Stark Wealth Management LLC
CIK 2051783 · Holdings on Sep 30, 2025 · First reported Feb 17, 2026
Top ten holdings
Q3 2025- SEIM10.10%
- SEIV8.50%
- SEIE7.02%
- VUG5.98%
- SEIQ5.92%
- AAPL4.60%
- SCHG3.83%
- PLTR3.71%
- SEEM3.61%
- SEIS3.41%
Share classes counted separately56.68%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QUALWeight decreased · -12.25 pp13.43% → 1.18%Shares -51.64K (-97.50%)
- SEIMWeight increased · +8.48 pp1.62% → 10.10%Shares +21.82K (+81.39%)
- SEIVWeight increased · +7.33 pp1.17% → 8.50%Shares +24.81K (+108.12%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SEIMSEI QIM US LARGE CAP MOMENTUENHANCED US LRG View history and evidence | $2.21M | 10.10% | 48.62K shares | 1.62% → 10.10%+8.48 pp +21.82K (+81.39%) | Added | ↗▾ |
| 02 | SEIVSEI QIM US LARGE CAP VALUE AENHANCED US LRG View history and evidence | $1.86M | 8.50% | 47.75K shares | 1.17% → 8.50%+7.33 pp +24.81K (+108.12%) | Added | ↗▾ |
| 03 | SEIESEI SELECT INTL EQUITYSELECT INTL EQUI View history and evidence | $1.53M | 7.02% | 50.28K shares | 1.08% → 7.02%+5.94 pp +24.56K (+95.48%) | Added | ↗▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $1.31M | 5.98% | 2.72K shares | Prior unavailable +2.72K | New | ↗▾ |
| 05 | SEIQSEI QIM US LARGE CAP QUALITYENHANCED US LRG View history and evidence | $1.29M | 5.92% | 33.42K shares | 0.94% → 5.92%+4.98 pp +15.81K (+89.79%) | Added | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $1.00M | 4.60% | 3.94K shares | 1.16% → 4.60%+3.44 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $836.07K | 3.83% | 26.20K shares | 1.52% → 3.83%+2.31 pp -10.96K (-29.50%) | Reduced | ↗▾ |
| 08 | PLTRPALANTIR TECHNOLOGIES INC-ACL A View history and evidence | $810.86K | 3.71% | 4.45K shares | 0.84% → 3.71%+2.87 pp +160 (+3.73%) | Added | ↗▾ |
| 09 | SEEMSEI SELECT EM MRKT EQSELECT EMERGING View history and evidence | $788.52K | 3.61% | 26.09K shares | 0.71% → 3.61%+2.90 pp +7.93K (+43.64%) | Added | ↗▾ |
| 10 | SEISSEI SELECT SMALL CAP ETFSELECT SMALL CAP View history and evidence | $745.61K | 3.41% | 26.68K shares | 0.55% → 3.41%+2.86 pp +11.79K (+79.18%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 21
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPY SS SPDR S&P 500 ETF TRUST-US | Non-derivative | -21,780 | -$11.71M | SEC filing ↗ | SEC filing ↗ |
| DYNF ISHRS US E F R A ETF-USD INC | Non-derivative | -98,000 | -$5.10M | SEC filing ↗ | SEC filing ↗ |
| QLC NT US QUAL LC ETF | Non-derivative | -76,508 | -$5.00M | SEC filing ↗ | SEC filing ↗ |
3 / 21 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2051783 · Period Sep 30, 2025
Data loaded Sep 23, 2026 · First reported Feb 17, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 21846495
}Research all 38 reported holdings.
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