§ 13F · FUND PROFILE
WPWealth LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $554.5T (13F)Positions · 90Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | 2.52M | $86.8T | 13.6% | −1% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 1.99M | $84.6T | 13.2% | +1% |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 1.77M | $82.6T | 12.9% | +8% |
| 4 | DFGP | DIMENSIONAL ETF TRUST | 1.13M | $61.0T | 9.5% | +19% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 1.17M | $56.2T | 8.8% | +8% |
| 6 | DFLV | DIMENSIONAL ETF TRUST | 887K | $30.3T | 4.7% | −16% |
| 7 | DFAE | DIMENSIONAL ETF TRUST | 865K | $28.2T | 4.4% | ±0% |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 580K | $27.0T | 4.2% | +8% |
| 9 | DFGR | DIMENSIONAL ETF TRUST | 931K | $24.6T | 3.9% | +7% |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 606K | $23.1T | 3.6% | +17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WPWEALTH SIGNAL
AC read
WPWealth LLP is a Other fund managing $554477.3 trillion in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed