WT Wealth Management

CIK

1780507

City

SCOTTSDALE

State / Country

AZ

Stock

FDUS — FIDUS INVESTMENT Corp

Top Portfolio Positions

70 positions · $119,178,337 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
SGOL	abrdn Gold ETF Trust	426,633	$19,036,364	15.97%
NVDA	Nvidia Corp Technology	61,494	$10,724,553	9.00%
AMZN	Amazon Com Inc Consumer Cyclical	39,819	$8,293,103	6.96%
AAPL	Apple Inc. Technology	28,948	$7,346,712	6.16%
MSFT	Microsoft Corp Technology	12,004	$4,443,520	3.73%
META	Meta Platforms, Inc. Communication Services	7,542	$4,315,004	3.62%
SIVR	abrdn Silver ETF Trust	52,035	$3,726,226	3.13%
COST	Costco Wholesale Corp /New Consumer Defensive	3,686	$3,672,840	3.08%
WMT	Walmart Inc. Consumer Defensive	28,961	$3,599,273	3.02%
TSLA	Tesla, Inc. Consumer Cyclical	8,025	$2,983,293	2.50%

Portfolio Trend

25 quarters · across all stocks

Holdings in FDUS

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$890,388	51,113	0.0%	Shares	Sole	2026-04-21
2025-12-31	$986,480	51,113	0.0%	Shares	Sole	2026-02-02
2025-09-30	$1,035,549	51,113	-1.4%	Shares	Sole	2025-10-22
2025-06-30	$1,047,471	51,855	-2.8%	Shares	Sole	2025-09-10
2025-03-31	$1,088,336	53,376	-3.7%	Shares	Sole	2025-05-06
2024-12-31	$1,165,327	55,439	-3.8%	Shares	Sole	2025-02-05
2024-09-30	$1,129,724	57,639	-3.8%	Shares	Sole	2024-10-21
2024-06-30	$1,167,280	59,922	-9.2%	Shares	Sole	2024-10-21
2024-03-31	$1,302,721	65,994	-1.9%	Shares	Sole	2024-10-21
2023-12-31	$1,324,506	67,268	-1.9%	Shares	Sole	2024-02-08
2023-09-30	$1,316,217	68,553	0.0%	Shares	Sole	2023-12-04
2023-06-30	$1,343,638	68,553	0.0%	Shares	Sole	2023-07-25
2023-03-31	$1,307,305	68,553	0.0%	Shares	Sole	2023-04-20
2022-12-31	$1,304,563	68,553	—	Shares	Sole	2023-01-20
No 13F history on record for this holder in this stock.