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.
WT Wealth Management (CIK 1780507) reported $336.4M across 138 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHB ($29.5M, 8.76%), SGOL ($19.0M, 5.66%), USFR ($11.1M, 3.31%), NVDA ($10.7M, 3.19%), JAAA ($10.5M, 3.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $29.5M | 8.76% | 1.2M | Trimmed |
| 2 | SGOL | ETFS GOLD TR | $19.0M | 5.66% | 426,633 | Trimmed |
| 3 | USFR | WISDOMTREE TR | $11.1M | 3.31% | 221,260 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $10.7M | 3.19% | 61,494 | Trimmed |
| 5 | JAAA | JANUS DETROIT STR TR | $10.5M | 3.11% | 207,877 | Trimmed |
| 6 | GOOG | ALPHABET INC | $9.8M | 2.92% | 34,208 | Trimmed |
| 7 | SMH | VANECK ETF TRUST | $9.0M | 2.67% | 23,391 | Added |
| 8 | AMZN | AMAZON COM INC | $8.3M | 2.47% | 39,819 | Added |
| 9 | ICSH | ISHARES TR | $8.2M | 2.45% | 162,706 | Added |
| 10 | SCHI | SCHWAB STRATEGIC TR | $7.7M | 2.30% | 340,592 | Trimmed |
| 11 | JPST | J P MORGAN EXCHANGE TRADED F | $7.5M | 2.22% | 147,526 | Added |
| 12 | AAPL | APPLE INC | $7.3M | 2.18% | 28,948 | Trimmed |
| 13 | JBBB | JANUS DETROIT STR TR | $5.7M | 1.68% | 121,409 | Trimmed |
| 14 | SIHY | HARBOR ETF TRUST | $5.6M | 1.68% | 125,948 | Trimmed |
| 15 | WOMN | TIDAL TRUST III | $5.5M | 1.63% | 226,848 | New |
| 16 | XLF | SELECT SECTOR SPDR TR | $5.4M | 1.59% | 108,454 | Trimmed |
| 17 | SCHF | SCHWAB STRATEGIC TR | $5.3M | 1.57% | 212,692 | Trimmed |
| 18 | PPH | VANECK ETF TRUST | $5.2M | 1.56% | 50,384 | Added |
| 19 | PPA | INVESCO EXCHANGE TRADED FD T | $5.2M | 1.56% | 31,625 | Added |
| 20 | PAVE | GLOBAL X FDS | $5.1M | 1.52% | 100,857 | Added |
| 21 | SCHR | SCHWAB STRATEGIC TR | $5.0M | 1.47% | 199,153 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $4.4M | 1.32% | 12,004 | Trimmed |
| 23 | META | META PLATFORMS INC | $4.3M | 1.28% | 7,542 | Trimmed |
| 24 | PCMM | BONDBLOXX ETF TRUST | $4.2M | 1.25% | 85,169 | Added |
| 25 | SIVR | ABRDN SILVER ETF TRUST | $3.7M | 1.11% | 52,035 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31