Stapp Wealth Management, PLLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 31 positions held by the firm.
The largest holding disclosed in the report is Northern Lights Fund Trust II Weitz Core Plus, which comprises 322,748 shares. The firm also holds significant positions in Simplify Exchange Traded Funds Intermediate Term Trust Series 1, holding 220,586 shares, and WisdomTree Trust Efficient Gold Plus, holding 125,722 shares.
Other notable positions include World Gold Trust SPDR Gold Miners, with 74,415 shares, and I-80 Gold Corp, with 91,740 shares. The filing also lists holdings in various exchange-traded funds, including Select Sector SPDR Trust Standard & Poor's Financial ETF (32,542 shares), Select Sector SPDR Trust Standard & Poor's Materials ETF (34,453 shares), and Select Sector SPDR Trust Standard & Poor's Utilities ETF (33,975 shares).
The report lists Rebecca Stapp as the Chief Compliance Officer and the person responsible for the preparation of the filing.
