Managers / Q1 2023 · view latest →
WPWealth LLP
CIK 0001950118 · 640 TAYLOR STREET, SUITE 2200, FORT WORTH, TX, 76102 · 8172599738
Reported Value
$217M
Q1 2023
Positions
45
Filings on Record
14
2019–present window
Filed
May 12, 2023
original filing
Summary
Wpwealth Llp reported $217M in U.S.-listed holdings across 45 positions for Q1 2023.
The portfolio is heavily concentrated: DFCF alone accounts for 32.0% of reported value.
Compared with Q4 2022, the fund opened 10 new positions and exited 5.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $654M | 97 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $639M | 96 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $612M | 94 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $506M | 87 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $489M | 90 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $482M | 88 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $414M | 70 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $387M | 63 | May 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $323M | 61 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $261M | 60 | Oct 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $217M | 45 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $191.2B | 40 | Jan 31, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.