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STAPP WEALTH MANAGEMENT, PLLC

30 holdingsFiling period: 2026-03-31Current AUM: $77.9Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1ORREA SERIES TRUST247.6K$9.0M$9.6M12.33%-1,4772026-03-31
2WCPBNORTHERN LTS FD TR II321.1K$8.1M$8.0M10.29%--2026-03-31
3GDEWISDOMTREE TR120.9K$7.6M$7.4M9.49%-15,9902026-03-31
4GLDMWORLD GOLD TR72.4K$6.7M$5.8M7.45%-14,0292026-03-31
5TFPNTIDAL TRUST II234.2K$6.5M$7.0M9.00%+1.2K2026-03-31
6CLIPGLOBAL X FDS64.7K$6.5M$6.5M8.34%-44,2222026-03-31
7XOPSPDR SERIES TRUST22.7K$4.1M$4.0M5.18%--2026-03-31
8TYASIMPLIFY EXCHANGE TRADED FUN216.4K$2.8M$2.6M3.40%-45,2832026-03-31
9RSBATIDAL TRUST II128.1K$2.7M$2.6M3.40%--2026-03-31
10VABSVIRTUS ETF TR II92.6K$2.2M$2.2M2.87%+14.1K2026-03-31
11DCREDOUBLELINE ETF TRUST42.3K$2.2M$2.2M2.81%+6.6K2026-03-31
12RSSTTIDAL TRUST II74.4K$2.1M$2.4M3.11%-8702026-03-31
13COWZPACER FDS TR32.3K$2.0M$2.2M2.78%+4922026-03-31
14VDEVANGUARD WORLD FD11.5K$2.0M$1.9M2.47%+1.3K2026-03-31
15XLBSELECT SECTOR SPDR TR34.5K$1.7M$1.7M2.24%-11,5832026-03-31
16XLFSELECT SECTOR SPDR TR33.1K$1.6M$1.9M2.42%+202026-03-31
17VPUVANGUARD WORLD FD7.8K$1.6M$1.5M1.92%-1,2732026-03-31
18XLPSELECT SECTOR SPDR TR18.5K$1.5M$1.6M2.02%--2026-03-31
19SGOLETFS GOLD TR25.1K$1.1M$966K1.24%-4,7222026-03-31
20DTANEA SERIES TRUST36.9K$1.1M$1.2M1.57%+8092026-03-31
21SHYISHARES TR13.4K$1.1M$1.1M1.41%+752026-03-31
22AEMAGNICO EAGLE MINES LTD3.7K$755K$540K0.69%--2026-03-31
23AGIALAMOS GOLD INC16.8K$748K$469K0.60%--2026-03-31
24UTENRBB FD INC14.8K$646K$626K0.80%--2026-03-31
25NEMNEWMONT CORP4.2K$455K$394K0.51%--2026-03-31
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