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WPWealth LLP

All holdings · as of Dec 31, 2025

96 positions

CompanyClassValueShares% of portfolio
SPDR GOLD TR$991.2K2,5010.2%
INNOVATOR ETFS TRUST$996.5K34,0990.2%
INNOVATOR ETFS TRUST$1.01M26,0360.2%
INNOVATOR ETFS TRUST$1.06M31,5040.2%
EXXON MOBIL CORP$1.11M9,2090.2%
INNOVATOR ETFS TRUST$1.12M37,3550.2%
INNOVATOR ETFS TRUST$1.15M34,4100.2%
DIMENSIONAL ETF TRUST$1.16M50,4460.2%
DIMENSIONAL ETF TRUST$1.23M16,5900.2%
DIMENSIONAL ETF TRUST$1.26M26,2110.2%
INNOVATOR ETFS TRUST$1.26M30,1760.2%
DIMENSIONAL ETF TRUST$1.33M30,6410.2%
DIMENSIONAL ETF TRUST$1.34M40,7270.2%
DIMENSIONAL ETF TRUST$1.44M19,4930.2%
INNOVATOR ETFS TRUST$1.45M48,7050.2%
MICROSOFT CORP$1.48M3,0540.2%
Amazon.com Inc$1.58M6,8330.2%
INNOVATOR ETFS TRUST$1.70M55,1800.3%
INNOVATOR ETFS TRUST$1.76M42,2450.3%
INNOVATOR ETFS TRUST$1.90M41,0000.3%
INNOVATOR ETFS TRUST$1.95M64,5920.3%
INNOVATOR ETFS TRUST$2.10M46,7190.3%
INNOVATOR ETFS TRUST$2.33M66,7350.4%
INNOVATOR ETFS TRUST$2.42M61,9840.4%
Warren E. Buffett$2.45M4,8700.4%
NVIDIA Corp$2.66M14,2890.4%
VANGUARD INDEX FDS$2.91M8,6750.5%
INNOVATOR ETFS TRUST$3.61M99,9680.6%
DIMENSIONAL ETF TRUST$3.66M111,6900.6%
INNOVATOR ETFS TRUST$3.92M99,0920.6%
INNOVATOR ETFS TRUST$4.95M112,8120.8%
DIMENSIONAL ETF TRUST$5.35M135,1230.8%
SPDR S&P 500 ETF TR$5.68M8,3230.9%
Apple Inc.$7.28M26,7711.1%
DIMENSIONAL ETF TRUST$16.91M242,7712.6%
DIMENSIONAL ETF TRUST$17.62M295,9602.8%
DIMENSIONAL ETF TRUST$23.06M606,3943.6%
DIMENSIONAL ETF TRUST$24.61M931,4573.9%
DIMENSIONAL ETF TRUST$27.04M580,2884.2%
DIMENSIONAL ETF TRUST$28.16M864,5344.4%
DIMENSIONAL ETF TRUST$30.34M886,7304.7%
DIMENSIONAL ETF TRUST$56.15M1,171,1138.8%
DIMENSIONAL ETF TRUST$61.01M1,128,3009.5%
DIMENSIONAL ETF TRUST$82.60M1,765,06012.9%
DIMENSIONAL ETF TRUST$84.56M1,986,92013.2%
DIMENSIONAL ETF TRUST$86.82M2,519,53013.6%
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