Stark Wealth Management LLC

CIK

2051783

Location

Bethlehem, PA

Portfolio Value

Micro $7,766,423

Diversification

Diversified

Filing Date

Global Rank

#8,313 / 8,664 ▼ 565 · as of Dec 2025

Top Industry

Software - Infrastructure 19.5%

3Y Alpha vs SPY

-2.9%

Period ended 6 months ago

Filed Feb 17, 2026 · 5mo

5 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+19.9%

SPY

+24.4%

Annualised alpha

-3.1%

Max drawdown

−25.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

23.5%

+7.3 pts

Top 5

61.4%

+5.5 pts

Top 10

86.3%

+1.1 pts

HHI

1,119

Diversified+218

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	39.0%	$3,026,620	5
Unclassified	26.2%	$2,033,953	2
Communication Services	12.9%	$1,005,193	3
Consumer Cyclical	12.0%	$935,567	2
Industrials	7.1%	$547,793	1
Healthcare	2.8%	$217,297	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
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
META	Meta Platforms, Inc.	+10	477	$314,862
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−178	14,595	$362,539
TSLA	Tesla, Inc.	−163	1,196	$537,865
JNJ	Johnson & Johnson	−95	1,050	$217,297
PLTR	Palantir Technologies Inc.	−53	4,392	$780,678
QQQ	Invesco Qqq Trust, Series 1	−5	336	$206,408
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SPY	Spdr S&P 500 ETF Trust	2,680	$1,827,545
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ORCL	Oracle Corp	771	$216,836
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $7,766,423 total · as of Dec 31, 2025

All sectors Communication Services Consumer Cyclical Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	NEW	2,680	NEW	$1,827,545	NEW	23.53%
AAPL	Apple Inc. Technology	Held	3,943	0	$1,071,943	+6.8%	13.80%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,392	-53	$780,678	−3.7%	10.05%
BA	Boeing Co Industrials	Held	2,523	0	$547,793	+0.6%	7.05%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,196	-163	$537,865	−11.0%	6.93%
NVDA	Nvidia Corp Technology	Added	2,696	+70	$502,804	+2.6%	6.47%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,723	+25	$397,702	+6.7%	5.12%
T	At&T Inc. Communication Services	Reduced	14,595	-178	$362,539	−13.1%	4.67%
MSFT	Microsoft Corp Technology	Held	697	0	$337,083	−6.6%	4.34%
CRDO	Credo Technology Group Holding Ltd Technology	Added	2,322	+172	$334,112	+6.7%	4.30%
FOXA	Fox Corp Communication Services	Held	4,486	0	$327,792	+15.9%	4.22%
META	Meta Platforms, Inc. Communication Services	Added	477	+10	$314,862	−8.2%	4.05%
JNJ	Johnson & Johnson Healthcare	Reduced	1,050	-95	$217,297	+2.4%	2.80%
QQQ	Invesco Qqq Trust, Series 1	Reduced	336	-5	$206,408	+0.8%	2.66%