WT Wealth Management
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 361,078
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 138 | 361,078 | 13F-HR | WT Wealth Management |
| Q1 2026 | 4/21/2026 | 138 | 336,359 | 13F-HR | WT Wealth Management |
| Q4 2025 | 2/2/2026 | 132 | 347,780 | 13F-HR | WT Wealth Management |
| Q3 2025 | 10/22/2025 | 139 | 347,462 | 13F-HR | WT Wealth Management |
| Q2 2025 | 9/10/2025 | 147 | 337,619 | 13F-HR | WT Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158 K | 43.8% | 5.041 K | 0 | 5.041 K |
| ETFs | 203.1 K | 56.2% | 23.87 K | 0 | 23.87 K |
| Debt | 0 | 0.0% | 0 | 4.188 K | -4.188 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
361,078
Holdings
138
QoQ value change ($000)
24,719
(7.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.