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.
Stark Wealth Management LLC (CIK 2051783) reported $26.6M across 41 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: SEIM ($2.7M, 10.27%), SEIV ($2.5M, 9.31%), SEIE ($2.1M, 8.01%), SEIQ ($1.6M, 5.91%), VUG ($1.2M, 4.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SEIM | SEI EXCHANGE TRADED FUNDS | $2.7M | 10.27% | 59,286 | Added |
| 2 | SEIV | SEI EXCHANGE TRADED FUNDS | $2.5M | 9.31% | 59,765 | Added |
| 3 | SEIE | SEI EXCHANGE TRADED FUNDS | $2.1M | 8.01% | 65,586 | Added |
| 4 | SEIQ | SEI EXCHANGE TRADED FUNDS | $1.6M | 5.91% | 40,415 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $1.2M | 4.33% | 2,361 | Trimmed |
| 6 | AAPL | APPLE INC | $1.1M | 4.03% | 3,943 | Hold |
| 7 | JMST | J P MORGAN EXCHANGE TRADED F | $993,432 | 3.73% | 19,502 | New |
| 8 | SEEM | SEI EXCHANGE TRADED FUNDS | $968,806 | 3.64% | 31,126 | Added |
| 9 | SEIS | SEI EXCHANGE TRADED FUNDS | $956,581 | 3.59% | 34,235 | Added |
| 10 | GOOG | ALPHABET INC | $935,124 | 3.51% | 2,980 | Added |
| 11 | JPST | J P MORGAN EXCHANGE TRADED F | $910,772 | 3.42% | 18,003 | New |
| 12 | SCHG | SCHWAB STRATEGIC TR | $894,570 | 3.36% | 27,424 | Added |
| 13 | PLTR | PALANTIR TECHNOLOGIES INC | $780,678 | 2.93% | 4,392 | Trimmed |
| 14 | SCHV | SCHWAB STRATEGIC TR | $635,667 | 2.39% | 21,468 | Added |
| 15 | BA | BOEING CO | $547,794 | 2.06% | 2,523 | Hold |
| 16 | TSLA | TESLA INC | $537,865 | 2.02% | 1,196 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $502,804 | 1.89% | 2,696 | Added |
| 18 | MINT | PIMCO ETF TR | $474,006 | 1.78% | 4,724 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $397,703 | 1.49% | 1,723 | Added |
| 20 | MGK | VANGUARD WORLD FD | $375,621 | 1.41% | 910 | Hold |
| 21 | T | AT&T INC | $362,540 | 1.36% | 14,595 | Trimmed |
| 22 | PTNQ | PACER FDS TR | $342,128 | 1.28% | 4,350 | Hold |
| 23 | MSFT | MICROSOFT CORP | $337,083 | 1.27% | 697 | Hold |
| 24 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $334,113 | 1.25% | 2,322 | Added |
| 25 | FOXA | FOX CORP | $327,792 | 1.23% | 4,486 | Hold |
Source: SEC Form 13F filings · as of 2025-12-31