Institutions / WT Wealth Management
WT Wealth Management
CIK 1780507 · Institution · as of Dec 31, 2025
Portfolio value
$347.78M
Positions
132
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 132 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $31.30M | 9.0% |
| Etfs Gold Tr | $18.59M | 5.3% |
| NVIDIA Corp | $11.70M | 3.4% |
| Janus Detroit Str Tr | $11.44M | 3.3% |
| Alphabet Inc. | $11.33M | 3.3% |
| WisdomTree Tr | $9.95M | 2.9% |
| Apple Inc. | $9.30M | 2.7% |
| Microsoft Corp | $9.08M | 2.6% |
| Amazon.com Inc | $8.98M | 2.6% |
| Janus Detroit Str Tr | $8.66M | 2.5% |
| VanEck ETF Trust | $8.33M | 2.4% |
| Schwab Strategic Tr | $8.27M | 2.4% |
| J P Morgan Exchange Traded F | $7.17M | 2.1% |
| Select Sector SPDR Tr | $6.54M | 1.9% |
| Select Sector SPDR Tr | $6.34M | 1.8% |
| Alps ETF Tr | $6.27M | 1.8% |
| Harbor ETF Trust | $6.12M | 1.8% |
| Schwab Strategic Tr | $5.40M | 1.6% |
| Schwab Strategic Tr | $5.25M | 1.5% |
| Meta Platforms Inc | $5.19M | 1.5% |
| Invesco Exchange Traded Fd T | $4.59M | 1.3% |
| iShares Tr | $4.39M | 1.3% |
| Select Sector SPDR Tr | $4.37M | 1.3% |
| VanEck ETF Trust | $4.35M | 1.2% |
| Global X Fds | $4.27M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.