Long-term investor
Stapp Wealth Management, Pllc @stappwealthmanagementpll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001954085).
Record
- Tracked since 2025-06-30 (473 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days +0.0% · 6 months -0.8% · 1 year -2.4% · all -2.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02072Q820 · 12.4% · long · since 2025-09-30
- 97717Y568 · 10.4% · long · since 2025-09-30
- 664925880 · 10.1% · long · since 2026-03-31
- 88636J873 · 9.1% · long · since 2025-09-30
- GLDM · 7.9% · long · since 2025-09-30
- 78468R556 · 5.5% · long · since 2026-03-31
- 02072L565 · 4.8% · long · since 2026-06-30
- 88636J816 · 3.4% · long · since 2025-09-30
- 88636R586 · 3.3% · long · since 2026-03-31
- 82889N798 · 3.1% · long · since 2025-09-30
- 92790A603 · 2.9% · long · since 2025-09-30
- 69374H881 · 2.8% · long · since 2025-09-30