WPWealth LLP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, WPWealth LLP held in its portfolio 85 assets valued at $638,906,278 (i.e. $638.91M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($86.82M), DIMENSIONAL ETF TRUST ($84.56M), and DIMENSIONAL ETF TRUST ($82.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 85 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WPWealth LLP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2519530 | 86823001 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 1986920 | 84563328 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 1765060 | 82604825 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 1128300 | 61007159 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 1171113 | 56154853 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 886730 | 30335044 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 864534 | 28157885 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 580288 | 27035629 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 931457 | 24609087 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 606394 | 23061151 | US HIGH PROFITAB |
| INNOVATOR ETFS TRUST | 430744 | 18475928 | US EQTY PWR BUF |
| DIMENSIONAL ETF TRUST | 295960 | 17621437 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 242771 | 16913886 | US SMALL CAP ETF |
| APPLE INC | 26771 | 7277869 | COM |
| SPDR S&P 500 ETF TR | 8323 | 5675591 | TR UNIT |
| DIMENSIONAL ETF TRUST | 135123 | 5349529 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 111690 | 3655608 | WORLD EX US CORE |
| INNOVATOR ETFS TRUST | 99968 | 3614843 | INTRNL DEV JAN |
| INNOVATOR ETFS TRUST | 101947 | 3069195 | INTL DEVELOPED P |
| VANGUARD INDEX FDS | 8675 | 2908632 | TOTAL STK MKT |
| NVIDIA CORPORATION | 14289 | 2664948 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4870 | 2447906 | CL B NEW |
| INNOVATOR ETFS TRUST | 61984 | 2424814 | US EQT PWR BUF |
| INNOVATOR ETFS TRUST | 66735 | 2326382 | INTERNATIONAL DV |
| INNOVATOR ETFS TRUST | 55180 | 1701751 | INTRNL DEV APRL |
| INNOVATOR ETFS TRUST | 42186 | 1653603 | US EQT ULTRA BF |
| AMAZON COM INC | 6833 | 1577193 | COM |
| MICROSOFT CORP | 3054 | 1476975 | COM |
| INNOVATOR ETFS TRUST | 48705 | 1446539 | EMRGNG MKT APRIL |
| DIMENSIONAL ETF TRUST | 19493 | 1435277 | US CORE EQUITY 1 |
| DIMENSIONAL ETF TRUST | 40727 | 1341534 | INTL SMALL CAP E |
| DIMENSIONAL ETF TRUST | 30641 | 1330737 | US SUSTAINABILTY |
| DIMENSIONAL ETF TRUST | 26211 | 1262584 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 16590 | 1233467 | US LARGE CAP VEC |
| DIMENSIONAL ETF TRUST | 50446 | 1155282 | US REAL ESTATE E |
| INNOVATOR ETFS TRUST | 34410 | 1153079 | DEFINED WLT SHLD |
| EXXON MOBIL CORP | 9209 | 1108211 | COM |
| INNOVATOR ETFS TRUST | 31504 | 1064520 | EMRGNG MKT JAN |
| INNOVATOR ETFS TRUST | 34099 | 996489 | INNOVATOR INTL D |
| SPDR GOLD TR | 2501 | 991171 | GOLD SHS |
| INNOVATOR ETFS TRUST | 26952 | 853330 | EMERGING MKT PWR |
| INVESCO QQQ TR | 1307 | 803188 | UNIT SER 1 |
| INNOVATOR ETFS TRUST | 16782 | 752092 | US EQTY BUFR MAY |
| INNOVATOR ETFS TRUST | 26407 | 670210 | EQUITY DEF PROTN |
| INNOVATOR ETFS TRUST | 14137 | 660763 | US EQTY BUFR JUN |
| DIMENSIONAL ETF TRUST | 15401 | 659835 | INTERNATIONAL |
| CARIS LIFE SCIENCES INC | 23025 | 621215 | COM |
| WALMART INC | 5424 | 604322 | COM |
| DIMENSIONAL ETF TRUST | 11457 | 593457 | GLOBAL SUSTAINA |
| ISHARES TR | 4610 | 583949 | GLOBAL 100 ETF |
| ALPHABET INC | 1850 | 579050 | CAP STK CL A |
| INNOVATOR ETFS TRUST | 18871 | 559501 | EMRGNG MKT JULY |
| LOCKHEED MARTIN CORP | 1112 | 537631 | COM |
| CHEVRON CORP NEW | 3310 | 504477 | COM |
| VANGUARD WORLD FD | 3947 | 497006 | ENERGY ETF |
| HONEYWELL INTL INC | 2444 | 476857 | COM |
| INNOVATOR ETFS TRUST | 9582 | 473587 | US EQTY BUF OCT |
| ADVANCED MICRO DEVICES INC | 2199 | 470938 | COM |
| INNOVATOR ETFS TRUST | 10579 | 470379 | US EQTY BUF NOV |
| BROADCOM INC | 1315 | 455122 | COM |
| JPMORGAN CHASE & CO. | 1301 | 419089 | COM |
| INNOVATOR ETFS TRUST | 12448 | 405734 | INNOVATOR INTER |
| MARTIN MARIETTA MATLS INC | 637 | 396634 | COM |
| META PLATFORMS INC | 574 | 378892 | CL A |
| INNOVATOR ETFS TRUST | 7845 | 376403 | US EQT BUFR APR |
| ALPHABET INC | 1182 | 370912 | CAP STK CL C |
| INNOVATOR ETFS TRUST | 6812 | 361366 | US EQTY BUFR MAR |
| AXON ENTERPRISE INC | 609 | 345869 | COM |
| SELECT WATER SOLUTIONS INC | 32397 | 340816 | CL A COM |
| TESLA INC | 696 | 313005 | COM |
| INNOVATOR ETFS TRUST | 7520 | 298093 | US EQTY ULTRA B |
| ENTERPRISE PRODS PARTNERS L | 9186 | 294503 | COM |
| TARGA RES CORP | 1473 | 271769 | COM |
| WISDOMTREE TR | 3035 | 271420 | US QTLY DIV GRT |
| VANGUARD INDEX FDS | 422 | 264841 | S&P 500 ETF SHS |
| INNOVATOR ETFS TRUST | 9645 | 258293 | EQUITY DEFINED P |
| INVESCO DB COMMDY INDX TRCK | 11241 | 251349 | UNIT |
| ISHARES TR | 3655 | 241230 | CORE S&P MCP ETF |
| TEXAS PACIFIC LAND CORPORATI | 839 | 240993 | COM |
| VANGUARD SPECIALIZED FUNDS | 1029 | 226154 | DIV APP ETF |
| ELI LILLY & CO | 203 | 218160 | COM |
| INNOVATOR ETFS TRUST | 6057 | 209209 | INTL DEV PWR BUF |
| INTERNATIONAL BUSINESS MACHS | 706 | 209124 | COM |
| TEXAS INSTRS INC | 1197 | 207668 | COM |
| DIMENSIONAL ETF TRUST | 4843 | 200901 | EMERGING MARKETS |
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