13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001950118
Total reported value
$673.9M
$673.9M
90 檔
47.9%
During the Q4 2024 filing period, WPWealth LLP (CIK: 0001950118) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $673.9M across 90 reported positions.
During Q4 2024, WPWealth LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 23.40% | +0.01% | +4.23% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 12.82% | -0.62% | +6.29% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 10.14% | +1.17% | +4.97% | |
| 4 | DFSD | Dimensional Short Duration | ETF-Other | 10.05% | -0.43% | +6.35% | |
| 5 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 9.51% | -0.08% | +7.58% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 5.54% | -0.10% | +4.59% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.42% | +0.40% | +4.94% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.69% | +0.08% | +5.78% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.68% | +0.02% | +2.39% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.30% | -0.15% | -2.30% | |
| 11 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.16% | +0.02% | -1.68% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | +0.07% | -0.93% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.96% | +0.12% | +20.74% | |
| 14 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.84% | — | -34.62% | |
| 15 | IJAN | Innovator International Deve | ETF-Other | 0.66% | -0.16% | +156.35% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.02% | -25.26% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.55% | +0.04% | -0.22% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.05% | -9.99% | |
| 19 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.41% | -0.06% | -40.85% | |
| 20 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.39% | +0.01% | -21.45% | |
| 21 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.38% | +0.01% | — | |
| 22 | INOV | Inno Int Dev Power Buff Nov | ETF-Other | 0.36% | — | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | — | +9.41% | |
| 24 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.30% | -0.19% | -0.35% | |
| 25 | UJUL | Innovator U.s. Equity Ultra | ETF-Other | 0.29% | -0.01% | -8.09% | |
| 26 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.29% | +0.01% | -9.16% | |
| 27 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.29% | — | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.04% | +4.43% | |
| 29 | EOCT | Innovator Emer Mkt Pwr Buff | ETF-Other | 0.25% | +0.01% | +2.49% | |
| 30 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 0.24% | +0.01% | — | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.23% | +0.26% | +131.75% | |
| 32 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.23% | -0.05% | EXIT | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | -30.67% | |
| 34 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.21% | -1.10% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.06% | +1.05% | |
| 36 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.19% | +0.01% | +237.98% | |
| 37 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.19% | +0.01% | -12.09% | |
| 38 | IAPR | Innovator International Deve | ETF-Other | 0.18% | -0.01% | — | |
| 39 | IJUN | Innov Intl Dev Pb ETF - June | ETF-Other | 0.17% | +0.01% | -0.39% | |
| 40 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.16% | -0.01% | +183.98% | |
| 41 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.16% | +0.02% | +7.54% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.16% | -0.11% | — | |
| 43 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.15% | — | — | |
| 44 | DFIS | Dimensional International Sm | ETF-Other | 0.15% | -0.04% | +94.80% | |
| 45 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.15% | — | -41.22% | |
| 46 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.15% | — | — | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.13% | -0.01% | +67.94% | |
| 48 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.13% | +0.05% | +0.51% | |
| 49 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.12% | +0.02% | +134.87% | |
| 50 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.12% | — | +36.87% |
According to official SEC Form 13F filings, WPWealth LLP reported a total U.S. public equity portfolio value of $673.9M across 90 disclosed positions in Q4 2024.
During Q4 2024, WPWealth LLP's top holdings by market value included DFCF (23.4%)、DFIC (12.8%)、DFAU (10.1%). The largest single position, DFCF, represented 23.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFCF, DFIC, DFAU) accounted for 47.9% of total reported equity market value during Q4 2024.
In Q4 2024, WPWealth LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.