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WT Wealth Management

Portfolio Manager
WT Wealth Management
Performance
-2.31% (2026 Q1)
AUM (13F)
$336.36M
# of Holdings
138
Performance Rank
Allocation (Top 20)
54.03%

WT Wealth Management Holdings Map

Top 50 WT Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHB
SCHWAB STRATEGIC TR
8.76%1.17M$29.5M
-1.65%(-19.63K)
2025-Q1: 1.28M shares2025-Q2: 1.28M shares2025-Q3: 1.22M shares2025-Q4: 1.19M shares2026-Q1: 1.17M shares
$19.13(+49.30%)
2026-03-31
SGOL
ETFS GOLD TR
5.66%426.6K$19.0M
-5.70%(-25.81K)
2025-Q1: 439.6K shares2025-Q2: 371.2K shares2025-Q3: 468.8K shares2025-Q4: 452.4K shares2026-Q1: 426.6K shares
$22.55(+98.02%)
2026-03-31
USFR
WISDOMTREE TR
3.31%221.3K$11.1M
+11.87%(+23.48K)
2025-Q1: 26.5K shares2025-Q2: 96.5K shares2025-Q3: 198.9K shares2025-Q4: 197.8K shares2026-Q1: 221.3K shares
$50.30(+0.23%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.19%61.5K$10.7M
-1.99%(-1.25K)
2025-Q1: 67.8K shares2025-Q2: 67.7K shares2025-Q3: 63.4K shares2025-Q4: 62.7K shares2026-Q1: 61.5K shares
$112.61(+100.53%)
2026-03-31
JAAA
JANUS DETROIT STR TR
3.11%207.9K$10.5M
-8.06%(-18.23K)
2025-Q1: 257.1K shares2025-Q2: 256.1K shares2025-Q3: 248.4K shares2025-Q4: 226.1K shares2026-Q1: 207.9K shares
$50.77(-0.28%)
2026-03-31
GOOG
ALPHABET INC
2.92%34.2K$9.8M
-5.27%(-1.90K)
2025-Q1: 40.7K shares2025-Q2: 42.3K shares2025-Q3: 40.1K shares2025-Q4: 36.1K shares2026-Q1: 34.2K shares
$107.56(+270.99%)
2026-03-31
SMH
VANECK ETF TRUST
2.67%23.4K$9.0M
+1.11%(+256)
2025-Q1: 29.4K shares2025-Q2: 28.7K shares2025-Q3: 26.6K shares2025-Q4: 23.1K shares2026-Q1: 23.4K shares
$142.94(+300.49%)
2026-03-31
AMZN
AMAZON COM INC
2.47%39.8K$8.3M
+2.30%(+896)
2025-Q1: 45.3K shares2025-Q2: 44.4K shares2025-Q3: 38.8K shares2025-Q4: 38.9K shares2026-Q1: 39.8K shares
$129.69(+108.29%)
2026-03-31
ICSH
ISHARES TR
2.45%162.7K$8.2M
+87.35%(+75.86K)
2025-Q1: 68.1K shares2025-Q2: 89.5K shares2025-Q3: 84.2K shares2025-Q4: 86.8K shares2026-Q1: 162.7K shares
$50.45(+0.14%)
2026-03-31
SCHI
SCHWAB STRATEGIC TR
2.3%340.6K$7.7M
-5.40%(-19.43K)
2025-Q1: 348.2K shares2025-Q2: 338.1K shares2025-Q3: 352.3K shares2025-Q4: 360.0K shares2026-Q1: 340.6K shares
$22.59(+0.14%)
2026-03-31

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