Stapp Wealth Management, P

Latest statistics and disclosures from Stapp Wealth Management, P's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CLIP, TOTL, GDE, ORR, GLDM, and represent 55.71% of Stapp Wealth Management, P's stock portfolio.
  • Added to shares of these 10 stocks: VHT, B, CRSP, ORR, VABS, TOTL, TFPN, DCRE, GDE, TYA.
  • Started 3 new stock positions in CRSP, B, VHT.
  • Reduced shares in these 6 stocks: CLIP, , SGOL, GLDM, COWZ, XLC.
  • Sold out of its position in XLV.
  • Stapp Wealth Management, P was a net seller of stock by $-341k.
  • Stapp Wealth Management, P has $74M in assets under management (AUM), dropping by 7.12%.
  • Central Index Key (CIK): 0001954085

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Portfolio Holdings for Stapp Wealth Management, P

Stapp Wealth Management, P holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global X Fds 1-3 Month T-bill (CLIP) 14.3 $11M -12% 106k 100.42
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 11.3 $8.4M 207k 40.57
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Wisdomtree Tr Efficient Gld Pl (GDE) 10.7 $7.9M 138k 57.41
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Ea Series Trust Militia Long/sho (ORR) 10.4 $7.8M +2% 247k 31.48
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World Gold Tr Spdr Gld Minis (GLDM) 9.0 $6.7M 88k 76.45
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Tidal Trust Ii Blueprint Chesap (TFPN) 7.6 $5.7M 229k 24.82
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Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 5.2 $3.9M 284k 13.61
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Select Sector Spdr Tr Communication (XLC) 2.8 $2.0M 17k 118.37
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Tidal Trust Ii Return Stckd Us (RSST) 2.6 $2.0M +2% 74k 26.46
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Virtus Etf Tr Ii Newfleet Abs Mbs (VABS) 2.5 $1.8M +10% 75k 24.33
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.4 $1.8M 32k 57.47
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Doubleline Etf Trust Commercial Real (DCRE) 2.4 $1.8M +3% 34k 52.08
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Select Sector Spdr Tr Financial (XLF) 2.4 $1.8M 33k 53.87
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Vanguard World Utilities Etf (VPU) 2.3 $1.7M 9.0k 189.41
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Etfs Gold Tr Physcl Gold Shs (SGOL) 2.0 $1.5M -5% 41k 36.81
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Occidental Petroleum Corporation (OXY) 2.0 $1.5M +2% 32k 47.25
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Vanguard World Health Car Etf (VHT) 1.9 $1.4M NEW 5.5k 259.60
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Ea Series Trust Sparkline Intl (DTAN) 1.5 $1.1M 37k 29.94
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Ishares Silver Tr Ishares (SLV) 1.1 $819k 19k 42.37
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Agnico (AEM) 0.8 $627k 3.7k 168.56
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Alamos Gold Com Cl A (AGI) 0.8 $599k 17k 34.86
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Oracle Corporation (ORCL) 0.5 $376k 1.3k 281.24
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Newmont Mining Corporation (NEM) 0.5 $362k 4.3k 84.31
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $355k 4.3k 82.96
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Microsoft Corporation (MSFT) 0.5 $350k 676.00 517.95
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Spdr Series Trust Bloomberg 3-12 M (BILS) 0.4 $317k 3.2k 99.52
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Barrick Mng Corp Com Shs (B) 0.4 $274k NEW 8.4k 32.77
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Crispr Therapeutics Namen Akt (CRSP) 0.3 $236k NEW 3.6k 64.81
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Costco Wholesale Corporation (COST) 0.3 $235k 254.00 925.63
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $206k 2.1k 96.46
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New Gold Inc Cda (NGD) 0.2 $137k 19k 7.18
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I-80 Gold Corp (IAUX) 0.1 $88k 92k 0.96
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Past Filings by Stapp Wealth Management, P

SEC 13F filings are viewable for Stapp Wealth Management, P going back to 2022