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STAPP WEALTH MANAGEMENT, PLLC

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13F filer, CIK 1954085, OLYMPIA, WA

STAPP WEALTH MANAGEMENT, PLLC reported $69,503,131 across 30 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-14. Its ten largest share positions make up 77.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001954085-25-000003

Period
2025-06-30
Reported value
$69.5M
Holdings
30
Top 10 weight
77.6%
New
8
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ORRnew+240,379$7.04M
GDEnew+137,378$6.48M
CLIPadded+20,263$2.03M
XLCnew+17,357$1.88M
XLFnew+32,694$1.71M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SGOLreduced-177,215-$5.59M
VFHexited-25,949-$3.1M
VOXexited-19,065-$2.83M
VDEexited-20,604-$2.67M
COWZreduced-27,662-$1.52M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001954085-25-000003, largest first. % of portfolio is the value over $69,503,131, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CLIPGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,896 shares; 2025Q2: 121,159 shares 121,159$12.2M17.51%+20,263Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,774 shares; 2024Q4: 174,355 shares; 2025Q1: 198,154 shares; 2025Q2: 203,592 shares 203,592$8.17M11.75%+5,438Timeline
ORREA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240,379 shares 240,379$7.04M10.13%newTimeline
GDEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,378 shares 137,378$6.48M9.32%newTimeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,749 shares; 2024Q4: 109,405 shares; 2025Q1: 104,724 shares; 2025Q2: 88,390 shares 88,390$5.79M8.33%-16,334Timeline
TFPNTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,648 shares; 2024Q4: 207,147 shares; 2025Q1: 229,244 shares; 2025Q2: 225,412 shares 225,412$5.17M7.44%-3,832Timeline
TYASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,193 shares; 2024Q4: 262,741 shares; 2025Q1: 281,309 shares; 2025Q2: 279,978 shares 279,978$3.78M5.43%-1,331Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,357 shares 17,357$1.88M2.71%newTimeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,101 shares; 2024Q4: 56,394 shares; 2025Q1: 59,380 shares; 2025Q2: 31,718 shares 31,718$1.75M2.51%-27,662Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,694 shares 32,694$1.71M2.46%newTimeline
DCREDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,557 shares; 2025Q2: 32,895 shares 32,895$1.71M2.46%-6,662Timeline
RSSTTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,515 shares 72,515$1.69M2.43%newTimeline
VABSVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,693 shares; 2025Q2: 68,465 shares 68,465$1.68M2.42%-47,228Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,673 shares; 2024Q4: 15,495 shares; 2025Q1: 15,877 shares; 2025Q2: 8,947 shares 8,947$1.58M2.27%-6,930Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,252 shares 11,252$1.52M2.18%newTimeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,412 shares; 2024Q4: 230,364 shares; 2025Q1: 220,343 shares; 2025Q2: 43,128 shares 43,128$1.36M1.96%-177,215Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,906 shares; 2024Q4: 25,299 shares; 2025Q1: 29,772 shares; 2025Q2: 30,892 shares 30,892$1.3M1.87%+1,120Timeline
DTANEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,134 shares; 2025Q2: 36,171 shares 36,171$1.05M1.5%+37Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,230 shares; 2024Q4: 19,230 shares; 2025Q1: 19,320 shares; 2025Q2: 19,320 shares 19,320$634K0.91%0Timeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,191 shares; 2024Q4: 17,191 shares; 2025Q1: 17,191 shares; 2025Q2: 17,191 shares 17,191$457K0.66%0Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 3,720 shares; 2025Q1: 3,720 shares; 2025Q2: 3,720 shares 3,720$442K0.64%0Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,275 shares; 2025Q1: 4,275 shares; 2025Q2: 4,275 shares 4,275$354K0.51%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares 676$336K0.48%0Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 3,814 shares; 2025Q1: 3,814 shares; 2025Q2: 3,180 shares 3,180$316K0.45%-634Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: not reported; 2025Q2: 1,335 shares 1,335$292K0.42%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares 254$251K0.36%0Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: not reported; 2025Q1: 4,295 shares; 2025Q2: 4,295 shares 4,295$250K0.36%0Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,133 shares 2,133$204K0.29%newTimeline
NGDNEW GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,105 shares; 2024Q4: 19,105 shares; 2025Q1: 19,105 shares; 2025Q2: 19,105 shares 19,105$94.6K0.14%0Timeline
IAUXI-80 GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,740 shares; 2024Q4: 91,740 shares; 2025Q1: 91,740 shares; 2025Q2: 91,740 shares 91,740$54.9K0.08%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VFHVANGUARD WORLD FD25,949$3.1Mshares
VOXVANGUARD WORLD FD19,065$2.83Mshares
VDEVANGUARD WORLD FD20,604$2.67Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001954085-25-000003 base2025-07-14acceptance time not in the bulk data set