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Manager record

WT Wealth Management

Scottsdale, AZ · CIK 1780507 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$361.08MReported 13F valueQ2 2026 · as filed
138Holdings listed
+7.3%vs prior quartervalue change includes market moves
5Quarters on record
Jul 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $337.6M$337.6MQ2 2025147 holdingsQ3 2025: $347.5M$347.5MQ3 2025139 holdingsQ4 2025: $347.8M$347.8MQ4 2025132 holdingsQ1 2026: $336.4M$336.4MQ1 2026138 holdingsQ2 2026: $361.1M$361.1MQ2 2026138 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 23 2026 13F-HR · period Q2 2026

$361.08M · 138 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$336.36M · 138 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$347.78M · 132 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$347.46M · 139 holdings listed · View original SEC filing ↗
Sep 10 2025 13F-HR · period Q2 2025

$337.62M · 147 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 23, 2026 · Change methodology