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Manager record

WPWealth LLP

Fort Worth, TX · CIK 1950118 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$673.88MReported 13F valueQ2 2026 · as filed
103Holdings listed
+3.0%vs prior quartervalue change includes market moves
5Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.1B$1.1BQ2 2025177 holdingsQ3 2025: $611.8M$611.8MQ3 202594 holdingsQ4 2025: $638.9M$638.9MQ4 202596 holdingsQ1 2026: $654.2M$654.2MQ1 202697 holdingsQ2 2026: $673.9M$673.9MQ2 2026103 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$673.88M · 103 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$654.25M · 97 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$638.91M · 96 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$611.83M · 94 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$554.48M · 90 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$506.40M · 87 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology