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Home > Institutional Investor > Wt Wealth Management > 13F Holdings

Instuitional Investor - Wt Wealth Management

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,193,268 $31,299,417 9%
2.
Etfs Gold Tr
 452,444 $18,586,389 5.34%
3.
Nvidia Corp
 NVDA 62,745 $11,702,003 3.36%
4.
Janus Detroit Str Tr
 226,111 $11,436,701 3.29%
5.
Alphabet Inc.
 GOOGL 36,112 $11,332,075 3.26%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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