Stapp Wealth Management, Pllc

$77M 13F equity value
34 Holdings
Quarter ended September 30, 2026

The latest 13F on file for Stapp Wealth Management, Pllc covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
ORREA SERIES TRUST252,882$10M12.4%
GDEWISDOMTREE TR125,722$8M10.4%
WCPBNORTHERN LTS FD TR II322,748$8M10.1%
TFPNTIDAL TRUST II235,771$7M9.1%
GLDMWORLD GOLD TR74,415$6M7.9%
XOPSPDR SERIES TRUST23,543$4M5.5%
BOXXEA SERIES TRUST31,559$4M4.8%
RSSTTIDAL TRUST II75,144$3M3.4%
RSBATIDAL TRUST II127,112$3M3.3%
TYASIMPLIFY EXCHANGE TRADED FUN220,586$2M3.1%

Track Stapp Wealth Management, Pllc's 13F portfolio: $77M in reported holdings, 34 positions. Top holdings and quarterly changes on SentiSense.

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