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 $673.9M across 103 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAU ($94.4M, 14.01%), DFIC ($88.0M, 13.06%), DFCF ($86.9M, 12.90%), DFGP ($58.6M, 8.70%), DFSD ($56.8M, 8.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $94.4M | 14.01% | 1.8M | Trimmed |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $88.0M | 13.06% | 2.4M | Trimmed |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $86.9M | 12.90% | 2.1M | Added |
| 4 | DFGP | DIMENSIONAL ETF TRUST | $58.6M | 8.70% | 1.1M | Trimmed |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $56.8M | 8.42% | 1.2M | Trimmed |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $33.2M | 4.92% | 824,717 | Trimmed |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $30.1M | 4.47% | 547,549 | Trimmed |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $29.8M | 4.43% | 754,491 | Trimmed |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $29.0M | 4.30% | 695,197 | Added |
| 10 | DFGR | DIMENSIONAL ETF TRUST | $26.9M | 3.99% | 927,899 | Trimmed |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $20.9M | 3.10% | 253,917 | Trimmed |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $17.6M | 2.62% | 252,326 | Trimmed |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $6.1M | 0.91% | 137,866 | Added |
| 14 | AAPL | APPLE INC | $6.0M | 0.89% | 20,821 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $5.9M | 0.88% | 7,941 | Trimmed |
| 16 | POCT | INNOVATOR ETFS TRUST | $4.6M | 0.68% | 99,124 | Trimmed |
| 17 | DFAX | DIMENSIONAL ETF TRUST | $4.2M | 0.62% | 113,602 | Added |
| 18 | PAPR | INNOVATOR ETFS TRUST | $3.5M | 0.52% | 82,889 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $3.3M | 0.49% | 8,997 | Added |
| 20 | PMAR | INNOVATOR ETFS TRUST | $2.8M | 0.42% | 59,279 | Hold |
| 21 | NVDA | NVIDIA CORPORATION | $2.6M | 0.39% | 13,193 | Trimmed |
| 22 | PMAY | INNOVATOR ETFS TRUST | $2.7M | 0.39% | 64,404 | Trimmed |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.34% | 4,634 | Trimmed |
| 24 | IJAN | INNOVATOR ETFS TRUST | $2.2M | 0.33% | 58,977 | Trimmed |
| 25 | IOCT | INNOVATOR ETFS TRUST | $2.0M | 0.30% | 54,176 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30