Wpwealth LLP Top Holdings and 13F Report (2026) About Wpwealth LLPInvestment ActivityWpwealth LLP has $654.25 million in total holdings as of March 31, 2026.Wpwealth LLP owns shares of 97 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.35% of the portfolio was purchased this quarter.About 1.36% of the portfolio was sold this quarter.This quarter, Wpwealth LLP has purchased 96 new stocks and bought additional shares in 33 stocks.Wpwealth LLP sold shares of 33 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional International Core Equity 2 ETF $89,503,155Dimensional Core Fixed Income ETF $84,326,311Dimensional US Core Equity Market ETF $84,018,047DIMENSIONAL ETF TRUST $64,136,372Dimensional Short-Duration Fixed Income ETF $57,929,951 Largest New Holdings this Quarter 25434V401 - Dimensional U.S. Equity ETF $908,499 Holding25434V591 - DIMENSIONAL ETF TRUST $700,102 Holding808524581 - SCHWAB STRATEGIC TR $624,263 Holding22160K105 - Costco Wholesale $202,015 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 97,042 shares (about $4.38M)DIMENSIONAL ETF TRUST 59,631 shares (about $3.22M)Dimensional US High Profitability ETF 64,264 shares (about $2.36M)Innovator U.S. Equity Power Buffer ETF - April 55,429 shares (about $2.21M)Dimensional Short-Duration Fixed Income ETF 38,786 shares (about $1.86M) Largest Sales this Quarter Dimensional US Large Cap Value ETF 61,055 shares (about $2.18M)Dimensional U.S. Targeted Value ETF 10,868 shares (about $678.71K)Innovator U.S. Equity Power Buffer ETF - September 15,372 shares (about $661.92K)Innovator U.S. Equity Power Buffer ETF - November 15,287 shares (about $624.63K)Innovator U.S. Equity Power Buffer ETF - October 12,977 shares (about $559.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWpwealth LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFICDimensional International Core Equity 2 ETF$89,503,155$15,740 â–¼0.0%2,519,08713.7%ETFDFCFDimensional Core Fixed Income ETF$84,326,311$438,539 â–²0.5%1,997,30712.9%ETFDFAUDimensional US Core Equity Market ETF$84,018,047$4,378,535 â–²5.5%1,862,10212.8%ETFDIMENSIONAL ETF TRUST$64,136,372$3,219,477 â–²5.3%1,187,9319.8%GLOBAL CORE PLUSDFSDDimensional Short-Duration Fixed Income ETF$57,929,951$1,857,073 â–²3.3%1,209,8998.9%ETFDFAEDimensional Emerging Core Equity Market ETF$29,573,536$300,406 â–²1.0%873,4064.5%ETFDFLVDimensional US Large Cap Value ETF$29,484,847$2,180,274 â–¼-6.9%825,6754.5%ETFDFUVDimensional US Marketwide Value ETF$29,098,501$977,729 â–²3.5%600,4644.4%ETFDFGRDimensional Global Real Estate ETF$25,603,862$845,723 â–²3.4%963,2753.9%ETFDUHPDimensional US High Profitability ETF$24,653,405$2,362,346 â–²10.6%670,6583.8%ETFDFASDimensional U.S. Small Cap ETF$18,567,670$1,299,400 â–²7.5%261,0392.8%ETFDFATDimensional U.S. Targeted Value ETF$17,803,981$678,706 â–¼-3.7%285,0922.7%ETFAAPLApple$6,820,771$26,648 â–²0.4%26,8761.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,298,603$114,466 â–¼-2.1%8,1470.8%FinanceDFACDimensional U.S. Core Equity 2 ETF$5,196,333$54,560 â–¼-1.0%133,7190.8%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$4,673,037$2,206,074 â–²89.4%117,4130.7%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$4,303,887$559,438 â–¼-11.5%99,8350.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$3,798,903$4,790 â–²0.1%111,8310.6%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$3,689,497$268,237 â–¼-6.8%92,3760.6%ETFIJANInnovator MSCI EAFE Power Buffer ETF - January$3,205,447$421,392 â–¼-11.6%88,3530.5%ETFVTIVanguard Total Stock Market ETF$2,885,927$102,977 â–²3.7%8,9960.4%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$2,645,029$560,427 â–²26.9%59,2790.4%TransportationNVDANVIDIA$2,563,552$71,505 â–²2.9%14,6990.4%Computer and TechnologyIOCTInnovator International Developed Power Buffer ETF - October$2,334,225$4,837 â–¼-0.2%66,5970.4%ETFBRK.BBerkshire Hathaway$2,326,037$7,667 â–¼-0.3%4,8540.4%FinanceINNOVATOR ETFS TRUST$1,879,320$46,206 â–¼-2.4%63,0420.3%INTL DEVELOPED PIAPRInnovator MSCI EAFE Power Buffer ETF - April$1,622,422$125,128 â–¼-7.2%51,2290.2%ETFDFISDimensional International Small Cap ETF$1,585,919$214,646 â–²15.7%47,1020.2%ETFXOMExxonMobil$1,565,622$3,224 â–²0.2%9,2280.2%EnergyEAPRInnovator MSCI Emerging Markets Power Buffer ETF - April$1,440,734$14,582 â–¼-1.0%48,2170.2%ETFAMZNAmazon.com$1,410,058$13,122 â–¼-0.9%6,7700.2%Retail/WholesaleDIMENSIONAL ETF TRUST$1,399,327$5,694 â–¼-0.4%19,4140.2%US CORE EQUITY 1DFNMDimensional National Municipal Bond ETF$1,362,554$106,261 â–²8.5%28,4280.2%ETFDFARDimensional US Real Estate ETF$1,339,636$146,583 â–²12.3%56,6440.2%ETFBALTInnovator Defined Wealth Shield ETF$1,275,887$124,356 â–²10.8%38,1260.2%ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$1,262,1630.0%30,1760.2%ETFDIMENSIONAL ETF TRUST$1,232,5920.0%16,5900.2%US LARGE CAP VECDFSUDimensional US Sustainability Core 1 ETF$1,185,051$74,004 â–¼-5.9%28,8400.2%ETFINNOVATOR ETFS TRUST$1,125,5660.0%37,3550.2%INTL DEVELOPED PPNOVInnovator U.S. Equity Power Buffer ETF - November$1,101,504$624,627 â–¼-36.2%26,9580.2%ETFMSFTMicrosoft$1,095,703$34,796 â–¼-3.1%2,9600.2%Computer and TechnologyGLDSPDR Gold Shares$1,081,749$5,594 â–²0.5%2,5140.2%FinanceINNOVATOR ETFS TRUST$1,003,2570.0%34,0990.2%INNOVATOR INTL DEJANInnovator MSCI Emerging Markets Power Buffer ETF - January$985,633$83,298 â–¼-7.8%29,0490.2%ETFDFUSDimensional U.S. Equity ETF$908,499$908,499 â–²New Holding12,8120.1%ETFUJULInnovator U.S. Equity Ultra Buffer ETF - July$875,546$121,555 â–¼-12.2%22,8620.1%ETFEOCTInnovator Emerging Markets Power Buffer ETF - October$861,1080.0%26,9520.1%ETFBMAYInnovator U.S. Equity Buffer ETF - May$753,0600.0%16,7820.1%ETFQQQInvesco QQQ$716,160$38,087 â–¼-5.0%1,2410.1%FinanceDIMENSIONAL ETF TRUST$700,102$700,102 â–²New Holding13,8060.1%ULTRASHORT FIXEDVDEVanguard Energy ETF$682,9890.0%3,9470.1%ETFINNOVATOR ETFS TRUST$670,4740.0%26,4070.1%EQUITY DEF PROTNWALMART INC$659,841$14,293 â–¼-2.1%5,3090.1%COMDFSIDimensional International Sustainability Core 1 ETF$655,602$2,586 â–²0.4%15,4620.1%ETFBJUNInnovator U.S. Equity Buffer ETF - June$653,8790.0%14,1370.1%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$651,1000.0%15,3200.1%ETFCVXChevron$645,321$39,518 â–¼-5.8%3,1190.1%EnergyUAUGInnovator U.S. Equity Ultra Buffer ETF - August$635,4090.0%16,1500.1%ETFSCHWAB STRATEGIC TR$624,263$624,263 â–²New Holding6,1980.1%GOVERNMENT MONEYDFSBDimensional Global Sustainability Fixed Income ETF$592,853$52 â–²0.0%11,4580.1%ETFEJULInnovator MSCI Emerging Markets Power Buffer ETF - July$563,9810.0%18,8710.1%ETFIOOiShares Global 100 ETF$557,6720.0%4,6100.1%ETFHONHoneywell International$553,815$1,356 â–²0.2%2,4500.1%Multi-Sector ConglomeratesLMTLockheed Martin$550,369$121,432 â–¼-18.1%9110.1%AerospaceGOOGLAlphabet$505,530$26,455 â–¼-5.0%1,7580.1%Computer and TechnologyWTTRSelect Water Solutions$495,6740.0%32,3970.1%Business ServicesBOCTInnovator U.S. Equity Buffer ETF - October$459,8100.0%9,5820.1%ETFAMDAdvanced Micro Devices$450,801$3,458 â–²0.8%2,2160.1%Computer and TechnologyBMARInnovator U.S. Equity Buffer ETF - March$444,367$86,816 â–²24.3%8,4660.1%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$416,877$80,958 â–¼-16.3%9,0370.1%ETFBAPRInnovator U.S. Equity Buffer ETF - April$412,901$28,653 â–²7.5%8,4300.1%ETFCARIS LIFE SCIENCES INC$411,6870.0%23,0250.1%COMPFEBInnovator U.S. Equity Power Buffer ETF - February$408,7790.0%10,1940.1%ETFINNOVATOR ETFS TRUST$408,1700.0%12,4480.1%INNOVATOR INTERTPLTexas Pacific Land$399,130$949 â–²0.2%8410.1%EnergyAVGOBroadcom$385,030$21,975 â–¼-5.4%1,2440.1%Computer and TechnologyMLMMartin Marietta Materials$374,9890.0%6370.1%ConstructionJPMJPMorgan Chase & Co.$371,873$10,886 â–¼-2.8%1,2640.1%FinanceTRGPTarga Resources$369,075$251 â–¼-0.1%1,4720.1%EnergyVOOVanguard S&P 500 ETF$365,922$113,603 â–²45.0%6120.1%ETFBNOVInnovator U.S. Equity Buffer ETF - November$363,846$91,295 â–¼-20.1%8,4570.1%ETFEPDEnterprise Products Partners$347,5980.0%9,1860.1%EnergyGOOGAlphabet$336,774$2,295 â–¼-0.7%1,1740.1%Computer and TechnologyDBCInvesco DB Commodity Index Tracking Fund$325,4270.0%11,2410.0%FinanceMETAMeta Platforms$322,109$6,293 â–¼-1.9%5630.0%Computer and TechnologyPSEPInnovator U.S. Equity Power Buffer ETF - September$302,367$661,918 â–¼-68.6%7,0220.0%ETFUDECInnovator U.S. Equity Ultra Buffer ETF - December$292,0770.0%7,5200.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$266,5940.0%3,0350.0%ManufacturingTSLATesla$264,686$5,948 â–²2.3%7120.0%Auto/Tires/TrucksAXONAxon Enterprise$260,335$1,699 â–²0.7%6130.0%AerospaceINNOVATOR ETFS TRUST$257,7340.0%9,6450.0%EQUITY DEFINED PIJHiShares Core S&P Mid-Cap ETF$246,8220.0%3,6550.0%ETFTXNTexas Instruments$233,162$777 â–²0.3%1,2010.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$221,2970.0%1,0290.0%ETFINNOVATOR ETFS TRUST$210,1290.0%6,0570.0%INTL DEV PWR BUFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$205,937$720 â–²0.4%4,8600.0%ETFCOSTCostco Wholesale$202,015$202,015 â–²New Holding2030.0%Retail/WholesalePJULInnovator U.S. Equity Power Buffer ETF - July$0$1,903,630 â–¼-100.0%00.0%ETFLLYEli Lilly and Company$0$218,160 â–¼-100.0%00.0%MedicalIBMInternational Business Machines$0$209,124 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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