STAPP WEALTH MANAGEMENT, PLLC - Portfolio overview

STAPP WEALTH MANAGEMENT, PLLC has 39 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Energy.

Largest reported holdings by portfolio allocation

1. ORR - EA SERIES TRUST, 9.65%
2. TOTL - SSGA ACTIVE ETF TR, 8.99%
3. WCPB - NORTHERN LTS FD TR II, 8.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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