• 13F History

WT Wealth Management

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$319M
Signature - Title
Ryan Stuart - Chief Compliance Officer
Location
Flagstaff, AZ
Summary
This page shows a list of all the recent 13F filings made by WT Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WT Wealth Management reported 134 stock holdings with total value $319M as of Q4 2024. Top holdings included SCHB, SCHO, SGOL, AAPL, and SCHI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 134 $319M +$17.1M -$12.4M +$4.72M SCHB, SCHO, SGOL, AAPL, SCHI 13F-HR 2/4/2025, 07:33 PM
Q3 2024 129 $249M +$40.2M -$55.1M -$14.9M JBBB, MSFT, AAPL, SGOL, AMZN 13F-HR 10/21/2024, 12:21 PM
Q2 2024 121 $293M +$39.7M -$33.3M +$6.44M SCHB, CSHI, MSFT, AAPL, JAAA 13F-HR 10/21/2024, 11:36 AM
Q1 2024 112 $280M +$26.9M -$12.6M +$14.3M SCHB, CSHI, USFR, SHY, QSIG 13F-HR 10/21/2024, 11:23 AM
Q4 2023 109 $253M +$66.7M -$61.1M +$5.56M SCHB, CSHI, USFR, SGOL, SHY 13F-HR 2/8/2024, 04:58 PM
Q3 2023 104 $233M +$41.4M -$43.9M -$2.56M SCHB, USFR, SGOL, VRIG, CSHI 13F-HR 12/4/2023, 04:30 PM
Q2 2023 99 $241M +$73.8M -$49.4M +$24.3M SCHB, USFR, VRIG, ULST, BIL 13F-HR 7/25/2023, 05:11 PM
Q1 2023 106 $231M +$46M -$20.4M +$25.5M USFR, SCHB, SPSB, SPLV, SGOV 13F-HR 4/19/2023, 06:08 PM
Q4 2022 94 $206M +$50.9M -$27.1M +$23.8M USFR, SCHB, SPSB, SPLV, SPXU 13F-HR 1/19/2023, 06:28 PM
Q3 2022 88 $198M +$59M -$35.3M +$23.7M SPXU, SCHB, USFR, CMDY, SPLV 13F-HR 10/20/2022, 01:38 PM
Q2 2022 102 $202M +$43.1M -$35.7M +$7.46M SCHB, USIG, SCHF, VFVA, FTSM 13F-HR 7/25/2022, 07:16 PM
Q1 2022 117 $259M +$33.8M -$10M +$23.8M SCHB, USIG, SCHF, VFVA, ICSH 13F-HR 5/6/2022, 02:00 PM
Q4 2021 122 $267M +$36.2M -$21.3M +$14.9M SCHB, USIG, SCHF, VFVA, ICSH 13F-HR 1/19/2022, 03:26 PM
Q3 2021 122 $259M +$24.9M -$9.64M +$15.2M SCHB, USIG, SCHF, ICSH, SPLV 13F-HR 10/15/2021, 01:40 PM
Q2 2021 124 $247M +$26.6M -$9.62M +$17M SCHB, USIG, SCHF, ICSH, SJNK 13F-HR 7/19/2021, 03:33 PM
Q1 2021 121 $216M +$52.3M -$22.3M +$29.9M SCHB, USIG, SCHF, ICSH, SJNK 13F-HR 4/28/2021, 05:50 PM
Q4 2020 110 $183M +$35.8M -$14.4M +$21.4M SCHB, SCHF, ICSH, SJNK, USIG 13F-HR 1/29/2021, 04:55 PM
Q3 2020 105 $151M +$40M -$18.3M +$21.7M SCHB, SCHF, ICSH, USMV, SPLV 13F-HR 10/30/2020, 08:10 AM
Q2 2020 86 $124M +$18.9M -$4.37M +$14.6M SCHB, SCHO, SCHF, USMV, SPLV 13F-HR 8/3/2020, 08:00 PM
Q1 2020 65 $94.9M +$7.84M -$7.15M +$689K SCHB, SCHO, SCHF, USMV, SPLV 13F-HR 5/13/2020, 09:21 AM
Q4 2019 90 $132M +$17.8M -$1.22M +$16.6M SCHB, SCHF, SCHO, USMV, SPLV 13F-HR 1/27/2020, 04:21 PM
Q3 2019 83 $115M SCHB, SCHF, SCHO, USMV, SPLV 13F-HR 11/6/2019, 03:07 PM