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STAPP WEALTH MANAGEMENT, PLLC - Portfolio Stock Holdings

STAPP WEALTH MANAGEMENT, PLLC disclosed 34 stock positions in a recent SEC 13F filing. $76,525,965 of stock holdings were filed, with the largest holdings including ORR, WCPB, and GDE. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $145,112,880 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

34

Est. Stock Holding Value:

$76,525,965

Top Stock Holdings By Sector

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Portfolio Stock Holdings - STAPP WEALTH MANAGEMENT, PLLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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