13F Filings History of WPWealth LLP

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$611,832,494
Signature - Title
Rebecca Sierp - CCO
Location
Fort Worth, TX
Summary
This page shows a list of all the recent 13F filings made by WPWealth LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WPWealth LLP reported 94 stock holdings with total value $611,832,494 as of Q3 2025. Top holdings included DFCF, DFIC, DFAU, DFGP, and DFSD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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