WT Wealth Management

13F filer · CIK 0001780507

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$361MU.S. long equity reported on 13F

Positions8011 new · 10 closed

Net flow last quarter+$7.9MBuys minus sells

Top 10 positions weight26.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 202680 positions
SGOLabrdn Gold ETF Trust	$15.7M	4.35%	0.23%	-3.7%	Q3 2019
SMHMarket Vectors ETF Trust	$12.7M	3.53%	Not reported	-17.0%	Q3 2019
NVDANvidia Corp	$12.2M	3.37%	0.00%	-1.1%	Q1 2024
GOOGAlphabet Inc.	$11.8M	3.27%	Not reported	-2.3%	Q3 2019
AMZNAmazon Com Inc	$9.62M	2.67%	0.00%	+1.4%	Q3 2019
AAPLApple Inc.	$9.16M	2.54%	0.00%	+9.4%	Q3 2019
SCHISterling Chemicals Inc	$8.74M	2.42%	Not reported	+13.3%	Q3 2024
METAMeta Platforms, Inc.	$5.92M	1.64%	Not reported	+39.3%	Q3 2019
MSFTMicrosoft Corp	$5.81M	1.61%	0.00%	+29.8%	Q3 2019
AIQAlliance HealthCare Services, Inc	$5.28M	1.46%	0.74%	+539.4%	Q1 2025
TSLATesla, Inc.	$4.7M	1.30%	0.00%	+39.1%	Q1 2021
COSTCostco Wholesale Corp	$3.95M	1.10%	0.00%	+14.7%	Q3 2019
GSGoldman Sachs Group Inc	$3.43M	0.95%	0.00%	Not reported	Q1 2021
VVisa Inc.	$3.21M	0.89%	0.00%	+5.9%	Q3 2019
QQQInvesco QQQ Trust, Series 1	$3.2M	0.89%	Not reported	+33.6%	Q4 2020
EMXCEmax Holdings Corp	$3.12M	0.86%	Not reported	-2.8%	Q4 2021
SIVRabrdn Silver ETF Trust	$2.86M	0.79%	0.07%	-2.3%	Q3 2023
MAMastercard Inc	$2.52M	0.70%	0.00%	+20.0%	Q3 2019
RDDTReddit, Inc.	$2.35M	0.65%	Not reported	+12.3%	Q3 2025
LYVLive Nation Entertainment, Inc.	$2.31M	0.64%	0.01%	+6.5%	Q3 2025
REMXRemedytemp Inc	$2.29M	0.63%	Not reported	-11.8%	Q4 2021
WMTWalmart Inc.	$2.27M	0.63%	0.00%	-30.7%	Q3 2019
EXPEExpedia Group, Inc.	$2.25M	0.62%	0.01%	+19.3%	Q1 2021
HOODRobinhood Markets, Inc.	$2.24M	0.62%	0.01%	+5.8%	Q3 2025
WMWaste Management Inc	$2.14M	0.59%	0.00%	+38.4%	Q2 2021
SBUXStarbucks Corp	$2.11M	0.58%	0.00%	+11.7%	Q4 2020
SHLDSears Holdings Corp	$2.1M	0.58%	0.03%	-4.8%	Q4 2025
SPOTSpotify Technology S.A.	$2.07M	0.57%	0.00%	+10.6%	Q4 2020
SCHWSchwab Charles Corp	$2.06M	0.57%	0.00%	+22.6%	Q1 2023
TJXTJX Companies Inc	$2M	0.55%	0.00%	+12.4%	Q2 2020
MARMarriott International Inc	$1.96M	0.54%	0.00%	+9.9%	Q1 2026
NFLXNetflix Inc	$1.85M	0.51%	0.00%	+8.5%	Q3 2019
DELLDell Technologies Inc.	$1.79M	0.49%	0.00%	New	Q2 2026
TMUST-Mobile US, Inc.	$1.78M	0.49%	0.00%	+19.9%	Q3 2019
BITBBitwise Bitcoin ETF	$1.12M	0.31%	0.05%	-5.9%	Q4 2024
NETLNetlogic Microsystems Inc	$1.1M	0.30%	0.06%	+65.6%	Q1 2026
GLDSPDR Gold Trust	$1.01M	0.28%	0.00%	-4.8%	Q3 2019
FDUSFIDUS INVESTMENT Corp	$975K	0.27%	0.13%	Not reported	Q4 2022
CSCOCisco Systems, Inc.	$898K	0.25%	0.00%	-4.6%	Q3 2019
LLYELI LILLY & Co	$774K	0.21%	0.00%	Not reported	Q2 2020
LOWLowes Companies Inc	$740K	0.20%	0.00%	Not reported	Q3 2019
PPLTabrdn Platinum ETF Trust	$671K	0.19%	0.04%	-26.6%	Q3 2025
MUMicron Technology Inc	$636K	0.18%	0.00%	-33.1%	Q2 2025
MCKMckesson Corp	$616K	0.17%	0.00%	Not reported	Q1 2022
JPMJPMorgan Chase & Co	$547K	0.15%	0.00%	-1.7%	Q2 2020
MELIMercadolibre Inc	$453K	0.13%	0.00%	+1.1%	Q4 2021
AMDAdvanced Micro Devices Inc	$426K	0.12%	0.00%	-51.1%	Q2 2025
SLViShares Silver Trust	$391K	0.11%	0.00%	+2.3%	Q2 2024
XOMExxonMobil Holdings Corp	$361K	0.10%	0.00%	+9.1%	Q3 2019
PANWPalo Alto Networks Inc	$351K	0.10%	0.00%	-24.6%	Q1 2023

Q1 2026Reported Apr 21, 202679 positions
SGOLabrdn Gold ETF Trust	$19M	5.66%	0.24%	-5.7%	Q3 2019
NVDANvidia Corp	$10.7M	3.19%	0.00%	-2.0%	Q1 2024
GOOGAlphabet Inc.	$9.81M	2.92%	Not reported	-5.3%	Q3 2019
SMHMarket Vectors ETF Trust	$8.97M	2.67%	Not reported	+1.1%	Q3 2019
AMZNAmazon Com Inc	$8.29M	2.47%	0.00%	+2.3%	Q3 2019
SCHISterling Chemicals Inc	$7.72M	2.30%	Not reported	-5.4%	Q3 2024
AAPLApple Inc.	$7.35M	2.18%	0.00%	-15.4%	Q3 2019
MSFTMicrosoft Corp	$4.44M	1.32%	0.00%	-36.1%	Q3 2019
METAMeta Platforms, Inc.	$4.31M	1.28%	Not reported	-4.0%	Q3 2019
SIVRabrdn Silver ETF Trust	$3.73M	1.11%	0.07%	-13.2%	Q3 2023
COSTCostco Wholesale Corp	$3.67M	1.09%	0.00%	+1.7%	Q3 2019
WMTWalmart Inc.	$3.6M	1.07%	0.00%	-1.7%	Q3 2019
TSLATesla, Inc.	$2.98M	0.89%	0.00%	-4.6%	Q1 2021
VVisa Inc.	$2.67M	0.79%	0.00%	-6.2%	Q3 2019
SHLDSears Holdings Corp	$2.62M	0.78%	0.03%	+13.0%	Q4 2025
REMXRemedytemp Inc	$2.58M	0.77%	Not reported	+1.7%	Q4 2021
EMXCEmax Holdings Corp	$2.47M	0.73%	Not reported	-7.7%	Q4 2021
NFLXNetflix Inc	$2.3M	0.68%	0.00%	-10.2%	Q3 2019
HDHome Depot, Inc.	$2.25M	0.67%	0.00%	-22.3%	Q3 2019
MAMastercard Inc	$2.04M	0.61%	0.00%	-27.3%	Q3 2019
SPOTSpotify Technology S.A.	$1.98M	0.59%	0.00%	+18.0%	Q4 2020
TJXTJX Companies Inc	$1.88M	0.56%	0.00%	-0.1%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$1.88M	0.56%	Not reported	+11.6%	Q4 2020
TMUST-Mobile US, Inc.	$1.86M	0.55%	0.00%	+5.6%	Q3 2019
UBERUber Technologies, Inc	$1.82M	0.54%	0.00%	+13.6%	Q3 2019
LYVLive Nation Entertainment, Inc.	$1.81M	0.54%	0.01%	-2.2%	Q3 2025
SCHWSchwab Charles Corp	$1.71M	0.51%	0.00%	Not reported	Q1 2023
EXPEExpedia Group, Inc.	$1.7M	0.51%	0.01%	Not reported	Q1 2021
SHOPShopify Inc.	$1.67M	0.50%	0.00%	Not reported	Q3 2021
SBUXStarbucks Corp	$1.66M	0.49%	0.00%	-0.1%	Q4 2020
RDDTReddit, Inc.	$1.62M	0.48%	Not reported	+41.9%	Q3 2025
WMWaste Management Inc	$1.6M	0.47%	0.00%	Not reported	Q2 2021
MARMarriott International Inc	$1.58M	0.47%	0.00%	New	Q1 2026
WWayfair Inc.	$1.5M	0.45%	Not reported	+27.0%	Q4 2025
HOODRobinhood Markets, Inc.	$1.46M	0.44%	0.01%	+38.1%	Q3 2025
BITBBitwise Bitcoin ETF	$1.38M	0.41%	0.05%	-45.0%	Q4 2024
GLDSPDR Gold Trust	$1.24M	0.37%	0.00%	-0.2%	Q3 2019
PPLTabrdn Platinum ETF Trust	$1.15M	0.34%	0.05%	+13.0%	Q3 2025
FDUSFIDUS INVESTMENT Corp	$890K	0.26%	0.13%	Not reported	Q4 2022
LOWLowes Companies Inc	$793K	0.24%	0.00%	Not reported	Q3 2019
MCKMckesson Corp	$705K	0.21%	0.00%	-2.2%	Q1 2022
CSCOCisco Systems, Inc.	$622K	0.18%	0.00%	-1.9%	Q3 2019
NETLNetlogic Microsystems Inc	$615K	0.18%	0.03%	New	Q1 2026
LLYELI LILLY & Co	$593K	0.18%	0.00%	-2.1%	Q2 2020
AIQAlliance HealthCare Services, Inc	$588K	0.17%	0.12%	-7.4%	Q1 2025
JPMJPMorgan Chase & Co	$500K	0.15%	0.00%	-4.2%	Q2 2020
SLViShares Silver Trust	$487K	0.14%	0.00%	-9.1%	Q2 2024
MELIMercadolibre Inc	$456K	0.14%	0.00%	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$411K	0.12%	0.00%	-22.3%	Q3 2019
PLTRPalantir Technologies Inc.	$323K	0.10%	0.00%	+3.7%	Q4 2024

Q4 2025Reported Feb 2, 202675 positions
SGOLabrdn Gold ETF Trust	$18.6M	5.34%	0.25%	-3.5%	Q3 2019
NVDANvidia Corp	$11.7M	3.36%	0.00%	-1.0%	Q1 2024
GOOGAlphabet Inc.	$11.3M	3.26%	Not reported	-9.9%	Q3 2019
AAPLApple Inc.	$9.3M	2.67%	0.00%	-18.5%	Q3 2019
MSFTMicrosoft Corp	$9.08M	2.61%	0.00%	-1.7%	Q3 2019
AMZNAmazon Com Inc	$8.98M	2.58%	0.00%	+0.4%	Q3 2019
SMHMarket Vectors ETF Trust	$8.33M	2.40%	Not reported	-13.0%	Q3 2019
SCHISterling Chemicals Inc	$8.27M	2.38%	Not reported	+2.2%	Q3 2024
METAMeta Platforms, Inc.	$5.19M	1.49%	Not reported	+8.2%	Q3 2019
SIVRabrdn Silver ETF Trust	$4.06M	1.17%	0.08%	-19.6%	Q3 2023
TSLATesla, Inc.	$3.78M	1.09%	0.00%	-16.6%	Q1 2021
VVisa Inc.	$3.3M	0.95%	0.00%	+17.1%	Q3 2019
WMTWalmart Inc.	$3.28M	0.94%	0.00%	+10.1%	Q3 2019
BITBBitwise Bitcoin ETF	$3.23M	0.93%	0.10%	+16.2%	Q4 2024
MAMastercard Inc	$3.2M	0.92%	0.00%	+19.8%	Q3 2019
COSTCostco Wholesale Corp	$3.12M	0.90%	0.00%	+34.0%	Q3 2019
HDHome Depot, Inc.	$3.02M	0.87%	0.00%	+36.3%	Q3 2019
NFLXNetflix Inc	$2.5M	0.72%	0.00%	+25.2%	Q3 2019
EMXCEmax Holdings Corp	$2.47M	0.71%	Not reported	-1.9%	Q4 2021
REMXRemedytemp Inc	$2.14M	0.61%	Not reported	Not reported	Q4 2021
SHLDSears Holdings Corp	$2.12M	0.61%	0.03%	New	Q4 2025
SPOTSpotify Technology S.A.	$2.01M	0.58%	0.00%	-4.0%	Q4 2020
RDDTReddit, Inc.	$1.95M	0.56%	Not reported	+813.8%	Q3 2025
UBERUber Technologies, Inc	$1.81M	0.52%	0.00%	+10.6%	Q3 2019
TJXTJX Companies Inc	$1.81M	0.52%	0.00%	-11.3%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$1.79M	0.51%	Not reported	+0.6%	Q4 2020
HOODRobinhood Markets, Inc.	$1.73M	0.50%	0.01%	+736.9%	Q3 2025
LYVLive Nation Entertainment, Inc.	$1.72M	0.50%	0.01%	+12.9%	Q3 2025
TMUST-Mobile US, Inc.	$1.71M	0.49%	0.00%	-16.3%	Q3 2019
ZZillow Group, Inc.	$1.67M	0.48%	Not reported	+29.2%	Q3 2025
INTUIntuit Inc.	$1.61M	0.46%	0.00%	Not reported	Q3 2019
WWayfair Inc.	$1.58M	0.45%	Not reported	New	Q4 2025
SBUXStarbucks Corp	$1.56M	0.45%	0.00%	Not reported	Q4 2020
GLDSPDR Gold Trust	$1.15M	0.33%	0.00%	-0.6%	Q3 2019
PPLTabrdn Platinum ETF Trust	$1.07M	0.31%	0.00%	+17.2%	Q3 2025
FDUSFIDUS INVESTMENT Corp	$986K	0.28%	0.13%	Not reported	Q4 2022
LOWLowes Companies Inc	$810K	0.23%	0.00%	Not reported	Q3 2019
LLYELI LILLY & Co	$708K	0.20%	0.00%	+1.5%	Q2 2020
AIQAlliance HealthCare Services, Inc	$692K	0.20%	0.13%	+11.6%	Q1 2025
MCKMckesson Corp	$683K	0.20%	0.00%	-0.1%	Q1 2022
CSCOCisco Systems, Inc.	$630K	0.18%	0.00%	-5.8%	Q3 2019
JPMJPMorgan Chase & Co	$571K	0.16%	0.00%	-1.8%	Q2 2020
MELIMercadolibre Inc	$532K	0.15%	0.00%	+131.6%	Q4 2021
SLViShares Silver Trust	$507K	0.15%	0.00%	-16.8%	Q2 2024
PLTRPalantir Technologies Inc.	$379K	0.11%	0.00%	-12.9%	Q4 2024
MUMicron Technology Inc	$376K	0.11%	0.00%	-20.2%	Q2 2025
XOMExxonMobil Holdings Corp	$375K	0.11%	0.00%	+3.8%	Q3 2019
AXPAmerican Express Co	$341K	0.10%	0.00%	Not reported	Q1 2024
AMDAdvanced Micro Devices Inc	$319K	0.09%	0.00%	-6.1%	Q2 2025
NEMNEWMONT Corp	$306K	0.09%	0.00%	+0.2%	Q1 2022

Q3 2025Reported Oct 22, 202579 positions
SGOLabrdn Gold ETF Trust	$17.3M	4.96%	0.27%	+26.3%	Q3 2019
NVDANvidia Corp	$11.8M	3.40%	0.00%	-6.3%	Q1 2024
AAPLApple Inc.	$10.7M	3.07%	0.00%	-5.9%	Q3 2019
MSFTMicrosoft Corp	$9.89M	2.85%	0.00%	-1.6%	Q3 2019
GOOGAlphabet Inc.	$9.76M	2.81%	Not reported	-5.2%	Q3 2019
SMHMarket Vectors ETF Trust	$8.68M	2.50%	Not reported	-7.3%	Q3 2019
AMZNAmazon Com Inc	$8.51M	2.45%	0.00%	-12.8%	Q3 2019
SCHISterling Chemicals Inc	$8.13M	2.34%	Not reported	+4.2%	Q3 2024
METAMeta Platforms, Inc.	$5.33M	1.54%	Not reported	+16.3%	Q3 2019
TSLATesla, Inc.	$4.48M	1.29%	0.00%	+8.3%	Q1 2021
BITBBitwise Bitcoin ETF	$3.64M	1.05%	0.08%	+126.3%	Q4 2024
SIVRabrdn Silver ETF Trust	$3.32M	0.96%	0.11%	+15.5%	Q3 2023
WMTWalmart Inc.	$2.76M	0.79%	0.00%	-18.1%	Q3 2019
VVisa Inc.	$2.74M	0.79%	0.00%	+6.9%	Q3 2019
MAMastercard Inc	$2.67M	0.77%	0.00%	+2.6%	Q3 2019
HDHome Depot, Inc.	$2.61M	0.75%	0.00%	-21.4%	Q3 2019
UNHUnitedhealth Group Inc	$2.57M	0.74%	0.00%	-4.6%	Q4 2022
NFLXNetflix Inc	$2.55M	0.73%	0.00%	-19.9%	Q3 2019
VZVerizon Communications Inc	$2.51M	0.72%	0.00%	+30.1%	Q3 2019
SPOTSpotify Technology S.A.	$2.51M	0.72%	0.00%	+14.4%	Q4 2020
COSTCostco Wholesale Corp	$2.5M	0.72%	0.00%	-0.6%	Q3 2019
WMWaste Management Inc	$2.48M	0.71%	0.00%	+10.7%	Q2 2021
TMUST-Mobile US, Inc.	$2.4M	0.69%	0.00%	+31.3%	Q3 2019
EMXCEmax Holdings Corp	$2.34M	0.67%	Not reported	-15.5%	Q4 2021
UBERUber Technologies, Inc	$1.97M	0.57%	0.00%	-4.2%	Q3 2019
TJXTJX Companies Inc	$1.92M	0.55%	0.00%	+2.9%	Q2 2020
EBAYEbay Inc	$1.81M	0.52%	0.00%	-18.5%	Q4 2022
EFXEquifax Inc	$1.77M	0.51%	0.01%	+9.2%	Q2 2025
LYVLive Nation Entertainment, Inc.	$1.75M	0.50%	0.00%	New	Q3 2025
QQQInvesco QQQ Trust, Series 1	$1.74M	0.50%	Not reported	+12.0%	Q4 2020
ZZillow Group, Inc.	$1.46M	0.42%	Not reported	New	Q3 2025
FDUSFIDUS INVESTMENT Corp	$1.04M	0.30%	0.14%	-1.4%	Q4 2022
GLDSPDR Gold Trust	$1.03M	0.30%	0.00%	+5.4%	Q3 2019
SMCISuper Micro Computer, Inc.	$865K	0.25%	0.00%	+13.9%	Q3 2024
LOWLowes Companies Inc	$844K	0.24%	0.00%	Not reported	Q3 2019
DBBInvesco DB Base Metals Fund	$714K	0.21%	0.57%	-16.2%	Q3 2024
PPLTabrdn Platinum ETF Trust	$698K	0.20%	0.04%	New	Q3 2025
ETEnergy Transfer LP	$686K	0.20%	0.00%	-12.3%	Q3 2023
DBAInvesco DB Agriculture Fund	$679K	0.20%	0.09%	-12.6%	Q3 2024
MCKMckesson Corp	$644K	0.19%	0.00%	+0.1%	Q1 2022
PAAPlains All American Pipeline LP	$632K	0.18%	0.01%	-13.3%	Q3 2023
AIQAlliance HealthCare Services, Inc	$602K	0.17%	0.11%	+10.5%	Q1 2025
CSCOCisco Systems, Inc.	$594K	0.17%	0.00%	+0.5%	Q3 2019
JPMJPMorgan Chase & Co	$569K	0.16%	0.00%	-5.5%	Q2 2020
LLYELI LILLY & Co	$495K	0.14%	0.00%	-20.3%	Q2 2020
PLTRPalantir Technologies Inc.	$447K	0.13%	0.00%	-13.4%	Q4 2024
SLViShares Silver Trust	$401K	0.12%	0.00%	+1.2%	Q2 2024
XOMExxonMobil Holdings Corp	$338K	0.10%	0.00%	-2.7%	Q3 2019
AXPAmerican Express Co	$307K	0.09%	0.00%	Not reported	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$289K	0.08%	0.00%	-17.7%	Q4 2024

Premium opens every quarter this fund has filed