13 registered advisors · 66 reported ETFs · $223.8M reported ETF value · $419.1M regulatory AUM
Wt Wealth Management is an investment adviser that files Form ADV with the SEC in Scottsdale, AZ, with 13 registered advisors, reporting $419.1M in regulatory assets under management. Its 13F filings report 66 ETF positions worth $223.8M.
Last updated 2026-03-02 (latest Form ADV filing)
Scale
Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.
This firm's strongest reported position on each research ranking. Institution-level evidence, not an individual advisor or client holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | OEF — iShares S&P 100 Fund | $2.5M | Top 99.4% | Peer conviction 81.4% · Active return +3.79% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $1.1M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | OEF — iShares S&P 100 Fund | $2.5M | Top 98.9% | Residual alpha +1.31% · Residual Sharpe 0.08 |
| Diversification Benefits | BKCH — Global X Blockchain ETF | $271.9K | Top 98.3% | Replicability (R²) 40.2% · Residual Sharpe 0.18 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Form ADV facts as filed, most recently 2026-03-02. Figures are the firm's own reported numbers.
Identity
Item 1 and registration status.
Size
Items 5.A through 5.D.
Assets
Item 5.F and custody.
Clients
Item 5.D, by reported assets.
Practice
Items 4 through 9.
Source: SEC Form ADV filed by CRD 169566. View the official SEC IAPD record
| Fund | Reported value | Share of reported ETF value | Fund research |
|---|---|---|---|
| SCHB — Schwab U.S. Broad Market ETF | $33.6M | 15.0% | Research alternatives to SCHB · SCHB institutional holders |
| SGOL — abrdn Physical Gold Shares ETF | $15.7M | 7.0% | Research alternatives to SGOL · SGOL institutional holders |
| SMH — VanEck Semiconductor ETF | $12.7M | 5.7% | Research alternatives to SMH · SMH institutional holders |
| USFR — WisdomTree Floating Rate Treasury Fund | $10.5M | 4.7% | Research alternatives to USFR · USFR institutional holders |
| JAAA — Janus Henderson AAA CLO ETF | $10.1M | 4.5% | Research alternatives to JAAA · JAAA institutional holders |
| SCHI — Schwab 5-10 Year Corporate Bond ETF | $8.7M | 3.9% | Research alternatives to SCHI · SCHI institutional holders |
| POW — VistaShares Electrification Supercycle ETF | $7.8M | 3.5% | Research alternatives to POW · POW institutional holders |
| JBBB — Janus Henderson B-BBB CLO ETF | $6.4M | 2.9% | Research alternatives to JBBB · JBBB institutional holders |
| JPST — JPMorgan Ultra-Short Income ETF | $6.4M | 2.9% | Research alternatives to JPST · JPST institutional holders |
| PPA — Invesco Aerospace & Defense ETF | $6.4M | 2.8% | Research alternatives to PPA · PPA institutional holders |
| PAVE — Global X U.S. Infrastructure Development ETF | $6M | 2.7% | Research alternatives to PAVE · PAVE institutional holders |
| PPH — VanEck Pharmaceutical ETF | $5.9M | 2.6% | Research alternatives to PPH · PPH institutional holders |
| SCHF — Schwab International Equity ETF | $5.9M | 2.6% | Research alternatives to SCHF · SCHF institutional holders |
| ICSH — iShares Ultra Short Duration Bond Active ETF | $5.7M | 2.6% | Research alternatives to ICSH · ICSH institutional holders |
| AIQ — Global X Artificial Intelligence & Technology ETF | $5.3M | 2.4% | Research alternatives to AIQ · AIQ institutional holders |
| SCHR — Schwab Intermediate-Term U.S. Treasury ETF | $5.1M | 2.3% | Research alternatives to SCHR · SCHR institutional holders |
| ESGU — iShares ESG Aware MSCI USA ETF | $3.9M | 1.8% | Research alternatives to ESGU · ESGU institutional holders |
| SCHQ — Schwab Long-Term U.S. Treasury ETF | $3.2M | 1.5% | Research alternatives to SCHQ · SCHQ institutional holders |
| QQQ — Invesco QQQ Trust, Series 1 | $3.2M | 1.4% | Research alternatives to QQQ · QQQ institutional holders |
| EMXC — iShares MSCI Emerging Markets ex China ETF | $3.1M | 1.4% | Research alternatives to EMXC · EMXC institutional holders |
| SCHO — Schwab Short-Term U.S. Treasury ETF | $3M | 1.3% | Research alternatives to SCHO · SCHO institutional holders |
| SPLV — Invesco S&P 500 Low Volatility ETF | $3M | 1.3% | Research alternatives to SPLV · SPLV institutional holders |
| SIVR — abrdn Physical Silver Shares ETF | $2.9M | 1.3% | Research alternatives to SIVR · SIVR institutional holders |
| HEAL — Global X HealthTech ETF | $2.6M | 1.2% | Research alternatives to HEAL · HEAL institutional holders |
| OEF — iShares S&P 100 Fund | $2.5M | 1.1% | Research alternatives to OEF · OEF institutional holders |
| MGV — Vanguard Morningstar Mega Cap Value ETF | $2.5M | 1.1% | Research alternatives to MGV · MGV institutional holders |
| QGRO — American Century U.S. Quality Growth ETF | $2.4M | 1.1% | Research alternatives to QGRO · QGRO institutional holders |
| QUAL — iShares MSCI USA Quality Factor ETF | $2.4M | 1.1% | Research alternatives to QUAL · QUAL institutional holders |
| REMX — VanEck Rare Earth and Strategic Metals ETF | $2.3M | 1.0% | Research alternatives to REMX · REMX institutional holders |
| BKLN — Invesco Senior Loan ETF | $2.2M | 1.0% | Research alternatives to BKLN · BKLN institutional holders |
| QSIG — WisdomTree U.S. Short Term Corporate Bond Fund | $2.1M | 1.0% | Research alternatives to QSIG · QSIG institutional holders |
| UFO — Procure Space ETF | $2.1M | 0.9% | Research alternatives to UFO · UFO institutional holders |
| SHLD — Global X Defense Tech ETF | $2.1M | 0.9% | Research alternatives to SHLD · SHLD institutional holders |
| SJNK — State Street SPDR Bloomberg Short Term High Yield Bond ETF | $1.8M | 0.8% | Research alternatives to SJNK · SJNK institutional holders |
| SPMO — Invesco S&P 500 Momentum ETF | $1.7M | 0.7% | Research alternatives to SPMO · SPMO institutional holders |
| OIH — VanEck Oil Services ETF | $1.6M | 0.7% | Research alternatives to OIH · OIH institutional holders |
| PDBA — Invesco Agriculture Commodity Strategy No K-1 ETF | $1.3M | 0.6% | Research alternatives to PDBA · PDBA institutional holders |
| SETM — Sprott Critical Materials ETF | $1.2M | 0.5% | Research alternatives to SETM · SETM institutional holders |
| USMV — iShares MSCI USA Min Vol Factor ETF | $1.2M | 0.5% | Research alternatives to USMV · USMV institutional holders |
| PICK — iShares MSCI Global Select Metals & Mining Producers Fund | $1.2M | 0.5% | Research alternatives to PICK · PICK institutional holders |
| BITB — Bitwise Bitcoin ETF | $1.1M | 0.5% | Research alternatives to BITB · BITB institutional holders |
| IVV — iShares Core S&P 500 ETF | $1.1M | 0.5% | Research alternatives to IVV · IVV institutional holders |
| SLX — VanEck Steel ETF | $1.1M | 0.5% | Research alternatives to SLX · SLX institutional holders |
| COPX — Global X Copper Miners ETF | $1.1M | 0.5% | Research alternatives to COPX · COPX institutional holders |
| EVMT — Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF | $1.1M | 0.5% | Research alternatives to EVMT · EVMT institutional holders |
| GLD — SPDR Gold Shares | $1M | 0.5% | Research alternatives to GLD · GLD institutional holders |
| SCHH — Schwab U.S. REIT ETF | $864.9K | 0.4% | Research alternatives to SCHH · SCHH institutional holders |
| URA — Global X Uranium ETF | $690.4K | 0.3% | Research alternatives to URA · URA institutional holders |
| PPLT — abrdn Physical Platinum Shares ETF | $670.6K | 0.3% | Research alternatives to PPLT · PPLT institutional holders |
| ESGD — iShares ESG Aware MSCI EAFE ETF | $661.2K | 0.3% | Research alternatives to ESGD · ESGD institutional holders |
| XLK — State Street Technology Select Sector SPDR ETF | $652K | 0.3% | Research alternatives to XLK · XLK institutional holders |
| SDCI — USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund | $648.7K | 0.3% | Research alternatives to SDCI · SDCI institutional holders |
| IVW — iShares S&P 500 Growth ETF | $646.9K | 0.3% | Research alternatives to IVW · IVW institutional holders |
| SCHP — Schwab U.S. TIPS ETF | $566.5K | 0.3% | Research alternatives to SCHP · SCHP institutional holders |
| VMBS — Vanguard Mortgage-Backed Securities ETF | $550.7K | 0.2% | Research alternatives to VMBS · VMBS institutional holders |
| MAGS — Roundhill Magnificent Seven ETF | $530.3K | 0.2% | Research alternatives to MAGS · MAGS institutional holders |
| XLV — State Street Health Care Select Sector SPDR ETF | $418.4K | 0.2% | Research alternatives to XLV · XLV institutional holders |
| SLV — iShares Silver Trust | $391.4K | 0.2% | Research alternatives to SLV · SLV institutional holders |
| SGOV — iShares 0-3 Month Treasury Bond ETF | $377.5K | 0.2% | Research alternatives to SGOV · SGOV institutional holders |
| ESGE — iShares ESG Aware MSCI EM ETF | $341.7K | 0.2% | Research alternatives to ESGE · ESGE institutional holders |
| SPSB — State Street SPDR Portfolio Short Term Corporate Bond ETF | $300.1K | 0.1% | Research alternatives to SPSB · SPSB institutional holders |
| BKCH — Global X Blockchain ETF | $271.9K | 0.1% | Research alternatives to BKCH · BKCH institutional holders |
| UCO — ProShares Ultra Bloomberg Crude Oil | $241.9K | 0.1% | Research alternatives to UCO · UCO institutional holders |
| TDIV — First Trust NASDAQ Technology Dividend Index Fund | $240.3K | 0.1% | Research alternatives to TDIV · TDIV institutional holders |
| XAR — State Street SPDR S&P Aerospace & Defense ETF | $225K | 0.1% | Research alternatives to XAR · XAR institutional holders |
| TRFK — Pacer Data and Digital Revolution ETF | $200.2K | 0.1% | Research alternatives to TRFK · TRFK institutional holders |
| Address | City | State | Advisors |
|---|---|---|---|
| 20865 North 90th Place | Scottsdale | AZ | 13 |
| 813 North Beaver Street | Flagstaff | AZ | 3 |
| Tampa, FL | Tampa | FL | 2 |
| 813 North Beaver Street | Flagstaff | AZ | 3 |
| 813 N Beaver Street | Flagstaff | AZ | 1 |
| Las Vegas | NV | 1 | |
| Provo | UT | 1 | |
| Sandy | UT | 1 | |
| Scottsdale | AZ | 1 | |
| Wayne | NE | 1 |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30