StockDriftsStockDriftsTop 50 WT Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 9.32% | 1.16M | $33.6M | -1.03%(-12.05K) | $19.13(+56.88%) | 2026-06-30 | |
| SGOL | ETFS GOLD TR | 4.35% | 411.1K | $15.7M | -3.65%(-15.57K) | $22.55(+84.76%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 3.53% | 19.4K | $12.7M | -17.02%(-3.98K) | $142.94(+311.24%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.37% | 60.9K | $12.2M | -1.05%(-644) | $112.61(+100.74%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.27% | 33.4K | $11.8M | -2.31%(-789) | $107.56(+218.56%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 2.9% | 208.2K | $10.5M | -5.88%(-13.02K) | $50.30(+0.30%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 2.79% | 199.7K | $10.1M | -3.93%(-8.18K) | $50.77(-0.32%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.67% | 40.4K | $9.6M | +1.40%(+558) | $130.93(+100.51%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.54% | 31.7K | $9.2M | +9.37%(+2.71K) | $139.46(+118.97%) | 2026-06-30 | |
| SCHI | SCHWAB STRATEGIC TR | 2.42% | 385.9K | $8.7M | +13.29%(+45.27K) | $22.59(-1.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.08% | +44.58% | +3.64% | +19.58% |
| Top 20 Holdings Unweighted | +13.30% | +45.44% | +5.09% | +28.16% |
WT Wealth Management reports $361.08M in US-listed equity holdings across 138 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (9.3%), SGOL (4.3%) and SMH (3.5%). The top 20 holdings account for 54.58% of reported assets. Its disclosed equity book has returned +44.58% on a three-year cumulative basis. Figures reflect the Q2 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 WT Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1780507). View WT Wealth Management’s 13F filings on SEC