Sponsored

The Analysis of WPWealth LLP's Holdings & P&L

Currently, WPWealth LLP holds 97 types of securities in its portfolio with a total value $654.2M. In the most recent quarter, they have increased their positions in DFAU (+97.0K shares, valued at $4.4M), DFGP (+59.6K shares, valued at $3.2M), DUHP (+64.3K shares, valued at $2.4M); decreased their positions in DFLV (-61.1K shares, valued at $2.2M), DFAT (-10.9K shares, valued at $678.7K), PSEP (-15.4K shares, valued at $661.9K); initiated new positions in DFUS (+12.8K shares, valued at $908.5K), DUSB (+13.8K shares, valued at $700.1K), SGVT (+6.2K shares, valued at $624.3K).

1M P&L

+13.7M+2.12%

3M P&L

+12.8M+1.98%

HY P&L

+53.9M+8.89%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A613.0M

96.7%

2Consumer Electronics7.3M

1.1%

3Semiconductors3.3M

0.5%

Top Industries by Stock Count

1N/A67 stocks

74.4%

2Semiconductors3 stocks

3.3%

3Aerospace & Defense2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFIC DIMENSIONAL ETF TRUST2.5M shares-0.02%2026-03-312026-05-12

DFCF DIMENSIONAL ETF TRUST2.0M shares0.52%2026-03-312026-05-12

DFAU DIMENSIONAL ETF TRUST1.9M shares5.50%2026-03-312026-05-12

DFGP DIMENSIONAL ETF TRUST1.2M shares5.29%2026-03-312026-05-12

DFSD DIMENSIONAL ETF TRUST1.2M shares3.31%2026-03-312026-05-12

DFAE DIMENSIONAL ETF TRUST873.4K shares1.03%2026-03-312026-05-12

DFLV DIMENSIONAL ETF TRUST825.7K shares-6.89%2026-03-312026-05-12

DFUV DIMENSIONAL ETF TRUST600.5K shares3.48%2026-03-312026-05-12

Sponsored

DFGR DIMENSIONAL ETF TRUST963.3K shares3.42%2026-03-312026-05-12

DUHP DIMENSIONAL ETF TRUST670.7K shares10.60%2026-03-312026-05-12

DFAS DIMENSIONAL ETF TRUST261.0K shares7.52%2026-03-312026-05-12

DFAT DIMENSIONAL ETF TRUST285.1K shares-3.67%2026-03-312026-05-12

AAPL APPLE INC26.9K shares0.39%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T8.1K shares-2.11%2026-03-312026-05-12

DFAC DIMENSIONAL ETF TRUST133.7K shares-1.04%2026-03-312026-05-12

PAPR INNOVATOR ETFS TRUST117.4K shares89.42%2026-03-312026-05-12

Sponsored

POCT INNOVATOR ETFS TRUST99.8K shares-11.50%2026-03-312026-05-12

DFAX DIMENSIONAL ETF TRUST111.8K shares0.13%2026-03-312026-05-12

PMAY INNOVATOR ETFS TRUST92.4K shares-6.78%2026-03-312026-05-12

IJAN INNOVATOR ETFS TRUST88.4K shares-11.62%2026-03-312026-05-12

VTI VANGUARD INDEX FDS9.0K shares3.70%2026-03-312026-05-12

PMAR INNOVATOR ETFS TRUST59.3K shares26.88%2026-03-312026-05-12

NVDA NVIDIA CORPORATION14.7K shares2.87%2026-03-312026-05-12

IOCT INNOVATOR ETFS TRUST66.6K shares-0.21%2026-03-312026-05-12

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.9K shares-0.33%2026-03-312026-05-12

IFEB INNOVATOR ETFS TRUST63.0K shares-2.40%2026-03-312026-05-12

IAPR INNOVATOR ETFS TRUST51.2K shares-7.16%2026-03-312026-05-12

DFIS DIMENSIONAL ETF TRUST47.1K shares15.65%2026-03-312026-05-12

XOM EXXON MOBIL CORP9.2K shares0.21%2026-03-312026-05-12

EAPR INNOVATOR ETFS TRUST48.2K shares-1.00%2026-03-312026-05-12

AMZN AMAZON COM INC6.8K shares-0.92%2026-03-312026-05-12

DCOR DIMENSIONAL ETF TRUST19.4K shares-0.41%2026-03-312026-05-12

Sponsored

DFNM DIMENSIONAL ETF TRUST28.4K shares8.46%2026-03-312026-05-12

DFAR DIMENSIONAL ETF TRUST56.6K shares12.29%2026-03-312026-05-12

BALT INNOVATOR ETFS TRUST38.1K shares10.80%2026-03-312026-05-12

PJUN INNOVATOR ETFS TRUST30.2K shares0.00%2026-03-312026-05-12

DFVX DIMENSIONAL ETF TRUST16.6K shares0.00%2026-03-312026-05-12

DFSU DIMENSIONAL ETF TRUST28.8K shares-5.88%2026-03-312026-05-12

IMAY INNOVATOR ETFS TRUST37.4K shares0.00%2026-03-312026-05-12

PNOV INNOVATOR ETFS TRUST27.0K shares-36.19%2026-03-312026-05-12

Sponsored

MSFT MICROSOFT CORP3.0K shares-3.08%2026-03-312026-05-12

GLD SPDR GOLD TR2.5K shares0.52%2026-03-312026-05-12

IJUN INNOVATOR ETFS TRUST34.1K shares0.00%2026-03-312026-05-12

EJAN INNOVATOR ETFS TRUST29.0K shares-7.79%2026-03-312026-05-12

DFUS DIMENSIONAL ETF TRUST12.8K sharesnew addition2026-03-312026-05-12

UJUL INNOVATOR ETFS TRUST22.9K shares-12.19%2026-03-312026-05-12

EOCT INNOVATOR ETFS TRUST27.0K shares0.00%2026-03-312026-05-12

BMAY INNOVATOR ETFS TRUST16.8K shares0.00%2026-03-312026-05-12

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.2K shares-5.05%2026-03-312026-05-12

DUSB DIMENSIONAL ETF TRUST13.8K sharesnew addition2026-03-312026-05-12

VDE VANGUARD WORLD FD3.9K shares0.00%2026-03-312026-05-12

ZFEB INNOVATOR ETFS TRUST26.4K shares0.00%2026-03-312026-05-12

WMT WALMART INC5.3K shares-2.12%2026-03-312026-05-12

DFSI DIMENSIONAL ETF TRUST15.5K shares0.40%2026-03-312026-05-12

BJUN INNOVATOR ETFS TRUST14.1K shares0.00%2026-03-312026-05-12

PDEC INNOVATOR ETFS TRUST15.3K shares0.00%2026-03-312026-05-12

Sponsored

CVX CHEVRON CORPORATION3.1K shares-5.77%2026-03-312026-05-12

UAUG INNOVATOR ETFS TRUST16.1K shares0.00%2026-03-312026-05-12

SGVT SCHWAB STRATEGIC TR6.2K sharesnew addition2026-03-312026-05-12

DFSB DIMENSIONAL ETF TRUST11.5K shares0.01%2026-03-312026-05-12

EJUL INNOVATOR ETFS TRUST18.9K shares0.00%2026-03-312026-05-12

IOO ISHARES TR4.6K shares0.00%2026-03-312026-05-12

HON HONEYWELL INTL INC2.5K shares0.25%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP911 shares-18.08%2026-03-312026-05-12

Sponsored

ALPHABET INC ALPHABET INC1.8K shares-4.97%2026-03-312026-05-12

WTTR SELECT WATER SOLUTIONS INC32.4K shares0.00%2026-03-312026-05-12

BOCT INNOVATOR ETFS TRUST9.6K shares0.00%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC2.2K shares0.77%2026-03-312026-05-12

BMAR INNOVATOR ETFS TRUST8.5K shares24.28%2026-03-312026-05-12

PJAN INNOVATOR ETFS TRUST9.0K shares-16.26%2026-03-312026-05-12

BAPR INNOVATOR ETFS TRUST8.4K shares7.46%2026-03-312026-05-12

CAI CARIS LIFE SCIENCES INC23.0K shares0.00%2026-03-312026-05-12

Sponsored

PFEB INNOVATOR ETFS TRUST10.2K shares0.00%2026-03-312026-05-12

ISEP INNOVATOR ETFS TRUST12.4K shares0.00%2026-03-312026-05-12

TPL TEXAS PACIFIC LAND CORPORATI841 shares0.24%2026-03-312026-05-12

BROADCOM INC BROADCOM INC1.2K shares-5.40%2026-03-312026-05-12

MLM MARTIN MARIETTA MATLS INC637 shares0.00%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO1.3K shares-2.84%2026-03-312026-05-12

TRGP TARGA RES CORP1.5K shares-0.07%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS612 shares45.02%2026-03-312026-05-12

Sponsored

BNOV INNOVATOR ETFS TRUST8.5K shares-20.06%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L9.2K shares0.00%2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.2K shares-0.68%2026-03-312026-05-12

DBC INVESCO DB COMMDY INDX TRCK11.2K shares0.00%2026-03-312026-05-12

META META PLATFORMS INC563 shares-1.92%2026-03-312026-05-12

PSEP INNOVATOR ETFS TRUST7.0K shares-68.64%2026-03-312026-05-12

UDEC INNOVATOR ETFS TRUST7.5K shares0.00%2026-03-312026-05-12

DGRW WISDOMTREE TR3.0K shares0.00%2026-03-312026-05-12

Sponsored

TSLA TESLA INC712 shares2.30%2026-03-312026-05-12

AXON AXON ENTERPRISE INC613 shares0.66%2026-03-312026-05-12

ZSEP INNOVATOR ETFS TRUST9.6K shares0.00%2026-03-312026-05-12

IJH ISHARES TR3.7K shares0.00%2026-03-312026-05-12

TXN TEXAS INSTRS INC1.2K shares0.33%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS1.0K shares0.00%2026-03-312026-05-12

INOV INNOVATOR ETFS TRUST6.1K shares0.00%2026-03-312026-05-12

DFSE DIMENSIONAL ETF TRUST4.9K shares0.35%2026-03-312026-05-12

Sponsored

COST COSTCO WHOLESALE CORPORATION203 sharesnew addition2026-03-312026-05-12

DFIC

DIMENSIONAL ETF TRUST

-0.02%

Shares2.5M

Event2026-03-31

Filed2026-05-12

DFCF

DIMENSIONAL ETF TRUST

0.52%

Shares2.0M

Event2026-03-31

Filed2026-05-12

DFAU

DIMENSIONAL ETF TRUST

5.50%

Shares1.9M

Event2026-03-31

Filed2026-05-12

DFGP

DIMENSIONAL ETF TRUST

5.29%

Shares1.2M

Event2026-03-31

Filed2026-05-12

DFSD

DIMENSIONAL ETF TRUST

3.31%

Shares1.2M

Event2026-03-31

Filed2026-05-12

DFAE

DIMENSIONAL ETF TRUST

1.03%

Shares873.4K

Event2026-03-31

Filed2026-05-12

DFLV

DIMENSIONAL ETF TRUST

-6.89%

Shares825.7K

Event2026-03-31

Filed2026-05-12

DFUV

DIMENSIONAL ETF TRUST

3.48%

Shares600.5K

Event2026-03-31

Filed2026-05-12

DFGR

DIMENSIONAL ETF TRUST

3.42%

Shares963.3K

Event2026-03-31

Filed2026-05-12

DUHP

DIMENSIONAL ETF TRUST

10.60%

Shares670.7K

Event2026-03-31

Filed2026-05-12

DFAS

DIMENSIONAL ETF TRUST

7.52%

Shares261.0K

Event2026-03-31

Filed2026-05-12

DFAT

DIMENSIONAL ETF TRUST

-3.67%

Shares285.1K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

0.39%

Shares26.9K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-2.11%

Shares8.1K

Event2026-03-31

Filed2026-05-12

DFAC

DIMENSIONAL ETF TRUST

-1.04%

Shares133.7K

Event2026-03-31

Filed2026-05-12

PAPR

INNOVATOR ETFS TRUST

89.42%

Shares117.4K

Event2026-03-31

Filed2026-05-12

POCT

INNOVATOR ETFS TRUST

-11.50%

Shares99.8K

Event2026-03-31

Filed2026-05-12

DFAX

DIMENSIONAL ETF TRUST

0.13%

Shares111.8K

Event2026-03-31

Filed2026-05-12

PMAY

INNOVATOR ETFS TRUST

-6.78%

Shares92.4K

Event2026-03-31

Filed2026-05-12

IJAN

INNOVATOR ETFS TRUST

-11.62%

Shares88.4K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

3.70%

Shares9.0K

Event2026-03-31

Filed2026-05-12

PMAR

INNOVATOR ETFS TRUST

26.88%

Shares59.3K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

2.87%

Shares14.7K

Event2026-03-31

Filed2026-05-12

IOCT

INNOVATOR ETFS TRUST

-0.21%

Shares66.6K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

-0.33%

Shares4.9K

Event2026-03-31

Filed2026-05-12

IFEB

INNOVATOR ETFS TRUST

-2.40%

Shares63.0K

Event2026-03-31

Filed2026-05-12

IAPR

INNOVATOR ETFS TRUST

-7.16%

Shares51.2K

Event2026-03-31

Filed2026-05-12

DFIS

DIMENSIONAL ETF TRUST

15.65%

Shares47.1K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

0.21%

Shares9.2K

Event2026-03-31

Filed2026-05-12

EAPR

INNOVATOR ETFS TRUST

-1.00%

Shares48.2K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-0.92%

Shares6.8K

Event2026-03-31

Filed2026-05-12

DCOR

DIMENSIONAL ETF TRUST

-0.41%

Shares19.4K

Event2026-03-31

Filed2026-05-12

DFNM

DIMENSIONAL ETF TRUST

8.46%

Shares28.4K

Event2026-03-31

Filed2026-05-12

DFAR

DIMENSIONAL ETF TRUST

12.29%

Shares56.6K

Event2026-03-31

Filed2026-05-12

BALT

INNOVATOR ETFS TRUST

10.80%

Shares38.1K

Event2026-03-31

Filed2026-05-12

PJUN

INNOVATOR ETFS TRUST

0.00%

Shares30.2K

Event2026-03-31

Filed2026-05-12

DFVX

DIMENSIONAL ETF TRUST

0.00%

Shares16.6K

Event2026-03-31

Filed2026-05-12

DFSU

DIMENSIONAL ETF TRUST

-5.88%

Shares28.8K

Event2026-03-31

Filed2026-05-12

IMAY

INNOVATOR ETFS TRUST

0.00%

Shares37.4K

Event2026-03-31

Filed2026-05-12

PNOV

INNOVATOR ETFS TRUST

-36.19%

Shares27.0K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-3.08%

Shares3.0K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

0.52%

Shares2.5K

Event2026-03-31

Filed2026-05-12

IJUN

INNOVATOR ETFS TRUST

0.00%

Shares34.1K

Event2026-03-31

Filed2026-05-12

EJAN

INNOVATOR ETFS TRUST

-7.79%

Shares29.0K

Event2026-03-31

Filed2026-05-12

DFUS

DIMENSIONAL ETF TRUST

New

Shares12.8K

Event2026-03-31

Filed2026-05-12

UJUL

INNOVATOR ETFS TRUST

-12.19%

Shares22.9K

Event2026-03-31

Filed2026-05-12

EOCT

INNOVATOR ETFS TRUST

0.00%

Shares27.0K

Event2026-03-31

Filed2026-05-12

BMAY

INNOVATOR ETFS TRUST

0.00%

Shares16.8K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-5.05%

Shares1.2K

Event2026-03-31

Filed2026-05-12

DUSB

DIMENSIONAL ETF TRUST

New

Shares13.8K

Event2026-03-31

Filed2026-05-12

VDE

VANGUARD WORLD FD

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-12

ZFEB

INNOVATOR ETFS TRUST

0.00%

Shares26.4K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-2.12%

Shares5.3K

Event2026-03-31

Filed2026-05-12

DFSI

DIMENSIONAL ETF TRUST

0.40%

Shares15.5K

Event2026-03-31

Filed2026-05-12

BJUN

INNOVATOR ETFS TRUST

0.00%

Shares14.1K

Event2026-03-31

Filed2026-05-12

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares15.3K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

-5.77%

Shares3.1K

Event2026-03-31

Filed2026-05-12

UAUG

INNOVATOR ETFS TRUST

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-12

SGVT

SCHWAB STRATEGIC TR

New

Shares6.2K

Event2026-03-31

Filed2026-05-12

DFSB

DIMENSIONAL ETF TRUST

0.01%

Shares11.5K

Event2026-03-31

Filed2026-05-12

EJUL

INNOVATOR ETFS TRUST

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-12

IOO

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

0.25%

Shares2.5K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

-18.08%

Shares911

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-4.97%

Shares1.8K

Event2026-03-31

Filed2026-05-12

WTTR

SELECT WATER SOLUTIONS INC

0.00%

Shares32.4K

Event2026-03-31

Filed2026-05-12

BOCT

INNOVATOR ETFS TRUST

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

0.77%

Shares2.2K

Event2026-03-31

Filed2026-05-12

BMAR

INNOVATOR ETFS TRUST

24.28%

Shares8.5K

Event2026-03-31

Filed2026-05-12

PJAN

INNOVATOR ETFS TRUST

-16.26%

Shares9.0K

Event2026-03-31

Filed2026-05-12

BAPR

INNOVATOR ETFS TRUST

7.46%

Shares8.4K

Event2026-03-31

Filed2026-05-12

CAI

CARIS LIFE SCIENCES INC

0.00%

Shares23.0K

Event2026-03-31

Filed2026-05-12

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-12

ISEP

INNOVATOR ETFS TRUST

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-12

TPL

TEXAS PACIFIC LAND CORPORATI

0.24%

Shares841

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-5.40%

Shares1.2K

Event2026-03-31

Filed2026-05-12

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares637

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-2.84%

Shares1.3K

Event2026-03-31

Filed2026-05-12

TRGP

TARGA RES CORP

-0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

45.02%

Shares612

Event2026-03-31

Filed2026-05-12

BNOV

INNOVATOR ETFS TRUST

-20.06%

Shares8.5K

Event2026-03-31

Filed2026-05-12

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-0.68%

Shares1.2K

Event2026-03-31

Filed2026-05-12

DBC

INVESCO DB COMMDY INDX TRCK

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-12