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Latest WPWealth LLP Stock Portfolio

WPWealth LLP Performance:
2025 Q4: 1.41%YTD: 11.47%2024: 4.68%
Performance for 2025 Q4 is 1.41%, and YTD is 11.47%, and 2024 is 4.68%.

About WPWealth LLP and 13F Hedge Fund Stock Holdings

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, WPWealth LLP reported an equity portfolio of $638.9 Millions as of 31 Dec, 2025.

The top stock holdings of WPWealth LLP are DFAC, DFAC, DFAC. The fund has invested 13.6% of it's portfolio in DIMENSIONAL ETF TRUST and 13.2% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off INNOVATOR ETFS TRUST (BALT) and INNOVATOR ETFS TRUST stocks. They significantly reduced their stock positions in INNOVATOR ETFS TRUST (BAPR), INNOVATOR ETFS TRUST (BALT) and SPDR GOLD TR (GLD). WPWealth LLP opened new stock positions in INNOVATOR ETFS TRUST (BAPR), ELI LILLY & CO (LLY) and INTERNATIONAL BUSINESS MACHS (IBM). The fund showed a lot of confidence in some stocks as they added substantially to TEXAS PACIFIC LAND CORPORATI (TPL), INNOVATOR ETFS TRUST (BAPR) and META PLATFORMS INC (META).

WPWealth LLP Annual Return Estimates Vs S&P 500

Our best estimate is that WPWealth LLP made a return of 1.41% in the last quarter. In trailing 12 months, it's portfolio return was 11.47%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
innovator etfs trust507,440
eli lilly & co218,160
international business machs209,124
dimensional etf trust200,901
New stocks bought by WPWealth LLP

Additions

Ticker% Inc.
texas pacific land corporati199
innovator etfs trust121
innovator etfs trust81.36
meta platforms inc34.43
dimensional etf trust19.07
dimensional etf trust17.35
alphabet inc16.94
chevron corp new15.86
Additions to existing portfolio by WPWealth LLP

Reductions

Ticker% Reduced
innovator etfs trust-39.00
innovator etfs trust-37.15
innovator etfs trust-34.4
innovator etfs trust-28.49
spdr gold tr-23.73
innovator etfs trust-20.37
innovator etfs trust-18.92
innovator etfs trust-17.42
WPWealth LLP reduced stake in above stock

Sold off

Ticker$ Sold
innovator etfs trust-493,790
innovator etfs trust-222,528
WPWealth LLP got rid off the above stocks

Sector Distribution

WPWealth LLP has about 96.6% of it's holdings in Others sector.

Sector%
Others96.6
Technology2

Market Cap. Distribution

WPWealth LLP has about 2.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED96.6
MEGA-CAP2.9

Stocks belong to which Index?

About 3.3% of the stocks held by WPWealth LLP either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others96.6
S&P 5003.3
Top 5 Winners (%)%
AMD
advanced micro devices inc
32.3 %
GOOG
alphabet inc
27.6 %
GOOG
alphabet inc
26.1 %
GLD
spdr gold tr
10.1 %
TRGP
targa res corp
10.1 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
4.2 M
DFAC
dimensional etf trust
1.8 M
DFAC
dimensional etf trust
1.3 M
DFAC
dimensional etf trust
1.1 M
DFAC
dimensional etf trust
0.9 M
Top 5 Losers (%)%
TPL
texas pacific land corporati
-60.0 %
AXON
axon enterprise inc
-20.8 %
caris life sciences inc
-10.8 %
META
meta platforms inc
-8.9 %
MSFT
microsoft corp
-6.3 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-1.6 M
DFAC
dimensional etf trust
-0.8 M
DFAC
dimensional etf trust
-0.4 M
TPL
texas pacific land corporati
-0.4 M
DFAC
dimensional etf trust
-0.3 M

WPWealth LLP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WPWealth LLP

WPWealth LLP has 96 stocks in it's portfolio. About 78.9% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for WPWealth LLP last quarter.

Last Reported on: 13 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions