StockDriftsStockDriftsTop 50 WPWealth LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 14.01% | 1.83M | $94.4M | -1.89%(-35.24K) | $34.36(+56.34%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 13.06% | 2.36M | $88.0M | -6.21%(-156.42K) | $23.51(+67.22%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 12.9% | 2.06M | $86.9M | +3.13%(+62.44K) | $41.56(-0.31%) | 2026-06-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 8.7% | 1.08M | $58.6M | -9.37%(-111.35K) | $54.13(-1.27%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 8.42% | 1.19M | $56.8M | -1.75%(-21.13K) | $47.17(+0.62%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.92% | 824.7K | $33.2M | -5.57%(-48.69K) | $23.12(+70.25%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.47% | 547.5K | $30.1M | -8.81%(-52.91K) | $37.04(+55.35%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.43% | 754.5K | $29.8M | -8.62%(-71.18K) | $26.62(+58.29%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.3% | 695.2K | $29.0M | +3.66%(+24.54K) | $35.46(+20.05%) | 2026-06-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 3.99% | 927.9K | $26.9M | -3.67%(-35.38K) | $25.27(+16.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.40% | +34.55% | — | — | +42.41% |
| Top 20 Holdings Unweighted | +13.64% | +46.75% | — | — | +59.91% |
WPWealth LLP reports $673.88M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (14.0%), DFIC (13.1%) and DFCF (12.9%). The top 20 holdings account for 90.33% of reported assets. Its disclosed equity book has returned +34.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track WPWealth LLP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from WPWealth LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1950118). View WPWealth LLP’s 13F filings on SEC