WPWealth LLP
Filing Date
Global Rank
#7,420
/ 8,603
▲ 60
· as of Mar 2026
Top Industry
Consumer Electronics
30.9%
3Y Alpha vs SPY
-1.1%
Period ended 3 months ago
Filed May 12, 2026 · 58d
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+72.8%
SPY
+76.0%
Annualised alpha
-0.7%
Max drawdown
−19.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
28 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
23.1%
−0.3 pts
Top 5
62.5%
−0.7 pts
Top 10
76.8%
−0.9 pts
HHI
1,095
Diversified−24
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.2% | $11,549,060 |
| Unclassified | 25.2% | $7,421,774 |
| Financial Services | 9.2% | $2,697,854 |
| Energy | 7.7% | $2,256,771 |
| Consumer Cyclical | 5.7% | $1,674,673 |
| Industrials | 4.7% | $1,391,712 |
| Consumer Defensive | 2.9% | $862,077 |
| Communication Services | 2.8% | $827,639 |
| Healthcare | 1.4% | $411,687 |
| Basic Materials | 1.3% | $374,989 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +410 | 14,699 | $2,563,505 | |
| AAPL | Apple Inc. | +105 | 26,876 | $6,820,860 | |
| AMD | Advanced Micro Devices Inc | +17 | 2,216 | $450,800 | |
| TSLA | Tesla, Inc. | +16 | 712 | $264,686 | |
| GLD | Spdr Gold Trust | +13 | 2,514 | $1,081,749 | |
| HON | Honeywell International Inc | +6 | 2,450 | $580,779 | |
| TXN | Texas Instruments Inc | +4 | 1,201 | $233,162 | |
| AXON | Axon Enterprise, Inc. | +4 | 613 | $260,334 | |
| TPL | Texas Pacific Land Corp | +2 | 841 | $399,104 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LMT | Lockheed Martin Corp | −201 | 911 | $550,599 | |
| CVX | Chevron Corp | −191 | 3,119 | $645,321 | |
| SPY | Spdr S&P 500 ETF Trust | −176 | 8,147 | $5,298,319 | |
| WMT | Walmart Inc. | −115 | 5,309 | $659,802 | |
| MSFT | Microsoft Corp | −94 | 2,960 | $1,095,703 | |
| GOOGL | Alphabet Inc. | −92 | 1,758 | $505,530 | |
| AVGO | Broadcom Inc. | −71 | 1,244 | $385,030 | |
| QQQ | Invesco Qqq Trust, Series 1 | −66 | 1,241 | $716,280 | |
| AMZN | Amazon Com Inc | −63 | 6,770 | $1,409,987 | |
| JPM | Jpmorgan Chase & Co | −37 | 1,264 | $371,818 | |
| BRK-B | Berkshire Hathaway Inc | −16 | 4,854 | $2,326,036 | |
| META | Meta Platforms, Inc. | −11 | 563 | $322,109 | |
| TRGP | Targa Resources Corp. | −1 | 1,472 | $369,074 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| COST | Costco Wholesale Corp /New | 203 | $202,275 | |
| No positions match the current search. | ||||
28 positions ·
$29,468,236 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 26,876 | $6,820,860 | 23.15% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 8,147 | $5,298,319 | 17.98% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 14,699 | $2,563,505 | 8.70% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,854 | $2,326,036 | 7.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 6,770 | $1,409,987 | 4.78% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,960 | $1,095,703 | 3.72% | |
| GLD |
Spdr Gold Trust
|
Added | 2,514 | $1,081,749 | 3.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,241 | $716,280 | 2.43% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 5,309 | $659,802 | 2.24% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 3,119 | $645,321 | 2.19% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 2,450 | $580,779 | 1.97% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 911 | $550,599 | 1.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,758 | $505,530 | 1.72% | |
| WTTR |
Select Water Solutions, Inc.
Energy
|
Held | 32,397 | $495,674 | 1.68% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,216 | $450,800 | 1.53% | |
| CAI |
Caris Life Sciences, Inc.
Healthcare
|
Held | 23,025 | $411,687 | 1.40% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Added | 841 | $399,104 | 1.35% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,244 | $385,030 | 1.31% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Held | 637 | $374,989 | 1.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,264 | $371,818 | 1.26% | |
| TRGP |
Targa Resources Corp.
Energy
|
Reduced | 1,472 | $369,074 | 1.25% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 9,186 | $347,598 | 1.18% | |
| DBC |
Invesco DB Commodity Index Tracking Fund
|
Held | 11,241 | $325,426 | 1.10% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 563 | $322,109 | 1.09% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 712 | $264,686 | 0.90% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Added | 613 | $260,334 | 0.88% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 1,201 | $233,162 | 0.79% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 203 | $202,275 | 0.69% |