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CIK: 0001950118
Total reported value
$673.9M
$673.9M
90 檔
46.5%
According to the latest 13F quarterly dataset, WPWealth LLP managed an equity portfolio of $673.9M at the end of Q2 2025, spanning 90 distinct U.S. exchange-listed positions.
During Q2 2025, 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 | 14.38% | +0.01% | -33.11% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.69% | -0.62% | -0.61% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 11.30% | +1.17% | +14.92% | |
| 4 | DFSD | Dimensional Short Duration | ETF-Other | 8.87% | -0.43% | -4.19% | |
| 5 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 8.31% | -1.10% | +1025.46% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 6.36% | -0.08% | -24.28% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.39% | +0.40% | -2.52% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.93% | +0.08% | +6.83% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.69% | +0.02% | +41.71% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.52% | -0.10% | -24.14% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.62% | +0.53% | +638.48% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.96% | +0.26% | +406.61% | |
| 13 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.05% | -0.17% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | +0.07% | -0.42% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.96% | -0.15% | +1.41% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.90% | +0.12% | +2.52% | |
| 17 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.84% | +0.02% | — | |
| 18 | IJAN | Innovator International Deve | ETF-Other | 0.67% | -0.16% | — | |
| 19 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.19% | +22.61% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.57% | +0.04% | +0.71% | |
| 21 | IFEB | Innovator Intl D Pb Etf-feb | ETF-Other | 0.53% | -0.05% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.02% | -0.33% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.05% | -0.01% | |
| 24 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.40% | +0.02% | -37.52% | |
| 25 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.40% | -0.06% | -2.54% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | — | +1.21% | |
| 27 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.32% | — | +133.18% | |
| 28 | IAPR | Innovator International Deve | ETF-Other | 0.30% | -0.01% | +20.62% | |
| 29 | UJUL | Innovator U.s. Equity Ultra | ETF-Other | 0.27% | -0.01% | -3.59% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.04% | +0.26% | |
| 31 | EAPR | Innovator Emerging Markets P | ETF-Emerging Markets | 0.25% | -0.05% | +33.64% | |
| 32 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.24% | +0.05% | +150.57% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | — | +2.31% | |
| 34 | DFIS | Dimensional International Sm | ETF-Other | 0.22% | -0.04% | +27.11% | |
| 35 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.22% | — | -72.38% | |
| 36 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.21% | +0.01% | -19.25% | |
| 37 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 0.21% | +0.01% | -5.30% | |
| 38 | BMAY | Innovator U.s. Equity Buffer | ETF-Other | 0.20% | -0.05% | — | |
| 39 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.20% | +0.02% | +0.03% | |
| 40 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.19% | -0.01% | — | |
| 41 | IMAY | Innov Intl Dev Pb ETF - May | ETF-Other | 0.19% | -0.05% | — | |
| 42 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.18% | +0.01% | +10.19% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | -0.11% | — | |
| 44 | IJUN | Innov Intl Dev Pb ETF - June | ETF-Other | 0.17% | +0.01% | +2.02% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.06% | +0.50% | |
| 46 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.17% | +0.01% | -53.33% | |
| 47 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.16% | -0.01% | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.03% | +17.03% | |
| 49 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.12% | — | -7.17% | |
| 50 | EOCT | Innovator Emer Mkt Pwr Buff | ETF-Other | 0.12% | +0.01% | -7.60% |
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 Q2 2025.
During Q2 2025, WPWealth LLP's top holdings by market value included DFCF (14.4%)、DFIC (13.7%)、DFAU (11.3%). The largest single position, DFCF, represented 14.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including DFCF, DFIC, DFAU) accounted for 46.5% of total reported equity market value during Q2 2025.
In Q2 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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