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
96 檔
55.1%
At the close of Q4 2025, WPWealth LLP disclosed equity holdings valued at approximately $673.9M, spread across 96 reported holdings.
In Q4 2025, WPWealth LLP displayed an active expansion posture, initiating 4 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFIC, DFCF, DFAU) accounted for 55.1% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | ETF-Other | 13.59% | -0.62% | -0.54% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 13.24% | +0.01% | +1.22% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 12.93% | +1.17% | +7.60% | |
| 4 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 9.55% | -1.10% | +19.07% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 8.79% | -0.43% | +7.87% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.75% | -0.08% | -15.50% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.41% | +0.40% | -0.47% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.23% | +0.02% | +8.20% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.85% | +0.08% | +7.20% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.61% | +0.53% | +17.35% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 2.76% | -0.10% | -12.39% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.65% | +0.26% | +15.63% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.14% | -0.15% | +3.97% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | +0.07% | -7.61% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.84% | +0.12% | -3.39% | |
| 16 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.78% | +0.02% | -12.76% | |
| 17 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.17% | -20.37% | |
| 18 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.57% | +0.04% | +1.19% | |
| 19 | IJAN | Innovator International Deve | ETF-Other | 0.57% | -0.16% | -6.45% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.05% | -4.00% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | — | +11.05% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.02% | -14.92% | |
| 23 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.38% | -0.19% | -28.49% | |
| 24 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.36% | -0.06% | — | |
| 25 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.33% | +0.02% | -6.42% | |
| 26 | IFEB | Innovator Intl D Pb Etf-feb | ETF-Other | 0.31% | -0.05% | -37.15% | |
| 27 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.30% | — | -0.10% | |
| 28 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.28% | +0.01% | +81.36% | |
| 29 | IAPR | Innovator International Deve | ETF-Other | 0.27% | -0.01% | -3.11% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.04% | +8.84% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | — | +12.32% | |
| 32 | EAPR | Innovator Emerging Markets P | ETF-Emerging Markets | 0.23% | -0.05% | -0.97% | |
| 33 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.22% | +0.05% | -2.27% | |
| 34 | DFIS | Dimensional International Sm | ETF-Other | 0.21% | -0.04% | -0.54% | |
| 35 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.21% | +0.02% | -0.04% | |
| 36 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.20% | — | — | |
| 37 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.20% | +0.01% | +7.78% | |
| 38 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 0.19% | +0.01% | — | |
| 39 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.18% | +0.01% | +1.05% | |
| 40 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.18% | -0.01% | +13.50% | |
| 41 | IMAY | Innov Intl Dev Pb ETF - May | ETF-Other | 0.17% | -0.05% | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.06% | +6.43% | |
| 43 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.17% | -0.01% | -7.70% | |
| 44 | UJUL | Innovator U.s. Equity Ultra | ETF-Other | 0.16% | -0.01% | -34.40% | |
| 45 | IJUN | Innov Intl Dev Pb ETF - June | ETF-Other | 0.16% | +0.01% | — | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.16% | -0.11% | -23.73% | |
| 47 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.15% | -0.05% | EXIT | |
| 48 | EOCT | Innovator Emer Mkt Pwr Buff | ETF-Other | 0.13% | +0.01% | +4.59% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.13% | +0.03% | +8.29% | |
| 50 | BMAY | Innovator U.s. Equity Buffer | ETF-Other | 0.12% | -0.05% | -18.92% |
According to official SEC Form 13F filings, WPWealth LLP reported a total U.S. public equity portfolio value of $673.9M across 96 disclosed positions in Q4 2025.
During Q4 2025, WPWealth LLP's top holdings by market value included DFIC (13.6%)、DFCF (13.2%)、DFAU (12.9%). The largest single position, DFIC, represented 13.6% 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.
Top New Position Initiated
PJAN
市值: $507.4K
Top Position Liquidated / Trimmed
NAUG
前期市值: $493.8K
In Q4 2025, WPWealth LLP made 50 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 20 holdings, and fully liquidating 2 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.