WPWealth LLP 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001950118

As of Sep 30, 2025, WPWealth LLP reported 94 positions worth $611.8M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
DIMENSIONAL CORE FIXED INCOME ETF	DFCF	—	1,962,931	$83.9M	13.72%
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	DFIC	—	2,533,186	$83.1M	13.58%
DIMENSIONAL US CORE EQUITY MARKET ETF	DFAU	—	1,640,453	$75.1M	12.27%
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF	DFGP	—	947,632	$52.7M	8.61%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	DFSD	—	1,085,636	$52.3M	8.55%
DIMENSIONAL ETF TRUST	DFLV	—	1,049,442	$34.5M	5.64%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	DFAE	—	868,620	$27.4M	4.48%
DIMENSIONAL US MARKETWIDE VALUE ETF	DFUV	—	536,318	$24.0M	3.92%
DIMENSIONAL GLOBAL REAL ESTATE ETF	DFGR	—	868,907	$23.7M	3.88%
DIMENSIONAL US TARGETED VALUE ETF	DFAT	—	337,815	9.7M	3.21%
DIMENSIONAL US HIGH PROFITABILITY ETF	DUHP	—	516,746	9.5M	3.19%
DIMENSIONAL US SMALL CAP ETF	DFAS	—	209,962	4.4M	2.35%
APPLE INC	AAPL	Technology	25,748	$6.6M	1.07%
SPDR S&P 500 ETF TRUST	SPY	—	9,009	$6.0M	0.98%
INNOVATOR US EQUITY POWER BUFFER ETF - OCTOBER	POCT	—	129,315	$5.6M	0.91%
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	139,865	$5.4M	0.88%
INNOVATOR US EQUITY POWER BUFFER ETF - MAY	PMAY	—	124,435	$4.8M	0.79%
INNOVATOR ETFS TRUST	—	—	106,859	$3.8M	0.61%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF	DFAX	—	110,379	$3.5M	0.57%
INNOVATOR US EQUITY POWER BUFFER ETF - APRIL	PAPR	—	86,675	$3.3M	0.54%
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - FEBRUARY	IFEB	—	102,772	$3.0M	0.49%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	9,036	$3.0M	0.48%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	5,724	$2.9M	0.47%
NVIDIA CORP	NVDA	Technology	12,867	$2.4M	0.39%
INNOVATOR ETFS TRUST	—	—	66,735	$2.3M	0.37%