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REBECCA STAPP

Stapp Wealth Management, Pllc

Assets Managed
$76.526M
Holdings
32
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
-2.29%(2Q avg: -0.71%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stapp Wealth Management, Pllc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Stapp Wealth Management, Pllc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 76.526M in assets, with a quarterly growth rate of -2.29% and a 2-quarter average growth rate of -0.71%. The portfolio is managed by REBECCA STAPP, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ORR
Militia Long Shrt Equity Etf
Recent Activity
Increased 1.68%
11.95%
$9.143M
251,732 shares@ $36.32 avg price
WCPB
Weitz Core Plus Bond Etf
Recent Activity
Increased 0.92%
10.74%
$8.214M
324,040 shares@ $25.36 avg price
GDE
Wisdomtree Efficient Gold Pl
Recent Activity
Increased 2.22%
9.87%
$7.552M
123,616 shares@ $61.1 avg price
TFPN
Blueprint Chspk Ma Trend Etf
Recent Activity
Increased 0.12%
9.66%
$7.388M
234,460 shares@ $31.51 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Increased 0.9%
7.59%
$5.804M
73,084 shares@ $79.42 avg price
XOP
Spdr S&p Oil & Gas Exp & Pr
Recent Activity
Increased 3.03%
4.73%
$3.613M
23,425 shares@ $154.26 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
New Position
3.66%
$2.799M
23,903 shares@ $117.09 avg price
TYA
Simplify Intermediate Term
Recent Activity
Increased 0.49%
3.63%
$2.776M
217,408 shares@ $12.77 avg price
RSBA
Retrn Stckd Bd & Mrgr Ar Etf
Recent Activity
Increased 1.27%
3.57%
$2.732M
129,765 shares@ $21.06 avg price
RSST
Return Stacked Us Sm Ftr Etf
Recent Activity
Increased 3.39%
3.29%
$2.513M
76,873 shares@ $32.69 avg price

1-10 of 32