WT Wealth Management
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 SIVR
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,726,226 | 52,035 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,055,626 | 59,959 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,318,652 | 74,610 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,222,576 | 64,591 | Shares | Sole | 2025-09-10 | |
| 2025-03-31 | $1,854,793 | 57,053 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,317,377 | 47,783 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $681,870 | 22,920 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $648,059 | 23,278 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $602,393 | 25,300 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 | $416,759 | 18,303 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $504,499 | 23,730 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $507,247 | 23,215 | Shares | Sole | 2023-07-25 | |
| No 13F history on record for this holder in this stock. | ||||||