WT Wealth Management - Portfolio overview

WT Wealth Management has 167 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 Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 8.00%
2. SGOL - ETFS GOLD TR, 5.17%
3. USFR - WISDOMTREE TR, 3.03%

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

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