Universe · entity
WT Wealth Management
Institutional manager (13F) · CIK 1780507
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $268M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $29M | 1,173,635 |
| 2 | ETFS GOLD TR | $19M | 426,633 |
| 3 | WISDOMTREE TR | $11M | 221,260 |
| 4 | NVIDIA CORPORATION | $11M | 61,494 |
| 5 | JANUS DETROIT STR TR | $10M | 207,877 |
| 6 | ALPHABET INC | $10M | 34,208 |
| 7 | VANECK ETF TRUST | $9M | 23,391 |
| 8 | AMAZON COM INC | $8M | 39,819 |
| 9 | ISHARES TR | $8M | 162,706 |
| 10 | SCHWAB STRATEGIC TR | $8M | 340,592 |
| 11 | J P MORGAN EXCHANGE TRADED F | $7M | 147,526 |
| 12 | APPLE INC | $7M | 28,948 |
| 13 | JANUS DETROIT STR TR | $6M | 121,409 |
| 14 | HARBOR ETF TRUST | $6M | 125,948 |
| 15 | TIDAL TRUST III | $5M | 226,848 |
| 16 | SELECT SECTOR SPDR TR | $5M | 108,454 |
| 17 | SCHWAB STRATEGIC TR | $5M | 212,692 |
| 18 | INVESCO EXCHANGE TRADED FD T | $5M | 31,625 |
| 19 | VANECK ETF TRUST | $5M | 50,384 |
| 20 | GLOBAL X FDS | $5M | 100,857 |
| 21 | SCHWAB STRATEGIC TR | $5M | 199,153 |
| 22 | MICROSOFT CORP | $4M | 12,004 |
| 23 | META PLATFORMS INC | $4M | 7,542 |
| 24 | BONDBLOXX ETF TRUST | $4M | 85,169 |
| 25 | ABRDN SILVER ETF TRUST | $4M | 52,035 |
| 26 | COSTCO WHOLESALE CORPORATION | $4M | 3,686 |
| 27 | WALMART INC | $4M | 28,961 |
| 28 | ISHARES TR | $3M | 23,515 |
| 29 | TESLA INC | $3M | 8,025 |
| 30 | INVESCO EXCH TRADED FD TR II | $3M | 39,946 |
| 31 | SSGA ACTIVE ETF TR | $3M | 71,549 |
| 32 | SCHWAB STRATEGIC TR | $3M | 91,052 |
| 33 | INVESCO EXCH TRADED FD TR II | $3M | 137,770 |
| 34 | SCHWAB STRATEGIC TR | $3M | 114,619 |
| 35 | PROCURE ETF TRUST II | $3M | 60,966 |
| 36 | VISA INC | $3M | 8,830 |
| 37 | VANECK ETF TRUST | $3M | 6,508 |
| 38 | GLOBAL X FDS | $3M | 36,998 |
| 39 | VANECK ETF TRUST | $3M | 29,369 |
| 40 | ISHARES INC | $2M | 31,358 |
| 41 | GLOBAL X FDS | $2M | 101,116 |
| 42 | NETFLIX INC. | $2M | 23,900 |
| 43 | HOME DEPOT INC | $2M | 6,831 |
| 44 | SPDR SERIES TRUST | $2M | 85,496 |
| 45 | MASTERCARD INCORPORATED | $2M | 4,083 |
| 46 | INVESCO ACTVELY MNGD ETC FD | $2M | 55,520 |
| 47 | SPOTIFY TECHNOLOGY S A | $2M | 4,076 |
| 48 | NEOS ETF TRUST | $2M | 39,319 |
| 49 | VANECK ETF TRUST | $2M | 20,760 |
| 50 | WISDOMTREE TR | $2M | 39,255 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.