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Rebecca Stapp

Stapp Wealth Management, Pllc

Assets Managed
$78.327M
Holdings
30
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
0.87%(2Q avg: 2.59%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Stapp Wealth Management, Pllc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 30 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 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 78.327M in assets, with a quarterly growth rate of 0.87% and a 2-quarter average growth rate of 2.59%. The portfolio is managed by Rebecca Stapp, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ORR
Militia Long Shrt Equity Etf
Recent Activity
Decreased -0.59%
11.53%
$9.024M
247,585 shares@ $36.45 avg price
WCPB
Weitz Core Plus Bond Etf
Recent Activity
New Position
10.37%
$8.121M
321,115 shares@ $25.29 avg price
GDE
Wisdomtree Efficient Gold Pl
Recent Activity
Decreased -11.67%
9.72%
$7.607M
120,937 shares@ $62.9 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -16.22%
8.58%
$6.714M
72,439 shares@ $92.7 avg price
TFPN
Blueprint Chspk Ma Trend Etf
Recent Activity
Increased 0.5%
8.32%
$6.513M
234,195 shares@ $27.82 avg price
CLIP
Global X 1-3 Month T-bill
Recent Activity
Decreased -40.59%
8.3%
$6.493M
64,701 shares@ $100.36 avg price
XOP
Spdr S&p Oil & Gas Exp & Pr
Recent Activity
New Position
5.28%
$4.134M
22,738 shares@ $181.84 avg price
TYA
Simplify Intermediate Term
Recent Activity
Decreased -17.3%
3.63%
$2.841M
216,356 shares@ $13.13 avg price
RSBA
Retrn Stckd Bd & Mrgr Ar Etf
Recent Activity
New Position
3.4%
$2.66M
128,143 shares@ $20.76 avg price
VABS
Virtus Newfleet Abs Mbs Etf
Recent Activity
Increased 17.93%
2.86%
$2.239M
92,577 shares@ $24.19 avg price

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