

WPVLX portfolio concentration is relatively high, with the top 10 representing 54.6% of total assets. The largest sector exposure is Industrials at 21.1%.

WPVLX sector allocation provides a detailed breakdown. WPVLX overlap tool shows how holdings compare to other funds in your portfolio.

Showing 10 of 33 holdingsTop 10 Weight: 54.59%
#TickerNameIndustryWeightAllocation
1BRK.BBerkshire Hathaway Inc Brk/B Us EquityIndustrials9.06%
2GOOGAlphabet Inc. CCommunication Services7.38%
3HEI.AHeico Corp. Cl. AIndustrials7.09%
4VVisa Inc Class AInformation Technology4.98%
5MA'mastercard Inc., Class 'a''Financials4.72%
6LHLabcorp Holdings IncHealth Care4.59%
7AON:LNAon PlcUnknown4.58%
8METAMeta Platforms, Inc.Communication Services4.21%
9VMCVulcan Materials Co.Materials4.00%
10DHRDanaher Corp.Health Care3.98%
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Holdings Distribution

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