Wt Wealth Management Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationscottsdale, AZ
- CIK0001780507
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
147 | $337.62 M | SCHB, JAAA, SGOL, JBBB | 13F-HR | Sep 10, 2025 | 000178050725000011 | ||
124 | $307.83 M | SCHB, SGOL, JAAA, JBBB | 13F-HR | May 6, 2025 | 000178050725000008 | ||
134 | $318.61 M | SCHB, SCHO, SGOL, AAPL | 13F-HR | Feb 4, 2025 | 000178050725000003 | ||
129 | $312.87 M | SCHB, SCHO, SCHI, JBBB | 13F-HR | Oct 21, 2024 | 000178050724000005 | ||
121 | $293.17 M | SCHB, CSHI, MSFT, AAPL | 13F-HR | Oct 21, 2024 | 000178050724000004 | ||
112 | $280.07 M | SCHB, CSHI, USFR, SHY | 13F-HR | Oct 21, 2024 | 000178050724000003 | ||
109 | $253.12 M | SCHB, CSHI, USFR, SGOL | 13F-HR | Feb 8, 2024 | 000178050724000001 | ||
104 | $233.32 M | SCHB, USFR, SGOL, VRIG | 13F-HR | Dec 4, 2023 | 000178050723000005 | ||
99 | $241.06 M | SCHB, USFR, VRIG, ULST | 13F-HR | Jul 25, 2023 | 000178050723000004 | ||
106 | $231.38 M | USFR, SCHB, SPSB, SPLV | 13F-HR | Apr 20, 2023 | 000178050723000003 | ||
94 | $205.82 M | USFR, SCHB, SPSB, SPLV | 13F-HR | Jan 20, 2023 | 000178050723000001 | ||
89 | $198.77 M | SPXU, SCHB, USFR, CMDY | 13F-HR | Oct 20, 2022 | 000178050722000006 | ||
103 | $202.54 M | SCHB, USIG, SCHF, VFVA | 13F-HR | Jul 26, 2022 | 000178050722000005 | ||
118 | $260.39 M | SCHB, USIG, SCHF, VFVA | 13F-HR | May 6, 2022 | 000178050722000004 | ||
123 | $272.51 M | SCHB, USIG, SCHF, VFVA | 13F-HR | Jan 19, 2022 | 000178050722000001 | ||
122 | $259.39 M | SCHB, USIG, SCHF, ICSH | 13F-HR | Oct 15, 2021 | 000178050721000005 | ||
124 | $246.89 M | SCHB, USIG, SCHF, ICSH | 13F-HR | Jul 19, 2021 | 000178050721000004 | ||
121 | $216.32 M | SCHB, USIG, SCHF, ICSH | 13F-HR | Apr 29, 2021 | 000178050721000003 | ||
110 | $183.37 M | SCHB, SCHF, ICSH, KRE | 13F-HR | Feb 1, 2021 | 000178050721000001 | ||
105 | $150.99 M | SCHB, SCHF, ICSH, USMV | 13F-HR | Oct 30, 2020 | 000178050720000005 | ||
86 | $124.16 M | SCHB, SCHO, SCHF, USMV | 13F-HR | Aug 4, 2020 | 000178050720000004 | ||
65 | $94.90 M | SCHB, SCHO, SCHF, USMV | 13F-HR | May 13, 2020 | 000178050720000003 | ||
90 | $131.59 M | SCHB, SCHF, SCHO, USMV | 13F-HR | Jan 27, 2020 | 000178050720000001 | ||
83 | $115.13 M | SCHB, SCHF, SCHO, USMV | 13F-HR | Nov 6, 2019 | 000178050719000002 |