Stark Wealth Management LLC
CIK: 0002051783SEC EDGAR →
Portfolio Value
$135.8M
Holdings
88
As of
Q4 2025
New Positions
58
Closed Positions
21
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 655,579 | $18.3M | 13.45% |
| 2 | SCHWAB STRATEGIC TR | 624,825 | $16.3M | 11.99% |
| 3 | ISHARES TR | 182,588 | $11.8M | 8.67% |
| 4 | VANGUARD BD INDEX FDS | 83,823 | $6.0M | 4.44% |
| 5 | ISHARES INC | 112,601 | $5.9M | 4.33% |
| 6 | VANGUARD INDEX FDS | 32,821 | $5.6M | 4.09% |
| 7 | VANGUARD TAX-MANAGED FDS | 93,084 | $4.5M | 3.28% |
| 8 | VANGUARD INDEX FDS | 10,092 | $4.1M | 3.05% |
| 9 | VANGUARD INDEX FDS | 18,478 | $3.7M | 2.70% |
| 10 | VANGUARD INDEX FDS | 12,061 | $3.4M | 2.49% |
Quarterly Changes
Top Buys
New Positions (58)
$11.8M · 183K shares
$6.0M · 84K shares
$5.9M · 113K shares
$4.5M · 93K shares
$4.1M · 10K shares
$3.7M · 18K shares
$3.4M · 12K shares
$3.0M · 28K shares
$2.3M · 101K shares
$2.3M · 33K shares
$2.1M · 43K shares
$1.7M · 32K shares
$1.7M · 34K shares
$1.6M · 70K shares
$1.6M · 35K shares
$1.0M · 16K shares
$937K · 37K shares
$875K · 18K shares
$794K · 34K shares
$655K · 25K shares
$654K · 3K shares
$636K · 19K shares
$584K · 11K shares
$507K · 2K shares
$492K · 3K shares
$449K · 2K shares
$442K · 13K shares
$430K · 11K shares
$430K · 8K shares
$389K · 2K shares
$378K · 14K shares
$371K · 2K shares
$365K · 3K shares
$334K · 5K shares
$334K · 7K shares
$331K · 8K shares
$326K · 366 shares
$290K · 3K shares
$280K · 8K shares
$280K · 888 shares
$274K · 14K shares
$271K · 8K shares
$256K · 2K shares
$240K · 312 shares
$239K · 468 shares
$237K · 5K shares
$231K · 1K shares
$229K · 1K shares
$228K · 2K shares
$224K · 4K shares
$221K · 10K shares
$218K · 2K shares
$218K · 676 shares
$215K · 203 shares
$211K · 6K shares
$208K · 9K shares
$203K · 420 shares
$203K · 10K shares
Closed Positions (21)
$9.4B · 53K shares
$7.0B · 19K shares
$5.1B · 98K shares
$5.0B · 77K shares
$4.8B · 47K shares
$2.5B · 40K shares
$2.4B · 8K shares
$2.1B · 9K shares
$2.0B · 41K shares
$1.8B · 17K shares
$1.2B · 60K shares
$1.2B · 11K shares
$1.0B · 15K shares
$1.0B · 50K shares
$823.0M · 26K shares
$673.0M · 18K shares
$623.0M · 8K shares
$499.0M · 18K shares
$77.0M · 11K shares
$11.7M · 22K shares
$728K · 1 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $114.8M | 84.6% |
| Technology | 10 | $8.2M | 6.1% |
| Communication Services | 6 | $4.3M | 3.1% |
| Unknown | 4 | $3.3M | 2.4% |
| Consumer Cyclical | 2 | $2.6M | 1.9% |
| Industrials | 3 | $1.3M | 1.0% |
| Healthcare | 3 | $830K | 0.6% |
| Energy | 1 | $365K | 0.3% |