WT Wealth Management Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$347.8B

Holdings

132

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (132 positions)

#StockSharesValue% PortfolioType
101
SGOVISHARES TR
3,735$374.0M0.11%
102
AXPAMERICAN EXPRESS CO
923$341.0M0.10%
103
ESGEISHARES INC
7,542$333.0M0.10%
104
AMDADVANCED MICRO DEVICES INC
1,489$318.0M0.09%
105
NEMNEWMONT CORP
3,068$306.0M0.09%
106
TSMTAIWAN SEMICONDUCTOR MFG LTD
994$302.0M0.09%
107
SPSBSPDR SERIES TRUST
10,000$302.0M0.09%
108
AVGOBROADCOM INC
809$279.0M0.08%
109
IBMINTERNATIONAL BUSINESS MACHS
902$267.0M0.08%
110
WFCWELLS FARGO CO NEW
2,826$263.0M0.08%
111
CBCHUBB LIMITED
842$262.0M0.08%
112
JNJJOHNSON & JOHNSON
1,211$250.0M0.07%
113
ITWILLINOIS TOOL WKS INC
1,000$246.0M0.07%
114
NSCNORFOLK SOUTHN CORP
850$245.0M0.07%
115
ISRGINTUITIVE SURGICAL INC
424$240.0M0.07%
116
ETHEGRAYSCALE ETHEREUM TRUST ETF
9,845$239.0M0.07%
117
SMCISUPER MICRO COMPUTER INC
8,015$234.0M0.07%
118
CEGCONSTELLATION ENERGY CORP
656$231.0M0.07%
119
NRANRG ENERGY INC
1,435$228.0M0.07%
120
CRWDCROWDSTRIKE HLDGS INC
484$226.0M0.06%
121
TDIVFIRST TR EXCHANGE TRADED FD
2,331$225.0M0.06%
122
BMYBRISTOL-MYERS SQUIBB CO
4,150$223.0M0.06%
123
PANWPALO ALTO NETWORKS INC
1,208$222.0M0.06%
124
ANETARISTA NETWORKS INC
1,697$222.0M0.06%
125
ETENERGY TRANSFER L P
13,520$222.0M0.06%
126
VSTVISTRA CORP
1,359$219.0M0.06%
127
SNOWSNOWFLAKE INC
988$216.0M0.06%
128
PWRQUANTA SVCS INC
513$216.0M0.06%
129
VRTVERTIV HOLDINGS CO
1,260$204.0M0.06%
130
RIOTRIOT PLATFORMS INC
15,638$198.0M0.06%
131
MARAMARA HOLDINGS INC
19,805$177.0M0.05%
132
GGNGAMCO GLOBAL GOLD NAT RES &
15,785$81.0M0.02%
PreviousPage 2 of 2