Institutional filer · SEC 13F · Q2 2025
Stark Wealth Management LLC
The reported 13F portfolio of Stark Wealth Management LLC (CIK 2051783) - top holdings, how concentrated the book is, and what changed last quarter.
- $69.9M
- Reported book
- 51
- Positions
- #320
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Stark Wealth Management LLC ranks #320 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q2 2025 the reported book is $69.9M across 51 positions, a concentrated portfolio led by a few core positions.
- $69.9M
- reported 13F value
- 51
- disclosed positions
- 16.7%
- in SPDR S&P 500 ETF TR
- #320
- of 360 filers
Top-5 share 51.5% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Stark Wealth Management LLC ranks #320 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Stark Wealth Management LLC sits by disclosed position count
Stark Wealth Management LLC reports 51 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Stark Wealth Management LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
51 267th of 360 higher than 93 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Stark Wealth Management LLC reports $0.07B across 51 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2051783 · Q2 2025 $70M book
BOOK-LIGHT · POS-FOCUS · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #320/360
- POS-FOCUS 51 names
- CONC-DOM 52% top-5
- LEAD-DOM 16.7% SPDR S&P 500 ETF TR
- PHOTO-FINISH Seven Fleet
- TREND-FLAT Book steady
- FY-SNAPSHOT Q2 2025
Photo-finish peer on reported book: Seven Fleet Capital Management LP
Read with: Ownership concentration guide - Stark Wealth Management LLC's top-five positions weigh 52% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Stark Wealth Management LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$69.9M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | $11.7M | 16.7% |
| 2 | ISHARES TR | $9.4M | 13.4% |
| 3 | BLACKROCK ETF TRUST | $5.1M | 7.3% |
| 4 | FLEXSHARES TR | $5.0M | 7.2% |
| 5 | ISHARES TR | $4.8M | 6.9% |
| 6 | ISHARES TR | $2.5M | 3.6% |
| 7 | ISHARES TR | $2.4M | 3.4% |
| 8 | ISHARES TR | $2.1M | 3.0% |
| 9 | ISHARES INC | $2.0M | 2.9% |
| 10 | ISHARES TR | $1.8M | 2.6% |
| 11 | SCHWAB STRATEGIC TR | $1.2M | 1.7% |
| 12 | ISHARES TR | $1.2M | 1.7% |
| 13 | ISHARES TR | $1.1M | 1.6% |
| 14 | SEI EXCHANGE TRADED FUNDS | $1.1M | 1.6% |
| 15 | SCHWAB STRATEGIC TR | $1.1M | 1.5% |
| 16 | GRAYSCALE BITCOIN TRUST ETF | $1.0M | 1.5% |
| 17 | SCHWAB STRATEGIC TR | $1.0M | 1.4% |
| 18 | SCHWAB STRATEGIC TR | $890K | 1.3% |
| 19 | SCHWAB STRATEGIC TR | $884K | 1.3% |
| 20 | ISHARES GOLD TR | $823K | 1.2% |
| 21 | SEI EXCHANGE TRADED FUNDS | $819K | 1.2% |
| 22 | APPLE INC | $809K | 1.2% |
| 23 | SEI EXCHANGE TRADED FUNDS | $758K | 1.1% |
| 24 | BERKSHIRE HATHAWAY INC DEL | $729K | 1.0% |
| 25 | ISHARES TR | $674K | 1.0% |
Latest Quarter Trades · Q2 2025
New positions (51)
Frequently Asked Questions
- How big is Stark Wealth Management LLC's 13F portfolio?
- Stark Wealth Management LLC reports $69.9M of long US-equity positions across 51 securities as of Q2 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Stark Wealth Management LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Stark Wealth Management LLC ranks #320 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Stark Wealth Management LLC's largest position?
- Stark Wealth Management LLC's largest reported position is SPDR S&P 500 ETF TR at $11.7M, about 16.7% of its reported book as of Q2 2025.
- What did Stark Wealth Management LLC trade last quarter?
- In its Q2 2025 filing, Stark Wealth Management LLC opened 51 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Stark Wealth Management LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($69.9M here).
Similar holding count
Nearest filers by number of disclosed positions (51 here).
Using this filing
- The rankings sort every tracked filer the same way Stark Wealth Management LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Seven Fleet Capital Management LP reported the nearest book value ($69.2M) this quarter, a useful scale comparison for Stark Wealth Management LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.