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 $361.1M across 138 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHB ($33.6M, 9.32%), SGOL ($15.7M, 4.35%), SMH ($12.7M, 3.53%), NVDA ($12.2M, 3.37%), GOOG ($11.8M, 3.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $33.6M | 9.32% | 1.2M | Trimmed |
| 2 | SGOL | ETFS GOLD TR | $15.7M | 4.35% | 411,067 | Trimmed |
| 3 | SMH | VANECK ETF TRUST | $12.7M | 3.53% | 19,410 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $12.2M | 3.37% | 60,850 | Trimmed |
| 5 | GOOG | ALPHABET INC | $11.8M | 3.27% | 33,419 | Trimmed |
| 6 | USFR | WISDOMTREE TR | $10.5M | 2.90% | 208,244 | Trimmed |
| 7 | JAAA | JANUS DETROIT STR TR | $10.1M | 2.79% | 199,701 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $9.6M | 2.67% | 40,377 | Added |
| 9 | AAPL | APPLE INC | $9.2M | 2.54% | 31,660 | Added |
| 10 | SCHI | SCHWAB STRATEGIC TR | $8.7M | 2.42% | 385,866 | Added |
| 11 | POW | TIDAL TRUST III | $7.8M | 2.15% | 250,880 | Added |
| 12 | SIHY | HARBOR ETF TRUST | $6.5M | 1.80% | 142,830 | Added |
| 13 | JBBB | JANUS DETROIT STR TR | $6.4M | 1.78% | 135,640 | Added |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | $6.4M | 1.77% | 126,541 | Trimmed |
| 15 | PPA | INVESCO EXCHANGE TRADED FD T | $6.4M | 1.76% | 35,963 | Added |
| 16 | PAVE | GLOBAL X FDS | $6.0M | 1.66% | 101,491 | Added |
| 17 | META | META PLATFORMS INC | $5.9M | 1.64% | 10,502 | Added |
| 18 | PPH | VANECK ETF TRUST | $5.9M | 1.63% | 53,786 | Added |
| 19 | SCHF | SCHWAB STRATEGIC TR | $5.9M | 1.62% | 211,668 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $5.8M | 1.61% | 15,582 | Added |
| 21 | ICSH | ISHARES TR | $5.7M | 1.59% | 113,341 | Trimmed |
| 22 | AIQ | GLOBAL X FDS | $5.3M | 1.46% | 80,532 | Added |
| 23 | SCHR | SCHWAB STRATEGIC TR | $5.1M | 1.42% | 208,643 | Added |
| 24 | TSLA | TESLA INC | $4.7M | 1.30% | 11,163 | Added |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $4.0M | 1.10% | 4,227 | Added |
Source: SEC Form 13F filings · as of 2026-06-30