§ 13F · FUND PROFILE
WT Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $337.6T (13F)Positions · 147Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 1.19M | $31.3T | 9.0% | −2% |
| 2 | SGOL | ETFS GOLD TR | 452K | $18.6T | 5.3% | −3% |
| 3 | NVDA | NVIDIA CORPORATION | 63K | $11.7T | 3.4% | −1% |
| 4 | JAAA | JANUS DETROIT STR TR | 226K | $11.4T | 3.3% | −9% |
| 5 | GOOG | ALPHABET INC | 36K | $11.3T | 3.3% | −10% |
| 6 | USFR | WISDOMTREE TR | 198K | $10.0T | 2.9% | −1% |
| 7 | AAPL | APPLE INC | 34K | $9.3T | 2.7% | −18% |
| 8 | MSFT | MICROSOFT CORP | 19K | $9.1T | 2.6% | −2% |
| 9 | AMZN | AMAZON COM INC | 39K | $9.0T | 2.6% | ±0% |
| 10 | JBBB | JANUS DETROIT STR TR | 182K | $8.7T | 2.5% | −22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WT SIGNAL
AC read
WT Wealth Management is a Other fund managing $337619.1 trillion in assets. The fund runs a portfolio of 147 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed