Data as of Q4 2025 (Dec 31, 2025)

Stark Wealth Management LLC

•CIK: 2051783•Filing: Q4 2025

**Stark Wealth Management LLC** is a focused investment manager overseeing $27M across 41 distinct positions. The portfolio exhibits a pronounced concentration in sector-specific ETFs, notably allocating $2.7M to SEIM and $2.5M to SEIV. Further significant exposure includes $2.1M in SEIE and $1.6M in SEIQ, suggesting a tactical emphasis on thematic or sector rotation plays. The remaining holdings are diversified across large-cap technology and growth names, including AAPL ($1.1M) and GOOG ($0.9M).

Total AUM
$26.6M
QoQ Performance
N/A
Positions
29
Top 10 Concentration
56.3%
Latest Filing
Q4 2025

Top Holdings Allocation

SEIM
SEIV
SEIE
SEIQ
SEIM10.3%
SEIV9.3%
SEIE8.0%
SEIQ5.9%
VUG4.3%
AAPL4.0%
JMST3.7%
SEEM3.6%

📈 Biggest Buys

SEIV
SEI EXCHANGE TRADED FUNDS
+160.5%
9.3% of portfolio
SEIM
SEI EXCHANGE TRADED FUNDS
+121.2%
10.3% of portfolio
SEIE
SEI EXCHANGE TRADED FUNDS
+155.0%
8.0% of portfolio
VUG
VANGUARD INDEX FDS
NEW
4.3% of portfolio
JMST
J P MORGAN EXCHANGE TRADED F
NEW
3.7% of portfolio

📉 Biggest Sells

QUAL
ISHARES TR
-97.5%
1.0% of portfolio
SPY
SPDR S&P 500 ETF TR
-87.7%
1.0% of portfolio
SCHV
SCHWAB STRATEGIC TR
-33.6%
2.4% of portfolio
SCHG
SCHWAB STRATEGIC TR
-26.2%
3.4% of portfolio
JNJ
JOHNSON & JOHNSON
-23.6%
0.8% of portfolio

Sector Breakdown

Other78.5%
Technology11.9%
Consumer3.5%
Industrial2.1%
ETF1.9%
Communication1.4%
Healthcare0.8%

🚪 Exited Positionssold since Q2 2025

DYNF
BLACKROCK ETF TRUST
SOLD
$5.1M
QLC
FLEXSHARES TR
SOLD
$5.0M
IVW
ISHARES TR
SOLD
$4.8M
EFV
ISHARES TR
SOLD
$2.5M
OEF
ISHARES TR
SOLD
$2.4M
+15 more exited positions

Changes from Q2 2025

NEW10 new positions
↑13 increased
↓10 decreased

Historical Filings

Q4 2025Q2 2025

📌 Top Holdings

SEIM10.3%
SEI EXCHANGE TRADED FUNDS
$2.7M
SEIV9.3%
SEI EXCHANGE TRADED FUNDS
$2.5M
SEIE8.0%
SEI EXCHANGE TRADED FUNDS
$2.1M
SEIQ5.9%
SEI EXCHANGE TRADED FUNDS
$1.6M
VUG4.3%
VANGUARD INDEX FDS
$1.2M

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