Institutional Fund
Stapp Wealth Management, Pllc
Olympia, WACIK 19540855 filings on record
Portfolio Value
$78.33M
Q1 2026
Holdings
30
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+0.9%
from $77.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ea Series Trust11.5%
- Northern Lts Fd Tr II10.4%
- Wisdomtree Tr9.7%
- World Gold Tr8.6%
- Tidal Tr II8.3%
- Global X Fds8.3%
- Other43.2%
Portfolio Holdings
30 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust | 247.6K | $9.02M | 11.5% | −1.5K | Reduced |
| 2 | Northern Lts Fd Tr II | 321.1K | $8.12M | 10.4% | +321.1K | New |
| 3 | Wisdomtree Tr | 120.9K | $7.61M | 9.7% | −16.0K | Reduced |
| 4 | World Gold Tr | 72.4K | $6.71M | 8.6% | −14.0K | Reduced |
| 5 | Tidal Tr II | 234.2K | $6.51M | 8.3% | +1.2K | Added |
| 6 | Global X Fds | 64.7K | $6.49M | 8.3% | −44.2K | Reduced |
| 7 | Spdr Series Trust | 22.7K | $4.13M | 5.3% | +22.7K | New |
| 8 | Simplify Exchange Traded Fun | 216.4K | $2.84M | 3.6% | −45.3K | Reduced |
| 9 | Tidal Trust II | 128.1K | $2.66M | 3.4% | +128.1K | New |
| 10 | Virtus ETF Tr II | 92.6K | $2.24M | 2.9% | +14.1K | Added |
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