# EDGAR Filing Document

**Accession Number:** 0001950118
**File Stem:** 0001950118-25-000002
**Filing Date:** 2025-8
**Character Count:** 13253
**Document Hash:** bc72f9a2458413ae3c8183429ef3f333
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001950118-25-000002.hdr.sgml**: 20250811

**ACCESSION NUMBER**: 0001950118-25-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250811

**DATE AS OF CHANGE**: 20250811

**EFFECTIVENESS DATE**: 20250811

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WPWealth LLP
- **CENTRAL INDEX KEY:** 0001950118

**ORGANIZATION NAME:**
- **EIN:** 752852951
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22782
- **FILM NUMBER:** 251200930

**BUSINESS ADDRESS:**
- **STREET 1:** 640 TAYLOR STREET
- **STREET 2:** SUITE 2200
- **CITY:** FORT WORTH
- **STATE:** TX
- **ZIP:** 76102
- **BUSINESS PHONE:** 8172599738

**MAIL ADDRESS:**
- **STREET 1:** 640 TAYLOR STREET
- **STREET 2:** SUITE 2200
- **CITY:** FORT WORTH
- **STATE:** TX
- **ZIP:** 76102

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WPWealth LLP<br>**Address:** 640 TAYLOR STREET<br>SUITE 2200<br>FORT WORTH, TX 76102

**Form 13F File Number:** 028-22782

**CRD Number (if applicable):** 000145467

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Rebecca Sierp<br>**Title:** CCO<br>**Phone:** 817-259-9738

**Signature, Place, and Date of Signing:**

Rebecca Sierp  Fort Worth, TX  08-11-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 90

**Form 13F Information Table Value Total:** $554477346

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 294301 | 2074 | SH |  | SOLE | 0 | 0 | 0 | 2074 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 262230 | 1488 | SH |  | SOLE | 0 | 0 | 0 | 1488 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 320192 | 1805 | SH |  | SOLE | 0 | 0 | 0 | 1805 |
| AMAZON COM INC | COM | 023135106 |  | 1447715 | 6599 | SH |  | SOLE | 0 | 0 | 0 | 6599 |
| APPLE INC | COM | 037833100 |  | 5318837 | 25924 | SH |  | SOLE | 0 | 0 | 0 | 25924 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 507527 | 613 | SH |  | SOLE | 0 | 0 | 0 | 613 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2760631 | 5683 | SH |  | SOLE | 0 | 0 | 0 | 5683 |
| BROADCOM INC | COM | 11135F101 |  | 329402 | 1195 | SH |  | SOLE | 0 | 0 | 0 | 1195 |
| CHEVRON CORP NEW | COM | 166764100 |  | 359550 | 2511 | SH |  | SOLE | 0 | 0 | 0 | 2511 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 49183537 | 1024444 | SH |  | SOLE | 0 | 0 | 0 | 1024444 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 79759012 | 1887341 | SH |  | SOLE | 0 | 0 | 0 | 1887341 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 997453 | 21030 | SH |  | SOLE | 0 | 0 | 0 | 21030 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 14502214 | 407824 | SH |  | SOLE | 0 | 0 | 0 | 407824 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 1157587 | 49343 | SH |  | SOLE | 0 | 0 | 0 | 49343 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 75933265 | 2442369 | SH |  | SOLE | 0 | 0 | 0 | 2442369 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 1219754 | 40876 | SH |  | SOLE | 0 | 0 | 0 | 40876 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 20471111 | 484180 | SH |  | SOLE | 0 | 0 | 0 | 484180 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 588890 | 14943 | SH |  | SOLE | 0 | 0 | 0 | 14943 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 1132868 | 28863 | SH |  | SOLE | 0 | 0 | 0 | 28863 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 |  | 583817 | 11135 | SH |  | SOLE | 0 | 0 | 0 | 11135 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 21780361 | 811791 | SH |  | SOLE | 0 | 0 | 0 | 811791 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 35261998 | 1136750 | SH |  | SOLE | 0 | 0 | 0 | 1136750 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 |  | 1346906 | 20148 | SH |  | SOLE | 0 | 0 | 0 | 20148 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VEC | 25434V641 |  | 1143383 | 16590 | SH |  | SOLE | 0 | 0 | 0 | 16590 |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 |  | 46080772 | 845674 | SH |  | SOLE | 0 | 0 | 0 | 845674 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 62630850 | 1478538 | SH |  | SOLE | 0 | 0 | 0 | 1478538 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 24331904 | 840480 | SH |  | SOLE | 0 | 0 | 0 | 840480 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 5017613 | 140000 | SH |  | SOLE | 0 | 0 | 0 | 140000 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 10863262 | 170511 | SH |  | SOLE | 0 | 0 | 0 | 170511 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 19515586 | 361668 | SH |  | SOLE | 0 | 0 | 0 | 361668 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 3184256 | 108419 | SH |  | SOLE | 0 | 0 | 0 | 108419 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 242188 | 7810 | SH |  | SOLE | 0 | 0 | 0 | 7810 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 923846 | 8570 | SH |  | SOLE | 0 | 0 | 0 | 8570 |
| HONEYWELL INTL INC | COM | 438516106 |  | 468787 | 2013 | SH |  | SOLE | 0 | 0 | 0 | 2013 |
| INNOVATOR ETFS TRUST | INTL DEVELOPED P | 45783Y350 |  | 2936268 | 102772 | SH |  | SOLE | 0 | 0 | 0 | 102772 |
| INNOVATOR ETFS TRUST | INTL DEVELOPED P | 45783Y293 |  | 1053747 | 37314 | SH |  | SOLE | 0 | 0 | 0 | 37314 |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | 45783Y285 |  | 945906 | 34099 | SH |  | SOLE | 0 | 0 | 0 | 34099 |
| INNOVATOR ETFS TRUST | GROWTH 100 PWR B | 45783Y129 |  | 477323 | 17335 | SH |  | SOLE | 0 | 0 | 0 | 17335 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N106 |  | 302337 | 11680 | SH |  | SOLE | 0 | 0 | 0 | 11680 |
| INNOVATOR ETFS TRUST | EQUITY DEFIN 1YR | 45784N700 |  | 217620 | 8372 | SH |  | SOLE | 0 | 0 | 0 | 8372 |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | 45784N775 |  | 643842 | 26407 | SH |  | SOLE | 0 | 0 | 0 | 26407 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 45782C839 |  | 1470018 | 39957 | SH |  | SOLE | 0 | 0 | 0 | 39957 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C813 |  | 1799867 | 41046 | SH |  | SOLE | 0 | 0 | 0 | 41046 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C797 |  | 4645548 | 112483 | SH |  | SOLE | 0 | 0 | 0 | 112483 |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | 45782C870 |  | 3396038 | 91071 | SH |  | SOLE | 0 | 0 | 0 | 91071 |
| INNOVATOR ETFS TRUST | US EQT BUFR APR | 45782C888 |  | 581160 | 12861 | SH |  | SOLE | 0 | 0 | 0 | 12861 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C748 |  | 1199798 | 30176 | SH |  | SOLE | 0 | 0 | 0 | 30176 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUN | 45782C755 |  | 618635 | 14137 | SH |  | SOLE | 0 | 0 | 0 | 14137 |
| INNOVATOR ETFS TRUST | EMRGNG MKT JULY | 45782C714 |  | 496605 | 17941 | SH |  | SOLE | 0 | 0 | 0 | 17941 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 45782C672 |  | 691100 | 18467 | SH |  | SOLE | 0 | 0 | 0 | 18467 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C656 |  | 306143 | 7487 | SH |  | SOLE | 0 | 0 | 0 | 7487 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C573 |  | 920539 | 23293 | SH |  | SOLE | 0 | 0 | 0 | 23293 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C540 |  | 612953 | 15320 | SH |  | SOLE | 0 | 0 | 0 | 15320 |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | 45782C532 |  | 274029 | 7520 | SH |  | SOLE | 0 | 0 | 0 | 7520 |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | 45782C524 |  | 3718045 | 108696 | SH |  | SOLE | 0 | 0 | 0 | 108696 |
| INNOVATOR ETFS TRUST | EMRGNG MKT JAN | 45782C516 |  | 1070000 | 33397 | SH |  | SOLE | 0 | 0 | 0 | 33397 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C417 |  | 387474 | 10194 | SH |  | SOLE | 0 | 0 | 0 | 10194 |
| INNOVATOR ETFS TRUST | US EQTY BUFR MAR | 45782C391 |  | 396885 | 8093 | SH |  | SOLE | 0 | 0 | 0 | 8093 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C383 |  | 2242582 | 53104 | SH |  | SOLE | 0 | 0 | 0 | 53104 |
| INNOVATOR ETFS TRUST | INTRNL DEV APRL | 45782C367 |  | 1665247 | 56951 | SH |  | SOLE | 0 | 0 | 0 | 56951 |
| INNOVATOR ETFS TRUST | EMRGNG MKT APRIL | 45782C359 |  | 1375727 | 49170 | SH |  | SOLE | 0 | 0 | 0 | 49170 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C318 |  | 5814244 | 153864 | SH |  | SOLE | 0 | 0 | 0 | 153864 |
| INNOVATOR ETFS TRUST | US EQTY BUFR MAY | 45782C326 |  | 1132943 | 26847 | SH |  | SOLE | 0 | 0 | 0 | 26847 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 |  | 873186 | 27219 | SH |  | SOLE | 0 | 0 | 0 | 27219 |
| INNOVATOR ETFS TRUST | INTERNATIONAL DV | 45782C631 |  | 2193820 | 66735 | SH |  | SOLE | 0 | 0 | 0 | 66735 |
| INNOVATOR ETFS TRUST | EMERGING MKT PWR | 45782C623 |  | 685098 | 24242 | SH |  | SOLE | 0 | 0 | 0 | 24242 |
| INVESCO DB COMMDY INDX TRCK | UNIT | 46138B103 |  | 245166 | 11241 | SH |  | SOLE | 0 | 0 | 0 | 11241 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 272610 | 1500 | SH |  | SOLE | 0 | 0 | 0 | 1500 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 807788 | 1464 | SH |  | SOLE | 0 | 0 | 0 | 1464 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 290192 | 4679 | SH |  | SOLE | 0 | 0 | 0 | 4679 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 497004 | 4610 | SH |  | SOLE | 0 | 0 | 0 | 4610 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 346672 | 1196 | SH |  | SOLE | 0 | 0 | 0 | 1196 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 502245 | 1084 | SH |  | SOLE | 0 | 0 | 0 | 1084 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 352432 | 642 | SH |  | SOLE | 0 | 0 | 0 | 642 |
| META PLATFORMS INC | CL A | 30303M102 |  | 297450 | 403 | SH |  | SOLE | 0 | 0 | 0 | 403 |
| MICROSOFT CORP | COM | 594918104 |  | 1343504 | 2701 | SH |  | SOLE | 0 | 0 | 0 | 2701 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1960055 | 12406 | SH |  | SOLE | 0 | 0 | 0 | 12406 |
| SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 |  | 279910 | 32397 | SH |  | SOLE | 0 | 0 | 0 | 32397 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 969055 | 3179 | SH |  | SOLE | 0 | 0 | 0 | 3179 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 5603340 | 9069 | SH |  | SOLE | 0 | 0 | 0 | 9069 |
| TARGA RES CORP | COM | 87612G101 |  | 256072 | 1471 | SH |  | SOLE | 0 | 0 | 0 | 1471 |
| TEXAS INSTRS INC | COM | 882508104 |  | 247275 | 1191 | SH |  | SOLE | 0 | 0 | 0 | 1191 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 |  | 296902 | 281 | SH |  | SOLE | 0 | 0 | 0 | 281 |
| TWILIO INC | CL A | 90138F102 |  | 460256 | 3701 | SH |  | SOLE | 0 | 0 | 0 | 3701 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 236030 | 416 | SH |  | SOLE | 0 | 0 | 0 | 416 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2744073 | 9029 | SH |  | SOLE | 0 | 0 | 0 | 9029 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 210810 | 1030 | SH |  | SOLE | 0 | 0 | 0 | 1030 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 470167 | 3947 | SH |  | SOLE | 0 | 0 | 0 | 3947 |
| WALMART INC | COM | 931142103 |  | 467855 | 4785 | SH |  | SOLE | 0 | 0 | 0 | 4785 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 254151 | 3035 | SH |  | SOLE | 0 | 0 | 0 | 3035 |

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