WT Wealth Management
CIK 0001780507 · SCOTTSDALE, AZ · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$361.1M
2026 Q2
Positions
138
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHB
SCHWAB STRATEGIC TR
9.3%
SGOL
ETFS GOLD TR
4.4%
SMH
VANECK ETF TRUST
3.5%
NVDA
NVIDIA CORPORATION
3.4%
GOOG
ALPHABET INC
3.3%
USFR
WISDOMTREE TR
2.9%
JAAA
JANUS DETROIT STR TR
2.8%
AMZN
AMAZON COM INC
2.7%
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.