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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, ORR, GDE, TOTL, GLDM, and represent 55.12% of Stapp Wealth Management, P's stock portfolio.
Added to shares of these 10 stocks: XLB, VDE, SHY, UTEN, CLIP, TFPN, ORR, DCRE, VABS, RSST.
Started 3 new stock positions in VDE, UTEN, XLB.
Reduced shares in these 10 stocks: XLC, OXY, TOTL, SGOL, TYA, CRSP, GLDM, GDE, DTAN, AGI.
Sold out of its positions in OXY, XLC, CRSP.
Stapp Wealth Management, P was a net seller of stock by $-46k.
Stapp Wealth Management, P has $78M in assets under management (AUM), dropping by 4.30%.
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 December 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)	14.0	$11M	+2%	109k	100.11	View chart
Ea Series Trust Militia Long/sho (ORR)	11.0	$8.5M		249k	34.16	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	10.9	$8.4M		137k	61.62	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	9.8	$7.6M	-9%	188k	40.25	View chart
World Gold Tr Spdr Gld Minis (GLDM)	9.5	$7.4M		87k	85.37	View chart
Tidal Trust Ii Blueprint Chesap (TFPN)	7.7	$6.0M		233k	25.69	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	4.5	$3.5M	-7%	262k	13.50	View chart
Tidal Trust Ii Return Stckd Us (RSST)	2.7	$2.1M		75k	28.35	View chart
Select Sector Spdr Tr State Street Mat (XLB)	2.7	$2.1M	NEW	46k	45.35	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.5	$1.9M		32k	60.17	View chart
Virtus Etf Tr Ii Newfleet Abs Mbs (VABS)	2.5	$1.9M	+4%	79k	24.25	View chart
Doubleline Etf Trust Commercial Real (DCRE)	2.4	$1.9M	+4%	36k	51.90	View chart
Select Sector Spdr Tr State Street Fin (XLF)	2.3	$1.8M		33k	54.77	View chart
Vanguard World Utilities Etf (VPU)	2.2	$1.7M		9.1k	185.04	View chart
Vanguard World Health Car Etf (VHT)	2.1	$1.6M		5.6k	287.85	View chart
Vanguard World Energy Etf (VDE)	1.7	$1.3M	NEW	10k	125.92	View chart
Ishares Silver Tr Ishares (SLV)	1.6	$1.2M		19k	64.42	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.6	$1.2M	-27%	30k	41.08	View chart
Ea Series Trust Sparkline Intl (DTAN)	1.5	$1.1M		36k	31.26	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.4	$1.1M	+211%	13k	82.82	View chart
RBB Us Treasr 10 Yr (UTEN)	0.8	$653k	NEW	15k	44.05	View chart
Alamos Gold Com Cl A (AGI)	0.8	$650k	-2%	17k	38.58	View chart
Agnico (AEM)	0.8	$631k		3.7k	169.53	View chart
Newmont Mining Corporation (NEM)	0.5	$420k	-2%	4.2k	99.85	View chart
Barrick Mng Corp Com Shs (B)	0.5	$364k		8.4k	43.55	View chart
Microsoft Corporation (MSFT)	0.4	$327k		676.00	483.62	View chart
Spdr Series Trust State Street Spd (BILS)	0.4	$316k		3.2k	99.22	View chart
Oracle Corporation (ORCL)	0.3	$260k		1.3k	194.91	View chart
Costco Wholesale Corporation (COST)	0.3	$219k		254.00	862.34	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$205k		2.1k	96.16	View chart
New Gold Inc Cda (NGD)	0.2	$166k		19k	8.71	View chart
I-80 Gold Corp (IAUX)	0.2	$134k		92k	1.46	View chart

Past Filings by Stapp Wealth Management, P

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

Stapp Wealth Management, P 2025 Q4 filed Jan. 21, 2026
Stapp Wealth Management, P 2025 Q3 filed Oct. 27, 2025
Stapp Wealth Management, P 2025 Q2 filed July 14, 2025
Stapp Wealth Management, P 2025 Q1 filed April 22, 2025
Stapp Wealth Management, P 2024 Q4 filed Jan. 22, 2025
Stapp Wealth Management, P 2024 Q3 filed Oct. 21, 2024
Stapp Wealth Management, P 2024 Q2 filed July 18, 2024
Stapp Wealth Management, P 2024 Q1 filed April 19, 2024
Stapp Wealth Management, P 2023 Q4 filed Jan. 23, 2024
Stapp Wealth Management, P 2023 Q3 filed Nov. 14, 2023
Stapp Wealth Management, P 2023 Q2 filed July 25, 2023
Stapp Wealth Management, P 2023 Q1 filed April 21, 2023
Stapp Wealth Management, P 2022 Q4 filed Jan. 19, 2023
Stapp Wealth Management, P 2022 Q3 filed Nov. 14, 2022

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