StockDriftsStockDriftsTop 50 Wt Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 9.3% | 1.13M | $33.2M | -2.43%(-28.17K) | $19.13(+53.69%) | 2026-09-30 | |
| SGOL | ETFS GOLD TR | 4.53% | 409.3K | $16.2M | -0.44%(-1.81K) | $22.55(+74.79%) | 2026-09-30 | |
| SMH | VANECK ETF TRUST | 3.56% | 20.9K | $12.7M | +7.53%(+1.46K) | $177.23(+209.47%) | 2026-09-30 | |
| JA | JANUS DETROIT STR TR | 3.21% | 229.2K | $11.5M | new | $50.02(+0.41%) | 2026-09-30 | |
| SJNK | SPDR SERIES TRUST | 3.15% | 464.0K | $11.3M | +557.11%(+393.37K) | $24.74(-2.73%) | 2026-09-30 | |
| BKLN | INVESCO EXCH TRADED FD TR II | 2.74% | 478.5K | $9.8M | +336.42%(+368.89K) | $20.51(-0.91%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.73% | 39.1K | $9.7M | -3.08%(-1.25K) | $130.93(+100.44%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.7% | 28.3K | $9.6M | -15.26%(-5.10K) | $107.56(+216.25%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.63% | 28.2K | $9.4M | -10.78%(-3.41K) | $139.46(+145.90%) | 2026-09-30 | |
| PCMM | BONDBLOXX ETF TRUST | 2.28% | 162.4K | $8.1M | +128.52%(+91.34K) | $49.95(+0.01%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.35% | +49.50% | +4.04% | +21.92% |
| Top 20 Holdings Unweighted | +15.02% | +52.16% | +5.51% | +30.75% |
Wt Wealth Management reports $357.15M in US-listed equity holdings across 145 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (9.3%), SGOL (4.5%) and SMH (3.6%). The top 20 holdings account for 54.67% of reported assets. Its disclosed equity book has returned +49.50% 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 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