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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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