Stapp Wealth Management, Pllc Portfolio Holdings

Stapp Wealth Management, Pllc

  • $43.1 Million
  • Q3 2025

Stapp Wealth Management, Pllc has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $43.1 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ssga Active ETF Tr Spdr Doblel with a value of $8.4M, Wisdomtree Tr Efficient Gold P with a value of $7.95M, World Gold Trust with a value of $6.72M, Simplify Exchange Traded Fds S with a value of $3.61M, and Select Sector Spdr Tr Communic with a value of $2.05M.

Examining the 13F form we can see an increase of $4.36M in the current position value, from $38.8M to 43.1M.

Stapp Wealth Management, Pllc is based out at Olympia, WA

Below you can find more details about Stapp Wealth Management, Pllc portfolio as well as his latest detailed transactions.

Portfolio value $43.1 Million
ETFs: $38.6 Million
Basic Materials: $1.73 Million
Energy: $1.49 Million
Technology: $725,000
Healthcare: $236,000
Consumer Defensive: $235,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.4 Million 19.48% of portfolio
207,101
Q3 2025 Added 1.72%
$0
$7.95 Million 18.43% of portfolio
138,449
Q3 2025 Added 0.78%
$11.6B
$6.72 Million 15.57% of portfolio
87,847
Q3 2025 Reduced 0.61%
$0
$3.61 Million 8.36% of portfolio
283,805
Q3 2025 Added 1.37%
$0
$2.05 Million 4.75% of portfolio
17,306
Q3 2025 Reduced 0.29%
$0
$1.81 Million 4.2% of portfolio
31,553
Q3 2025 Reduced 0.52%
$0
$1.77 Million 4.11% of portfolio
32,901
Q3 2025 Added 0.63%
$0
$1.7 Million 3.95% of portfolio
8,989
Q3 2025 Added 0.47%
$5.53B
$1.5 Million 3.48% of portfolio
40,794
Q3 2025 Reduced 5.41%
$38.4B
$1.49 Million 3.45% of portfolio
31,520
Q3 2025 Added 2.03%
$0
$1.43 Million 3.32% of portfolio
5,525
Q3 2025 New
$23.1B
$818,000 1.9% of portfolio
19,320
Q1 2025 Added 0.47%
$73.2B
$627,000 1.45% of portfolio
3,720
Q1 2024 New
$12.1B
$599,000 1.39% of portfolio
17,191
Q1 2024 New
$708B
$375,000 0.87% of portfolio
1,335
Q2 2025 New
$64.3B
$362,000 0.84% of portfolio
4,295
Q1 2025 New
$3.86T
$350,000 0.81% of portfolio
676
Q4 2024 Reduced 0.73%
$0
$316,000 0.73% of portfolio
3,180
Q2 2025 Reduced 16.62%
$4.99B
$236,000 0.55% of portfolio
3,643
Q3 2025 New
$403B
$235,000 0.54% of portfolio
254
Q4 2024 Reduced 1.93%
$0
$205,000 0.48% of portfolio
2,133
Q2 2025 New
$5.02B
$137,000 0.32% of portfolio
19,105
Q3 2022 New
$0
$88,000 0.2% of portfolio
91,740
Q2 2024 New
Ea Series Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.63%
Tidal Trust Ii
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.76%
Tidal Trust Ii
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.51%
Ea Series Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.17%
Barrick Mng Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Added 10.16%
Global X Fds
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 12.54%
Doubleline ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.97%

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $43.1 Million
  • Prior Value $38.8 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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