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Super Investors WPWealth LLP
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WPWealth LLP

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$674M
Positions
103
Quarter ended
June 30, 2026
Filed
August 10, 2026

Reported portfolio value by quarter (15 quarters reported)

$674M $191M
Q4 22 Q3 23 Q2 24 Q1 25 Q4 25 Q2 26

$191M in Q4 2022 → $674M now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 14.0% Trimmed 1.9% 1,826,859 $94.4M
DE Dimensional ETF Trust 13.1% Trimmed 6.2% 2,362,665 $88M
DE Dimensional ETF Trust 12.9% Added 3.1% 2,059,749 $86.9M
DE Dimensional ETF Trust 8.7% Trimmed 9.4% 1,076,585 $58.6M
DE Dimensional ETF Trust 8.4% Trimmed 1.7% 1,188,766 $56.8M
DE Dimensional ETF Trust 4.9% Trimmed 5.6% 824,717 $33.2M
DE Dimensional ETF Trust 4.5% Trimmed 8.8% 547,549 $30.1M
DE Dimensional ETF Trust 4.4% Trimmed 8.6% 754,491 $29.8M
DE Dimensional ETF Trust 4.3% Added 3.7% 695,197 $29M
DE Dimensional ETF Trust 4.0% Trimmed 3.7% 927,899 $26.9M
DE Dimensional ETF Trust 3.1% Trimmed 2.7% 253,917 $20.9M
DE Dimensional ETF Trust 2.6% Trimmed 11% 252,326 $17.6M
DE Dimensional ETF Trust 0.9% Added 3.1% 137,866 $6.12M
Apple Inc 0.9% Trimmed 23% 20,821 $6.02M
SS State Str SPDR S&P 500 ETF T 0.9% Trimmed 2.5% 7,941 $5.93M
IE Innovator Etfs Trust 0.7% Trimmed 0.7% 99,124 $4.6M
DE Dimensional ETF Trust 0.6% Added 1.6% 113,602 $4.19M
IE Innovator Etfs Trust 0.5% Trimmed 29% 82,889 $3.5M
VI Vanguard Index Fds 0.5% Added 0.0% 8,997 $3.33M
IE Innovator Etfs Trust 0.4% Unchanged 59,279 $2.83M
IE Innovator Etfs Trust 0.4% Trimmed 30% 64,404 $2.66M
Nvidia Corporation 0.4% Trimmed 10% 13,193 $2.64M
BH Berkshire Hathaway Inc Del 0.3% Trimmed 4.5% 4,634 $2.32M
IE Innovator Etfs Trust 0.3% Trimmed 33% 58,977 $2.25M
IE Innovator Etfs Trust 0.3% Trimmed 19% 54,176 $2M
DE Dimensional ETF Trust 0.3% Added 9.9% 21,334 $1.75M
Amazon Com Inc 0.3% Added 7.0% 7,245 $1.73M
IE Innovator Etfs Trust 0.2% Trimmed 3.8% 49,263 $1.64M
IE Innovator Etfs Trust 0.2% Trimmed 17% 52,053 $1.63M
DE Dimensional ETF Trust 0.2% Added 7.2% 30,480 $1.47M
DE Dimensional ETF Trust 0.2% Trimmed 3.4% 54,709 $1.43M
DE Dimensional ETF Trust 0.2% Trimmed 17% 39,207 $1.37M
DE Dimensional ETF Trust 0.2% Unchanged 16,590 $1.36M
DE Dimensional ETF Trust 0.2% Added 0.3% 28,913 $1.35M
IE Innovator Etfs Trust 0.2% Added 0.5% 38,327 $1.31M
IE Innovator Etfs Trust 0.2% Unchanged 30,176 $1.3M
Advanced Micro Devices Inc 0.2% Trimmed 0.5% 2,206 $1.28M
Exxon Mobil Corp 0.2% Trimmed 4.8% 8,787 $1.2M
IE Innovator Etfs Trust 0.2% Unchanged 26,958 $1.2M
IE Innovator Etfs Trust 0.2% Trimmed 26% 35,669 $1.17M
Microsoft Corp 0.2% Added 1.1% 2,992 $1.12M
IE Innovator Etfs Trust 0.2% New 55,226 $1.12M
IE Innovator Etfs Trust 0.2% Unchanged 34,099 $1.06M
DE Dimensional ETF Trust 0.2% Added 0.2% 12,835 $1.05M
SS Schwab Strategic Tr 0.1% Added 60% 9,926 $1M
IQ Invesco Qqq Tr 0.1% Added 2.6% 1,273 $937K
IE Innovator Etfs Trust 0.1% Trimmed 11% 25,965 $935K
IE Innovator Etfs Trust 0.1% Unchanged 26,952 $921K
IE Innovator Etfs Trust 0.1% Trimmed 33% 25,047 $795K
IE Innovator Etfs Trust 0.1% Trimmed 15% 19,434 $792K
DE Dimensional ETF Trust 0.1% Added 4.9% 14,479 $735K
DE Dimensional ETF Trust 0.1% Added 0.9% 15,597 $703K
IE Innovator Etfs Trust 0.1% Unchanged 15,320 $703K
IE Innovator Etfs Trust 0.1% Unchanged 14,137 $688K
IE Innovator Etfs Trust 0.1% Unchanged 26,407 $686K
IE Innovator Etfs Trust 0.1% Unchanged 16,150 $680K
Select Water Solutions Inc 0.1% Unchanged 32,397 $647K
IT Ishares Tr 0.1% Unchanged 4,610 $630K
DE Dimensional ETF Trust 0.1% Added 0.6% 11,529 $601K
VW Vanguard World Fd 0.1% Unchanged 3,947 $593K

Showing top 60 of 103 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q2 2026

quarter ended June 30, 2026 · filed August 10, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Trimmed −111,346 −$6.06M 8.7%
DE Dimensional ETF Trust Trimmed −156,422 −$5.83M 13.1%
DE Dimensional ETF Trust Trimmed −52,915 −$2.91M 4.5%
DE Dimensional ETF Trust Trimmed −71,184 −$2.81M 4.4%
DE Dimensional ETF Trust Added +62,442 +$2.64M 12.9%
DE Dimensional ETF Trust Trimmed −32,766 −$2.29M 2.6%
DE Dimensional ETF Trust Trimmed −48,689 −$1.96M 4.9%
DE Dimensional ETF Trust Trimmed −35,243 −$1.82M 14.0%
Apple Inc Trimmed −6,055 −$1.75M 0.9%
IE Innovator Etfs Trust Trimmed −34,524 −$1.46M 0.5%

Showing the 10 largest of 82 changes.

Q1 2026

quarter ended March 31, 2026 · filed May 12, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +97,042 +$4.38M 12.8%
DE Dimensional ETF Trust Added +59,631 +$3.22M 9.8%
DE Dimensional ETF Trust Added +64,264 +$2.36M 3.8%
IE Innovator Etfs Trust Added +55,429 +$2.21M 0.7%
DE Dimensional ETF Trust Trimmed −61,055 −$2.18M 4.5%
IE Innovator Etfs Trust Exited −41,000 −$1.9M —
DE Dimensional ETF Trust Added +38,786 +$1.86M 8.9%
DE Dimensional ETF Trust Added +18,268 +$1.3M 2.8%
DE Dimensional ETF Trust Added +20,176 +$978K 4.4%
DE Dimensional ETF Trust New +12,812 +$908K 0.1%

Showing the 10 largest of 73 changes.

Q4 2025

quarter ended December 31, 2025 · filed February 13, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +180,668 +$9.77M 9.5%
DE Dimensional ETF Trust Added +124,607 +$5.83M 12.9%
DE Dimensional ETF Trust Trimmed −162,712 −$5.57M 4.7%
DE Dimensional ETF Trust Added +85,477 +$4.1M 8.8%
DE Dimensional ETF Trust Added +89,648 +$3.41M 3.6%
DE Dimensional ETF Trust Trimmed −41,855 −$2.49M 2.8%
DE Dimensional ETF Trust Added +32,809 +$2.29M 2.6%
DE Dimensional ETF Trust Added +43,970 +$2.05M 4.2%
DE Dimensional ETF Trust Added +62,550 +$1.65M 3.9%
IE Innovator Etfs Trust Trimmed −38,180 −$1.15M 0.3%

Showing the 10 largest of 77 changes.

Q3 2025

quarter ended September 30, 2025 · filed November 12, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +161,915 +$7.41M 12.3%
DE Dimensional ETF Trust Added +101,958 +$5.67M 8.6%
DE Dimensional ETF Trust Added +108,922 +$4.11M 3.2%
DE Dimensional ETF Trust Added +75,590 +$3.23M 13.7%
DE Dimensional ETF Trust Added +90,817 +$2.98M 13.6%
DE Dimensional ETF Trust Added +61,192 +$2.95M 8.6%
DE Dimensional ETF Trust Trimmed −87,308 −$2.87M 5.6%
DE Dimensional ETF Trust Added +39,451 +$2.7M 2.3%
DE Dimensional ETF Trust Added +52,138 +$2.33M 3.9%
DE Dimensional ETF Trust Added +57,116 +$1.56M 3.9%

Showing the 10 largest of 71 changes.

Q2 2025

quarter ended June 30, 2025 · filed August 11, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +770,534 +$42M 8.3%
DE Dimensional ETF Trust Trimmed −934,113 −$39.5M 14.4%
DE Dimensional ETF Trust Added +352,599 +$12.5M 2.6%
DE Dimensional ETF Trust Trimmed −364,498 −$11.3M 6.4%
DE Dimensional ETF Trust Added +136,854 +$8.72M 2.0%
DE Dimensional ETF Trust Added +191,920 +$8.13M 11.3%
DE Dimensional ETF Trust Trimmed −115,096 −$6.21M 3.5%
DE Dimensional ETF Trust Added +142,511 +$6.03M 3.7%
IE Innovator Etfs Trust New +153,864 +$5.81M 1.0%
IE Innovator Etfs Trust Trimmed −79,088 −$3.14M 0.2%

Showing the 10 largest of 79 changes.

Q1 2025

quarter ended March 31, 2025 · filed August 11, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +55,582 +$2.97M 0.8%
IE Innovator Etfs Trust Added +70,199 +$2.8M 0.7%
IE Innovator Etfs Trust New +102,772 +$2.75M 0.5%
DE Dimensional ETF Trust Added +61,249 +$2.35M 9.8%
DE Dimensional ETF Trust Added +46,531 +$1.96M 23.4%
DE Dimensional ETF Trust New +55,225 +$1.83M 0.4%
IE Innovator Etfs Trust Exited −60,770 −$1.74M —
DE Dimensional ETF Trust Trimmed −48,962 −$1.5M 9.1%
DE Dimensional ETF Trust Added +52,991 +$1.39M 3.9%
IE Innovator Etfs Trust Trimmed −34,698 −$1.24M 0.1%

Showing the 10 largest of 74 changes.

Q4 2024

quarter ended December 31, 2024 · filed February 13, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +112,736 +$4.65M 23.4%
DE Dimensional ETF Trust Added +143,627 +$3.71M 12.8%
DE Dimensional ETF Trust Added +109,172 +$3.28M 9.5%
DE Dimensional ETF Trust Added +62,692 +$2.94M 10.1%
DE Dimensional ETF Trust Added +57,993 +$2.35M 10.1%
IE Innovator Etfs Trust Trimmed −57,847 −$2.17M 0.8%
IE Innovator Etfs Trust Added +65,609 +$1.98M 0.7%
IE Innovator Etfs Trust New +50,412 +$1.86M 0.4%
IE Innovator Etfs Trust New +60,770 +$1.74M 0.4%
IE Innovator Etfs Trust Trimmed −47,670 −$1.4M 0.4%

Showing the 10 largest of 83 changes.

Q3 2024

quarter ended September 30, 2024 · filed November 13, 2024

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +247,575 +$10.7M 23.8%
DE Dimensional ETF Trust Added +156,439 +$4.82M 9.2%
DE Dimensional ETF Trust Added +100,620 +$4.8M 9.8%
BH Berkshire Hathaway Inc Del New +9,385 +$4.32M 0.9%
DE Dimensional ETF Trust Added +150,105 +$4.22M 13.3%
DE Dimensional ETF Trust Added +48,191 +$1.91M 9.6%
DE Dimensional ETF Trust Added +54,653 +$1.58M 4.0%
DE Dimensional ETF Trust Added +52,993 +$1.45M 4.6%
DE Dimensional ETF Trust Added +23,677 +$1.32M 5.4%
IE Innovator Etfs Trust Added +35,884 +$1.22M 0.3%

Showing the 10 largest of 79 changes.

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