WT Wealth Management
Top Portfolio Positions
70 positions ·
$119,178,337 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in PPLT
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,152,969 | 6,469 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,067,684 | 5,727 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $698,254 | 4,887 | Shares | Sole | 2025-10-22 | |
| No quarters match your search. | ||||||