Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STAPP WEALTH MANAGEMENT, PLLC (CIK 1954085) reported $78.3M across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ORR ($9.0M, 11.52%), HDPMX ($8.1M, 10.37%), GDE ($7.6M, 9.71%), GLDM ($6.7M, 8.57%), TFPN ($6.5M, 8.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ORR | EA SERIES TRUST | $9.0M | 11.52% | 247,585 | Trimmed |
| 2 | HDPMX | NORTHERN LTS FD TR II | $8.1M | 10.37% | 321,115 | New |
| 3 | GDE | WISDOMTREE TR | $7.6M | 9.71% | 120,937 | Trimmed |
| 4 | GLDM | WORLD GOLD TR | $6.7M | 8.57% | 72,439 | Trimmed |
| 5 | TFPN | TIDAL TRUST II | $6.5M | 8.32% | 234,195 | Added |
| 6 | CLIP | GLOBAL X FDS | $6.5M | 8.29% | 64,701 | Trimmed |
| 7 | XOP | SPDR SERIES TRUST | $4.1M | 5.28% | 22,738 | New |
| 8 | TYA | SIMPLIFY EXCHANGE TRADED FUN | $2.8M | 3.63% | 216,356 | Trimmed |
| 9 | RSBA | TIDAL TRUST II | $2.7M | 3.40% | 128,143 | New |
| 10 | VABS | VIRTUS ETF TR II | $2.2M | 2.86% | 92,577 | Added |
| 11 | DCRE | DOUBLELINE ETF TRUST | $2.2M | 2.81% | 42,339 | Added |
| 12 | RSST | TIDAL TRUST II | $2.1M | 2.68% | 74,354 | Trimmed |
| 13 | COWZ | PACER FDS TR | $2.0M | 2.58% | 32,329 | Added |
| 14 | VDE | VANGUARD WORLD FD | $2.0M | 2.53% | 11,470 | Added |
| 15 | XLB | SELECT SECTOR SPDR TR | $1.7M | 2.20% | 34,521 | Trimmed |
| 16 | XLF | SELECT SECTOR SPDR TR | $1.6M | 2.09% | 33,141 | Added |
| 17 | VPU | VANGUARD WORLD FD | $1.6M | 1.98% | 7,832 | Trimmed |
| 18 | XLP | SELECT SECTOR SPDR TR | $1.5M | 1.93% | 18,473 | New |
| 19 | SGOL | ETFS GOLD TR | $1.1M | 1.43% | 25,054 | Trimmed |
| 20 | DTAN | EA SERIES TRUST | $1.1M | 1.42% | 36,917 | Added |
| 21 | SHY | ISHARES TR | $1.1M | 1.41% | 13,377 | Added |
| 22 | AEM | AGNICO EAGLE MINES LTD | $755,086 | 0.96% | 3,720 | Hold |
| 23 | AGI | ALAMOS GOLD INC | $748,379 | 0.96% | 16,844 | Hold |
| 24 | UTEN | RBB FD INC | $646,379 | 0.83% | 14,825 | Hold |
| 25 | NEM | NEWMONT CORP | $455,516 | 0.58% | 4,208 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31