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CIK: 0001780507
Total reported value
$357.2M
$357.2M
132 檔
23.6%
According to the latest 13F quarterly dataset, WT Wealth Management managed an equity portfolio of $357.2M at the end of Q4 2025, spanning 132 distinct U.S. exchange-listed positions.
WT Wealth Management executed strategic sector rebalancing during Q4 2025, establishing 11 new positions while fully exiting 18 holdings and trimming 46 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 9.00% | -0.02% | -2.30% | |
| 2 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 5.34% | +0.18% | -3.49% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.36% | -1.48% | -1.02% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.29% | -2.79% | EXIT | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.26% | -0.57% | -9.91% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.86% | -2.67% | -0.55% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.67% | +0.09% | -18.46% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | +0.56% | -1.66% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | +0.06% | +0.39% | |
| 10 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 2.49% | -1.78% | EXIT | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.40% | +0.03% | -12.99% | |
| 12 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.38% | -2.42% | EXIT | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.06% | -0.52% | -2.96% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.88% | — | -0.51% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 1.82% | — | -9.45% | |
| 16 | ENFR | Alerian Energy Infrastructur | ETF-Other | 1.80% | — | +4.61% | |
| 17 | SIHY | Harbor Ares Systemt Hi Yd-us | ETF-Other | 1.76% | -1.80% | EXIT | |
| 18 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.55% | -0.59% | +1.91% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.51% | — | +0.84% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | +0.46% | +8.16% | |
| 21 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.32% | -0.30% | -36.64% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.26% | -0.22% | +3.13% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.26% | — | +22.60% | |
| 24 | PPH | Vaneck Pharmaceutical ETF | ETF-Other | 1.25% | -0.17% | -7.66% | |
| 25 | PAVE | Global X US Infrastructure | ETF-Other | 1.23% | +0.15% | -2.80% | |
| 26 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 1.17% | -0.03% | -19.64% | |
| 27 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.13% | -0.89% | EXIT | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.13% | +0.11% | -9.28% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.09% | -0.19% | -16.56% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | -0.14% | +17.06% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.10% | +10.06% | |
| 32 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.93% | +0.11% | +16.24% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.92% | +0.01% | +19.76% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | -0.12% | +33.99% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | — | +36.34% | |
| 36 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.87% | -0.90% | EXIT | |
| 37 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.85% | +0.29% | +5.31% | |
| 38 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.75% | -0.04% | +7.28% | |
| 39 | HEAL | Global X Healthtech ETF | ETF-Tech | 0.74% | -0.72% | EXIT | |
| 40 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.72% | +2.12% | -6.76% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.72% | -0.05% | +1152.12% | |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.71% | -0.15% | -1.89% | |
| 43 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.61% | -0.22% | — | |
| 44 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.61% | -0.58% | EXIT | |
| 45 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 0.60% | -0.62% | EXIT | |
| 46 | QSIG | Wisdomtree US Short Term Cor | ETF-Other | 0.58% | -0.59% | EXIT | |
| 47 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.58% | +0.04% | -4.03% | |
| 48 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.56% | -0.21% | +813.79% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.52% | — | +10.62% | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.52% | -0.09% | -11.34% |
According to official SEC Form 13F filings, WT Wealth Management reported a total U.S. public equity portfolio value of $357.2M across 132 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, SGOL, NVDA) accounted for 23.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
REMX
市值: $2.1M
Top Position Liquidated / Trimmed
UNH
前期市值: $2.6M
During Q4 2025, WT Wealth Management's top holdings by market value included SCHB (9.0%)、SGOL (5.3%)、NVDA (3.4%). The largest single position, SCHB, represented 9.0% of total portfolio value.
In Q4 2025, WT Wealth Management made 140 total portfolio adjustments, initiating 11 new buys, adding to 65 positions, trimming 46 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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