WPWealth LLP holds a focused book of 103 stocks worth $673.9M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Innovator Etfs Trust and trimmed Dimensional US Core Equity M. Their largest long position is Dimensional US Core Equity M at 14% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as WPWealth LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 79 / 80 | $14.0B |
| LPL Financial LLC | 76 / 80 | $59.5B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $42.4B |
| Kestra Advisory Services, LLC | 76 / 80 | $6.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 75 / 80 | $15.2B |
| IFP Advisors, Inc | 75 / 80 | $1.0B |
| RAYMOND JAMES FINANCIAL INC | 73 / 80 | $78.3B |
| Farther Finance Advisors, LLC | 73 / 80 | $2.2B |
Ranked by how many of WPWealth LLP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US CORE EQT MKT | $94.4M | 1.83M | 14.0% | ▼−1.9% Reduced · −35K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $88.0M | 2.36M | 13.1% | ▼−6.2% Reduced · −156K sh | |
| 3 | Dimensional ETF Trust CORE FIXE IN ETF | $86.9M | 2.06M | 12.9% | ▲+3.1% Added · +62K sh | |
| 4 | Dimensional ETF Trust GLOB CO PLUS ETF | $58.6M | 1.08M | 8.7% | ▼−9.4% Reduced · −111K sh | |
| 5 | Dimensional ETF Trust SHOR DUR FIX ETF | $56.8M | 1.19M | 8.4% | ▼−1.7% Reduced · −21K sh | |
| 6 | Dimensional ETF Trust EMGR CRE EQT MNG | $33.2M | 824.7K | 4.9% | ▼−5.6% Reduced · −49K sh | |
| 7 | Dimensional ETF Trust US MKTWIDE VALUE | $30.1M | 547.5K | 4.5% | ▼−8.8% Reduced · −53K sh | |
| 8 | Dimensional ETF Trust US LARG VALU ETF | $29.8M | 754.5K | 4.4% | ▼−8.6% Reduced · −71K sh | |
| 9 | Dimensional ETF Trust US HIGH PROF ETF | $29.0M | 695.2K | 4.3% | ▲+3.6% Added · +25K sh | |
| 10 | Dimensional ETF Trust GLOBAL REAL EST | $26.9M | 927.9K | 4.0% | ▼−3.7% Reduced · −35K sh | |
| 11 | Dimensional ETF Trust US SMALL CAP ETF | $20.9M | 253.9K | 3.1% | ▼−2.7% Reduced · −7K sh | |
| 12 | Dimensional ETF Trust US TARGETED VLU | $17.6M | 252.3K | 2.6% | ▼−11% Reduced · −33K sh | |
| 13 | Dimensional ETF Trust US COR EQU 2 ETF | $6.1M | 137.9K | 0.9% | ▲+3.1% Added · +4K sh | |
| 14 | Apple Inc COM | $6.0M | 20.8K | 0.9% | ▼−23% Reduced · −6K sh | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $5.9M | 7.9K | 0.9% | ▼−2.5% Reduced · −206 sh | |
| 16 | Innovator Etfs Trust US EQTY PWR BUF | $4.6M | 99.1K | 0.7% | ▼−0.7% Reduced · −711 sh | |
| 17 | Dimensional ETF Trust WORLD EX US CORE | $4.2M | 113.6K | 0.6% | ▲+1.6% Added · +2K sh | |
| 18 | Innovator Etfs Trust US EQT PWR BUF | $3.5M | 82.9K | 0.5% | ▼−29% Reduced · −35K sh | |
| 19 | Vanguard Index FDS TOTAL STK MKT | $3.3M | 9.0K | 0.5% | ▲~0% Added · +1 sh | |
| 20 | Innovator Etfs Trust US EQTY PWR BUF | $2.8M | 59.3K | 0.4% | —Held | |
| 21 | Innovator Etfs Trust US EQTY PWR BUF | $2.7M | 64.4K | 0.4% | ▼−30% Reduced · −28K sh | |
| 22 | Nvidia Corporation COM | $2.6M | 13.2K | 0.4% | ▼−10% Reduced · −2K sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $2.3M | 4.6K | 0.3% | ▼−4.5% Reduced · −220 sh | |
| 24 | Innovator Etfs Trust INTRNL DEV JAN | $2.2M | 59.0K | 0.3% | ▼−33% Reduced · −29K sh | |
| 25 | Innovator Etfs Trust INTERNATIONAL DV | $2.0M | 54.2K | 0.3% | ▼−19% Reduced · −12K sh | |
| 26 | Dimensional ETF Trust US COR EQU 1 ETF | $1.7M | 21.3K | 0.3% | ▲+9.9% Added · +2K sh | |
| 27 | Amazon Com Inc COM | $1.7M | 7.2K | 0.3% | ▲+7.0% Added · +475 sh | |
| 28 | Innovator Etfs Trust INTRNL DEV APRL | $1.6M | 49.3K | 0.2% | ▼−3.8% Reduced · −2K sh | |
| 29 | Innovator Etfs Trust INTL DEVELOPED P | $1.6M | 52.1K | 0.2% | ▼−17% Reduced · −11K sh | |
| 30 | Dimensional ETF Trust NATL MUN BD ETF | $1.5M | 30.5K | 0.2% | ▲+7.2% Added · +2K sh | |
| 31 | Dimensional ETF Trust US REAL ESTA ETF | $1.4M | 54.7K | 0.2% | ▼−3.4% Reduced · −2K sh | |
| 32 | Dimensional ETF Trust INTL SMALL CAP E | $1.4M | 39.2K | 0.2% | ▼−17% Reduced · −8K sh | |
| 33 | Dimensional ETF Trust US LARG VECT ETF | $1.4M | 16.6K | 0.2% | —Held | |
| 34 | Dimensional ETF Trust US SUSTAINABILTY | $1.3M | 28.9K | 0.2% | ▲+0.3% Added · +73 sh | |
| 35 | Innovator Etfs Trust DEFINED WLT SHLD | $1.3M | 38.3K | 0.2% | ▲+0.5% Added · +201 sh | |
| 36 | Innovator Etfs Trust US EQTY PWR BUF | $1.3M | 30.2K | 0.2% | —Held | |
| 37 | Advanced Micro Devices Inc COM | $1.3M | 2.2K | 0.2% | ▼−0.5% Reduced · −10 sh | |
| 38 | Exxon Mobil Corp COM | $1.2M | 8.8K | 0.2% | ▼−4.8% Reduced · −441 sh | |
| 39 | Innovator Etfs Trust US EQTY PWR BUF | $1.2M | 27.0K | 0.2% | —Held | |
| 40 | Innovator Etfs Trust EMRGNG MKT APRIL | $1.2M | 35.7K | 0.2% | ▼−26% Reduced · −13K sh | |
| 41 | Microsoft Corp COM | $1.1M | 3.0K | 0.2% | ▲+1.1% Added · +32 sh | |
| 42 | Innovator Etfs Trust EQUI DUA 15 APRI | $1.1M | 55.2K | 0.2% | ▲New New position | |
| 43 | Innovator Etfs Trust INTL DE PW JUNE | $1.1M | 34.1K | 0.2% | —Held | |
| 44 | Dimensional ETF Trust US EQUI MARK ETF | $1.1M | 12.8K | 0.2% | ▲+0.2% Added · +23 sh | |
| 45 | Schwab Strategic TR GOVT MONE MA ETF | $1000K | 9.9K | 0.1% | ▲+60% Added · +4K sh | |
| 46 | Invesco QQQ TR UNIT SER 1 | $937K | 1.3K | 0.1% | ▲+2.6% Added · +32 sh | |
| 47 | Innovator Etfs Trust EMRGNG MKT JAN | $935K | 26.0K | 0.1% | ▼−11% Reduced · −3K sh | |
| 48 | Innovator Etfs Trust EMERGING MKT PWR | $921K | 27.0K | 0.1% | —Held | |
| 49 | Innovator Etfs Trust INTL DEV PWR MAY | $795K | 25.0K | 0.1% | ▼−33% Reduced · −12K sh | |
| 50 | Innovator Etfs Trust US EQT ULTRA BF | $792K | 19.4K | 0.1% | ▼−15% Reduced · −3K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1950118/holdings"
Use Arkolith to show WPWealth LLP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.