WPWealth LLP
WPWealth LLP reported 103 positions worth $673.9M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: DFAU (14.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $94.4M | 14.01% | 1,826,859 | — | — | |
| ▸ 2 | DFIC | SH | $88.0M | 13.06% | 2,362,665 | — | — | |
| ▸ 3 | DFCF | SH | $86.9M | 12.90% | 2,059,749 | — | — | |
| ▸ 4 | DFGP | SH | $58.6M | 8.70% | 1,076,585 | — | — | |
| ▸ 5 | DFSD | SH | $56.8M | 8.42% | 1,188,766 | — | — | |
| ▸ 6 | DFAE | SH | $33.2M | 4.92% | 824,717 | — | — | |
| ▸ 7 | DFUV | SH | $30.1M | 4.47% | 547,549 | — | — | |
| ▸ 8 | DFLV | SH | $29.8M | 4.43% | 754,491 | — | — | |
| ▸ 9 | DUHP | SH | $29.0M | 4.30% | 695,197 | — | — | |
| ▸ 10 | DFGR | SH | $26.9M | 3.99% | 927,899 | — | — |
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Frequently Asked Questions
What stocks does WPWealth LLP hold as of Q2 2026?
WPWealth LLP reported 103 positions worth $673.9M in its Q2 2026 13F filing. Largest positions: DFAU (14.0%), DFIC (13.1%), DFCF (12.9%), DFGP (8.7%) and DFSD (8.4%).
What did WPWealth LLP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WPWealth LLP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.