TraderTrends

Manager Profile

STAPP WEALTH MANAGEMENT, PLLC

Diversified · Financial Services 77%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

OLYMPIA, WA

Portfolio Value

$76.5M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

EA SERIES TRUST

Latest disclosed holding

Top 4

02072Q820 664925880 97717Y568 88636J873 98149E303

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
77.3%
Utilities
2.6%
Basic Materials
2.2%
Industrials
0.8%
Technology
0.7%
Consumer Defensive
0.2%
Communication Services
0%
Consumer Cyclical
0%
Energy
0%
Healthcare
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
EA SERIES TRUST

Shares: 251.7K

9.1M

Position Value
2
NORTHERN LTS FD TR II

Shares: 324K

8.2M

Position Value
3
WISDOMTREE TR

Shares: 123.6K

7.6M

Position Value
4
TIDAL TRUST II

Shares: 234.5K

7.4M

Position Value
5
WORLD GOLD TR

Shares: 73.1K

5.8M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID