Top 50 WT Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 8.76% | 1.17M | $29.5M | -1.65%(-19.63K) | $19.13(+49.30%) | 2026-03-31 | |
| SGOL | ETFS GOLD TR | 5.66% | 426.6K | $19.0M | -5.70%(-25.81K) | $22.55(+98.02%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 3.31% | 221.3K | $11.1M | +11.87%(+23.48K) | $50.30(+0.23%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.19% | 61.5K | $10.7M | -1.99%(-1.25K) | $112.61(+100.53%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 3.11% | 207.9K | $10.5M | -8.06%(-18.23K) | $50.77(-0.28%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.92% | 34.2K | $9.8M | -5.27%(-1.90K) | $107.56(+270.99%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 2.67% | 23.4K | $9.0M | +1.11%(+256) | $142.94(+300.49%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.47% | 39.8K | $8.3M | +2.30%(+896) | $129.69(+108.29%) | 2026-03-31 | |
| ICSH | ISHARES TR | 2.45% | 162.7K | $8.2M | +87.35%(+75.86K) | $50.45(+0.14%) | 2026-03-31 | |
| SCHI | SCHWAB STRATEGIC TR | 2.3% | 340.6K | $7.7M | -5.40%(-19.43K) | $22.59(+0.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.55% | +35.12% |
| Top 20 Holdings Unweighted | +11.03% | +36.88% |
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