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Stapp Wealth Management, Pllc

Portfolio Manager
Stapp Wealth Management, Pllc
Performance
+3.35% (2026 Q1)
AUM (13F)
$78.33M
# of Holdings
30
Performance Rank
Allocation (Top 20)
93.6%

Stapp Wealth Management, Pllc Holdings Map

Top 30 Stapp Wealth Management, Pllc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ORR
EA SERIES TRUST
11.52%247.6K$9.0M
-0.59%(-1.48K)
2025-Q1: 0 shares2025-Q2: 240.4K shares2025-Q3: 246.7K shares2025-Q4: 249.1K shares2026-Q1: 247.6K shares
$28.73(+28.60%)
2026-03-31
WCPB
NORTHERN LTS FD TR II
10.37%321.1K$8.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 321.1K shares
$25.42(-0.59%)
2026-03-31
GDE
WISDOMTREE TR
9.71%120.9K$7.6M
-11.68%(-15.99K)
2025-Q1: 0 shares2025-Q2: 137.4K shares2025-Q3: 138.4K shares2025-Q4: 136.9K shares2026-Q1: 120.9K shares
$22.82(+206.74%)
2026-03-31
GLDM
WORLD GOLD TR
8.57%72.4K$6.7M
-16.22%(-14.03K)
2025-Q1: 104.7K shares2025-Q2: 88.4K shares2025-Q3: 87.8K shares2025-Q4: 86.5K shares2026-Q1: 72.4K shares
$35.68(+160.01%)
2026-03-31
TFPN
TIDAL TRUST II
8.32%234.2K$6.5M
+0.50%(+1.16K)
2025-Q1: 229.2K shares2025-Q2: 225.4K shares2025-Q3: 229.4K shares2025-Q4: 233.0K shares2026-Q1: 234.2K shares
$24.69(+30.53%)
2026-03-31
CLIP
GLOBAL X FDS
8.29%64.7K$6.5M
-40.60%(-44.22K)
2025-Q1: 100.9K shares2025-Q2: 121.2K shares2025-Q3: 106.0K shares2025-Q4: 108.9K shares2026-Q1: 64.7K shares
$100.29(-0.10%)
2026-03-31
XOP
SPDR SERIES TRUST
5.28%22.7K$4.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 22.7K shares
$154.05(+9.28%)
2026-03-31
TYA
SIMPLIFY EXCHANGE TRADED FUN
3.63%216.4K$2.8M
-17.31%(-45.28K)
2025-Q1: 281.3K shares2025-Q2: 280.0K shares2025-Q3: 283.8K shares2025-Q4: 261.6K shares2026-Q1: 216.4K shares
$15.03(-14.90%)
2026-03-31
RSBA
TIDAL TRUST II
3.4%128.1K$2.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 128.1K shares
$20.81(-0.35%)
2026-03-31
VABS
VIRTUS ETF TR II
2.86%92.6K$2.2M
+17.93%(+14.07K)
2025-Q1: 115.7K shares2025-Q2: 68.5K shares2025-Q3: 75.4K shares2025-Q4: 78.5K shares2026-Q1: 92.6K shares
$24.28(-0.39%)
2026-03-31

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