13F Insight
DOSSIER · 13F-HR · Q3 2026

WT Wealth Management

$357M in tracked AUM across 145 positions as of Q3 2026.

WW
CIK 0001780507 · last filed Sep 30, 2026
Total AUM
$357M
as of Q3 2026
Holdings
145
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

WT Wealth Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$33M1.1M9.3%02
SGOL
ETFS GOLD TR
$16M409K4.5%03
SMH
VANECK ETF TRUST
$13M21K3.6%04
JA
JANUS DETROIT STR TR
$11M229K3.2%05
SJNK
SPDR SERIES TRUST
$11M464K3.2%06
BKLN
INVESCO EXCH TRADED FD TR II
$10M479K2.7%07
AMZN
AMAZON COM INC
$10M39K2.7%08
GOOG
ALPHABET INC
$10M28K2.7%09
AAPL
APPLE INC
$9M28K2.6%10
PCMM
BONDBLOXX ETF TRUST
$8M162K2.3%

Filing history

2026Q3Sep 30
$357M▼ 1.1%
145 positionsView →2026Q2Jun 30
$361M▲ 7.3%
138 positionsView →2026Q1Mar 31
$336M▼ 3.3%
138 positionsView →2025Q4Dec 31
$348M▲ 55.2%
132 positionsView →2025Q3Sep 30
$224M▼ 33.6%
87 positionsLocked2025Q2Jun 30
$338M▲ 9.7%
147 positionsLocked2025Q1Mar 31
$308M▼ 3.4%
124 positionsLocked2024Q4Dec 31
$319M▲ 1.8%
134 positionsLocked2024Q3Sep 30
$313M▲ 6.7%
129 positionsLocked2024Q2Jun 30
$293M▲ 4.7%
121 positionsLocked2024Q1Mar 31
$280M▲ 10.6%
112 positionsLocked2023Q4Dec 31
$253M▲ 8.5%
109 positionsLocked
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