Stark Wealth Management LLC
CIK: 0002051783SEC EDGAR →
Portfolio Value
$26.6M
Holdings
41
As of
Q4 2025
New Positions
5
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SEI EXCHANGE TRADED FUNDS | 59,286 | $2.7M | 10.27% |
| 2 | SEI EXCHANGE TRADED FUNDS | 59,765 | $2.5M | 9.31% |
| 3 | SEI EXCHANGE TRADED FUNDS | 65,586 | $2.1M | 8.01% |
| 4 | SEI EXCHANGE TRADED FUNDS | 40,415 | $1.6M | 5.91% |
| 5 | VANGUARD INDEX FDS | 2,361 | $1.2M | 4.32% |
| 6 | APPLE INC | 3,943 | $1.1M | 4.02% |
| 7 | J P MORGAN EXCHANGE TRADED F | 19,502 | $993K | 3.73% |
| 8 | SEI EXCHANGE TRADED FUNDS | 31,126 | $968K | 3.64% |
| 9 | SEI EXCHANGE TRADED FUNDS | 34,235 | $956K | 3.59% |
| 10 | ALPHABET INC | 2,980 | $935K | 3.51% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $15.7M | 58.9% |
| Unknown | 4 | $4.3M | 16.0% |
| Technology | 5 | $3.0M | 11.4% |
| Communication Services | 4 | $1.9M | 7.3% |
| Consumer Cyclical | 2 | $934K | 3.5% |
| Industrials | 1 | $547K | 2.1% |
| Healthcare | 1 | $217K | 0.8% |