StockDriftsStockDriftsTop 31 Stapp Wealth Management PLLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ORR | EA SERIES TRUST | 12.37% | 252.9K | $9.6M | +0.46%(+1.15K) | $28.89(+34.50%) | 2026-09-30 | |
| GDE | WISDOMTREE TR | 10.37% | 125.7K | $8.0M | +1.70%(+2.11K) | $24.28(+161.52%) | 2026-09-30 | |
| WCPB | NORTHERN LTS FD TR II | 10.12% | 322.7K | $7.8M | -0.40%(-1.29K) | $25.41(-3.93%) | 2026-09-30 | |
| TFPN | TIDAL TRUST II | 9.13% | 235.8K | $7.1M | +0.56%(+1.31K) | $24.73(+21.08%) | 2026-09-30 | |
| GLDM | WORLD GOLD TR | 7.92% | 74.4K | $6.1M | +1.82%(+1.33K) | $36.91(+121.99%) | 2026-09-30 | |
| XOP | SPDR SERIES TRUST | 5.47% | 23.5K | $4.2M | +0.50%(+118) | $150.71(+32.36%) | 2026-09-30 | |
| BOXX | EA SERIES TRUST | 4.84% | 31.6K | $3.7M | +32.03%(+7.66K) | $116.90(+1.50%) | 2026-09-30 | |
| RSST | TIDAL TRUST II | 3.45% | 75.1K | $2.7M | -2.25%(-1.73K) | $22.98(+52.73%) | 2026-09-30 | |
| RSBA | TIDAL TRUST II | 3.26% | 127.1K | $2.5M | -2.04%(-2.65K) | $20.81(-3.49%) | 2026-09-30 | |
| TYA | SIMPLIFY EXCHANGE TRADED FUN | 3.12% | 220.6K | $2.4M | +1.46%(+3.18K) | $14.97(-24.93%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.36% | +38.11% | — | — | +50.21% |
| Top 20 Holdings Unweighted | +14.59% | +50.46% | — | — | +64.82% |
Stapp Wealth Management PLLC reports $77.23M in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are ORR (12.4%), GDE (10.4%) and WCPB (10.1%). The top 20 holdings account for 93.38% of reported assets. Its disclosed equity book has returned +38.11% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stapp Wealth Management PLLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1954085). View Stapp Wealth Management PLLC’s 13F filings on SEC