Stapp Wealth Management, Pllc Portfolio Holdings

Stapp Wealth Management, Pllc has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $44.4 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Efficient Gold P with a value of $7.94M, Ssga Active ETF Tr Spdr Doblel with a value of $7.6M, World Gold Trust with a value of $7M, Select Sector Spdr Fd Material with a value of $4M, and Simplify Exchange Traded Fds S with a value of $3.33M.

Examining the 13F form we can see an increase of $1.29M in the current position value, from $43.1M to 44.4M.

Stapp Wealth Management, Pllc is based out at Olympia, WA

Below you can find more details about Stapp Wealth Management, Pllc portfolio as well as his latest detailed transactions.