WT Wealth Management

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Flagstaff, AZ
CIK
0001780507
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 129 312,868 SCHB, SCHO, SCHI, JBBB 13F-HR 10/21/2024 000178050724000005
Q2 2024 121 293,164 SCHB, CSHI, MSFT, AAPL 13F-HR 10/21/2024 000178050724000004
Q1 2024 112 280,071 SCHB, CSHI, USFR, SHY 13F-HR 10/21/2024 000178050724000003
Q4 2023 109 253,119 SCHB, CSHI, USFR, SGOL 13F-HR 2/8/2024 000178050724000001
Q3 2023 104 233,324 SCHB, USFR, SGOL, VRIG 13F-HR 12/4/2023 000178050723000005
Q2 2023 99 241,056 SCHB, USFR, VRIG, ULST 13F-HR 7/25/2023 000178050723000004
Q1 2023 106 231,379 USFR, SCHB, SPSB, SPLV 13F-HR 4/19/2023 000178050723000003
Q4 2022 94 205,815 USFR, SCHB, SPSB, SPLV 13F-HR 1/19/2023 000178050723000001
Q3 2022 89 198,766 SPXU, SCHB, USFR, CMDY 13F-HR 10/20/2022 000178050722000006
Q2 2022 103 202,537 SCHB, USIG, SCHF, VFVA 13F-HR 7/25/2022 000178050722000005
Q1 2022 118 260,392 SCHB, USIG, SCHF, VFVA 13F-HR 5/6/2022 000178050722000004
Q4 2021 123 272,507 SCHB, USIG, SCHF, VFVA 13F-HR 1/19/2022 000178050722000001
Q3 2021 122 259,392 SCHB, USIG, SCHF, ICSH 13F-HR 10/15/2021 000178050721000005
Q2 2021 124 246,893 SCHB, USIG, SCHF, ICSH 13F-HR 7/19/2021 000178050721000004
Q1 2021 121 216,323 SCHB, USIG, SCHF, ICSH 13F-HR 4/28/2021 000178050721000003
Q4 2020 110 183,369 SCHB, SCHF, ICSH, SJNK 13F-HR 2/1/2021 000178050721000001
Q3 2020 105 150,989 SCHB, SCHF, ICSH, USMV 13F-HR 10/30/2020 000178050720000005
Q2 2020 86 124,155 SCHB, SCHO, SCHF, USMV 13F-HR 8/4/2020 000178050720000004
Q1 2020 65 94,904 SCHB, SCHO, SCHF, USMV 13F-HR 5/13/2020 000178050720000003
Q4 2019 90 131,592 SCHB, SCHF, SCHO, USMV 13F-HR 1/27/2020 000178050720000001
Q3 2019 83 115,131 SCHB, SCHF, SCHO, USMV 13F-HR 11/6/2019 000178050719000002