STAPP WEALTH MANAGEMENT, PLLC

PrivateCIK: 1954085
Location

OLYMPIA, WA

30
Positions
$78.33M
Total AUM (reported)
1.99M
Total Shares

Allocation by class

TOTAL AUM$78.33M30 positions
MILITIA LONG/SHO$9.02M11.5%
WEITZ CORE PLUS$8.12M10.4%
EFFICIENT GLD PL$7.61M9.7%
SPDR GLD MINIS$6.71M8.6%
BLUEPRINT CHESAP$6.51M8.3%
1-3 MONTH T-BILL$6.49M8.3%
STATE STREET SPD$4.45M5.7%

Portfolio Concentration

Top 331.6%4–1040.3%11–2526.4%Rest1.7%TOP 1071.9%0%100%
Top 3$24.75M31.6%
4–10$31.59M40.3%
11–25$20.68M26.4%
Rest$1.30M1.7%

Top 3 weight

31.6%

Top 10 weight

71.9%

Voting Authority Distribution

Total shares with voting rights: 1.99M

Sole

Full voting authority

1.99M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:

EA SERIES TRUST

SOLE
MILITIA LONG/SHO
Shares247.59K
TypeSH
Market value$9.02M
11.52%
Sole
247.59K
Shared
0.00
None
0.00

NORTHERN LTS FD TR II

SOLE
WEITZ CORE PLUS
Shares321.12K
TypeSH
Market value$8.12M
10.37%
Sole
321.12K
Shared
0.00
None
0.00

WISDOMTREE TR

SOLE
EFFICIENT GLD PL
Shares120.94K
TypeSH
Market value$7.61M
9.71%
Sole
120.94K
Shared
0.00
None
0.00

WORLD GOLD TR

SOLE
SPDR GLD MINIS
Shares72.44K
TypeSH
Market value$6.71M
8.57%
Sole
72.44K
Shared
0.00
None
0.00

TIDAL TRUST II

SOLE
BLUEPRINT CHESAP
Shares234.19K
TypeSH
Market value$6.51M
8.32%
Sole
234.19K
Shared
0.00
None
0.00

GLOBAL X FDS

SOLE
1-3 MONTH T-BILL
Shares64.70K
TypeSH
Market value$6.49M
8.29%
Sole
64.70K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares22.74K
TypeSH
Market value$4.13M
5.28%
Sole
22.74K
Shared
0.00
None
0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE
INTMD TERM TRSRY
Shares216.36K
TypeSH
Market value$2.84M
3.63%
Sole
216.36K
Shared
0.00
None
0.00

TIDAL TRUST II

SOLE
RETURN STACKED B
Shares128.14K
TypeSH
Market value$2.66M
3.40%
Sole
128.14K
Shared
0.00
None
0.00

VIRTUS ETF TR II

SOLE
NEWFLEET ABS MBS
Shares92.58K
TypeSH
Market value$2.24M
2.86%
Sole
92.58K
Shared
0.00
None
0.00

DOUBLELINE ETF TRUST

SOLE
COMMERCIAL REAL
Shares42.34K
TypeSH
Market value$2.20M
2.81%
Sole
42.34K
Shared
0.00
None
0.00

TIDAL TRUST II

SOLE
RETURN STCKD US
Shares74.35K
TypeSH
Market value$2.10M
2.68%
Sole
74.35K
Shared
0.00
None
0.00

PACER FDS TR

SOLE
US CASH COWS 100
Shares32.33K
TypeSH
Market value$2.02M
2.58%
Sole
32.33K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
ENERGY ETF
Shares11.47K
TypeSH
Market value$1.98M
2.53%
Sole
11.47K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET MAT
Shares34.52K
TypeSH
Market value$1.73M
2.20%
Sole
34.52K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET FIN
Shares33.14K
TypeSH
Market value$1.64M
2.09%
Sole
33.14K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
UTILITIES ETF
Shares7.83K
TypeSH
Market value$1.55M
1.98%
Sole
7.83K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares18.47K
TypeSH
Market value$1.51M
1.93%
Sole
18.47K
Shared
0.00
None
0.00

ETFS GOLD TR

SOLE
PHYSCL GOLD SHS
Shares25.05K
TypeSH
Market value$1.12M
1.43%
Sole
25.05K
Shared
0.00
None
0.00

EA SERIES TRUST

SOLE
SPARKLINE INTL
Shares36.92K
TypeSH
Market value$1.11M
1.42%
Sole
36.92K
Shared
0.00
None
0.00

ISHARES TR

SOLE
1 3 YR TREAS BD
Shares13.38K
TypeSH
Market value$1.10M
1.41%
Sole
13.38K
Shared
0.00
None
0.00

AGNICO EAGLE MINES LTD

SOLE
COM
Shares3.72K
TypeSH
Market value$755.1K
0.96%
Sole
3.72K
Shared
0.00
None
0.00

ALAMOS GOLD INC

SOLE
COM CL A
Shares16.84K
TypeSH
Market value$748.4K
0.96%
Sole
16.84K
Shared
0.00
None
0.00

RBB FD INC

SOLE
US TREASR 10 YR
Shares14.82K
TypeSH
Market value$646.4K
0.83%
Sole
14.82K
Shared
0.00
None
0.00

NEWMONT CORP

SOLE
COM
Shares4.21K
TypeSH
Market value$455.5K
0.58%
Sole
4.21K
Shared
0.00
None
0.00
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