WT Wealth Management
WT Wealth Management reported 138 positions worth $361.1M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: SCHB (9.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHB | SH | $33.6M | 9.32% | 1,161,589 | — | — | |
| ▸ 2 | SGOL | SH | $15.7M | 4.35% | 411,067 | — | — | |
| ▸ 3 | SMH | SH | $12.7M | 3.53% | 19,410 | — | — | |
| ▸ 4 | NVDA | SH | $12.2M | 3.37% | 60,850 | — | — | |
| ▸ 5 | GOOG | SH | $11.8M | 3.27% | 33,419 | — | — | |
| ▸ 6 | USFR | SH | $10.5M | 2.90% | 208,244 | — | — | |
| ▸ 7 | JAAA | SH | $10.1M | 2.79% | 199,701 | — | — | |
| ▸ 8 | AMZN | SH | $9.6M | 2.67% | 40,377 | — | — | |
| ▸ 9 | AAPL | SH | $9.2M | 2.54% | 31,660 | — | — | |
| ▸ 10 | SCHI | SH | $8.7M | 2.42% | 385,866 | — | — |
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Frequently Asked Questions
What stocks does WT Wealth Management hold as of Q2 2026?
WT Wealth Management reported 138 positions worth $361.1M in its Q2 2026 13F filing. Largest positions: SCHB (9.3%), SGOL (4.4%), SMH (3.5%), NVDA (3.4%) and GOOG (3.3%).
What did WT Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WT Wealth Management sell in Q2 2026?
No previous quarter is available yet.
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.