WPWealth LLP
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 654,247
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 97 | 654,247 | 13F-HR | WPWealth LLP |
| Q4 2025 | 2/13/2026 | 96 | 638,906 | 13F-HR | WPWealth LLP |
| Q3 2025 | 11/12/2025 | 94 | 611,832 | 13F-HR | WPWealth LLP |
| Q2 2025 | 8/11/2025 | 90 | 554,477 | 13F-HR | WPWealth LLP |
| Q1 2025 | 8/11/2025 | 87 | 506,400 | 13F-HR | WPWealth LLP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 66.38 K | 10.1% | 0 | 552.5 K | -552.5 K |
| ETFs | 587.9 K | 89.9% | 567.9 K | 0 | 567.9 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
654,247
Holdings
97
QoQ value change ($000)
15,341
(2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.