WPWealth LLP

Est. AUM

$654.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$89.5M	2519087	13.68%	SOLE
2	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$84.3M	1997307	12.89%	SOLE
3	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$84.0M	1862102	12.84%	SOLE
4	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$64.1M	1187931	9.80%	SOLE
5	DIMENSIONAL ETF TRUST	SHORT DURATION F	$57.9M	1209899	8.85%	SOLE
6	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$29.6M	873406	4.52%	SOLE
7	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$29.5M	825675	4.51%	SOLE
8	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$29.1M	600464	4.45%	SOLE
9	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$25.6M	963275	3.91%	SOLE
10	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$24.7M	670658	3.77%	SOLE
11	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$18.6M	261039	2.84%	SOLE
12	DIMENSIONAL ETF TRUST	US TARGETED VLU	$17.8M	285092	2.72%	SOLE
13	APPLE INC	COM	$6.8M	26876	1.04%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.3M	8147	0.81%	SOLE
15	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$5.2M	133719	0.79%	SOLE
16	INNOVATOR ETFS TRUST	US EQT PWR BUF	$4.7M	117413	0.71%	SOLE
17	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.3M	99835	0.66%	SOLE
18	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.8M	111831	0.58%	SOLE
19	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$3.7M	92376	0.56%	SOLE
20	INNOVATOR ETFS TRUST	INTRNL DEV JAN	$3.2M	88353	0.49%	SOLE
21	VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	8996	0.44%	SOLE
22	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.6M	59279	0.40%	SOLE
23	NVIDIA CORPORATION	COM	$2.6M	14699	0.39%	SOLE
24	INNOVATOR ETFS TRUST	INTERNATIONAL DV	$2.3M	66597	0.36%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4854	0.36%	SOLE
26	INNOVATOR ETFS TRUST	INTL DEVELOPED P	$1.9M	63042	0.29%	SOLE
27	INNOVATOR ETFS TRUST	INTRNL DEV APRL	$1.6M	51229	0.25%	SOLE
28	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$1.6M	47102	0.24%	SOLE
29	EXXON MOBIL CORP	COM	$1.6M	9228	0.24%	SOLE
30	INNOVATOR ETFS TRUST	EMRGNG MKT APRIL	$1.4M	48217	0.22%	SOLE
31	AMAZON COM INC	COM	$1.4M	6770	0.22%	SOLE
32	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$1.4M	19414	0.21%	SOLE
33	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.4M	28428	0.21%	SOLE
34	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.3M	56644	0.20%	SOLE
35	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$1.3M	38126	0.19%	SOLE
36	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.3M	30176	0.19%	SOLE
37	DIMENSIONAL ETF TRUST	US LARGE CAP VEC	$1.2M	16590	0.19%	SOLE
38	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.2M	28840	0.18%	SOLE
39	INNOVATOR ETFS TRUST	INTL DEVELOPED P	$1.1M	37355	0.17%	SOLE
40	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.1M	26958	0.17%	SOLE
41	MICROSOFT CORP	COM	$1.1M	2960	0.17%	SOLE
42	SPDR GOLD TR	GOLD SHS	$1.1M	2514	0.17%	SOLE
43	INNOVATOR ETFS TRUST	INNOVATOR INTL D	$1.0M	34099	0.15%	SOLE
44	INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$985K	29049	0.15%	SOLE
45	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$908K	12812	0.14%	SOLE
46	INNOVATOR ETFS TRUST	US EQT ULTRA BF	$875K	22862	0.13%	SOLE
47	INNOVATOR ETFS TRUST	EMERGING MKT PWR	$861K	26952	0.13%	SOLE
48	INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$753K	16782	0.12%	SOLE
49	INVESCO QQQ TR	UNIT SER 1	$716K	1241	0.11%	SOLE
50	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$700K	13806	0.11%	SOLE

1–50 of 97

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.