Stapp Wealth Management, PLLC
Annual return '25
+21.1%
SPY '25
+17.7%
Alpha
+3.4ptsvs SPY
Invested
$78.3M
Holdings
30
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ORR
EA SERIES TRUST
Held since at least Q1 2024
11.5%
02
$WCPB
NORTHERN LTS FD TR II
Held since at least Q1 2024
10.4%
03
$GDE
WISDOMTREE TR
Held since at least Q1 2024
9.7%
04
$GLDM
WORLD GOLD TR
Held since at least Q1 2024
8.6%
05
$TFPN
TIDAL TRUST II
Held since at least Q1 2024
8.3%
06
$CLIP
GLOBAL X FDS
Held since at least Q1 2024
8.3%
07
$XOP
SPDR SERIES TRUST
Held since at least Q1 2024
5.3%
08
$TYA
SIMPLIFY EXCHANGE TRADED FUN
Held since at least Q1 2024
3.6%
09
$RSBA
TIDAL TRUST II
Held since at least Q1 2024
3.4%
10
$VABS
VIRTUS ETF TR II
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:55 UTC.