13F Insight
DOSSIER · 13F-HR · Q2 2026

WT Wealth Management

$361M in tracked AUM across 138 positions as of Q2 2026.

WW
CIK 0001780507 · last filed Jun 30, 2026
Total AUM
$361M
as of Q2 2026
Holdings
138
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WT Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$34M1.2M9.3%02
SGOL
ETFS GOLD TR
$16M411K4.4%03
SMH
VANECK ETF TRUST
$13M19K3.5%04
NVDA
NVIDIA CORPORATION
$12M61K3.4%05
GOOG
ALPHABET INC
$12M33K3.3%06
USFR
WISDOMTREE TR
$10M208K2.9%07
JAAA
JANUS DETROIT STR TR
$10M200K2.8%08
AMZN
AMAZON COM INC
$10M40K2.7%09
AAPL
APPLE INC
$9M32K2.5%10
SCHI
SCHWAB STRATEGIC TR
$9M386K2.4%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$233M▼ 3.2%
104 positionsLocked
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