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CIK: 0001950118
Total reported value
$673.9M
$673.9M
97 檔
56.4%
During the Q1 2026 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 97 reported positions.
WPWealth LLP executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 3 holdings and trimming 33 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | ETF-Other | 13.68% | -0.62% | -0.02% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 12.89% | +0.01% | +0.52% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 12.84% | +1.17% | +5.50% | |
| 4 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 9.80% | -1.10% | +5.29% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 8.85% | -0.43% | +3.31% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.52% | +0.40% | +1.03% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.51% | -0.08% | -6.89% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.45% | +0.02% | +3.48% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.91% | +0.08% | +3.42% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.77% | +0.53% | +10.60% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.84% | +0.26% | +7.52% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 2.72% | -0.10% | -3.67% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.04% | -0.15% | +0.39% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | +0.07% | -2.11% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.79% | +0.12% | -1.04% | |
| 16 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.71% | -0.19% | +89.42% | |
| 17 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.66% | +0.02% | -11.50% | |
| 18 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.58% | +0.04% | +0.13% | |
| 19 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.56% | -0.17% | -6.78% | |
| 20 | IJAN | Innovator International Deve | ETF-Other | 0.49% | -0.16% | -11.62% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.05% | +3.70% | |
| 22 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.40% | +0.02% | +26.88% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | — | +2.87% | |
| 24 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.36% | -0.06% | -0.21% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.02% | -0.33% | |
| 26 | IFEB | Innovator Intl D Pb Etf-feb | ETF-Other | 0.29% | -0.05% | -2.40% | |
| 27 | IAPR | Innovator International Deve | ETF-Other | 0.25% | -0.01% | -7.16% | |
| 28 | DFIS | Dimensional International Sm | ETF-Other | 0.24% | -0.04% | +15.65% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.06% | +0.21% | |
| 30 | EAPR | Innovator Emerging Markets P | ETF-Emerging Markets | 0.22% | -0.05% | -1.00% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | +0.04% | -0.92% | |
| 32 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.21% | +0.05% | -0.41% | |
| 33 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.21% | +0.01% | +8.46% | |
| 34 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.20% | +0.01% | +12.29% | |
| 35 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.20% | -0.01% | +10.80% | |
| 36 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.19% | — | — | |
| 37 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 0.19% | +0.01% | — | |
| 38 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.18% | +0.02% | -5.88% | |
| 39 | IMAY | Innov Intl Dev Pb ETF - May | ETF-Other | 0.17% | -0.05% | — | |
| 40 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.17% | +0.01% | -36.19% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | — | -3.08% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | -0.11% | +0.52% | |
| 43 | IJUN | Innov Intl Dev Pb ETF - June | ETF-Other | 0.15% | +0.01% | — | |
| 44 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.15% | -0.01% | -7.79% | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.14% | +0.02% | — | |
| 46 | UJUL | Innovator U.s. Equity Ultra | ETF-Other | 0.13% | -0.01% | -12.19% | |
| 47 | EOCT | Innovator Emer Mkt Pwr Buff | ETF-Other | 0.13% | +0.01% | — | |
| 48 | BMAY | Innovator U.s. Equity Buffer | ETF-Other | 0.12% | -0.05% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.03% | -5.05% | |
| 50 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.11% | — | — |
According to official SEC Form 13F filings, WPWealth LLP reported a total U.S. public equity portfolio value of $673.9M across 97 disclosed positions in Q1 2026.
During Q1 2026, WPWealth LLP's top holdings by market value included DFIC (13.7%)、DFCF (12.9%)、DFAU (12.8%). The largest single position, DFIC, represented 13.7% 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 DFIC, DFCF, DFAU) accounted for 56.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFUS
市值: $908.5K
Top Position Liquidated / Trimmed
PJUL
前期市值: $1.9M
In Q1 2026, WPWealth LLP made 73 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 33 holdings, and fully liquidating 3 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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