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Portfolio (Quarterly) Guide ↗

WPWealth LLP

· CIK 0001950118
13F Portfolio $674M AUM 103 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 19 Added 39 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INNOVATOR ETFS TRUST 55,226.0 $1.1M 0.17% NEW $20.20
2 LLY ELI LILLY & CO Healthcare 358.0 $430K 0.06% NEW $1200.57 +4.5%
3 MU MICRON TECHNOLOGY INC Technology 241.0 $278K 0.04% NEW $1154.29 -16.2%
4 HONEYWELL INTL INC 1,200.0 $269K 0.04% NEW $223.90
5 HONEYWELL AEROSPACE INC 1,200.0 $265K 0.04% NEW $221.08
6 DIA STATE STR SPDR DOW JONES IND Financial Services 414.0 $216K 0.03% NEW $522.39 +1.9%
7 IVV ISHARES TR 287.0 $215K 0.03% NEW $749.10 +2.7%
8 DFEM DIMENSIONAL ETF TRUST 5,098.0 $207K 0.03% NEW $40.64 -1.7%
9 VLO VALERO ENERGY CORP Energy 791.0 $206K 0.03% NEW $260.33 +34.0%
10 SPACE EXPLORATION TECHN CORP 1,175.0 $201K 0.03% NEW $170.86
11 CRGY CRESCENT ENERGY COMPANY Energy 17,425.0 $171K 0.03% NEW $9.82 +43.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.4%
Financial Services 28.8%
Energy 8.6%
Consumer Cyclical 7.5%
Communication Services 2.9%
Healthcare 2.9%
Industrials 2.8%
Utilities 2.3%
Consumer Defensive 1.9%