STAPP WEALTH MANAGEMENT, PLLC
All 13F Filings
- Location
- Olympia, WA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 77,232
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 31 | 77,232 | 13F-HR | STAPP WEALTH MANAGEMENT, PLLC |
| Q2 2026 | 7/21/2026 | 32 | 76,526 | 13F-HR | STAPP WEALTH MANAGEMENT, PLLC |
| Q1 2026 | 4/21/2026 | 30 | 78,327 | 13F-HR | STAPP WEALTH MANAGEMENT, PLLC |
| Q4 2025 | 1/21/2026 | 32 | 77,653 | 13F-HR | STAPP WEALTH MANAGEMENT, PLLC |
| Q3 2025 | 10/27/2025 | 32 | 74,449 | 13F-HR | STAPP WEALTH MANAGEMENT, PLLC |
| Q2 2025 | 7/14/2025 | 30 | 69,503 | 13F-HR | STAPP WEALTH MANAGEMENT, PLLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.09 K | 39.0% | 1.771 K | 0 | 1.771 K |
| ETFs | 47.14 K | 61.0% | 0 | 1.065 K | -1.065 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
77,232
Holdings
31
QoQ value change ($000)
706
(0.9%)
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.