WT Wealth Management: 13F holdings
CIK 17805072026Q2
| Positions | 138 |
|---|
| Reported value | $361.1m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 138 (+0 vs prior quarter) |
|---|
| Reported value | $361.1m (+7.3%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHB SCHWAB STRATEGIC TR | 1,161,589 | $33.6m | 9.3% |
| SGOL ETFS GOLD TR | 411,067 | $15.7m | 4.4% |
| SMH VANECK ETF TRUST | 19,410 | $12.7m | 3.5% |
| NVDA NVIDIA CORPORATION | 60,850 | $12.2m | 3.4% |
| GOOG ALPHABET INC | 33,419 | $11.8m | 3.3% |
| USFR WISDOMTREE TR | 208,244 | $10.5m | 2.9% |
| JAAA JANUS DETROIT STR TR | 199,701 | $10.1m | 2.8% |
| AMZN AMAZON COM INC | 40,377 | $9.6m | 2.7% |
| AAPL APPLE INC | 31,660 | $9.2m | 2.5% |
| SCHI SCHWAB STRATEGIC TR | 385,866 | $8.7m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1780507")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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