Wp Wealth LLP Portfolio Holdings

Wp Wealth LLP

  • $612 Billion
  • Q3 2025

Wp Wealth LLP has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $612 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $83.9B, Dimensional ETF Tr Dimensional with a value of $83.1B, Dimensional ETF Tr with a value of $75.1B, Dimensional ETF Trust with a value of $52.7B, and Dimensional ETF Tr Short Durat with a value of $52.3B.

Examining the 13F form we can see an increase of $57.4B in the current position value, from $554B to 612B.

Wp Wealth LLP is based out at Fort Worth, TX

Below you can find more details about Wp Wealth LLP portfolio as well as his latest detailed transactions.

Portfolio value $612 Billion
ETFs: $449 Billion
Technology: $11.3 Billion
Financial Services: $3.24 Billion
Energy: $2.56 Billion
Consumer Cyclical: $1.74 Billion
Industrials: $1.48 Billion
Communication Services: $1.01 Billion
Consumer Defensive: $491 Million
Other: $401 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$83.9 Billion 13.72% of portfolio
1,962,931
Q3 2025 Added 4.01%
$0
$83.1 Billion 13.58% of portfolio
2,533,186
Q3 2025 Added 3.72%
$0
$75.1 Billion 12.27% of portfolio
1,640,453
Q3 2025 Added 10.95%
Dimensional ETF Trust
-
$52.7 Billion 8.61% of portfolio
-
Q3 2025 Added 12.06%
$0
$52.3 Billion 8.55% of portfolio
1,085,636
Q3 2025 Added 5.97%
Dimensional ETF Trust
-
$34.5 Billion 5.64% of portfolio
-
Q3 2025 Reduced 7.68%
$0
$27.4 Billion 4.48% of portfolio
868,620
Q3 2025 Added 3.35%
$0
$24 Billion 3.92% of portfolio
536,318
Q3 2025 Added 10.77%
Dimensional ETF Trust
-
$23.7 Billion 3.88% of portfolio
-
Q3 2025 Added 7.04%
$0
$19.7 Billion 3.21% of portfolio
337,815
Q3 2025 Reduced 6.6%
$0
$19.5 Billion 3.19% of portfolio
516,746
Q3 2025 Added 26.71%
$0
$14.4 Billion 2.35% of portfolio
209,962
Q3 2025 Added 23.14%
$4.3T
$6.56 Billion 1.07% of portfolio
25,748
Q3 2025 Reduced 0.68%
$0
$6 Billion 0.98% of portfolio
9,009
Q3 2025 Reduced 0.66%
$0
$5.57 Billion 0.91% of portfolio
129,315
Q3 2025 Added 14.96%
$0
$5.39 Billion 0.88% of portfolio
139,865
Q3 2025 Reduced 0.1%
-
$3.76 Billion 0.61% of portfolio
-
Q3 2025 Reduced 1.69%
$0
$3.46 Billion 0.57% of portfolio
110,379
Q3 2025 Added 1.81%
$0
$3.32 Billion 0.54% of portfolio
86,675
Q3 2025 Reduced 4.83%
Innovator Etfs Trust
-
$3.02 Billion 0.49% of portfolio
-
Q2 2025 New
$0
$2.97 Billion 0.48% of portfolio
9,036
Q3 2025 Added 0.08%
$662B
$2.88 Billion 0.47% of portfolio
5,724
Q3 2025 Added 0.72%
$465B
$2.4 Billion 0.39% of portfolio
12,867
Q3 2025 Added 3.72%
-
$2.28 Billion 0.37% of portfolio
-
Q1 2025 Added 2.61%
$0
$2.19 Billion 0.36% of portfolio
49,924
Q3 2025 Reduced 5.99%
$0
$1.87 Billion 0.31% of portfolio
41,041
Q3 2025 Reduced 0.01%
$0
$1.71 Billion 0.28% of portfolio
56,951
Q1 2025 Reduced 17.09%
$0
$1.51 Billion 0.25% of portfolio
39,686
Q3 2025 Reduced 0.68%
$0
$1.43 Billion 0.23% of portfolio
49,183
Q3 2025 Added 0.03%
$3.78T
$1.41 Billion 0.23% of portfolio
2,719
Q3 2025 Added 0.67%
Dimensional ETF Trust
-
$1.43 Billion 0.23% of portfolio
-
Q3 2025 Reduced 1.0%
$2.39T
$1.38 Billion 0.23% of portfolio
6,278
Q3 2025 Reduced 4.86%
$0
$1.3 Billion 0.21% of portfolio
40,947
Q3 2025 Added 0.17%
-
$1.3 Billion 0.21% of portfolio
-
Q3 2025 Added 6.2%
Dimensional ETF Trust
-
$1.21 Billion 0.2% of portfolio
-
Q1 2025 Added 5.6%
$0
$1.24 Billion 0.2% of portfolio
30,176
Q1 2025 Added 262.09%
Innovator Etfs Trust
-
$1.13 Billion 0.19% of portfolio
-
Q3 2025 Added 2.2%
$0
$1.19 Billion 0.19% of portfolio
49,924
Q3 2025 Added 1.18%
$130B
$1.17 Billion 0.19% of portfolio
3,279
Q3 2025 Added 3.15%
$0
$1.17 Billion 0.19% of portfolio
24,320
Q3 2025 Added 15.64%
Innovator Etfs Trust
-
$1.08 Billion 0.18% of portfolio
-
Q3 2025 Added 0.11%
-
$956 Million 0.16% of portfolio
-
Q1 2025 Added 114.29%
-
$982 Million 0.16% of portfolio
-
Q3 2025 Added 205.32%
Innovator Etfs Trust
-
$968 Million 0.16% of portfolio
-
Q1 2025 Reduced 1.98%
$0
$995 Million 0.16% of portfolio
30,318
Q3 2025 Added 11.39%
$490B
$976 Million 0.16% of portfolio
8,653
Q3 2025 Added 0.97%
$0
$907 Million 0.15% of portfolio
20,697
Q3 2025 Reduced 22.91%
-
$801 Million 0.13% of portfolio
-
Q3 2025 Added 6.29%
$0
$726 Million 0.12% of portfolio
18,467
Q1 2025 Added 7.72%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $612 Billion
  • Prior Value $554 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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