WT Wealth Management Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$347.8M

Holdings

132

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (132 positions)

#StockSharesValue% PortfolioType
1
SCHBSCHWAB STRATEGIC TR
1,193,268$31.3M9.00%
2
SGOLETFS GOLD TR
452,444$18.6M5.34%
3
NVDANVIDIA CORPORATION
62,745$11.7M3.36%
4
JAAAJANUS DETROIT STR TR
226,111$11.4M3.29%
5
GOOGALPHABET INC
36,112$11.3M3.26%
6
USFRWISDOMTREE TR
197,782$10.0M2.86%
7
AAPLAPPLE INC
34,202$9.3M2.67%
8
MSFTMICROSOFT CORP
18,777$9.1M2.61%
9
AMZNAMAZON COM INC
38,923$9.0M2.58%
10
JBBBJANUS DETROIT STR TR
181,605$8.7M2.49%
11
SMHVANECK ETF TRUST
23,135$8.3M2.40%
12
SCHISCHWAB STRATEGIC TR
360,021$8.3M2.38%
13
JPSTJ P MORGAN EXCHANGE TRADED F
141,673$7.2M2.06%
14
XLFISELECT SECTOR SPDR TR
84,137$6.5M1.88%
15
XLFSELECT SECTOR SPDR TR
115,830$6.3M1.82%
16
ENFRALPS ETF TR
199,315$6.3M1.80%
17
SIHYHARBOR ETF TRUST
133,866$6.1M1.76%
18
SCHRSCHWAB STRATEGIC TR
215,408$5.4M1.55%
19
SCHFSCHWAB STRATEGIC TR
218,410$5.3M1.51%
20
METAMETA PLATFORMS INC
7,856$5.2M1.49%
21
PPAINVESCO EXCHANGE TRADED FD T
29,303$4.6M1.32%
22
ICSHISHARES TR
86,846$4.4M1.26%
23
XLVSELECT SECTOR SPDR TR
28,261$4.4M1.26%
24
PPHVANECK ETF TRUST
42,132$4.3M1.25%
25
BCCCGLOBAL X FDS
89,393$4.3M1.23%
26
SIVRABRDN SILVER ETF TRUST
59,959$4.1M1.17%
27
ULSTSSGA ACTIVE ETF TR
96,978$3.9M1.13%
28
ESGUISHARES TR
26,360$3.9M1.13%
29
TSLATESLA INC
8,413$3.8M1.09%
30
VVISA INC
9,412$3.3M0.95%
31
WMTWALMART INC
29,470$3.3M0.94%
32
BITBBITWISE BITCOIN ETF TR
67,945$3.2M0.93%
33
MAMASTERCARD INCORPORATED
5,613$3.2M0.92%
34
COSTCOSTCO WHSL CORP NEW
3,623$3.1M0.90%
35
HDHOME DEPOT INC
8,786$3.0M0.87%
36
SCHQSCHWAB STRATEGIC TR
95,197$3.0M0.87%
37
SCHOSCHWAB STRATEGIC TR
120,788$2.9M0.85%
38
SPLVINVESCO EXCH TRADED FD TR II
36,482$2.6M0.75%
39
HEALGLOBAL X FDS
88,171$2.6M0.74%
40
BKLNINVESCO EXCH TRADED FD TR II
119,019$2.5M0.72%
41
NFLXNETFLIX INC
26,620$2.5M0.72%
42
EMXCISHARES INC
33,970$2.5M0.71%
43
REMXVANECK ETF TRUST
28,888$2.1M0.61%
44
SHLDGLOBAL X FDS
32,734$2.1M0.61%
45
CSHINEOS ETF TRUST
41,768$2.1M0.60%
46
QSIGWISDOMTREE TR
41,498$2.0M0.58%
47
SPOTSPOTIFY TECHNOLOGY S A
3,454$2.0M0.58%
48
RDDTREDDIT INC
8,480$1.9M0.56%
49
UBERUBER TECHNOLOGIES INC
22,211$1.8M0.52%
50
TJXTJX COS INC NEW
11,764$1.8M0.52%
51
NDQINVESCO QQQ TR
2,913$1.8M0.51%
52
GDXVANECK ETF TRUST
20,799$1.8M0.51%
53
PCMMBONDBLOXX ETF TRUST
35,561$1.8M0.51%
54
HOODROBINHOOD MKTS INC
15,298$1.7M0.50%
55
LYVLIVE NATION ENTERTAINMENT IN
12,107$1.7M0.50%
56
TMUST-MOBILE US INC
8,404$1.7M0.49%
57
OEFISHARES TR
4,869$1.7M0.48%
58
ZZILLOW GROUP INC
24,447$1.7M0.48%
59
QGROAMERICAN CENTY ETF TR
14,391$1.6M0.47%
60
QDEFFLEXSHARES TR
20,236$1.6M0.47%
61
INTUINTUIT
2,431$1.6M0.46%
62
WWAYFAIR INC
15,707$1.6M0.45%
63
SBUXSTARBUCKS CORP
18,506$1.6M0.45%
64
COWGPACER FDS TR
44,236$1.6M0.45%
65
PDBAINVESCO ACTVELY MNGD ETC FD
45,616$1.6M0.45%
66
QUALISHARES TR
7,746$1.5M0.44%
67
SJNKSPDR SERIES TRUST
57,686$1.5M0.42%
68
MAGSLISTED FDS TR
21,476$1.4M0.41%
69
NLRVANECK ETF TRUST
10,099$1.3M0.36%
70
SLXVANECK ETF TRUST
14,745$1.3M0.36%
71
COPXGLOBAL X FDS
17,204$1.2M0.36%
72
USMVISHARES TR
12,429$1.2M0.34%
73
EVMTINVESCO ACTVELY MNGD ETC FD
68,095$1.2M0.33%
74
GQ9SPDR GOLD TR
2,890$1.1M0.33%
75
PPLTABRDN PLATINUM ETF TRUST
5,727$1.1M0.31%
76
IVVISHARES TR
1,465$1.0M0.29%
77
FDUSFIDUS INVT CORP
51,113$986K0.28%
78
XLYSELECT SECTOR SPDR TR
6,893$823K0.24%
79
IYWISHARES TR
4,122$823K0.24%
80
LOWLOWES COS INC
3,357$809K0.23%
81
SCHHSCHWAB STRATEGIC TR
35,096$733K0.21%
82
LLYELI LILLY & CO
659$708K0.20%
83
AIQGLOBAL X FDS
13,604$691K0.20%
84
MCKMCKESSON CORP
833$683K0.20%
85
ESGDISHARES TR
7,049$670K0.19%
86
CSCOCISCO SYS INC
8,173$629K0.18%
87
IVWISHARES TR
4,704$579K0.17%
88
IAKISHARES TR
4,210$573K0.16%
89
JPMJPMORGAN CHASE & CO.
1,772$570K0.16%
90
SDCIUSCF ETF TR
24,428$538K0.15%
91
XLKSELECT SECTOR SPDR TR
3,722$535K0.15%
92
MLB1MERCADOLIBRE INC
264$531K0.15%
93
VMBSVANGUARD SCOTTSDALE FDS
11,197$527K0.15%
94
XLCSELECT SECTOR SPDR TR
4,454$524K0.15%
95
SCHPSCHWAB STRATEGIC TR
19,614$519K0.15%
96
SLVISHARES SILVER TR
7,870$506K0.15%
97
SRVRPACER FDS TR
16,335$467K0.13%
98
PLTRPALANTIR TECHNOLOGIES INC
2,133$379K0.11%
99
MUMICRON TECHNOLOGY INC
1,316$375K0.11%
100
XOMEXXON MOBIL CORP
3,114$374K0.11%
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