Portfolio (Quarterly) Guide ↗

WPWealth LLP

· CIK 0001950118

13F Portfolio $654M AUM 97 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 24 Added 28 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PJUL	INNOVATOR ETFS TRUST	—	41,000	$1.9M	0.30%	SOLD
2	LLY	ELI LILLY & CO	Healthcare	203	$218K	0.03%	SOLD
3	IBM	INTERNATIONAL BUSINESS MACHS	Technology	706	$209K	0.03%	SOLD

Sector Allocation

Technology 39.8%

Financial Services 26.9%

Energy 11.5%

Consumer Cyclical 5.8%

Industrials 4.7%

Communication Services 4.0%

Consumer Defensive 3.0%

Utilities 1.7%

Healthcare 1.4%

Basic Materials 1.3%