WPWealth LLP
WPWealth LLP reported 103 holdings worth US$674M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
WPWealth LLP reported 103 holdings worth US$674M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Berkshire Hathaway Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 103
- Value as reported
- US$674M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 20,821 | US$6.02M | 0.89% |
| Nvidia Corporation | 13,193 | US$2.64M | 0.39% |
| Berkshire Hathaway Inc. | 4,634 | US$2.32M | 0.34% |
| Amazon.com, Inc. | 7,245 | US$1.73M | 0.26% |
| Advanced Micro Devices Inc | 2,206 | US$1.28M | 0.19% |
| Exxon Mobil Corporation | 8,787 | US$1.2M | 0.18% |
| Microsoft Corp. | 2,992 | US$1.12M | 0.17% |
| Alphabet Inc (google) Class C | 2,820 | US$1.01M | 0.15% |
| Select Water Solutions, Inc. | 32,397 | US$647K | 0.10% |
| Walmart Inc. | 4,780 | US$541K | 0.08% |
| Chevron Corporation | 2,860 | US$474K | 0.07% |
| Lockheed Martin Corporation | 882 | US$449K | 0.07% |
| Broadcom Inc. | 1,151 | US$435K | 0.06% |
| Eli Lilly And Company | 358 | US$430K | 0.06% |
| Jp Morgan Chase & Co. | 1,303 | US$427K | 0.06% |
| Tesla, Inc. | 984 | US$414K | 0.06% |
| Caris Life Sciences, Inc. | 23,025 | US$410K | 0.06% |
| Targa Resources, Inc. | 1,471 | US$394K | 0.06% |
| Texas Instruments Incorporated | 1,172 | US$349K | 0.05% |
| Axon Enterprise, Inc. | 605 | US$339K | 0.05% |
| Enterprise Products Partners L.p. | 9,186 | US$338K | 0.05% |
| Micron Technology, Inc. | 241 | US$278K | 0.04% |
| Meta Platforms, Inc. | 455 | US$257K | 0.04% |
| Valero Energy Corporation | 791 | US$206K | 0.03% |
| Space Exploration Technologies Corp | 1,175 | US$201K | 0.03% |
| Crescent Energy Company | 17,425 | US$171K | 0.03% |
| Texas Pacific Land Corporation | 0 | US$0 | 0.00% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Martin Marietta Materials, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related