AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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