AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: WPWealth LLP
1. Portfolio Overview
WPWealth LLP manages a concentrated portfolio with a total value of approximately $590.7 million as of September 30, 2025. The firm employs a highly systematic, "core-satellite" investment approach, relying almost exclusively on exchange-traded funds (ETFs) to execute its strategy. The portfolio saw modest growth of 6.5% during the quarter, increasing from $554.48 million.
The portfolio is diversified across ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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