Wpwealth LLP Top Holdings and 13F Report (2024) → SHOCKING Crypto Leak… (From Crypto 101 Media) (Ad) About Wpwealth LLPInvestment ActivityWpwealth LLP has $387.05 million in total holdings as of March 31, 2024.Wpwealth LLP owns shares of 63 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 15.10% of the portfolio was purchased this quarter.About 1.52% of the portfolio was sold this quarter.This quarter, Wpwealth LLP has purchased 61 new stocks and bought additional shares in 27 stocks.Wpwealth LLP sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional Core Fixed Income ETF $95,214,096Dimensional International Core Equity 2 ETF $53,145,879Dimensional Short-Duration Fixed Income ETF $38,048,447Dimensional US Core Equity Market ETF $37,758,143Dimensional US Large Cap Value ETF $34,313,897 Largest New Holdings this Quarter Innovator U.S. Equity Power Buffer ETF - February $1,034,536 HoldingNVIDIA $787,001 HoldingDimensional Inflation-Protected Securities ETF $581,419 HoldingHashiCorp $437,237 HoldingVanguard Dividend Appreciation ETF $326,055 Holding Largest Purchases this Quarter Dimensional Short-Duration Fixed Income ETF 596,826 shares (about $28.07M)Dimensional Core Fixed Income ETF 208,524 shares (about $8.75M)Dimensional US Large Cap Value ETF 143,108 shares (about $4.29M)Dimensional International Core Equity 2 ETF 139,167 shares (about $3.72M)Dimensional US Core Equity Market ETF 78,030 shares (about $2.85M) Largest Sales this Quarter Innovator U.S. Equity Power Buffer ETF - October 43,712 shares (about $1.64M)Dimensional US Marketwide Value ETF 21,219 shares (about $867.86K)Innovator MSCI EAFE Power Buffer ETF- April 16,155 shares (about $438.77K)Innovator U.S. Equity Power Buffer ETF - September 7,495 shares (about $273.57K)iShares S&P 100 ETF 1,063 shares (about $263.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWpwealth LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFCFDimensional Core Fixed Income ETF$95,214,096$8,747,583 ▲10.1%2,269,70424.6%ETFDFICDimensional International Core Equity 2 ETF$53,145,879$3,722,717 ▲7.5%1,986,76213.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$38,048,447$28,074,696 ▲281.5%808,8539.8%ETFDFAUDimensional US Core Equity Market ETF$37,758,143$2,851,217 ▲8.2%1,033,3379.8%ETFDFLVDimensional US Large Cap Value ETF$34,313,897$4,291,809 ▲14.3%1,144,1788.9%ETFDFATDimensional U.S. Targeted Value ETF$22,309,112$1,153,099 ▲5.5%409,8685.8%ETFDFAEDimensional Emerging Core Equity Market ETF$17,675,758$1,609,964 ▲10.0%715,0394.6%ETFDFUVDimensional US Marketwide Value ETF$12,855,733$867,857 ▼-6.3%314,3213.3%ETFDFGRDimensional Global Real Estate ETF$12,686,695$1,580,766 ▲14.2%496,9333.3%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$6,821,755$1,638,763 ▼-19.4%181,9621.8%ETFSPYSPDR S&P 500 ETF Trust$4,742,171$91,015 ▲2.0%9,0661.2%FinanceIOCTInnovator International Developed Power Buffer ETF-October$4,507,760$983 ▼0.0%155,8701.2%ETFAAPLApple$4,247,822$10,803 ▼-0.3%24,7721.1%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$3,481,745$7,157 ▲0.2%108,9750.9%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$3,389,833$437,008 ▲14.8%92,0900.9%TransportationVTIVanguard Total Stock Market ETF$2,927,462$241,703 ▲9.0%11,2640.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,659,999$503,761 ▲23.4%104,5600.7%ETFBMARInnovator U.S. Equity Buffer ETF - March$1,807,198$26,667 ▼-1.5%43,3720.5%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$1,774,478$46,322 ▼-2.5%49,9150.5%ETFDFARDimensional US Real Estate ETF$1,603,792$107,846 ▼-6.3%71,6940.4%ETFIJANInnovator MSCI EAFE Power Buffer ETF - January$1,486,976$71,893 ▲5.1%47,5300.4%ETFMSFTMicrosoft$1,479,109$95,915 ▲6.9%3,5160.4%Computer and TechnologyPAPRInnovator U.S. Equity Power Buffer ETF - April$1,456,093$470,562 ▲47.7%43,3490.4%ETFEOCTInnovator Emerging Markets Power Buffer ETF-October$1,345,7920.0%55,8770.3%ETFIAPRInnovator MSCI EAFE Power Buffer ETF- April$1,075,971$438,770 ▼-29.0%39,6160.3%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$1,034,536$1,034,536 ▲New Holding30,2850.3%ETFXOMExxon Mobil$1,011,424$10,462 ▲1.0%8,7010.3%Oils/EnergyAMZNAmazon.com$952,948$23,449 ▲2.5%5,2830.2%Retail/WholesaleBOCTInnovator U.S. Equity Buffer ETF - October$873,7880.0%21,5910.2%ETFNVDANVIDIA$787,001$787,001 ▲New Holding8710.2%Computer and TechnologyPDECInnovator U.S. Equity Power Buffer ETF - December$699,347$215,305 ▼-23.5%19,1090.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$683,729$323,264 ▲89.7%7,2230.2%ETFDIMENSIONAL ETF TRUST$677,215$25,102 ▲3.8%11,5470.2%US CORE EQUITY 1IJHiShares Core S&P Mid-Cap ETF$676,431$483,391 ▲250.4%11,1360.2%ETFGLDSPDR Gold Shares$642,0520.0%3,1210.2%FinanceDFIPDimensional Inflation-Protected Securities ETF$581,419$581,419 ▲New Holding14,0950.2%ETFBAPRInnovator U.S. Equity Buffer ETF - April$564,5640.0%14,1000.1%ETFTLTiShares 20+ Year Treasury Bond ETF$557,406$183,847 ▼-24.8%5,8910.1%ETFDFNMDimensional National Municipal Bond ETF$525,821$21,881 ▼-4.0%10,9340.1%ETFVDEVanguard Energy ETF$519,8200.0%3,9470.1%ETFQQQInvesco QQQ$512,388$68,378 ▼-11.8%1,1540.1%FinancePJANInnovator U.S. Equity Power Buffer ETF - January$489,9700.0%12,5280.1%ETFHCPHashiCorp$437,237$437,237 ▲New Holding16,2240.1%Computer and TechnologyIOOiShares Global 100 ETF$412,1800.0%4,6100.1%ETFEJANInnovator MSCI Emerging Markets Power Buffer ETF - January$407,099$21,763 ▲5.6%14,0670.1%ETFHONHoneywell International$400,238$4,926 ▲1.2%1,9500.1%Multi-Sector ConglomeratesDIASPDR Dow Jones Industrial Average ETF Trust$396,344$175,092 ▼-30.6%9960.1%FinanceMLMMartin Marietta Materials$384,940$4,912 ▼-1.3%6270.1%ConstructionRSPInvesco S&P 500 Equal Weight ETF$363,303$76,048 ▼-17.3%2,1450.1%ETFOEFiShares S&P 100 ETF$343,725$263,052 ▼-43.4%1,3890.1%ETFVIGVanguard Dividend Appreciation ETF$326,055$326,055 ▲New Holding1,7860.1%ETFBMYBristol-Myers Squibb$321,204$4,501 ▲1.4%5,9230.1%MedicalWTTRSelect Water Solutions$299,0240.0%32,3970.1%Business ServicesPSEPInnovator U.S. Equity Power Buffer ETF - September$273,276$273,568 ▼-50.0%7,4870.1%ETFEAPRInnovator MSCI Emerging Markets Power Buffer ETF- April$267,974$234,301 ▼-46.6%10,6720.1%ETFDBCInvesco DB Commodity Index Tracking Fund$258,2060.0%11,2410.1%FinanceWMTWalmart$255,343$158,476 ▲163.6%4,2440.1%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$254,0940.0%3,3350.1%ManufacturingGOOGAlphabet$250,924$4,416 ▲1.8%1,6480.1%Computer and TechnologyEPDEnterprise Products Partners$250,699$2,159 ▼-0.9%8,5910.1%Oils/EnergyJPMJPMorgan Chase & Co.$250,539$250,539 ▲New Holding1,2510.1%FinanceETEnergy Transfer$192,948$29,589 ▲18.1%12,2660.0%Oils/EnergyQUBTQuantum Computing$99,0100.0%100,0000.0%Computer and TechnologyPJULInnovator U.S. Equity Power Buffer ETF - July$0$580,270 ▼-100.0%00.0%ETFINNOVATOR ETFS TR$0$278,492 ▼-100.0%00.0%INTERNATIONAL DESDYSPDR S&P Dividend ETF$0$204,951 ▼-100.0%00.0%ETFKEYKeyCorp$0$145,022 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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