Stapp Wealth Management, Pllc Top Holdings and 13F Report (2025) About Stapp Wealth Management, PllcInvestment ActivityStapp Wealth Management, Pllc has $69.50 million in total holdings as of June 30, 2025.Stapp Wealth Management, Pllc owns shares of 30 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 33.26% of the portfolio was purchased this quarter.About 28.32% of the portfolio was sold this quarter.This quarter, Stapp Wealth Management, Pllc has purchased 25 new stocks and bought additional shares in 4 stocks.Stapp Wealth Management, Pllc sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings GLOBAL X FDS $12,166,787SPDR Doubleline Total Return Tactical ETF $8,166,075EA SERIES TRUST $7,038,297WisdomTree Efficient Gold Plus Equity Strategy Fund $6,478,746SPDR Gold MiniShares Trust $5,791,313 Largest New Holdings this Quarter 02072Q820 - EA SERIES TRUST $7,038,297 Holding97717Y568 - WisdomTree Efficient Gold Plus Equity Strategy Fund $6,478,746 Holding81369Y852 - Communication Services Select Sector SPDR Fund $1,883,755 Holding81369Y605 - Financial Select Sector SPDR Fund $1,712,185 Holding88636J816 - TIDAL TR II $1,691,050 Holding Largest Purchases this Quarter EA SERIES TRUST 240,379 shares (about $7.04M)WisdomTree Efficient Gold Plus Equity Strategy Fund 137,378 shares (about $6.48M)GLOBAL X FDS 20,263 shares (about $2.03M)Communication Services Select Sector SPDR Fund 17,357 shares (about $1.88M)Financial Select Sector SPDR Fund 32,694 shares (about $1.71M) Largest Sales this Quarter abrdn Physical Gold Shares ETF 177,215 shares (about $5.59M)Pacer US Cash Cows 100 ETF 27,662 shares (about $1.52M)Vanguard Utilities ETF 6,930 shares (about $1.22M)Virtus Newfleet ABS/MBS ETF 47,228 shares (about $1.16M)SPDR Gold MiniShares Trust 16,334 shares (about $1.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStapp Wealth Management, Pllc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLOBAL X FDS$12,166,787$2,034,810 ▲20.1%121,15917.5%1-3 MONTH T-BILLTOTLSPDR Doubleline Total Return Tactical ETF$8,166,075$218,118 ▲2.7%203,59211.7%ETFEA SERIES TRUST$7,038,297$7,038,297 ▲New Holding240,37910.1%MILITIA LONG/SHOGDEWisdomTree Efficient Gold Plus Equity Strategy Fund$6,478,746$6,478,746 ▲New Holding137,3789.3%ETFGLDMSPDR Gold MiniShares Trust$5,791,313$1,070,204 ▼-15.6%88,3908.3%FinanceTIDAL TR II$5,171,875$87,922 ▼-1.7%225,4127.4%BLUEPRINT CHESAPTYASimplify Intermediate Term Treasury Futures Strategy ETF$3,776,903$17,955 ▼-0.5%279,9785.4%ETFXLCCommunication Services Select Sector SPDR Fund$1,883,755$1,883,755 ▲New Holding17,3572.7%ETFCOWZPacer US Cash Cows 100 ETF$1,747,662$1,524,176 ▼-46.6%31,7182.5%ETFXLFFinancial Select Sector SPDR Fund$1,712,185$1,712,185 ▲New Holding32,6942.5%ETFDCMBDoubleline Commercial Real Estate ETF$1,711,599$346,638 ▼-16.8%32,8952.5%ETFTIDAL TR II$1,691,050$1,691,050 ▲New Holding72,5152.4%RETURN STCKD USVABSVirtus Newfleet ABS/MBS ETF$1,680,816$1,159,448 ▼-40.8%68,4652.4%ETFVPUVanguard Utilities ETF$1,579,235$1,223,214 ▼-43.6%8,9472.3%ETFXLVHealth Care Select Sector SPDR Fund$1,516,657$1,516,657 ▲New Holding11,2522.2%ETFSGOLabrdn Physical Gold Shares ETF$1,360,257$5,589,361 ▼-80.4%43,1282.0%ETFOXYOccidental Petroleum$1,297,790$47,052 ▲3.8%30,8921.9%EnergyEA SERIES TRUST$1,045,277$1,069 ▲0.1%36,1711.5%SPARKLINE INTLSLViShares Silver Trust$633,8890.0%19,3200.9%ETFAGIAlamos Gold$456,5930.0%17,1910.7%Basic MaterialsAEMAgnico Eagle Mines$442,4200.0%3,7200.6%Basic MaterialsSHYiShares 1-3 Year Treasury Bond ETF$354,2270.0%4,2750.5%ManufacturingMSFTMicrosoft$336,2490.0%6760.5%Computer and TechnologyBILSSPDR Bloomberg 3-12 Month T-Bill ETF$316,187$63,039 ▼-16.6%3,1800.5%ETFORCLOracle$291,871$291,871 ▲New Holding1,3350.4%Computer and TechnologyCOSTCostco Wholesale$251,4450.0%2540.4%Retail/WholesaleNEMNewmont$250,2270.0%4,2950.4%Basic MaterialsIEFiShares 7-10 Year Treasury Bond ETF$204,277$204,277 ▲New Holding2,1330.3%ETFNEW GOLD INC CDA$94,5700.0%19,1050.1%COMI-80 GOLD CORP$54,8970.0%91,7400.1%COMVFHVanguard Financials ETF$0$3,100,127 ▼-100.0%00.0%ETFVOXVanguard Communication Services ETF$0$2,829,055 ▼-100.0%00.0%ETFVDEVanguard Energy ETF$0$2,672,545 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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