WPWealth LLP
98 holdingsFiling period: 2026-03-31Current AUM: $703.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | 2.52M | $89.5M | $96.0M | 13.64% | -443 | 2026-03-31 |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 2.00M | $84.3M | $82.9M | 11.78% | +10.4K | 2026-03-31 |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 1.86M | $84.0M | $96.4M | 13.71% | +97.0K | 2026-03-31 |
| 4 | DFGP | DIMENSIONAL ETF TRUST | 1.19M | $64.1M | $63.3M | 8.99% | +59.6K | 2026-03-31 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 1.21M | $57.9M | $57.2M | 8.14% | +38.8K | 2026-03-31 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 873.4K | $29.6M | $32.8M | 4.66% | +8.9K | 2026-03-31 |
| 7 | DFLV | DIMENSIONAL ETF TRUST | 825.7K | $29.5M | $33.6M | 4.77% | -61,055 | 2026-03-31 |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 600.5K | $29.1M | $33.4M | 4.75% | +20.2K | 2026-03-31 |
| 9 | DFGR | DIMENSIONAL ETF TRUST | 963.3K | $25.6M | $28.7M | 4.08% | +31.8K | 2026-03-31 |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 670.7K | $24.7M | $27.6M | 3.92% | +64.3K | 2026-03-31 |
| 11 | DFAS | DIMENSIONAL ETF TRUST | 261.0K | $18.6M | $21.2M | 3.01% | +18.3K | 2026-03-31 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | 285.1K | $17.8M | $20.2M | 2.87% | -10,868 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 26.9K | $6.8M | $8.3M | 1.18% | +105 | 2026-03-31 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 8.1K | $5.3M | $6.1M | 0.87% | -176 | 2026-03-31 |
| 15 | DFAC | DIMENSIONAL ETF TRUST | 133.7K | $5.2M | $5.9M | 0.85% | -1,404 | 2026-03-31 |
| 16 | PAPR | INNOVATOR ETFS TRUST | 117.4K | $4.7M | $5.0M | 0.71% | +55.4K | 2026-03-31 |
| 17 | POCT | INNOVATOR ETFS TRUST | 99.8K | $4.3M | $4.7M | 0.66% | -12,977 | 2026-03-31 |
| 18 | DFAX | DIMENSIONAL ETF TRUST | 111.8K | $3.8M | $4.1M | 0.58% | +141 | 2026-03-31 |
| 19 | PMAY | INNOVATOR ETFS TRUST | 92.4K | $3.7M | $3.8M | 0.55% | -6,716 | 2026-03-31 |
| 20 | IJAN | INNOVATOR ETFS TRUST | 88.4K | $3.2M | $3.4M | 0.48% | -11,615 | 2026-03-31 |
| 21 | VTI | VANGUARD INDEX FDS | 9.0K | $2.9M | $3.3M | 0.47% | +321 | 2026-03-31 |
| 22 | PMAR | INNOVATOR ETFS TRUST | 59.3K | $2.6M | $2.8M | 0.41% | +12.6K | 2026-03-31 |
| 23 | NVDA | NVIDIA CORPORATION | 14.7K | $2.6M | $3.0M | 0.42% | +410 | 2026-03-31 |
| 24 | IOCT | INNOVATOR ETFS TRUST | 66.6K | $2.3M | $2.5M | 0.36% | -138 | 2026-03-31 |
| 25 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.9K | $2.3M | $2.3M | 0.33% | -16 | 2026-03-31 |
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