Wt Wealth Management Portfolio Holdings
Wt Wealth Management
- $328 Million
- Q2 2025
Wt Wealth Management has filed its 13F form on September 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $328 Million distributed in 147 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $30.6M, Janus Detroit Str Tr Janus Hen with a value of $13M, Abrdn Gold ETF Trust with a value of $11.7M, Janus Detroit Str Tr Henderson with a value of $11.4M, and Nvidia Corp with a value of $10.7M.
Examining the 13F form we can see an increase of $27.4M in the current position value, from $300M to 328M.
Below you can find more details about Wt Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$328 Million
ETFs: $217 Million
Technology: $39.3 Million
Consumer Cyclical: $23.8 Million
Communication Services: $21.8 Million
Financial Services: $8.25 Million
Consumer Defensive: $5.89 Million
Industrials: $4.42 Million
Healthcare: $3.97 Million
Other: $2.85 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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