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CIK: 0001950118
Total reported value
$673.9M
$673.9M
87 檔
49.4%
At the close of Q1 2025, WPWealth LLP disclosed equity holdings valued at approximately $673.9M, spread across 87 reported holdings.
During Q1 2025, WPWealth LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFCF, DFIC, DFSD) accounted for 49.4% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 23.43% | +0.01% | +1.68% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.48% | -0.62% | +1.25% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 10.03% | -0.43% | +1.89% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 9.77% | +1.17% | +5.00% | |
| 5 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 9.06% | -0.08% | -3.16% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 4.85% | -0.10% | -2.18% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.41% | +0.40% | +1.09% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.94% | +0.08% | +7.50% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.78% | +0.02% | +6.49% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.12% | -0.15% | +0.32% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | +0.07% | -0.12% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.89% | +0.12% | +0.18% | |
| 13 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.86% | +0.02% | -21.60% | |
| 14 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.80% | — | — | |
| 15 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.79% | -1.10% | +284.19% | |
| 16 | IJAN | Innovator International Deve | ETF-Other | 0.69% | -0.16% | +1.04% | |
| 17 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.67% | +0.02% | +474.64% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.02% | -18.71% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.56% | +0.04% | +0.24% | |
| 20 | IFEB | Innovator Intl D Pb Etf-feb | ETF-Other | 0.54% | -0.05% | — | |
| 21 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.52% | -0.19% | +87.35% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.05% | -0.13% | |
| 23 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.41% | -0.06% | -0.80% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.40% | +0.26% | +91.55% | |
| 25 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.37% | +0.01% | — | |
| 26 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.36% | +0.53% | — | |
| 27 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.29% | +0.01% | -0.15% | |
| 28 | UJUL | Innovator U.s. Equity Ultra | ETF-Other | 0.27% | -0.01% | — | |
| 29 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.27% | — | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | — | +2.04% | |
| 31 | IAPR | Innovator International Deve | ETF-Other | 0.26% | -0.01% | +44.04% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.04% | +4.13% | |
| 33 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | -2.97% | |
| 34 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.20% | +0.02% | +40.92% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.06% | -7.33% | |
| 36 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.20% | -0.01% | +23.77% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | — | +4.47% | |
| 38 | EAPR | Innovator Emerging Markets P | ETF-Emerging Markets | 0.19% | -0.05% | +244.76% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.18% | -0.11% | +0.89% | |
| 40 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.18% | +0.01% | -2.21% | |
| 41 | IJUN | Innov Intl Dev Pb ETF - June | ETF-Other | 0.17% | +0.01% | — | |
| 42 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.17% | -0.05% | EXIT | |
| 43 | DFIS | Dimensional International Sm | ETF-Other | 0.16% | -0.04% | +7.10% | |
| 44 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.14% | — | — | |
| 45 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.14% | — | — | |
| 46 | EOCT | Innovator Emer Mkt Pwr Buff | ETF-Other | 0.14% | +0.01% | -43.81% | |
| 47 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.14% | — | -1.21% | |
| 48 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 0.12% | — | — | |
| 49 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.12% | — | +10.37% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | +0.03% | +9.54% |
According to official SEC Form 13F filings, WPWealth LLP reported a total U.S. public equity portfolio value of $673.9M across 87 disclosed positions in Q1 2025.
During Q1 2025, WPWealth LLP's top holdings by market value included DFCF (23.4%)、DFIC (13.5%)、DFSD (10.0%). The largest single position, DFCF, represented 23.4% of total portfolio value.
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In Q1 2025, 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.
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