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CIK: 0002051783
Total reported value
$26.6M
$26.6M
88 檔
218.7%
During the Q4 2024 filing period, Stark Wealth Management LLC (CIK: 0002051783) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $26.6M across 88 reported positions.
During Q4 2024, Stark Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.45% | -0.47% | — | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 12.00% | -0.44% | — | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 8.67% | — | — | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 4.44% | — | — | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.33% | — | — | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.09% | -0.19% | — | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.28% | — | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.05% | -1.65% | — | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.70% | — | — | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.49% | — | — | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 2.22% | — | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.95% | -0.57% | — | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.72% | — | — | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.72% | — | — | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.55% | — | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | -0.35% | — | |
| 17 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.26% | — | — | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.24% | — | — | |
| 19 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.20% | — | — | |
| 20 | SEIM | Sei Qim US Large Cap Momentu | ETF-Large Cap & Growth | 1.15% | +0.17% | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.15% | — | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | -0.22% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.38% | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.20% | — | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | -0.75% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.39% | — | |
| 27 | SEIV | Sei Qim US Large Cap Value A | ETF-Large Cap & Growth | 0.86% | +0.81% | — | |
| 28 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.76% | — | — | |
| 29 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.69% | — | — | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.69% | — | — | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.66% | -0.43% | — | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.64% | — | — | |
| 33 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.58% | — | — | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.55% | -0.41% | — | |
| 35 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.51% | -0.27% | — | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.49% | -0.78% | — | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.48% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | — | — | |
| 39 | SEIQ | Sei Qim US Large Cap Quality | ETF-Large Cap & Growth | 0.47% | -0.01% | — | |
| 40 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.47% | -0.26% | — | |
| 41 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.47% | -0.19% | — | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.47% | — | — | |
| 43 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.43% | — | — | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.37% | — | — | |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.37% | -0.22% | — | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.36% | — | — | |
| 47 | SEIE | Sei Select Intl Equity | ETF-Other | 0.35% | +0.99% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | — | — | |
| 49 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.33% | -0.06% | — | |
| 50 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.33% | — | — |
According to official SEC Form 13F filings, Stark Wealth Management LLC reported a total U.S. public equity portfolio value of $26.6M across 88 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, SCHV, IDEV) accounted for 218.7% of total reported equity market value during Q4 2024.
During Q4 2024, Stark Wealth Management LLC's top holdings by market value included SCHG (13.4%)、SCHV (12.0%)、IDEV (8.7%). The largest single position, SCHG, represented 13.4% of total portfolio value.
In Q4 2024, Stark Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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