1y return+12.9%S&P 500 +20.9%
3y return+41.1%S&P 500 +68.5%
5y return+17.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2019: $155 against $252 in the S&P 500.2
WT Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHBSchwab Strategic Tr | $33.6M | 9.3% | −1.0% |
| SGOLEtfs Gold Tr | $15.7M | 4.4% | −3.6% |
| SMHVaneck Etf Trust | $12.7M | 3.5% | −17.0% |
| NVDANvidia Corporation | $12.2M | 3.4% | −1.0% |
| GOOGAlphabet Inc | $11.8M | 3.3% | −2.3% |
| USFRWisdomtree Tr | $10.5M | 2.9% | −5.9% |
| JAAAJanus Detroit Str Tr | $10.1M | 2.8% | −3.9% |
| AMZNAmazon Com Inc | $9.6M | 2.7% | +1.4% |
| AAPLApple Inc | $9.2M | 2.5% | +9.4% |
| SCHISchwab Strategic Tr | $8.7M | 2.4% | +13.3% |
| POWTidal Trust III | $7.8M | 2.2% | +10.6% |
| SIHYHarbor Etf Trust | $6.5M | 1.8% | +13.4% |
| JBBBJanus Detroit Str Tr | $6.4M | 1.8% | +11.7% |
| JPSTJ P Morgan Exchange Traded F | $6.4M | 1.8% | −14.2% |
| PPAInvesco Exchange Traded Fd T | $6.4M | 1.8% | +13.7% |
| PAVEGlobal X Fds | $6.0M | 1.7% | |
| METAMeta Platforms Inc | $5.9M | 1.6% | +39.2% |
| PPHVaneck Etf Trust | $5.9M | 1.6% | +6.8% |
| SCHFSchwab Strategic Tr | $5.9M | 1.6% | |
| MSFTMicrosoft Corp | $5.8M | 1.6% | +29.8% |
| ICSHIshares Tr | $5.7M | 1.6% | −30.3% |
| AIQGlobal X Fds | $5.3M | 1.5% | +539.3% |
| SCHRSchwab Strategic Tr | $5.1M | 1.4% | +4.8% |
| TSLATesla Inc | $4.7M | 1.3% | +39.1% |
| COSTCostco Wholesale Corporation | $4.0M | 1.1% | +14.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SMHVaneck Etf Trust | September 30, 2020 | +653.1% | $12.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $11.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $9.2M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $4.0M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $5.9M |
| SIVRAbrdn Silver Etf Trust | June 30, 2023 | +157.3% | $2.9M |
| SCHBSchwab Strategic Tr | June 30, 2020 | +136.5% | $33.6M |
| ESGUIshares Tr | June 30, 2020 | +133.8% | $3.9M |
| QQQInvesco Qqq Tr | March 31, 2023 | +129.5% | $3.2M |
| SGOLEtfs Gold Tr | June 30, 2020 | +123.0% | $15.7M |
Sold off last quarter
- XLFSelect Sector Spdr Tr was $5.4M
- HDHome Depot Inc was $2.2M
- GDXVaneck Etf Trust was $1.9M
- UBERUber Technologies Inc was $1.8M
- SHOPShopify Inc was $1.7M
- WWayfair Inc was $1.5M
- NLRVaneck Etf Trust was $1.5M
- XLYSelect Sector Spdr Tr was $781K
- IYWIshares Tr was $779K
- XLCSelect Sector Spdr Tr was $606K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.3% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +3.9% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +6.8% | +11.2% |
| September 30, 2023 | −2.4% | −3.6% |
| June 30, 2023 | +3.2% | +8.3% |
| March 31, 2023 | +2.7% | +7.0% |
| December 31, 2022 | −0.3% | +7.1% |
| September 30, 2022 | −4.5% | −5.3% |
| June 30, 2022 | −14.6% | −16.5% |
| March 31, 2022 | −6.2% | −4.9% |
| December 31, 2021 | +4.1% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: WT Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1780507&type=13F-HR&dateb=&owner=include&count=40CIK 1780507
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1780507/000178050726000004/Filed July 23, 2026 · accession 0001780507-26-000004