account_balance
Investment manager · 13F filer · SEC CIK 1780507
WT Wealth Management
Reported value$357Mas of Sep 30, 2026
Positions145 36 new, 29 sold out
Top 10 weight36.8%SCHB alone is 9%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHBSchwab Strategic Tr
9.3%Trimmed −2%
SGOLabrdn Gold ETF Trust
4.5%
SMHVaneck ETF Trust
3.6%Added +8%
JAJanus Detroit STR Tr
3.2%New
SJNKSPDR Series Trust
3.2%Added +557%
BKLNInvesco Exch Traded Fd Tr II
2.7%Added +336%
AMZNAmazon.com Inc
2.7%Trimmed −3%
GOOGAlphabet Inc.
2.7%Trimmed −15%
AAPLApple Inc.
2.6%Trimmed −11%
PCMMBondbloxx ETF Trust
2.3%Added +129%
BUCKSimplify Exchange Traded Fun
2.2%New
MSFTMicrosoft Corp
2.2%Trimmed −3%
SCHBSchwab Strategic Tr
9.3%Trimmed −2%
SGOLabrdn Gold ETF Trust
4.5%
SMHVaneck ETF Trust
3.6%+8%
JAJanus Detroit STR Tr
3.2%New
SJNKSPDR Series Trust
3.2%+557%
BKLNInvesco Exch Traded Fd Tr II
2.7%
AMZNAmazon.com Inc
2.7%
GOOGAlphabet Inc.
2.7%
AAPLApple Inc.
2.6%
PCMM2.3%
BUCK2.2%
MSFT2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHB Schwab Strategic Tr 9.3% Trimmed −2%
SGOL abrdn Gold ETF Trust 4.5% HeldSMH Vaneck ETF Trust 3.6% Added +8%
JA Janus Detroit STR Tr 3.2% New
SJNK SPDR Series Trust 3.2% Added +557%
BKLN Invesco Exch Traded Fd Tr II 2.7% Added +336%
AMZN Amazon.com Inc 2.7% Trimmed −3%GOOG Alphabet Inc. 2.7% Trimmed −15%AAPL Apple Inc. 2.6% Trimmed −11%PCMM Bondbloxx ETF Trust 2.3% Added +129%
BUCK Simplify Exchange Traded Fun 2.2% New
MSFT Microsoft Corp 2.2% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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