Wp Wealth LLP Portfolio Holdings

Wp Wealth LLP

  • $554 Billion
  • Q2 2025

Wp Wealth LLP has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $554 Billion distributed in 90 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 $79.8B, Dimensional ETF Tr Dimensional with a value of $75.9B, Dimensional ETF Tr with a value of $62.6B, Dimensional ETF Tr Short Durat with a value of $49.2B, and Dimensional ETF Trust with a value of $46.1B.

Examining the 13F form we can see an increase of $65.1B in the current position value, from $489B to 554B.

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 $554 Billion
ETFs: $405 Billion
Technology: $9.49 Billion
Financial Services: $3.11 Billion
Energy: $2.36 Billion
Industrials: $1.48 Billion
Consumer Cyclical: $1.45 Billion
Communication Services: $1.34 Billion
Consumer Defensive: $468 Million
Other: $352 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$79.8 Billion 14.38% of portfolio
1,887,341
Q1 2025 Added 49.49%
$0
$75.9 Billion 13.69% of portfolio
2,442,369
Q1 2025 Added 0.61%
$0
$62.6 Billion 11.3% of portfolio
1,478,538
Q1 2025 Reduced 12.98%
$0
$49.2 Billion 8.87% of portfolio
1,024,444
Q1 2025 Added 4.38%
Dimensional ETF Trust
-
$46.1 Billion 8.31% of portfolio
-
Q1 2025 Reduced 91.11%
Dimensional ETF Trust
-
$35.3 Billion 6.36% of portfolio
-
Q1 2025 Added 32.06%
$0
$24.3 Billion 4.39% of portfolio
840,480
Q1 2025 Added 2.58%
Dimensional ETF Trust
-
$21.8 Billion 3.93% of portfolio
-
Q1 2025 Reduced 6.39%
$0
$20.5 Billion 3.69% of portfolio
484,180
Q1 2025 Reduced 29.43%
$0
$19.5 Billion 3.52% of portfolio
361,668
Q1 2025 Added 31.82%
$0
$14.5 Billion 2.62% of portfolio
407,824
Q1 2025 Reduced 86.46%
$0
$10.9 Billion 1.96% of portfolio
170,511
Q1 2025 Reduced 80.26%
$0
$5.81 Billion 1.05% of portfolio
153,864
Q2 2025 New
$0
$5.6 Billion 1.01% of portfolio
9,069
Q1 2025 Added 0.42%
$3.85T
$5.32 Billion 0.96% of portfolio
25,924
Q1 2025 Reduced 1.39%
$0
$5.02 Billion 0.9% of portfolio
140,000
Q1 2025 Reduced 2.46%
-
$3.72 Billion 0.67% of portfolio
-
Q2 2025 Added 1.04%
$0
$3.4 Billion 0.61% of portfolio
91,071
Q1 2025 Reduced 18.44%
$0
$3.18 Billion 0.57% of portfolio
108,419
Q1 2025 Reduced 0.71%
Innovator Etfs Trust
-
$2.94 Billion 0.53% of portfolio
-
Q2 2025 New
$652B
$2.76 Billion 0.5% of portfolio
5,683
Q1 2025 Added 0.33%
$0
$2.74 Billion 0.49% of portfolio
9,029
Q1 2025 Added 0.01%
$0
$2.24 Billion 0.4% of portfolio
53,104
Q1 2025 Added 60.04%
-
$2.19 Billion 0.4% of portfolio
-
Q1 2025 Added 2.61%
$428B
$1.96 Billion 0.35% of portfolio
12,406
Q1 2025 Reduced 1.19%
$0
$1.8 Billion 0.32% of portfolio
41,046
Q1 2025 Reduced 57.11%
$0
$1.67 Billion 0.3% of portfolio
56,951
Q1 2025 Reduced 17.09%
$0
$1.47 Billion 0.27% of portfolio
39,957
Q1 2025 Added 3.72%
$2.4T
$1.45 Billion 0.26% of portfolio
6,599
Q1 2025 Reduced 0.26%
$0
$1.38 Billion 0.25% of portfolio
49,170
Q1 2025 Reduced 25.17%
Dimensional ETF Trust
-
$1.35 Billion 0.24% of portfolio
-
Q1 2025 Reduced 60.09%
$3.79T
$1.34 Billion 0.24% of portfolio
2,701
Q1 2025 Reduced 2.26%
$0
$1.22 Billion 0.22% of portfolio
40,876
Q1 2025 Reduced 21.33%
$0
$1.2 Billion 0.22% of portfolio
30,176
Q1 2025 Added 262.09%
$0
$1.16 Billion 0.21% of portfolio
49,343
Q1 2025 Added 23.84%
Dimensional ETF Trust
-
$1.14 Billion 0.21% of portfolio
-
Q1 2025 Added 5.6%
$0
$1.13 Billion 0.2% of portfolio
26,847
Q2 2025 New
-
$1.13 Billion 0.2% of portfolio
-
Q1 2025 Reduced 0.03%
Innovator Etfs Trust
-
$1.07 Billion 0.19% of portfolio
-
Q2 2025 Added 23.77%
Innovator Etfs Trust
-
$1.05 Billion 0.19% of portfolio
-
Q2 2025 New
$0
$997 Million 0.18% of portfolio
21,030
Q1 2025 Reduced 9.25%
$113B
$969 Million 0.17% of portfolio
3,179
Q2 2025 Added 0.89%
Innovator Etfs Trust
-
$946 Million 0.17% of portfolio
-
Q1 2025 Reduced 1.98%
-
$921 Million 0.17% of portfolio
-
Q1 2025 Added 114.29%
$468B
$924 Million 0.17% of portfolio
8,570
Q1 2025 Reduced 0.5%
$0
$873 Million 0.16% of portfolio
27,219
Q2 2025 New
$0
$808 Million 0.15% of portfolio
1,464
Q1 2025 Reduced 14.55%
-
$685 Million 0.12% of portfolio
-
Q1 2025 Added 8.22%
$0
$691 Million 0.12% of portfolio
18,467
Q1 2025 Added 7.72%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $554 Billion
  • Prior Value $489 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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