Stark Wealth Management LLC
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 5 quarters.Stark Wealth Management LLC has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
29 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Portfolio Trend
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 73.7% | $18,699,297 |
| Technology | 11.9% | $3,026,620 |
| Communication Services | 7.6% | $1,940,317 |
| Consumer Cyclical | 3.7% | $935,567 |
| Industrials | 2.2% | $547,793 |
| Healthcare | 0.9% | $217,297 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ANGU | SEI Ang Research Enhanced U.S. Large Cap ETF | +57,566 | 290,413 | $10,847,498 | |
| AAAA | Amplius Aggressive Asset Allocation ETF | +1,920 | 9,285 | $264,901 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +1,664 | 4,685 | $907,485 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +1,482 | 48,892 | $1,530,237 | |
| CRDO | Credo Technology Group Holding Ltd | +172 | 2,322 | $334,112 | |
| NVDA | Nvidia Corp | +70 | 2,696 | $502,804 | |
| AMZN | Amazon Com Inc | +25 | 1,723 | $397,702 | |
| GOOGL | Alphabet Inc. | +11 | 2,980 | $935,124 | |
| META | Meta Platforms, Inc. | +10 | 477 | $314,862 | |
| VIG | Vanguard Dividend Appreciation ETF | +5 | 1,086 | $238,681 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | −362 | 3,739 | $455,156 | |
| AAAP | Pacer Barings CLO Market Flex ETF | −242 | 8,438 | $588,101 | |
| T | At&T Inc. | −178 | 14,595 | $362,539 | |
| TSLA | Tesla, Inc. | −163 | 1,196 | $537,865 | |
| ARKD | ARK DIET Q1 Buffer ETF | −132 | 2,642 | $203,222 | |
| JNJ | Johnson & Johnson | −95 | 1,050 | $217,297 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | −70 | 1,513 | $209,489 | |
| PLTR | Palantir Technologies Inc. | −53 | 4,392 | $780,678 | |
| BILZ | PIMCO Ultra Short Government Active ETF | −32 | 4,724 | $474,006 | |
| QQQ | Invesco Qqq Trust, Series 1 | −5 | 336 | $206,408 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ANGU |
SEI Ang Research Enhanced U.S. Large Cap ETF
|
Added | 290,413 | $10,847,498 | 42.76% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
NEW | 37,505 | $1,904,202 | 7.51% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 48,892 | $1,530,237 | 6.03% | |
| AAPL |
Apple Inc.
Technology
|
Held | 3,943 | $1,071,943 | 4.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,980 | $935,124 | 3.69% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 4,685 | $907,485 | 3.58% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 4,392 | $780,678 | 3.08% | |
| AAAP |
Pacer Barings CLO Market Flex ETF
|
Reduced | 8,438 | $588,101 | 2.32% | |
| BA |
Boeing Co
Industrials
|
Held | 2,523 | $547,793 | 2.16% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,196 | $537,865 | 2.12% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,696 | $502,804 | 1.98% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
Reduced | 4,724 | $474,006 | 1.87% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 3,739 | $455,156 | 1.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,723 | $397,702 | 1.57% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 14,595 | $362,539 | 1.43% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 697 | $337,083 | 1.33% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
Added | 2,322 | $334,112 | 1.32% | |
| FOXA |
Fox Corp
Communication Services
|
Held | 4,486 | $327,792 | 1.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 477 | $314,862 | 1.24% | |
| ACLO |
TCW AAA CLO ETF
|
Held | 3,480 | $279,176 | 1.10% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 2,680 | $275,160 | 1.08% | |
| AAAA |
Amplius Aggressive Asset Allocation ETF
|
Added | 9,285 | $264,901 | 1.04% | |
| BNDC |
FlexShares Core Select Bond Fund
|
Held | 2,970 | $240,451 | 0.95% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 1,086 | $238,681 | 0.94% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,050 | $217,297 | 0.86% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Reduced | 1,513 | $209,489 | 0.83% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 336 | $206,408 | 0.81% | |
| ARKD |
ARK DIET Q1 Buffer ETF
|
Reduced | 2,642 | $203,222 | 0.80% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Held | 910 | $75,124 | 0.30% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.