WT Wealth Management
•CIK: 1780507•Filing: Q4 2025
**WT Wealth Management** is an actively managed fund overseeing $348M across 132 distinct positions. The portfolio exhibits significant concentration in core indices and technology leaders, notably holding SCHB at $31.3M and SGOL at $18.6M. Further allocations include substantial positions in NVDA ($11.7M), JAAA ($11.4M), and GOOG ($11.3M). This structure suggests a tactical allocation favoring broad market exposure alongside high-conviction mega-cap technology names.
Total AUM
$347.8M
QoQ Performance
+0.1%
Positions
94
Top 10 Concentration
37.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHB
SGOL
SCHB9.0%
SGOL5.3%
NVDA3.4%
JAAA3.3%
GOOG3.3%
USFR2.9%
AAPL2.7%
MSFT2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.3%
Technology14.3%
Consumer7.6%
Financial2.3%
Communication1.8%
Healthcare0.3%
ETF0.3%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW11 new positions
↑65 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q4 2023