WT Wealth Management
CIK: 0001780507SEC EDGAR →
Portfolio Value
$347.8B
Holdings
132
As of
Q4 2025
New Positions
132
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,193,268 | $31.3B | 9.00% |
| 2 | ETFS GOLD TR | 452,444 | $18.6B | 5.34% |
| 3 | NVIDIA CORPORATION | 62,745 | $11.7B | 3.36% |
| 4 | JANUS DETROIT STR TR | 226,111 | $11.4B | 3.29% |
| 5 | ALPHABET INC | 36,112 | $11.3B | 3.26% |
| 6 | WISDOMTREE TR | 197,782 | $10.0B | 2.86% |
| 7 | APPLE INC | 34,202 | $9.3B | 2.67% |
| 8 | MICROSOFT CORP | 18,777 | $9.1B | 2.61% |
| 9 | AMAZON COM INC | 38,923 | $9.0B | 2.58% |
| 10 | JANUS DETROIT STR TR | 181,605 | $8.7B | 2.49% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (132)
$31.3B · 1.2M shares
$18.6B · 452K shares
$11.7B · 63K shares
$11.4B · 226K shares
$11.3B · 36K shares
$10.0B · 198K shares
$9.3B · 34K shares
$9.1B · 19K shares
$9.0B · 39K shares
$8.7B · 182K shares
$8.3B · 23K shares
$8.3B · 360K shares
$7.2B · 142K shares
$6.5B · 84K shares
$6.3B · 116K shares
$6.3B · 199K shares
$6.1B · 134K shares
$5.4B · 215K shares
$5.3B · 218K shares
$5.2B · 8K shares
$4.6B · 29K shares
$4.4B · 87K shares
$4.4B · 28K shares
$4.3B · 42K shares
$4.3B · 89K shares
$4.1B · 60K shares
$3.9B · 97K shares
$3.9B · 26K shares
$3.8B · 8K shares
$3.3B · 9K shares
$3.3B · 29K shares
$3.2B · 68K shares
$3.2B · 6K shares
$3.1B · 4K shares
$3.0B · 9K shares
$3.0B · 95K shares
$2.9B · 121K shares
$2.6B · 36K shares
$2.6B · 88K shares
$2.5B · 119K shares
$2.5B · 27K shares
$2.5B · 34K shares
$2.1B · 29K shares
$2.1B · 33K shares
$2.1B · 42K shares
$2.0B · 41K shares
$2.0B · 3K shares
$1.9B · 8K shares
$1.8B · 22K shares
$1.8B · 12K shares
$1.8B · 3K shares
$1.8B · 21K shares
$1.8B · 36K shares
$1.7B · 15K shares
$1.7B · 12K shares
$1.7B · 8K shares
$1.7B · 5K shares
$1.7B · 24K shares
$1.6B · 14K shares
$1.6B · 20K shares
$1.6B · 2K shares
$1.6B · 16K shares
$1.6B · 19K shares
$1.6B · 44K shares
$1.6B · 46K shares
$1.5B · 8K shares
$1.5B · 58K shares
$1.4B · 21K shares
$1.3B · 10K shares
$1.3B · 15K shares
$1.2B · 17K shares
$1.2B · 12K shares
$1.2B · 68K shares
$1.1B · 3K shares
$1.1B · 6K shares
$1.0B · 1K shares
$986.0M · 51K shares
$823.0M · 7K shares
$823.0M · 4K shares
$809.0M · 3K shares
$733.0M · 35K shares
$708.0M · 659 shares
$691.0M · 14K shares
$683.0M · 833 shares
$670.0M · 7K shares
$629.0M · 8K shares
$579.0M · 5K shares
$573.0M · 4K shares
$570.0M · 2K shares
$538.0M · 24K shares
$535.0M · 4K shares
$531.0M · 264 shares
$527.0M · 11K shares
$524.0M · 4K shares
$519.0M · 20K shares
$506.0M · 8K shares
$467.0M · 16K shares
$379.0M · 2K shares
$375.0M · 1K shares
$374.0M · 3K shares
$374.0M · 4K shares
$341.0M · 923 shares
$333.0M · 8K shares
$318.0M · 1K shares
$306.0M · 3K shares
$302.0M · 994 shares
$302.0M · 10K shares
$279.0M · 809 shares
$267.0M · 902 shares
$263.0M · 3K shares
$262.0M · 842 shares
$250.0M · 1K shares
$246.0M · 1K shares
$245.0M · 850 shares
$240.0M · 424 shares
$239.0M · 10K shares
$234.0M · 8K shares
$231.0M · 656 shares
$228.0M · 1K shares
$226.0M · 484 shares
$225.0M · 2K shares
$223.0M · 4K shares
$222.0M · 1K shares
$222.0M · 2K shares
$222.0M · 14K shares
$219.0M · 1K shares
$216.0M · 988 shares
$216.0M · 513 shares
$204.0M · 1K shares
$198.0M · 16K shares
$177.0M · 20K shares
$81.0M · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 71 | $224.7B | 64.6% |
| Technology | 23 | $46.4B | 13.3% |
| Communication Services | 8 | $28.1B | 8.1% |
| Consumer Cyclical | 7 | $21.5B | 6.2% |
| Unknown | 7 | $16.3B | 4.7% |
| Consumer Defensive | 2 | $6.4B | 1.8% |
| Healthcare | 5 | $2.1B | 0.6% |
| Industrials | 4 | $911.0M | 0.3% |
| Energy | 2 | $596.0M | 0.2% |
| Utilities | 2 | $450.0M | 0.1% |
| Basic Materials | 1 | $306.0M | 0.1% |