Institutions / WPWealth LLP

WPWealth LLP

CIK 1950118 · Institution · as of Dec 31, 2025

Portfolio value

$638.91M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 96 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$86.82M	2,519,530	13.6%
Dimensional ETF Trust	—	$84.56M	1,986,920	13.2%
Dimensional ETF Trust	—	$82.60M	1,765,060	12.9%
Dimensional ETF Trust	—	$61.01M	1,128,300	9.5%
Dimensional ETF Trust	—	$56.15M	1,171,113	8.8%
Dimensional ETF Trust	—	$30.34M	886,730	4.7%
Dimensional ETF Trust	—	$28.16M	864,534	4.4%
Dimensional ETF Trust	—	$27.04M	580,288	4.2%
Dimensional ETF Trust	—	$24.61M	931,457	3.9%
Dimensional ETF Trust	—	$23.06M	606,394	3.6%
Dimensional ETF Trust	—	$17.62M	295,960	2.8%
Dimensional ETF Trust	—	$16.91M	242,771	2.6%
Apple Inc.	—	$7.28M	26,771	1.1%
SPDR S&P 500 ETF Tr	—	$5.68M	8,323	0.9%
Dimensional ETF Trust	—	$5.35M	135,123	0.8%
Innovator Etfs Trust	—	$4.95M	112,812	0.8%
Innovator Etfs Trust	—	$3.92M	99,092	0.6%
Dimensional ETF Trust	—	$3.66M	111,690	0.6%
Innovator Etfs Trust	—	$3.61M	99,968	0.6%
Vanguard Index Fds	—	$2.91M	8,675	0.5%
NVIDIA Corp	—	$2.66M	14,289	0.4%
Warren E. Buffett	—	$2.45M	4,870	0.4%
Innovator Etfs Trust	—	$2.42M	61,984	0.4%
Innovator Etfs Trust	—	$2.33M	66,735	0.4%
Innovator Etfs Trust	—	$2.10M	46,719	0.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.