Universe · entity

WT Wealth Management

Institutional manager (13F) · CIK 1780507
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $268M
#IssuerValueShares
1SCHWAB STRATEGIC TR$29M1,173,635
2ETFS GOLD TR$19M426,633
3WISDOMTREE TR$11M221,260
4NVIDIA CORPORATION$11M61,494
5JANUS DETROIT STR TR$10M207,877
6ALPHABET INC$10M34,208
7VANECK ETF TRUST$9M23,391
8AMAZON COM INC$8M39,819
9ISHARES TR$8M162,706
10SCHWAB STRATEGIC TR$8M340,592
11J P MORGAN EXCHANGE TRADED F$7M147,526
12APPLE INC$7M28,948
13JANUS DETROIT STR TR$6M121,409
14HARBOR ETF TRUST$6M125,948
15TIDAL TRUST III$5M226,848
16SELECT SECTOR SPDR TR$5M108,454
17SCHWAB STRATEGIC TR$5M212,692
18INVESCO EXCHANGE TRADED FD T$5M31,625
19VANECK ETF TRUST$5M50,384
20GLOBAL X FDS$5M100,857
21SCHWAB STRATEGIC TR$5M199,153
22MICROSOFT CORP$4M12,004
23META PLATFORMS INC$4M7,542
24BONDBLOXX ETF TRUST$4M85,169
25ABRDN SILVER ETF TRUST$4M52,035
26COSTCO WHOLESALE CORPORATION$4M3,686
27WALMART INC$4M28,961
28ISHARES TR$3M23,515
29TESLA INC$3M8,025
30INVESCO EXCH TRADED FD TR II$3M39,946
31SSGA ACTIVE ETF TR$3M71,549
32SCHWAB STRATEGIC TR$3M91,052
33INVESCO EXCH TRADED FD TR II$3M137,770
34SCHWAB STRATEGIC TR$3M114,619
35PROCURE ETF TRUST II$3M60,966
36VISA INC$3M8,830
37VANECK ETF TRUST$3M6,508
38GLOBAL X FDS$3M36,998
39VANECK ETF TRUST$3M29,369
40ISHARES INC$2M31,358
41GLOBAL X FDS$2M101,116
42NETFLIX INC.$2M23,900
43HOME DEPOT INC$2M6,831
44SPDR SERIES TRUST$2M85,496
45MASTERCARD INCORPORATED$2M4,083
46INVESCO ACTVELY MNGD ETC FD$2M55,520
47SPOTIFY TECHNOLOGY S A$2M4,076
48NEOS ETF TRUST$2M39,319
49VANECK ETF TRUST$2M20,760
50WISDOMTREE TR$2M39,255
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.