WT Wealth Management

CIK

1780507

Location

SCOTTSDALE, AZ

Portfolio Value

Small $117,729,918

Diversification

Diversified

Filing Date

Global Rank

#5,327 / 8,603 ▲ 43 · as of Mar 2026

Top Industry

Semiconductors 13.1%

3Y Alpha vs SPY

-3.0%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.3%

SPY

+76.5%

Annualised alpha

-2.9%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

69 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.2%

+1.4 pts

Top 5

42.3%

−3.6 pts

Top 10

57.9%

−3.6 pts

HHI

550

Diversified−20

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.1%	$29,550,103	18
Unclassified	23.7%	$27,857,702	7
Consumer Cyclical	19.8%	$23,312,577	11
Communication Services	11.8%	$13,879,479	6
Financial Services	8.8%	$10,332,255	11
Consumer Defensive	6.2%	$7,272,113	2
Industrials	2.3%	$2,762,925	6
Healthcare	1.5%	$1,780,909	4
Utilities	0.4%	$423,358	2
Basic Materials	0.3%	$311,110	1
Energy	0.2%	$247,387	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
HOOD	Robinhood Markets, Inc.	+5,832	21,130	$1,464,309
W	Wayfair Inc.	+4,234	19,941	$1,499,762
RDDT	Reddit, Inc.	+3,553	12,033	$1,620,243
UBER	Uber Technologies, Inc	+3,027	25,238	$1,815,369
GGN	GAMCO Global Gold, Natural Resources & Income Trust	+1,765	17,550	$93,366
AMZN	Amazon Com Inc	+896	39,819	$8,293,103
PPLT	abrdn Platinum ETF Trust	+742	6,469	$115,296
SPOT	Spotify Technology S.A.	+622	4,076	$1,976,493
TMUS	T-Mobile US, Inc.	+474	8,878	$1,864,646
QQQ	Invesco Qqq Trust, Series 1	+337	3,250	$1,875,835
PANW	Palo Alto Networks Inc	+158	1,366	$218,997
CEG	Constellation Energy Corp	+108	764	$213,347
PLTR	Palantir Technologies Inc.	+78	2,211	$323,425
COST	Costco Wholesale Corp /New	+63	3,686	$3,672,840
VST	Vistra Corp.	+38	1,397	$210,011
IBM	International Business Machines Corp	+22	924	$223,968
ISRG	Intuitive Surgical Inc	+19	443	$204,218
AVGO	Broadcom Inc.	+16	825	$255,345
AMD	Advanced Micro Devices Inc	+13	1,502	$305,551
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BITB	Bitwise Bitcoin ETF	−30,576	37,369	$1,375,552
SGOL	abrdn Gold ETF Trust	−25,811	426,633	$19,036,364
SIVR	abrdn Silver ETF Trust	−7,924	52,035	$3,726,226
MSFT	Microsoft Corp	−6,773	12,004	$4,443,520
AAPL	Apple Inc.	−5,254	28,948	$7,346,712
NFLX	Netflix Inc	−2,720	23,900	$2,297,985
HD	Home Depot, Inc.	−1,955	6,831	$2,246,647
MA	Mastercard Inc	−1,530	4,083	$2,040,111
NVDA	Nvidia Corp	−1,251	61,494	$10,724,553
SLV	iShares Silver Trust	−716	7,154	$487,473
ET	Energy Transfer LP	−702	12,818	$247,387
V	Visa Inc.	−582	8,830	$2,668,779
WMT	Walmart Inc.	−509	28,961	$3,599,273
MU	Micron Technology Inc	−493	823	$278,042
VRT	Vertiv Holdings Co	−406	854	$213,995
TSLA	Tesla, Inc.	−388	8,025	$2,983,293
META	Meta Platforms, Inc.	−314	7,542	$4,315,004
LYV	Live Nation Entertainment, Inc.	−271	11,836	$1,805,108
WFC	Wells Fargo & Company/Mn	−250	2,576	$205,075
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−244	750	$253,462
NEM	NEWMONT Corp /DE/	−194	2,874	$311,110
CSCO	Cisco Systems, Inc.	−158	8,015	$621,883
PWR	Quanta Services, Inc.	−107	406	$222,902
JPM	Jpmorgan Chase & Co	−74	1,698	$499,483
JNJ	Johnson & Johnson	−73	1,138	$278,172
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
SCHW	Schwab Charles Corp	18,230	$1,713,255
EXPE	Expedia Group, Inc.	7,373	$1,702,351
SHOP	Shopify Inc.	14,074	$1,669,457
WM	Waste Management Inc	6,948	$1,596,580
MAR	Marriott International Inc /Md/	4,820	$1,576,477
CIEN	Ciena Corp	641	$248,855
ROST	Ross Stores, Inc.	1,050	$227,461
GEV	GE Vernova Inc.	258	$225,208
NET	Cloudflare, Inc.	1,083	$223,466
FICO	Fair Isaac Corp	191	$203,900
WULF	Terawulf Inc.	14,128	$203,867
CIFR	Cipher Digital Inc.	14,794	$190,398
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	2,431	$1,610,343
ETHE	Grayscale Ethereum Staking ETF	9,845	$239,922
SMCI	Super Micro Computer, Inc.	8,015	$234,599
NRG	Nrg Energy, Inc.	1,435	$228,509
BMY	Bristol Myers Squibb Co	4,150	$223,851
SNOW	Snowflake Inc.	988	$216,727
RIOT	Riot Platforms, Inc.	15,638	$198,133
MARA	MARA Holdings, Inc.	19,805	$177,848
CRWD	CrowdStrike Holdings, Inc.	484	$56,719
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 positions · $117,729,918 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SGOL	abrdn Gold ETF Trust	Reduced	426,633	-25,811	$19,036,364	+2.4%	16.17%
NVDA	Nvidia Corp Technology	Reduced	61,494	-1,251	$10,724,553	−8.4%	9.11%
AMZN	Amazon Com Inc Consumer Cyclical	Added	39,819	+896	$8,293,103	−7.7%	7.04%
AAPL	Apple Inc. Technology	Reduced	28,948	-5,254	$7,346,712	−21.0%	6.24%
MSFT	Microsoft Corp Technology	Reduced	12,004	-6,773	$4,443,520	−51.1%	3.77%
META	Meta Platforms, Inc. Communication Services	Reduced	7,542	-314	$4,315,004	−16.8%	3.67%
SIVR	abrdn Silver ETF Trust	Reduced	52,035	-7,924	$3,726,226	−8.1%	3.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,686	+63	$3,672,840	+17.6%	3.12%
WMT	Walmart Inc. Consumer Defensive	Reduced	28,961	-509	$3,599,273	+9.6%	3.06%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	8,025	-388	$2,983,293	−21.1%	2.53%
V	Visa Inc. Financial Services	Reduced	8,830	-582	$2,668,779	−19.1%	2.27%
NFLX	Netflix Inc Communication Services	Reduced	23,900	-2,720	$2,297,985	−7.9%	1.95%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,831	-1,955	$2,246,647	−25.7%	1.91%
MA	Mastercard Inc Financial Services	Reduced	4,083	-1,530	$2,040,111	−36.3%	1.73%
SPOT	Spotify Technology S.A. Communication Services	Added	4,076	+622	$1,976,493	−1.5%	1.68%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	11,753	-11	$1,876,954	+3.9%	1.59%
QQQ	Invesco Qqq Trust, Series 1	Added	3,250	+337	$1,875,835	+4.8%	1.59%
TMUS	T-Mobile US, Inc. Communication Services	Added	8,878	+474	$1,864,646	+9.3%	1.58%
UBER	Uber Technologies, Inc Technology	Added	25,238	+3,027	$1,815,369	+0.0%	1.54%
LYV	Live Nation Entertainment, Inc. Communication Services	Reduced	11,836	-271	$1,805,108	+4.6%	1.53%
SCHW	Schwab Charles Corp Financial Services	NEW	18,230	NEW	$1,713,255	NEW	1.46%
EXPE	Expedia Group, Inc. Consumer Cyclical	NEW	7,373	NEW	$1,702,351	NEW	1.45%
SHOP	Shopify Inc. Technology	NEW	14,074	NEW	$1,669,457	NEW	1.42%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	18,494	-12	$1,656,877	+6.3%	1.41%
RDDT	Reddit, Inc. Communication Services	Added	12,033	+3,553	$1,620,243	−16.9%	1.38%
WM	Waste Management Inc Industrials	NEW	6,948	NEW	$1,596,580	NEW	1.36%
MAR	Marriott International Inc /Md/ Consumer Cyclical	NEW	4,820	NEW	$1,576,477	NEW	1.34%
W	Wayfair Inc. Consumer Cyclical	Added	19,941	+4,234	$1,499,762	−4.9%	1.27%
HOOD	Robinhood Markets, Inc. Financial Services	Added	21,130	+5,832	$1,464,309	−15.4%	1.24%
BITB	Bitwise Bitcoin ETF	Reduced	37,369	-30,576	$1,375,552	−57.4%	1.17%
GLD	Spdr Gold Trust	Reduced	2,884	-6	$1,240,956	+8.3%	1.05%
FDUS	FIDUS INVESTMENT Corp Financial Services	Held	51,113	0	$890,388	−9.7%	0.76%
LOW	Lowes Companies Inc Consumer Cyclical	Held	3,357	0	$793,191	−2.0%	0.67%
MCK	Mckesson Corp Healthcare	Reduced	815	-18	$705,268	+3.2%	0.60%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,015	-158	$621,883	−1.2%	0.53%
LLY	ELI LILLY & Co Healthcare	Reduced	645	-14	$593,251	−16.2%	0.50%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,698	-74	$499,483	−12.5%	0.42%
SLV	iShares Silver Trust	Reduced	7,154	-716	$487,473	−3.8%	0.41%
MELI	Mercadolibre Inc Consumer Cyclical	Held	264	0	$456,461	−14.2%	0.39%
PLTR	Palantir Technologies Inc. Technology	Added	2,211	+78	$323,425	−14.7%	0.27%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	2,874	-194	$311,110	+1.6%	0.26%
AMD	Advanced Micro Devices Inc Technology	Added	1,502	+13	$305,551	−4.2%	0.26%
AXP	American Express Co Financial Services	Held	923	0	$279,189	−18.2%	0.24%
JNJ	Johnson & Johnson Healthcare	Reduced	1,138	-73	$278,172	+11.0%	0.24%
MU	Micron Technology Inc Technology	Reduced	823	-493	$278,042	−26.0%	0.24%
CB	Chubb Ltd Financial Services	Held	842	0	$274,433	+4.4%	0.23%
ITW	Illinois Tool Works Inc Industrials	Held	1,000	0	$260,290	+5.7%	0.22%
AVGO	Broadcom Inc. Technology	Added	825	+16	$255,345	−8.8%	0.22%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	750	-244	$253,462	−16.1%	0.22%
CIEN	Ciena Corp Technology	NEW	641	NEW	$248,855	NEW	0.21%