WPWealth
WPWealth reported 103 stocks worth $674M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are DFAU (14.0%), DFIC (13.1%) and DFCF (12.9%). Compared with Q1 2026, the fund opened new positions in DDFA, LLY and MU, added to DFCF, DFAX and AMZN, trimmed DFAU, DFIC and DFGP and sold out of TPL, MLM and PSEP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAU Dimensional ETF Trust | $94.4M | 14.0% | 1.8M | −35K (−2%) | 8 of 8 | |
| 2 |  DFIC Dimensional Intern Core | $88M | 13.1% | 2.4M | −156K (−6%) | 8 of 8 | |
| 3 |  DFCF Dimensional Core Fixed | $86.9M | 12.9% | 2.1M | +62K (+3%) | 8 of 8 | |
| 4 |  DFGP Dimensional ETF Trust | $58.6M | 8.7% | 1.1M | −111K (−9%) | 7 of 8 | |
| 5 |  DFSD Dimensional Shrt Drt Fxd | $56.8M | 8.4% | 1.2M | −21K (−2%) | 8 of 8 | |
| 6 |  DFAE Dimensional Emerg Core | $33.2M | 4.9% | 825K | −49K (−6%) | 8 of 8 | |
| 7 |  DFUV Dimensional US Marketwide Value ETF | $30.1M | 4.5% | 548K | −53K (−9%) | 8 of 8 | |
| 8 |  DFLV Dimensional ETF Trust | $29.8M | 4.4% | 754K | −71K (−9%) | 8 of 8 | |
| 9 | DIMENSIONAL ETF TRUST | $29M | 4.3% | 695K | +25K (+4%) | 6 of 8 | |
| 10 |  DFGR Dimensional ETF Trust | $26.9M | 4.0% | 928K | −35K (−4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →WPWealth 13F FAQ
What does WPWealth own?
WPWealth reported 103 stocks worth $674M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are DFAU (14.0%), DFIC (13.1%) and DFCF (12.9%). The table above lists every position in the filing (the top 10 without an account).
What did WPWealth buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 24 added to, 40 trimmed and 5 sold out. New positions include DDFA, LLY and MU. It sold all of TPL, MLM and PSEP.
When will WPWealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is WPWealth's portfolio worth?
The Q2 2026 filing reports $674M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.