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 $139.4M across 37 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USFR ($64.1M, 45.96%), GLD ($26.1M, 18.76%), FBTC ($5.0M, 3.57%), GRID ($4.8M, 3.44%), VYM ($4.5M, 3.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $64.1M | 45.96% | 1.3M | Added |
| 2 | GLD | SPDR GOLD TR | $26.1M | 18.76% | 60,767 | Added |
| 3 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $5.0M | 3.57% | 84,338 | Trimmed |
| 4 | GRID | FIRST TR EXCHANGE-TRADED FD | $4.8M | 3.44% | 29,328 | Trimmed |
| 5 | VYM | VANGUARD WHITEHALL FDS | $4.5M | 3.22% | 30,337 | Added |
| 6 | NKE | NIKE INC | $4.4M | 3.15% | 83,024 | Trimmed |
| 7 | DBMF | LITMAN GREGORY FDS TR | $4.1M | 2.97% | 137,123 | Added |
| 8 | AAPL | APPLE INC | $3.8M | 2.73% | 14,979 | Trimmed |
| 9 | VUG | VANGUARD INDEX FDS | $2.5M | 1.77% | 5,650 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $1.8M | 1.32% | 10,510 | Trimmed |
| 11 | VBR | VANGUARD INDEX FDS | $1.7M | 1.23% | 7,901 | Added |
| 12 | MSTR | STRATEGY INC | $1.7M | 1.20% | 13,382 | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.94% | 2,730 | Trimmed |
| 14 | BA | BOEING CO | $1.2M | 0.86% | 6,025 | Hold |
| 15 | VXUS | VANGUARD STAR FDS | $1.1M | 0.81% | 14,683 | Trimmed |
| 16 | RTX | RTX CORPORATION | $1.1M | 0.77% | 5,542 | Hold |
| 17 | AMZN | AMAZON COM INC | $955,329 | 0.69% | 4,587 | Trimmed |
| 18 | EFAV | ISHARES TR | $894,969 | 0.64% | 9,795 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $802,527 | 0.58% | 2,791 | Added |
| 20 | GOOG | ALPHABET INC | $790,518 | 0.57% | 2,756 | Trimmed |
| 21 | SBUX | STARBUCKS CORP | $750,126 | 0.54% | 8,373 | Added |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $671,622 | 0.48% | 10,481 | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $643,186 | 0.46% | 989 | Hold |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $611,251 | 0.44% | 11,309 | Added |
| 25 | CVX | CHEVRON CORPORATION | $529,457 | 0.38% | 2,559 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31