STAPP WEALTH MANAGEMENT, PLLC
CIK 0001954085 · OLYMPIA, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$76.5M
2026 Q2
Positions
32
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
68.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ORR
EA SERIES TRUST
11.9%
WCPB
NORTHERN LTS FD TR II
10.7%
GDE
WISDOMTREE TR
9.9%
TFPN
TIDAL TRUST II
9.7%
GLDM
WORLD GOLD TR
7.6%
XOP
SPDR SERIES TRUST
4.7%
BOXX
EA SERIES TRUST
3.7%
TYA
SIMPLIFY EXCHANGE TRADED FUN
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.