STAPP WEALTH MANAGEMENT, PLLC

Comprehensive Analysis of SEC 13F Filing: STAPP WEALTH MANAGEMENT, PLLC

Portfolio Overview

Stapp Wealth Management, PLLC reported a significant portfolio expansion in the quarter ending December 31, 2025, with total assets under management (AUM) rising by 22.1% from $63.61 million to $77.65 million. This growth was driven by a combination of market appreciation and active capital deployment. The portfolio consists of 32 holdings, indicating a concentrated investment strategy. The firm mana...