What does WPWealth LLP hold? Q1 2026 13F Holdings & Portfolio

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.

#HoldingValueSharesWeight

DFIC

DIMENSIONAL ETF TRUST

$90M2.5M13.7%

DFCF

DIMENSIONAL ETF TRUST

$84M2.0M12.9%

DFAU

DIMENSIONAL ETF TRUST

$84M1.9M12.8%

DFGP

DIMENSIONAL ETF TRUST

$64M1.2M9.8%

DFSD

DIMENSIONAL ETF TRUST

$58M1.2M8.9%

DFAE

DIMENSIONAL ETF TRUST

$30M873K4.5%

DFLV

DIMENSIONAL ETF TRUST

$29M826K4.5%

DFUV

DIMENSIONAL ETF TRUST

$29M600K4.4%

DFGR

DIMENSIONAL ETF TRUST

$26M963K3.9%

DUHP

DIMENSIONAL ETF TRUST

$25M671K3.8%

Filing history

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