WPWealth LLP
CIK: 0001950118SEC EDGAR →
Portfolio Value
$638.9M
Holdings
96
As of
Q4 2025
New Positions
4
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,519,530 | $86.8M | 13.59% |
| 2 | DIMENSIONAL ETF TRUST | 1,986,920 | $84.6M | 13.24% |
| 3 | DIMENSIONAL ETF TRUST | 1,765,060 | $82.6M | 12.93% |
| 4 | DIMENSIONAL ETF TRUST | 1,128,300 | $61.0M | 9.55% |
| 5 | DIMENSIONAL ETF TRUST | 1,171,113 | $56.2M | 8.79% |
| 6 | DIMENSIONAL ETF TRUST | 886,730 | $30.3M | 4.75% |
| 7 | DIMENSIONAL ETF TRUST | 864,534 | $28.2M | 4.41% |
| 8 | DIMENSIONAL ETF TRUST | 580,288 | $27.0M | 4.23% |
| 9 | DIMENSIONAL ETF TRUST | 931,457 | $24.6M | 3.85% |
| 10 | DIMENSIONAL ETF TRUST | 606,394 | $23.1M | 3.61% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 52 | $594.0M | 93.0% |
| Unknown | 19 | $23.0M | 3.6% |
| Technology | 7 | $12.8M | 2.0% |
| Energy | 5 | $2.4M | 0.4% |
| Consumer Cyclical | 2 | $1.9M | 0.3% |
| Industrials | 3 | $1.4M | 0.2% |
| Communication Services | 3 | $1.3M | 0.2% |
| Healthcare | 2 | $839K | 0.1% |
| Consumer Defensive | 1 | $604K | 0.1% |
| Basic Materials | 1 | $396K | 0.1% |
| Utilities | 1 | $340K | 0.1% |