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CIK: 0001950118
Total reported value
$673.9M
$673.9M
94 檔
51.5%
In Q3 2025, WPWealth LLP's U.S. equity holdings reached a combined market value of $673.9M, distributed across 94 disclosed stock positions.
During Q3 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, DFAU) accounted for 51.5% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 13.72% | +0.01% | +4.01% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.58% | -0.62% | +3.72% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 12.27% | +1.17% | +10.95% | |
| 4 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 8.61% | -1.10% | +12.06% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 8.55% | -0.43% | +5.97% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 5.64% | -0.08% | -7.68% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.48% | +0.40% | +3.35% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.92% | +0.02% | +10.77% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.88% | +0.08% | +7.04% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.21% | -0.10% | -6.60% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.19% | +0.53% | +26.71% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.35% | +0.26% | +23.14% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.07% | -0.15% | -0.68% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | +0.07% | -0.66% | |
| 15 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.91% | +0.02% | +14.96% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.88% | +0.12% | -0.10% | |
| 17 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.79% | -0.17% | -19.13% | |
| 18 | IJAN | Innovator International Deve | ETF-Other | 0.61% | -0.16% | -1.69% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.57% | +0.04% | +1.81% | |
| 20 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.54% | -0.19% | -4.83% | |
| 21 | IFEB | Innovator Intl D Pb Etf-feb | ETF-Other | 0.49% | -0.05% | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.05% | +0.08% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.02% | +0.72% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | — | +3.72% | |
| 25 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.37% | -0.06% | — | |
| 26 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.36% | +0.02% | -5.99% | |
| 27 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.31% | — | -0.01% | |
| 28 | IAPR | Innovator International Deve | ETF-Other | 0.28% | -0.01% | — | |
| 29 | UJUL | Innovator U.s. Equity Ultra | ETF-Other | 0.25% | -0.01% | -0.68% | |
| 30 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.23% | +0.05% | -1.00% | |
| 31 | EAPR | Innovator Emerging Markets P | ETF-Emerging Markets | 0.23% | -0.05% | +0.03% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | — | +0.67% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.04% | -4.86% | |
| 34 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.21% | +0.02% | +6.20% | |
| 35 | DFIS | Dimensional International Sm | ETF-Other | 0.21% | -0.04% | +0.17% | |
| 36 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.20% | — | — | |
| 37 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 0.20% | +0.01% | — | |
| 38 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.19% | +0.01% | +1.18% | |
| 39 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.19% | +0.01% | +15.64% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.19% | -0.11% | +3.15% | |
| 41 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.19% | -0.01% | +2.20% | |
| 42 | IMAY | Innov Intl Dev Pb ETF - May | ETF-Other | 0.18% | -0.05% | +0.11% | |
| 43 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.16% | -0.01% | +11.39% | |
| 44 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.16% | -0.05% | EXIT | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.06% | +0.97% | |
| 46 | IJUN | Innov Intl Dev Pb ETF - June | ETF-Other | 0.16% | +0.01% | — | |
| 47 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.16% | +0.01% | — | |
| 48 | BMAY | Innovator U.s. Equity Buffer | ETF-Other | 0.15% | -0.05% | -22.91% | |
| 49 | EOCT | Innovator Emer Mkt Pwr Buff | ETF-Other | 0.13% | +0.01% | +6.29% | |
| 50 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.12% | — | — |
According to official SEC Form 13F filings, WPWealth LLP reported a total U.S. public equity portfolio value of $673.9M across 94 disclosed positions in Q3 2025.
During Q3 2025, WPWealth LLP's top holdings by market value included DFCF (13.7%)、DFIC (13.6%)、DFAU (12.3%). The largest single position, DFCF, represented 13.7% of total portfolio value.
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In Q3 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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