HoldingsChannel.com
All Stocks Held By WPWealth LLP
As of  12/31/2023, we find all stocks held by WPWealth LLP to be as follows, presented in the table below with each row detailing each WPWealth LLP position, ordered by largest to smallest position size. The all-stocks-held-by-WPWealth LLP table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by WPWealth LLP as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFCF) 2,061,180 +253,055 $87,394
     DFCF2,061,180+253,055$87,394
DIMENSIONAL ETF TRUST (DFIC) 1,847,595 +227,770 $47,169
     DFIC1,847,595+227,770$47,169
DIMENSIONAL ETF TRUST (DFAU) 955,307 +96,631 $31,764
     DFAU955,307+96,631$31,764
DIMENSIONAL ETF TRUST (DFLV) 1,001,070 +204,462 $27,079
     DFLV1,001,070+204,462$27,079
DIMENSIONAL ETF TRUST (DFAT) 388,683 +49,862 $20,340
     DFAT388,683+49,862$20,340
DIMENSIONAL ETF TRUST (DFAE) 649,911 +73,907 $15,669
     DFAE649,911+73,907$15,669
DIMENSIONAL ETF TRUST (DFUV) 335,540 -6,283 $12,489
     DFUV335,540-6,283$12,489
DIMENSIONAL ETF TRUST (DFGR) 435,015 +131,216 $11,302
     DFGR435,015+131,216$11,302
DIMENSIONAL ETF TRUST (DFSD) 212,027 +203,217 $9,967
     DFSD212,027+203,217$9,967
INNOVATOR ETFS TR (POCT) 225,674 -12,320 $8,151
     POCT225,674-12,320$8,151
APPLE INC 24,835 -806 $4,781
     AAPL24,835-806$4,781
INNOVATOR ETFS TR (IOCT) 155,904 -15,037 $4,356
     IOCT155,904-15,037$4,356
SPDR S&P 500 ETF TR (SPY) 8,892 -2 $4,226
     SPY8,892-2$4,226
DIMENSIONAL ETF TRUST (DFAC) 108,751 -170 $3,179
     DFAC108,751-170$3,179
INNOVATOR ETFS TR (PMAR) 80,218 UNCH $2,857
     PMAR80,218UNCH$2,857
VANGUARD INDEX FDS (VTI) 10,334 +4 $2,451
     VTI10,334+4$2,451
DIMENSIONAL ETF TRUST (DFAX) 84,758 -11,557 $2,070
     DFAX84,758-11,557$2,070
INNOVATOR ETFS TR (PNOV) 51,218 -9,331 $1,764
     PNOV51,218-9,331$1,764
INNOVATOR ETFS TR (BMAR) 44,012 UNCH $1,743
     BMAR44,012UNCH$1,743
DIMENSIONAL ETF TRUST (DFAR) 76,515 -41,178 $1,740
     DFAR76,515-41,178$1,740
INNOVATOR ETFS TR (IAPR) 55,771 -38,527 $1,435
     IAPR55,771-38,527$1,435
INNOVATOR ETFS TR (IJAN) 45,232 +45,232 $1,375
     IJAN45,232+45,232$1,375
INNOVATOR ETFS TR (EOCT) 55,877 -7,617 $1,322
     EOCT55,877-7,617$1,322
MICROSOFT CORP 3,288 +40 $1,236
     MSFT3,288+40$1,236
INNOVATOR ETFS TR (PAPR) 29,340 -4,111 $959
     PAPR29,340-4,111$959
ISHARES TR (IJH) 3,178 -214 $881
     IJH3,178-214$881
INNOVATOR ETFS TR (PDEC) 24,992 +15,253 $877
     PDEC24,992+15,253$877
EXXON MOBIL CORP 8,611 +136 $861
     XOM8,611+136$861
INNOVATOR ETFS TR (BOCT) 21,591 UNCH $831
     BOCT21,591UNCH$831
AMAZON COM INC 5,153 +132 $783
     AMZN5,153+132$783
ISHARES TR (TLT) 7,834 UNCH $775
     TLT7,834UNCH$775
SPDR GOLD TR (GLD) 3,121 -40 $597
     GLD3,121-40$597
DIMENSIONAL ETF TRUST (DCOR) 11,119 +6,818 $595
     DCOR11,119+6,818$595
INNOVATOR ETFS TR (PJUL) 16,034 UNCH $580
     PJUL16,034UNCH$580
DIMENSIONAL ETF TRUST (DFNM) 11,389 -437 $552
     DFNM11,389-437$552
ISHARES TR (OEF) 2,452 -36 $548
     OEF2,452-36$548
SPDR DOW JONES INDL AVERAGE (DIA) 1,436 UNCH $541
     DIA1,436UNCH$541
INNOVATOR ETFS TR (BAPR) 14,100 UNCH $539
     BAPR14,100UNCH$539
INVESCO QQQ TR 1,308 +59 $536
     QQQ1,308+59$536
INNOVATOR ETFS TR (PSEP) 14,982 -12,079 $521
     PSEP14,982-12,079$521
INNOVATOR ETFS TR (EAPR) 20,003 -787 $503
     EAPR20,003-787$503
INNOVATOR ETFS TR (PJAN) 12,528 +5,314 $467
     PJAN12,528+5,314$467
VANGUARD WORLD FDS (VDE) 3,947 UNCH $463
     VDE3,947UNCH$463
INVESCO EXCHANGE TRADED FD T (RSP) 2,594 -42 $409
     RSP2,594-42$409
HONEYWELL INTL INC 1,926 -3 $404
     HON1,926-3$404
INNOVATOR ETFS TR (EJAN) 13,315 +13,315 $382
     EJAN13,315+13,315$382
ISHARES TR (IOO) 4,610 UNCH $371
     IOO4,610UNCH$371
ISHARES TR (IEF) 3,808 UNCH $367
     IEF3,808UNCH$367
MARTIN MARIETTA MATLS INC 635 +119 $317
     MLM635+119$317
BRISTOL MYERS SQUIBB CO 5,840 +14 $300
     BMY5,840+14$300
INNOVATOR ETFS TR (IDEC) 10,765 +10,765 $278
     IDEC10,765+10,765$278
WALMART INC 1,610 +1 $254
     WMT1,610+1$254
INVESCO DB COMMDY INDX TRCK 11,241 -67 $248
     DBC11,241-67$248
SELECT WATER SOLUTIONS INC 32,397 UNCH $246
     WTTR32,397UNCH$246
WISDOMTREE TR 3,335 UNCH $234
     DGRW3,335UNCH$234
ENTERPRISE PRODS PARTNERS L 8,665 +16 $228
     EPD8,665+16$228
ALPHABET INC 1,619 -15 $228
     GOOG1,619-15$228
SPDR SER TR (SDY) 1,640 +1,640 $205
     SDY1,640+1,640$205
KEYCORP 10,071 +15 $145
     KEY10,071+15$145
ENERGY TRANSFER L P 10,385 +95 $143
     ET10,385+95$143
QUANTUM COMPUTING INC 100,000 +0 $91
     QUBT100,000UNCH$91
ISHARES TR $0 (exited)
     AGG0-10,723$0
ISHARES TR $0 (exited)
     IVV0-680$0
INNOVATOR ETFS TR 0 -8,230 $0 (exited)
     PAUG0-8,230$0

See Summary: WPWealth LLP Top Holdings
See Details: Top 10 Stocks Held By WPWealth LLP

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
IJAN +45,232+$1,375
EJAN +13,315+$382
IDEC +10,765+$278
SDY +1,640+$205
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
AGG -10,723-$1,008
IVV -680-$292
PAUG -8,230-$256
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DFCF +253,055+$14,400
DFIC +227,770+$9,346
DFLV +204,462+$7,315
DFSD +203,217+$9,558
DFGR +131,216+$4,494
DFAU +96,631+$6,047
DFAE +73,907+$2,669
DFAT +49,862+$4,859
PDEC +15,253+$562
DCOR +6,818+$388
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
DFAR -41,178-$557
IAPR -38,527-$842
IOCT -15,037-$131
POCT -12,320+$69
PSEP -12,079-$356
DFAX -11,557-$99
PNOV -9,331-$238
EOCT -7,617-$104
DFUV -6,283+$860
WPWealth LLP Info
Size ($ in 1000's)
At 12/31/2023: $323,118
At 09/30/2023: $261,428

WPWealth LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WPWealth LLP 13F filings. Link to 13F filings: SEC filings

All Stocks Held By WPWealth LLP | www.HoldingsChannel.com

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