STAPP WEALTH MANAGEMENT, PLLC
RIA/Wealth
STAPP WEALTH MANAGEMENT, PLLC is a RIA/Wealth based in Olympia, WA led by Rebecca Ann Stapp, reporting $123.1M in AUM as of Q3 2025 with 79% ETF concentration, 78% concentrated in top 10 holdings, and 16% allocation to CLIP.
CCORebecca Ann Stapp
- Portfolio Value
- $65.6M
- Positions
- 30
- Top Holding
- CLIP at 16.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in STAPP WEALTH MANAGEMENT, PLLC's portfolio (77.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $10.6M | 16.22% | -$1.5M Sold | — 106.0K shares | |
ETF ETF | $8.4M | 12.81% | +$142.4K Bought | — 207.1K shares | |
ETF ETF | $7.9M | 12.12% | +$61.5K Bought | — 138.4K shares | |
Unknown Unknown | $6.7M | 10.24% | -$41.5K Sold | — 87.8K shares | |
ETF ETF | $5.7M | 8.68% | +$98.5K Bought | — 229.4K shares | |
ETF ETF | $3.9M | 5.89% | +$52.1K Bought | — 283.8K shares | |
ETF ETF | $2.0M | 3.12% | -$6.0K Sold | — 17.3K shares | |
ETF ETF | $2.0M | 3.00% | +$48.2K Bought | — 74.3K shares | |
ETF ETF | $1.8M | 2.80% | +$169.3K Bought | — 75.4K shares | |
ETF ETF | $1.8M | 2.76% | -$9.5K Sold | — 31.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in STAPP WEALTH MANAGEMENT, PLLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+10.16% | |
+3.97% | |
+2.51% | |
+2.03% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-12.54% | |
-5.41% | |
-0.61% | |
-0.52% |
Analytics
Portfolio insights and performance metrics for STAPP WEALTH MANAGEMENT, PLLC
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