Stapp Wealth Management, Pllc Portfolio Holdings

Stapp Wealth Management, Pllc has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $38.8 Million distributed in 30 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 $8.17M, Wisdomtree Tr Efficient Gold P with a value of $6.48M, World Gold Trust with a value of $5.79M, Simplify Exchange Traded Fds S with a value of $3.56M, and Select Sector Spdr Tr Communic with a value of $1.88M.

Examining the 13F form we can see an decrease of $4.89M in the current position value, from $43.7M to 38.8M.

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.