Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WPWealth LLP (CIK 1950118) reported $654.2M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFIC ($89.5M, 13.68%), DFCF ($84.3M, 12.89%), DFAU ($84.0M, 12.84%), DFGP ($64.1M, 9.80%), DFSD ($57.9M, 8.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | $89.5M | 13.68% | 2.5M | Trimmed |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $84.3M | 12.89% | 2.0M | Added |
| 3 | DFAU | DIMENSIONAL ETF TRUST | $84.0M | 12.84% | 1.9M | Added |
| 4 | DFGP | DIMENSIONAL ETF TRUST | $64.1M | 9.80% | 1.2M | Added |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $57.9M | 8.85% | 1.2M | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $29.6M | 4.52% | 873,406 | Added |
| 7 | DFLV | DIMENSIONAL ETF TRUST | $29.5M | 4.51% | 825,675 | Trimmed |
| 8 | DFUV | DIMENSIONAL ETF TRUST | $29.1M | 4.45% | 600,464 | Added |
| 9 | DFGR | DIMENSIONAL ETF TRUST | $25.6M | 3.91% | 963,275 | Added |
| 10 | DUHP | DIMENSIONAL ETF TRUST | $24.7M | 3.77% | 670,658 | Added |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $18.6M | 2.84% | 261,039 | Added |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $17.8M | 2.72% | 285,092 | Trimmed |
| 13 | AAPL | APPLE INC | $6.8M | 1.04% | 26,876 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $5.3M | 0.81% | 8,147 | Trimmed |
| 15 | DFAC | DIMENSIONAL ETF TRUST | $5.2M | 0.79% | 133,719 | Trimmed |
| 16 | PAPR | INNOVATOR ETFS TRUST | $4.7M | 0.71% | 117,413 | Added |
| 17 | POCT | INNOVATOR ETFS TRUST | $4.3M | 0.66% | 99,835 | Trimmed |
| 18 | DFAX | DIMENSIONAL ETF TRUST | $3.8M | 0.58% | 111,831 | Added |
| 19 | PMAY | INNOVATOR ETFS TRUST | $3.7M | 0.56% | 92,376 | Trimmed |
| 20 | IJAN | INNOVATOR ETFS TRUST | $3.2M | 0.49% | 88,353 | Trimmed |
| 21 | VTI | VANGUARD INDEX FDS | $2.9M | 0.44% | 8,996 | Added |
| 22 | PMAR | INNOVATOR ETFS TRUST | $2.6M | 0.40% | 59,279 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $2.6M | 0.39% | 14,699 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.36% | 4,854 | Trimmed |
| 25 | IOCT | INNOVATOR ETFS TRUST | $2.3M | 0.36% | 66,597 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31