WPWealth LLP
CIK 1950118
13F filing for Q2 2026・No. 3,277
- Holdings
- US$673.88M
- Quarter change
- +US$19.64M
- Entries
- 103
- Net bought (estimate)
- −US$28.86M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 5
- Cut 41
- Added 25
- Corporate actions 2
- Unchanged 26
Largest holdings
103 stocks worth US$673.88M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Cut | 1,826,859 | US$94.43M | 14.01% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Cut | 2,362,665 | US$88.03M | 13.06% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 2,059,749 | US$86.94M | 12.90% |
| DIMENSIONAL ETF TRUSTGLOB CO PLUS ETF | Cut | 1,076,585 | US$58.63M | 8.70% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Cut | 1,188,766 | US$56.76M | 8.42% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Cut | 824,717 | US$33.16M | 4.92% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 547,549 | US$30.12M | 4.47% |
| DIMENSIONAL ETF TRUSTUS LARG VALU ETF | Cut | 754,491 | US$29.83M | 4.43% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 695,197 | US$29.01M | 4.30% |
| DIMENSIONAL ETF TRUSTGLOBAL REAL EST | Cut | 927,899 | US$26.88M | 3.99% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.