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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$540 Million 0.09% of portfolio
1,082
Q3 2025 Reduced 0.18%
$132B
$503 Million 0.08% of portfolio
2,388
Q3 2025 Added 18.63%
$37.2B
$401 Million 0.07% of portfolio
637
Q3 2025 Reduced 0.78%
$39.4B
$440 Million 0.07% of portfolio
613
Q1 2025 Reduced 0.65%
$139B
$406 Million 0.07% of portfolio
1,230
Q3 2025 Added 2.93%
$70.2B
$287 Million 0.05% of portfolio
9,186
Q3 2025 Added 17.62%
$177B
$219 Million 0.04% of portfolio
1,191
Q1 2025 Added 2.1%
$39.2B
$246 Million 0.04% of portfolio
1,469
Q3 2025 Reduced 0.14%

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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