WR Wealth Planners, LLC
Annual return '25
+3.2%
SPY '25
+17.7%
Alpha
-14.5ptsvs SPY
Invested
$138.3M
Holdings
80
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFGX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
24.2%
02
$LLY
ELI LILLY & CO
Held since at least Q1 2024
20.4%
03
$AAPL
APPLE INC
Q1 2026: New position (7.9k shares)
5.4%
04
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
4.1%
05
$SCHX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.6%
06
$VTEB
VANGUARD MUN BD FDS
Held since at least Q1 2024
2.6%
07
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.3%
08
$SCHA
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.1%
09
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
2.1%
10
$SCHB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:33 UTC.