13F Insight
DOSSIER · 13F-HR · Q1 2026

WT Wealth Management

WT Wealth's family office based in Stamford, CT — $336M in tracked AUM across 138 positions as of Q1 2026.

WW
WT Wealth·Stamford, CT·Family Office
CIK 0001780507 · last filed Mar 31, 2026
Total AUM
$336M
▲ 11.1%
vs prior
Holdings
138
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

WT Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$29M1.2M8.8%
02
SGOL
ETFS GOLD TR
$19M427K5.7%
03
USFR
WISDOMTREE TR
$11M221K3.3%
04
NVDA
NVIDIA CORPORATION
$11M61K3.2%
05
JAAA
JANUS DETROIT STR TR
$10M208K3.1%
06
GOOG
ALPHABET INC
$10M34K2.9%
07
SMH
VANECK ETF TRUST
$9M23K2.7%
08
AMZN
AMAZON COM INC
$8M40K2.5%
09
ICSH
ISHARES TR
$8M163K2.4%
10
SCHI
SCHWAB STRATEGIC TR
$8M341K2.3%

Filing history

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