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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 ORR, WCPB, GDE, GLDM, TFPN, and represent 48.49% of Stapp Wealth Management, P's stock portfolio.
Added to shares of these 10 stocks: WCPB (+$8.1M), XOP, RSBA, XLP, DCRE, VABS, VDE, TFPN, COWZ, DTAN.
Started 4 new stock positions in XOP, XLP, WCPB, RSBA.
Reduced shares in these 10 stocks: TOTL (-$7.6M), CLIP, , GLDM, , GDE, TYA, XLB, , VPU.
Sold out of its positions in IEF, SLV, New Gold Inc Cda, ORCL, TOTL, VHT.
Stapp Wealth Management, P was a net seller of stock by $-2.1M.
Stapp Wealth Management, P has $78M in assets under management (AUM), dropping by 0.87%.
Central Index Key (CIK): 0001954085

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Portfolio Holdings for Stapp Wealth Management, P

Stapp Wealth Management, P holds 30 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ea Series Trust Militia Long/sho (ORR)	11.5	$9.0M		248k	36.45	View chart
Northern Lts Fd Tr Ii Weitz Core Plus (WCPB)	10.4	$8.1M	NEW	321k	25.29	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	9.7	$7.6M	-11%	121k	62.90	View chart
World Gold Tr Spdr Gld Minis (GLDM)	8.6	$6.7M	-16%	72k	92.69	View chart
Tidal Trust Ii Blueprint Chesap (TFPN)	8.3	$6.5M		234k	27.81	View chart
Global X Fds 1-3 Month T-bill (CLIP)	8.3	$6.5M	-40%	65k	100.36	View chart
Spdr Series Trust State Street Spd (XOP)	5.3	$4.1M	NEW	23k	181.83	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	3.6	$2.8M	-17%	216k	13.13	View chart
Tidal Trust Ii Return Stacked B (RSBA)	3.4	$2.7M	NEW	128k	20.76	View chart
Virtus Etf Tr Ii Newfleet Abs Mbs (VABS)	2.9	$2.2M	+17%	93k	24.18	View chart
Doubleline Etf Trust Commercial Real (DCRE)	2.8	$2.2M	+18%	42k	51.96	View chart
Tidal Trust Ii Return Stckd Us (RSST)	2.7	$2.1M		74k	28.28	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.6	$2.0M		32k	62.56	View chart
Vanguard World Energy Etf (VDE)	2.5	$2.0M	+12%	12k	173.04	View chart
Select Sector Spdr Tr State Street Mat (XLB)	2.2	$1.7M	-25%	35k	49.97	View chart
Select Sector Spdr Tr State Street Fin (XLF)	2.1	$1.6M		33k	49.37	View chart
Vanguard World Utilities Etf (VPU)	2.0	$1.6M	-13%	7.8k	198.14	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.9	$1.5M	NEW	19k	81.98	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.4	$1.1M	-15%	25k	44.62	View chart
Ea Series Trust Sparkline Intl (DTAN)	1.4	$1.1M	+2%	37k	30.20	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.4	$1.1M		13k	82.57	View chart
Agnico (AEM)	1.0	$755k		3.7k	202.98	View chart
Alamos Gold Com Cl A (AGI)	1.0	$748k		17k	44.43	View chart
RBB Us Treasr 10 Yr (UTEN)	0.8	$646k		15k	43.60	View chart
Newmont Mining Corporation (NEM)	0.6	$456k		4.2k	108.25	View chart
Barrick Mng Corp Com Shs (B)	0.4	$341k		8.4k	40.79	View chart
Spdr Series Trust State Street Spd (BILS)	0.4	$316k		3.2k	99.44	View chart
Costco Wholesale Corporation (COST)	0.3	$253k		254.00	996.43	View chart
Microsoft Corporation (MSFT)	0.3	$250k		676.00	370.17	View chart
I-80 Gold Corp (IAUX)	0.2	$139k		92k	1.52	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 2026 Q1 filed April 21, 2026
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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