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Stapp Wealth Management, Pllc Portfolio
$77.2M across 31 positions as of 2026-09-30, with 70% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| EA SERIES TRUST | $9.6M | 12.4% | 252,882 |
| WISDOMTREE TR | $8M | 10.4% | 125,722 |
| NORTHERN LTS FD TR II | $7.8M | 10.1% | 322,748 |
| TIDAL TRUST II | $7.1M | 9.1% | 235,771 |
| GLDMSPDR Gold MiniShares Trust | $6.1M | 7.9% | 74,415 |
| SPDR SERIES TRUST | $4.2M | 5.5% | 23,543 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $3.7M | 4.8% | 31,559 |
| TIDAL TRUST II | $2.7M | 3.4% | 75,144 |
| TIDAL TRUST II | $2.5M | 3.3% | 127,112 |
| SIMPLIFY EXCHANGE TRADED FUN | $2.4M | 3.1% | 220,586 |
| VIRTUS ETF TR II | $2.2M | 2.9% | 92,930 |
| COWZPacer US Cash Cows 100 ETF | $2.2M | 2.8% | 32,782 |
| DOUBLELINE ETF TRUST | $2.2M | 2.8% | 42,702 |
| VDEVanguard Energy ETF | $2M | 2.6% | 11,459 |
| GLOBAL X FDS | $1.9M | 2.5% | 19,061 |
| XLFState Street Financial Select Sector SPDR ETF | $1.7M | 2.3% | 32,542 |
| XLBMaterials Select Sector SPDR | $1.7M | 2.2% | 34,453 |
| XLVState Street Health Care Select Sector SPDR ETF | $1.6M | 2.1% | 9,638 |
| XLUState Street Utilities Select Sector SPDR ETF | $1.3M | 1.7% | 33,975 |
| EA SERIES TRUST | $1.2M | 1.6% | 36,933 |
| SGOLETFS GOLD TR | $934.9K | 1.2% | 23,632 |
| AGNICO EAGLE MINES LTD | $681.8K | 0.9% | 3,720 |
| RBB FD INC | $600.1K | 0.8% | 14,825 |
| AGIAlamos Gold Inc | $545.6K | 0.7% | 16,844 |
| MSFTMicrosoft Corp | $500.6K | 0.6% | 976 |
| NEMNewmont Corporation | $485.4K | 0.6% | 4,208 |
| BBarrick Mining Corporation Common Shares | $340.1K | 0.4% | 8,362 |
| SHYiShares 1-3 Year Treasury Bond ETF | $329.4K | 0.4% | 4,057 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $292.2K | 0.4% | 2,949 |
| COSTCostco Wholesale Corp | $231.2K | 0.3% | 254 |
| I-80 GOLD CORP | $152.3K | 0.2% | 91,740 |
Quarter ending 2026-09-30.
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