13F Filings History of WPWealth LLP
- Latest 13F filing
- Q1 2026 - 12 May 2026
- Latest reported 13F value
- $654,247,150
- Largest 13F holdings
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DFIC DFCF DFAU DFGP DFSD DFAE DFLV DFUV DFGR DUHP DFAS DFAT
+8 more
AAPL SPY DFAC PAPR POCT DFAX PMAY IJAN - Form 13F summary
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- WPWealth LLP Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- WPWealth LLP reported 97 equity holdings with a total reported market value of $654,247,150 for Q1 2026. Top reported holdings included DFIC, DFCF, DFAU, DFGP, and DFSD.
- Manager signature
- Rebecca Sierp - CCO
- Manager location
- Fort Worth, TX
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$654,247,150
Quarter delta
+$15,340,872
Accepted
11 May 2026, 17:44
Rows shown
1-14 of 14
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 97 | $654,247,150 | +$21,933,809 | -$8,894,899 | +$13,038,910 | DFIC, DFCF, DFAU, DFGP, DFSD | 13F-HR | 11 May 2026, 17:44 |
| Q4 2025 | 96 | $638,906,278 | +$34,198,214 | -$16,615,046 | +$17,583,168 | DFIC, DFCF, DFAU, DFGP, DFSD | 13F-HR | 13 Feb 2026, 11:17 |
| Q3 2025 | 94 | $611,832,494 | +$38,488,432 | -$7,341,767 | +$31,146,665 | DFCF, DFIC, DFAU, DFGP, DFSD | 13F-HR | 12 Nov 2025, 11:46 |
| Q2 2025 | 90 | $554,477,346 | +$92,951,895 | -$70,558,046 | +$22,393,849 | DFCF, DFIC, DFAU, DFSD, DFGP | 13F-HR | 11 Aug 2025, 11:48 |
| Q1 2025 | 87 | $506,400,227 | +$25,152,596 | -$11,499,698 | +$13,652,898 | DFCF, DFIC, DFSD, DFAU, DFLV | 13F-HR | 11 Aug 2025, 16:10 |
| Q4 2024 | 90 | $489,408,791 | +$33,870,077 | -$12,109,535 | +$21,760,542 | DFCF, DFIC, DFAU, DFSD, DFLV | 13F-HR | 13 Feb 2025, 16:04 |
| Q3 2024 | 88 | $482,353,573 | +$50,611,029 | -$4,787,449 | +$45,823,580 | DFCF, DFIC, DFSD, DFAU, DFLV | 13F-HR | 13 Nov 2024, 14:03 |
| Q2 2024 | 70 | $414,169,953 | +$40,117,743 | -$11,358,295 | +$28,759,448 | DFCF, DFIC, DFAU, DFSD, DFLV | 13F-HR | 08 Aug 2024, 10:54 |
| Q1 2024 | 63 | $387,049,937 | +$58,456,990 | -$5,865,288 | +$52,591,702 | DFCF, DFIC, DFSD, DFAU, DFLV | 13F-HR | 16 May 2024, 14:27 |
| Q4 2023 | 61 | $323,119,766 | +$46,115,750 | -$6,208,598 | +$39,907,152 | DFCF, DFIC, DFAU, DFLV, DFAT | 13F-HR | 09 Feb 2024, 09:56 |
| Q3 2023 | 60 | $261,429,085 | +$42,852,064 | -$7,144,118 | +$35,707,946 | DFCF, DFIC, DFAU, DFLV, DFAT | 13F-HR | 12 Oct 2023, 14:38 |
| Q2 2023 | 56 | $233,093,553 | +$15,774,407 | -$3,634,316 | +$12,140,091 | DFCF, DFIC, DFAU, DFAT, DFLV | 13F-HR | 12 Oct 2023, 14:32 |
| Q1 2023 | 45 | $216,563,429 | +$34,604,287 | -$16,995,088 | +$17,609,199 | DFCF, DFIC, DFAU, DFUV, DFAT | 13F-HR | 12 May 2023, 17:00 |
| Q4 2022 | 40 | $191,192,788 | $0 | $0 | $0 | DFCF, DFIC, DFUV, DFAU, DFAT | 13F-HR | 31 Jan 2023, 16:27 |