Sponsored

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

Currently, STAPP WEALTH MANAGEMENT, PLLC holds 30 types of securities in its portfolio with a total value $78.3M. In the most recent quarter, they have increased their positions in N/A (+321.1K shares, valued at $8.1M), XOP (+22.7K shares, valued at $4.1M), RSBA (+128.1K shares, valued at $2.7M); decreased their positions in CLIP (-44.2K shares, valued at $4.4M), GLDM (-14.0K shares, valued at $1.3M), GDE (-16.0K shares, valued at $1.0M); initiated new positions in N/A (+321.1K shares, valued at $8.1M), XOP (+22.7K shares, valued at $4.1M), RSBA (+128.1K shares, valued at $2.7M).

1M P&L

+512.1K+0.81%

3M P&L

-567.7K-0.89%

HY P&L

+6.0M+10.36%

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/A66.1M

96.2%

2Gold2.1M

3.1%

3Discount Stores253.1K

0.4%

Top Industries by Stock Count

1N/A21 stocks

77.8%

2Gold4 stocks

14.8%

3Discount Stores1 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ORR EA SERIES TRUST247.6K shares-0.59%2026-03-312026-04-21

NORTHERN LTS FD TR II NORTHERN LTS FD TR II321.1K sharesnew addition2026-03-312026-04-21

GDE WISDOMTREE TR120.9K shares-11.68%2026-03-312026-04-21

GLDM WORLD GOLD TR72.4K shares-16.22%2026-03-312026-04-21

TFPN TIDAL TRUST II234.2K shares0.50%2026-03-312026-04-21

CLIP GLOBAL X FDS64.7K shares-40.60%2026-03-312026-04-21

XOP SPDR SERIES TRUST22.7K sharesnew addition2026-03-312026-04-21

TYA SIMPLIFY EXCHANGE TRADED FUN216.4K shares-17.31%2026-03-312026-04-21

Sponsored

RSBA TIDAL TRUST II128.1K sharesnew addition2026-03-312026-04-21

VABS VIRTUS ETF TR II92.6K shares17.93%2026-03-312026-04-21

DCRE DOUBLELINE ETF TRUST42.3K shares18.51%2026-03-312026-04-21

RSST TIDAL TRUST II74.4K shares-1.16%2026-03-312026-04-21

COWZ PACER FDS TR32.3K shares1.55%2026-03-312026-04-21

VDE VANGUARD WORLD FD11.5K shares12.42%2026-03-312026-04-21

XLB SELECT SECTOR SPDR TR34.5K shares-25.12%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR33.1K shares0.06%2026-03-312026-04-21

Sponsored

VPU VANGUARD WORLD FD7.8K shares-13.98%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR18.5K sharesnew addition2026-03-312026-04-21

ETFS GOLD TR ETFS GOLD TR25.1K shares-15.86%2026-03-312026-04-21

DTAN EA SERIES TRUST36.9K shares2.24%2026-03-312026-04-21

SHY ISHARES TR13.4K shares0.56%2026-03-312026-04-21

AEM AGNICO EAGLE MINES LTD3.7K shares0.00%2026-03-312026-04-21

AGI ALAMOS GOLD INC16.8K shares0.00%2026-03-312026-04-21

UTEN RBB FD INC14.8K shares0.00%2026-03-312026-04-21

Sponsored

NEM NEWMONT CORP4.2K shares0.00%2026-03-312026-04-21

BARRICK MNG CORP BARRICK MNG CORP8.4K shares0.00%2026-03-312026-04-21

BILS SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION254 shares0.00%2026-03-312026-04-21

MSFT MICROSOFT CORP676 shares0.00%2026-03-312026-04-21

IAUX I-80 GOLD CORP91.7K shares0.00%2026-03-312026-04-21

ORR

EA SERIES TRUST

-0.59%

Shares247.6K

Event2026-03-31

Filed2026-04-21

NORTHERN LTS FD TR II

New

Shares321.1K

Event2026-03-31

Filed2026-04-21

GDE

WISDOMTREE TR

-11.68%

Shares120.9K

Event2026-03-31

Filed2026-04-21

GLDM

WORLD GOLD TR

-16.22%

Shares72.4K

Event2026-03-31

Filed2026-04-21

TFPN

TIDAL TRUST II

0.50%

Shares234.2K

Event2026-03-31

Filed2026-04-21

CLIP

GLOBAL X FDS

-40.60%

Shares64.7K

Event2026-03-31

Filed2026-04-21

XOP

SPDR SERIES TRUST

New

Shares22.7K

Event2026-03-31

Filed2026-04-21

TYA

SIMPLIFY EXCHANGE TRADED FUN

-17.31%

Shares216.4K

Event2026-03-31

Filed2026-04-21

RSBA

TIDAL TRUST II

New

Shares128.1K

Event2026-03-31

Filed2026-04-21

VABS

VIRTUS ETF TR II

17.93%

Shares92.6K

Event2026-03-31

Filed2026-04-21

DCRE

DOUBLELINE ETF TRUST

18.51%

Shares42.3K

Event2026-03-31

Filed2026-04-21

RSST

TIDAL TRUST II

-1.16%

Shares74.4K

Event2026-03-31

Filed2026-04-21

COWZ

PACER FDS TR

1.55%

Shares32.3K

Event2026-03-31

Filed2026-04-21

VDE

VANGUARD WORLD FD

12.42%

Shares11.5K

Event2026-03-31

Filed2026-04-21

XLB

SELECT SECTOR SPDR TR

-25.12%

Shares34.5K

Event2026-03-31

Filed2026-04-21

XLF

SELECT SECTOR SPDR TR

0.06%

Shares33.1K

Event2026-03-31

Filed2026-04-21

VPU

VANGUARD WORLD FD

-13.98%

Shares7.8K

Event2026-03-31

Filed2026-04-21

XLP

SELECT SECTOR SPDR TR

New

Shares18.5K

Event2026-03-31

Filed2026-04-21

ETFS GOLD TR

-15.86%

Shares25.1K

Event2026-03-31

Filed2026-04-21

DTAN

EA SERIES TRUST

2.24%

Shares36.9K

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

0.56%

Shares13.4K

Event2026-03-31

Filed2026-04-21

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-21

AGI

ALAMOS GOLD INC

0.00%

Shares16.8K

Event2026-03-31

Filed2026-04-21

UTEN

RBB FD INC

0.00%

Shares14.8K

Event2026-03-31

Filed2026-04-21

NEM

NEWMONT CORP

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-21

BARRICK MNG CORP

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-21

BILS

SPDR SERIES TRUST

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares254

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

0.00%

Shares676

Event2026-03-31

Filed2026-04-21

IAUX

I-80 GOLD CORP

0.00%

Shares91.7K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available