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Wpwealth LLP
WPWealth LLP is a leading wealth management and investment advisory firm headquartered in Fort Worth, TX, United States. Founded in 2000, it is owned by twenty-one limited partners and one general partner. The firm serves individuals—including high net worth clients—trusts, estates, corporations, retirement plans, and charitable organizations. WPWealth currently ranks among the top wealth management firms in North Texas, is SEC-registered, and has about 13 employees providing portfolio management, financial planning, and consulting services tailored to diverse client needs.
Investment Strategy
WPWealth provides personalized investment advisory and portfolio management services with both discretionary and non-discretionary options. The firm allocates client assets among cash, stocks (including exchange-listed stocks), bonds (corporate, municipal, U.S. government), mutual funds, ETFs, and alternative investments to achieve proper diversification and meet stated investment objectives. Its comprehensive financial planning considers each client's needs, risk tolerance, and life goals, using innovative processes and a client-centric philosophy focused on long-term results. WPWealth's approach is grounded in tailored solutions, ongoing evaluation, and continuous service, aiming to help clients achieve their financial goals and objectives.
Latest 13F Filing Activity
Wpwealth LLP filed their most recent 13F report on Jun 30, 2025 disclosing 84 equity positions with a total 13F market value of $554M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Wpwealth LLP reduced exposure to Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFCF | DIMENSIONAL ETF TRUST | 14.38% | $79.8M | 1,887,341 | $41.69 | $42.26 | -$38.9M |
D DFIC | DIMENSIONAL ETF TRUST | 13.69% | $75.9M | 2,442,369 | $24.03 | $31.09 | +$7.7M |
D DFAU | DIMENSIONAL ETF TRUST | 11.30% | $62.6M | 1,478,538 | $32.44 | $42.36 | +$13.2M |
D DFSD | DIMENSIONAL ETF TRUST | 8.87% | $49.2M | 1,024,444 | $47.07 | $48.01 | -$1.6M |
D DFGP | DIMENSIONAL ETF TRUST | 8.31% | $46.1M | 845,674 | $54.38 | $54.49 | +$42.1M |
Industry Allocation
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