Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. (CIK 2065074) reported $139.6M across 40 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: USFR ($54.9M, 39.32%), GLD ($22.8M, 16.32%), GRID ($7.5M, 5.39%), VYM ($5.3M, 3.79%), VUG ($4.8M, 3.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $54.9M | 39.32% | 1.1M | Trimmed |
| 2 | GLD | SPDR GOLD TR | $22.8M | 16.32% | 61,851 | Added |
| 3 | GRID | FIRST TR EXCHANGE-TRADED FD | $7.5M | 5.39% | 39,224 | Added |
| 4 | VYM | VANGUARD WHITEHALL FDS | $5.3M | 3.79% | 33,482 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $4.8M | 3.41% | 55,307 | Added |
| 6 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $4.4M | 3.12% | 85,233 | Added |
| 7 | AAPL | APPLE INC | $4.3M | 3.09% | 14,881 | Trimmed |
| 8 | DBMF | LITMAN GREGORY FDS TR | $4.2M | 3.04% | 138,409 | Added |
| 9 | VBR | VANGUARD INDEX FDS | $3.0M | 2.12% | 12,193 | Added |
| 10 | NKE | NIKE INC | $2.8M | 2.02% | 68,651 | Trimmed |
| 11 | SMH | VANECK ETF TRUST | $2.4M | 1.70% | 3,626 | New |
| 12 | NVDA | NVIDIA CORPORATION | $2.1M | 1.51% | 10,510 | Hold |
| 13 | VXUS | VANGUARD STAR FDS | $2.0M | 1.43% | 23,407 | Added |
| 14 | BAI | BLACKROCK ETF TRUST | $1.4M | 1.04% | 27,497 | New |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.98% | 2,730 | Hold |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.94% | 22,017 | Added |
| 17 | BA | BOEING CO | $1.3M | 0.93% | 6,025 | Hold |
| 18 | MSTR | STRATEGY INC | $1.2M | 0.83% | 13,382 | Hold |
| 19 | AMZN | AMAZON COM INC | $1.1M | 0.78% | 4,587 | Hold |
| 20 | RTX | RTX CORPORATION | $1.1M | 0.75% | 5,542 | Hold |
| 21 | GOOGL | ALPHABET INC | $997,375 | 0.71% | 2,791 | Hold |
| 22 | GOOG | ALPHABET INC | $974,132 | 0.70% | 2,757 | Added |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $959,595 | 0.69% | 13,468 | Added |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $903,896 | 0.65% | 1,556 | Hold |
| 25 | EFAV | ISHARES TR | $887,625 | 0.64% | 10,120 | Added |
Source: SEC Form 13F filings · as of 2026-06-30