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The Analysis of STAPP WEALTH MANAGEMENT, PLLC's Holdings & P&L

Currently, STAPP WEALTH MANAGEMENT, PLLC holds 32 types of securities in its portfolio with a total value $76.5M. In the most recent quarter, they have increased their positions in BOXX (+23.9K shares, valued at $2.8M), XLK (+8.7K shares, valued at $1.7M), XLC (+13.6K shares, valued at $1.5M); decreased their positions in CLIP (-42.9K shares, valued at $4.3M), XLF (-186 shares, valued at $10.0K), N/A (-185 shares, valued at $7.1K); initiated new positions in BOXX (+23.9K shares, valued at $2.8M), XLK (+8.7K shares, valued at $1.7M), XLC (+13.6K shares, valued at $1.5M).

1M P&L

+1.7M+2.75%

3M P&L

+3.0M+4.88%

HY P&L

+2.8M+4.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A59.1M

96.5%

2Gold1.9M

3.1%

3Software - Infrastructure252.2K

0.4%

Top Industries by Stock Count

1N/A22 stocks

78.6%

2Gold5 stocks

17.9%

3Software - Infrastructure1 stocks

3.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ORR EA SERIES TRUST251.7K shares1.67%2026-06-302026-07-22

NORTHERN LTS FD TR II NORTHERN LTS FD TR II324.0K shares0.91%2026-06-302026-07-22

GDE WISDOMTREE TR123.6K shares2.22%2026-06-302026-07-22

TFPN TIDAL TRUST II234.5K shares0.11%2026-06-302026-07-22

WORLD GOLD TR WORLD GOLD TR73.1K shares0.89%2026-06-302026-07-22

XOP SPDR SERIES TRUST23.4K shares3.02%2026-06-302026-07-22

BOXX EA SERIES TRUST23.9K sharesnew addition2026-06-302026-07-22

TYA SIMPLIFY EXCHANGE TRADED FUN217.4K shares0.49%2026-06-302026-07-22

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RSBA TIDAL TRUST II129.8K shares1.27%2026-06-302026-07-22

RSST TIDAL TRUST II76.9K shares3.39%2026-06-302026-07-22

VABS VIRTUS ETF TR II93.7K shares1.21%2026-06-302026-07-22

DCRE DOUBLELINE ETF TRUST43.0K shares1.64%2026-06-302026-07-22

CLIP GLOBAL X FDS21.8K shares-66.33%2026-06-302026-07-22

COWZ PACER FDS TR32.9K shares1.73%2026-06-302026-07-22

XLF SELECT SECTOR SPDR TR33.0K shares-0.56%2026-06-302026-07-22

XLB SELECT SECTOR SPDR TR34.6K shares0.34%2026-06-302026-07-22

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VDE VANGUARD WORLD FD11.5K shares0.52%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR8.7K sharesnew addition2026-06-302026-07-22

XLC SELECT SECTOR SPDR TR13.6K sharesnew addition2026-06-302026-07-22

DTAN EA SERIES TRUST37.8K shares2.52%2026-06-302026-07-22

SHY ISHARES TR13.4K shares0.00%2026-06-302026-07-22

ETFS GOLD TR ETFS GOLD TR24.9K shares-0.74%2026-06-302026-07-22

UTEN RBB FD INC14.8K shares0.00%2026-06-302026-07-22

AEM AGNICO EAGLE MINES LTD3.7K shares0.00%2026-06-302026-07-22

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AGI ALAMOS GOLD INC16.8K shares0.00%2026-06-302026-07-22

NEM NEWMONT CORP4.2K shares0.00%2026-06-302026-07-22

BILS SPDR SERIES TRUST3.2K shares0.00%2026-06-302026-07-22

B BARRICK MNG CORP8.4K shares0.00%2026-06-302026-07-22

EMXC ISHARES INC2.8K sharesnew addition2026-06-302026-07-22

MSFT MICROSOFT CORP676 shares0.00%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION254 shares0.00%2026-06-302026-07-22

IAUX I-80 GOLD CORP91.7K shares0.00%2026-06-302026-07-22

Sponsored

ORR

EA SERIES TRUST

1.67%

Shares251.7K

Event2026-06-30

Filed2026-07-22

NORTHERN LTS FD TR II

0.91%

Shares324.0K

Event2026-06-30

Filed2026-07-22

GDE

WISDOMTREE TR

2.22%

Shares123.6K

Event2026-06-30

Filed2026-07-22

TFPN

TIDAL TRUST II

0.11%

Shares234.5K

Event2026-06-30

Filed2026-07-22

WORLD GOLD TR

0.89%

Shares73.1K

Event2026-06-30

Filed2026-07-22

XOP

SPDR SERIES TRUST

3.02%

Shares23.4K

Event2026-06-30

Filed2026-07-22

BOXX

EA SERIES TRUST

New

Shares23.9K

Event2026-06-30

Filed2026-07-22

TYA

SIMPLIFY EXCHANGE TRADED FUN

0.49%

Shares217.4K

Event2026-06-30

Filed2026-07-22

RSBA

TIDAL TRUST II

1.27%

Shares129.8K

Event2026-06-30

Filed2026-07-22

RSST

TIDAL TRUST II

3.39%

Shares76.9K

Event2026-06-30

Filed2026-07-22

VABS

VIRTUS ETF TR II

1.21%

Shares93.7K

Event2026-06-30

Filed2026-07-22

DCRE

DOUBLELINE ETF TRUST

1.64%

Shares43.0K

Event2026-06-30

Filed2026-07-22

CLIP

GLOBAL X FDS

-66.33%

Shares21.8K

Event2026-06-30

Filed2026-07-22

COWZ

PACER FDS TR

1.73%

Shares32.9K

Event2026-06-30

Filed2026-07-22

XLF

SELECT SECTOR SPDR TR

-0.56%

Shares33.0K

Event2026-06-30

Filed2026-07-22

XLB

SELECT SECTOR SPDR TR

0.34%

Shares34.6K

Event2026-06-30

Filed2026-07-22

VDE

VANGUARD WORLD FD

0.52%

Shares11.5K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

New

Shares8.7K

Event2026-06-30

Filed2026-07-22

XLC

SELECT SECTOR SPDR TR

New

Shares13.6K

Event2026-06-30

Filed2026-07-22

DTAN

EA SERIES TRUST

2.52%

Shares37.8K

Event2026-06-30

Filed2026-07-22

SHY

ISHARES TR

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-22

ETFS GOLD TR

-0.74%

Shares24.9K

Event2026-06-30

Filed2026-07-22

UTEN

RBB FD INC

0.00%

Shares14.8K

Event2026-06-30

Filed2026-07-22

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-22

AGI

ALAMOS GOLD INC

0.00%

Shares16.8K

Event2026-06-30

Filed2026-07-22

NEM

NEWMONT CORP

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-22

BILS

SPDR SERIES TRUST

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

BARRICK MNG CORP

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-22

EMXC

ISHARES INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

0.00%

Shares676

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

0.00%

Shares254

Event2026-06-30

Filed2026-07-22

IAUX

I-80 GOLD CORP

0.00%

Shares91.7K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available