Sponsored

The Analysis of WT Wealth Management's Holdings & P&L

Currently, WT Wealth Management holds 138 types of securities in its portfolio with a total value $336.4M. In the most recent quarter, they have increased their positions in N/A (+226.8K shares, valued at $5.5M), ICSH (+75.9K shares, valued at $3.8M), UFO (+61.0K shares, valued at $2.7M); decreased their positions in XLV (-25.1K shares, valued at $3.7M), JBBB (-60.2K shares, valued at $2.8M), MSFT (-6.8K shares, valued at $2.5M); initiated new positions in N/A (+226.8K shares, valued at $5.5M), UFO (+61.0K shares, valued at $2.7M), OIH (+6.5K shares, valued at $2.6M).

1M P&L

+7.5M+2.45%

3M P&L

+12.9M+4.27%

HY P&L

+22.6M+7.76%

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/A207.0M

69.8%

2Semiconductors11.6M

3.9%

3Internet Retail10.2M

3.5%

Top Industries by Stock Count

1N/A71 stocks

54.2%

2Capital Markets4 stocks

3.1%

3Software - Infrastructure4 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR1.2M shares-1.65%2026-03-312026-04-21

ETFS GOLD TR ETFS GOLD TR426.6K shares-5.70%2026-03-312026-04-21

USFR WISDOMTREE TR221.3K shares11.87%2026-03-312026-04-21

NVDA NVIDIA CORPORATION61.5K shares-1.99%2026-03-312026-04-21

JAAA JANUS DETROIT STR TR207.9K shares-8.06%2026-03-312026-04-21

ALPHABET INC ALPHABET INC34.2K shares-5.27%2026-03-312026-04-21

SMH VANECK ETF TRUST23.4K shares1.11%2026-03-312026-04-21

AMZN AMAZON COM INC39.8K shares2.30%2026-03-312026-04-21

Sponsored

ICSH ISHARES TR162.7K shares87.35%2026-03-312026-04-21

SCHI SCHWAB STRATEGIC TR340.6K shares-5.40%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F147.5K shares4.13%2026-03-312026-04-21

AAPL APPLE INC28.9K shares-15.36%2026-03-312026-04-21

JBBB JANUS DETROIT STR TR121.4K shares-33.15%2026-03-312026-04-21

SIHY HARBOR ETF TRUST125.9K shares-5.91%2026-03-312026-04-21

TIDAL TRUST III TIDAL TRUST III226.8K sharesnew addition2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR108.5K shares-6.37%2026-03-312026-04-21

Sponsored

SCHF SCHWAB STRATEGIC TR212.7K shares-2.62%2026-03-312026-04-21

PPA INVESCO EXCHANGE TRADED FD T31.6K shares7.92%2026-03-312026-04-21

PPH VANECK ETF TRUST50.4K shares19.59%2026-03-312026-04-21

PAVE GLOBAL X FDS100.9K shares12.82%2026-03-312026-04-21

SCHR SCHWAB STRATEGIC TR199.2K shares-7.55%2026-03-312026-04-21

MSFT MICROSOFT CORP12.0K shares-36.07%2026-03-312026-04-21

META META PLATFORMS INC7.5K shares-4.00%2026-03-312026-04-21

PCMM BONDBLOXX ETF TRUST85.2K shares139.50%2026-03-312026-04-21

Sponsored

SIVR ABRDN SILVER ETF TRUST52.0K shares-13.22%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION3.7K shares1.74%2026-03-312026-04-21

WMT WALMART INC29.0K shares-1.73%2026-03-312026-04-21

ESGU ISHARES TR23.5K shares-10.79%2026-03-312026-04-21

TSLA TESLA INC8.0K shares-4.61%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II39.9K shares9.50%2026-03-312026-04-21

ULST SSGA ACTIVE ETF TR71.5K shares-26.22%2026-03-312026-04-21

SCHQ SCHWAB STRATEGIC TR91.1K shares-4.35%2026-03-312026-04-21

Sponsored

BKLN INVESCO EXCH TRADED FD TR II137.8K shares15.75%2026-03-312026-04-21

SCHO SCHWAB STRATEGIC TR114.6K shares-5.11%2026-03-312026-04-21

UFO PROCURE ETF TRUST II61.0K sharesnew addition2026-03-312026-04-21

V VISA INC8.8K shares-6.18%2026-03-312026-04-21

OIH VANECK ETF TRUST6.5K sharesnew addition2026-03-312026-04-21

SHLD GLOBAL X FDS37.0K shares13.03%2026-03-312026-04-21

REMX VANECK ETF TRUST29.4K shares1.67%2026-03-312026-04-21

EMXC ISHARES INC31.4K shares-7.69%2026-03-312026-04-21

Sponsored

HEAL GLOBAL X FDS101.1K shares14.68%2026-03-312026-04-21

NFLX NETFLIX INC.23.9K shares-10.22%2026-03-312026-04-21

HD HOME DEPOT INC6.8K shares-22.25%2026-03-312026-04-21

SJNK SPDR SERIES TRUST85.5K shares48.21%2026-03-312026-04-21

MA MASTERCARD INCORPORATED4.1K shares-27.26%2026-03-312026-04-21

PDBA INVESCO ACTVELY MNGD ETC FD55.5K shares21.71%2026-03-312026-04-21

SPOT SPOTIFY TECHNOLOGY S A4.1K shares18.01%2026-03-312026-04-21

CSHI NEOS ETF TRUST39.3K shares-5.86%2026-03-312026-04-21

Sponsored

GDX VANECK ETF TRUST20.8K shares-0.19%2026-03-312026-04-21

QSIG WISDOMTREE TR39.3K shares-5.41%2026-03-312026-04-21

TJX TJX COS INC NEW11.8K shares-0.09%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR3.3K shares11.57%2026-03-312026-04-21

TMUS T-MOBILE US INC8.9K shares5.64%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC25.2K shares13.63%2026-03-312026-04-21

LYV LIVE NATION ENTERTAINMENT IN11.8K shares-2.24%2026-03-312026-04-21

OEF ISHARES TR5.6K shares15.44%2026-03-312026-04-21

Sponsored

SCHW SCHWAB CHARLES CORP18.2K sharesnew addition2026-03-312026-04-21

EXPE EXPEDIA GROUP INC7.4K sharesnew addition2026-03-312026-04-21

SETM SPROTT FDS TR50.6K sharesnew addition2026-03-312026-04-21

SHOP SHOPIFY INC14.1K sharesnew addition2026-03-312026-04-21

SBUX STARBUCKS CORP18.5K shares-0.06%2026-03-312026-04-21

RDDT REDDIT INC12.0K shares41.90%2026-03-312026-04-21

QGRO AMERICAN CENTY ETF TR15.3K shares6.21%2026-03-312026-04-21

WM WASTE MGMT INC DEL6.9K sharesnew addition2026-03-312026-04-21

Sponsored

MAR MARRIOTT INTL INC NEW4.8K sharesnew addition2026-03-312026-04-21

QDEF FLEXSHARES TR19.7K shares-2.48%2026-03-312026-04-21

MGV VANGUARD WORLD FD10.7K sharesnew addition2026-03-312026-04-21

W WAYFAIR INC19.9K shares26.96%2026-03-312026-04-21

QUAL ISHARES TR7.8K shares0.54%2026-03-312026-04-21

EVMT INVESCO ACTVELY MNGD ETC FD83.6K shares22.81%2026-03-312026-04-21

NLR VANECK ETF TRUST11.2K shares11.00%2026-03-312026-04-21

HOOD ROBINHOOD MKTS INC21.1K shares38.12%2026-03-312026-04-21

Sponsored

SLX VANECK ETF TRUST15.6K shares5.87%2026-03-312026-04-21

BITB BITWISE BITCOIN ETF TR37.4K shares-45.00%2026-03-312026-04-21

MAGS LISTED FDS TR23.4K shares9.09%2026-03-312026-04-21

COPX GLOBAL X FDS17.6K shares2.49%2026-03-312026-04-21

GLD SPDR GOLD TR2.9K shares-0.21%2026-03-312026-04-21

PPLT ABRDN PLATINUM ETF TRUST6.5K shares12.96%2026-03-312026-04-21

USMV ISHARES TR12.4K shares-0.34%2026-03-312026-04-21

IVV ISHARES TR1.5K shares0.00%2026-03-312026-04-21

Sponsored

FDUS FIDUS INVT CORP51.1K shares0.00%2026-03-312026-04-21

LOW LOWES COS INC3.4K shares0.00%2026-03-312026-04-21

SCHH SCHWAB STRATEGIC TR36.7K shares4.52%2026-03-312026-04-21

XLY SELECT SECTOR SPDR TR7.2K shares3.95%2026-03-312026-04-21

IYW ISHARES TR4.3K shares4.20%2026-03-312026-04-21

MCK MCKESSON CORP815 shares-2.16%2026-03-312026-04-21

SDCI USCF ETF TR24.5K shares0.42%2026-03-312026-04-21

CSCO CISCO SYS INC8.0K shares-1.93%2026-03-312026-04-21

Sponsored

NETL ETF SER SOLUTIONS24.9K sharesnew addition2026-03-312026-04-21

XLC SELECT SECTOR SPDR TR5.5K shares22.63%2026-03-312026-04-21

LLY ELI LILLY & CO645 shares-2.12%2026-03-312026-04-21

AIQ GLOBAL X FDS12.6K shares-7.41%2026-03-312026-04-21

ESGD ISHARES TR6.1K shares-13.11%2026-03-312026-04-21

SCHP SCHWAB STRATEGIC TR21.0K shares7.22%2026-03-312026-04-21

VMBS VANGUARD SCOTTSDALE FDS11.5K shares3.02%2026-03-312026-04-21

IVW ISHARES TR4.7K shares0.00%2026-03-312026-04-21

Sponsored

JPM JPMORGAN CHASE & CO1.7K shares-4.18%2026-03-312026-04-21

SLV ISHARES SILVER TR7.2K shares-9.10%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR3.1K shares-88.91%2026-03-312026-04-21

MELI MERCADOLIBRE INC264 shares0.00%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR3.4K shares-7.90%2026-03-312026-04-21

XOM EXXON MOBIL CORP2.4K shares-22.25%2026-03-312026-04-21

SGOV ISHARES TR3.7K shares0.27%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC2.2K shares3.66%2026-03-312026-04-21

Sponsored

NEM NEWMONT CORP2.9K shares-6.32%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC1.5K shares0.87%2026-03-312026-04-21

SPSB SPDR SERIES TRUST10.0K shares0.00%2026-03-312026-04-21

ESGE ISHARES INC6.4K shares-15.53%2026-03-312026-04-21

UCO PROSHARES TR II7.3K sharesnew addition2026-03-312026-04-21

AXP AMERICAN EXPRESS CO923 shares0.00%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON1.1K shares-6.03%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC823 shares-37.46%2026-03-312026-04-21

Sponsored

CB CHUBB LTD SWITZ842 shares0.00%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC1.0K shares0.00%2026-03-312026-04-21

BROADCOM INC BROADCOM INC825 shares1.98%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC750 shares-24.55%2026-03-312026-04-21

CIEN CIENA CORP641 sharesnew addition2026-03-312026-04-21

ET ENERGY TRANSFER L P12.8K shares-5.19%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP850 shares0.00%2026-03-312026-04-21

TBIL RBB FD INC4.7K sharesnew addition2026-03-312026-04-21

Sponsored

ROST ROSS STORES INC1.1K sharesnew addition2026-03-312026-04-21

GEV GE VERNOVA INC258 sharesnew addition2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS924 shares2.44%2026-03-312026-04-21

NET CLOUDFLARE INC1.1K sharesnew addition2026-03-312026-04-21

PWR QUANTA SVCS INC406 shares-20.86%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC1.4K shares13.08%2026-03-312026-04-21

VRT VERTIV HOLDINGS CO854 shares-32.22%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP764 shares16.46%2026-03-312026-04-21

Sponsored

VST VISTRA CORP1.4K shares2.80%2026-03-312026-04-21

WFC WELLS FARGO & CO2.6K shares-8.85%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC443 shares4.48%2026-03-312026-04-21

FICO FAIR ISAAC CORP191 sharesnew addition2026-03-312026-04-21

WULF TERAWULF INC14.1K sharesnew addition2026-03-312026-04-21

TDIV FIRST TR EXCHANGE TRADED FD2.2K shares-6.86%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K shares-2.47%2026-03-312026-04-21

XAR SPDR SERIES TRUST793 sharesnew addition2026-03-312026-04-21

Sponsored

CIFR CIPHER DIGITAL INC14.8K sharesnew addition2026-03-312026-04-21

GGN GAMCO GLOBAL GOLD NAT RES &17.6K shares11.18%2026-03-312026-04-21

SCHB

SCHWAB STRATEGIC TR

-1.65%

Shares1.2M

Event2026-03-31

Filed2026-04-21

ETFS GOLD TR

-5.70%

Shares426.6K

Event2026-03-31

Filed2026-04-21

USFR

WISDOMTREE TR

11.87%

Shares221.3K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-1.99%

Shares61.5K

Event2026-03-31

Filed2026-04-21

JAAA

JANUS DETROIT STR TR

-8.06%

Shares207.9K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-5.27%

Shares34.2K

Event2026-03-31

Filed2026-04-21

SMH

VANECK ETF TRUST

1.11%

Shares23.4K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

2.30%

Shares39.8K

Event2026-03-31

Filed2026-04-21

ICSH

ISHARES TR

87.35%

Shares162.7K

Event2026-03-31

Filed2026-04-21

SCHI

SCHWAB STRATEGIC TR

-5.40%

Shares340.6K

Event2026-03-31

Filed2026-04-21

JPST

J P MORGAN EXCHANGE TRADED F

4.13%

Shares147.5K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-15.36%

Shares28.9K

Event2026-03-31

Filed2026-04-21

JBBB

JANUS DETROIT STR TR

-33.15%

Shares121.4K

Event2026-03-31

Filed2026-04-21

SIHY

HARBOR ETF TRUST

-5.91%

Shares125.9K

Event2026-03-31

Filed2026-04-21

TIDAL TRUST III

New

Shares226.8K

Event2026-03-31

Filed2026-04-21

XLF

SELECT SECTOR SPDR TR

-6.37%

Shares108.5K

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

-2.62%

Shares212.7K

Event2026-03-31

Filed2026-04-21

PPA

INVESCO EXCHANGE TRADED FD T

7.92%

Shares31.6K

Event2026-03-31

Filed2026-04-21

PPH

VANECK ETF TRUST

19.59%

Shares50.4K

Event2026-03-31

Filed2026-04-21

PAVE

GLOBAL X FDS

12.82%

Shares100.9K

Event2026-03-31

Filed2026-04-21

SCHR

SCHWAB STRATEGIC TR

-7.55%

Shares199.2K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-36.07%

Shares12.0K

Event2026-03-31

Filed2026-04-21