SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. held in its portfolio 37 assets valued at $150,357,455 (i.e. $150.36M).
The most valuable assets in the portfolio included: WISDOMTREE TR ($62.73M), SPDR GOLD TR ($28.13M), and FIDELITY WISE ORIGIN BITCOIN ($12.56M).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WISDOMTREE TR | 1242649 | 62728917 | FLOATNG RAT TREA |
| SPDR GOLD TR | 60526 | 28126432 | GOLD SHS |
| FIDELITY WISE ORIGIN BITCOIN | 164646 | 12555904 | SHS |
| FIRST TR EXCHANGE TRADED FD | 34785 | 5599009 | NASDQ CLN EDGE |
| NIKE INC | 83764 | 5443800 | CL B |
| VANGUARD WHITEHALL FDS | 30077 | 4463697 | HIGH DIV YLD |
| APPLE INC | 15371 | 3926012 | COM |
| LITMAN GREGORY FDS TR | 99897 | 2926984 | IMGP DBI MANAGED |
| VANGUARD INDEX FDS | 5745 | 2796680 | GROWTH ETF |
| STRATEGY INC | 13517 | 2170560 | CL A NEW |
| NVIDIA CORPORATION | 10710 | 1997076 | COM |
| VANGUARD INDEX FDS | 7827 | 1756301 | SM CP VAL ETF |
| BOEING CO | 6025 | 1496791 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2785 | 1346654 | CL B NEW |
| VANGUARD STAR FDS | 14988 | 1196961 | VG TL INTL STK F |
| AMAZON COM INC | 4625 | 1102687 | COM |
| RTX CORPORATION | 5542 | 1075868 | COM |
| ALPHABET INC | 2784 | 928836 | CAP STK CL C |
| ALPHABET INC | 2761 | 920046 | CAP STK CL A |
| ISHARES TR | 9805 | 867841 | MSCI EAFE MIN VL |
| STARBUCKS CORP | 8372 | 806488 | COM |
| SPDR S&P 500 ETF TR | 989 | 685110 | TR UNIT |
| VANGUARD TAX-MANAGED FDS | 10266 | 678377 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX F | 10884 | 619626 | FTSE EMR MKT ETF |
| COSTCO WHSL CORP NEW | 550 | 537265 | COM |
| CHEVRON CORP NEW | 2559 | 428633 | COM |
| TJX COS INC NEW | 2846 | 427128 | COM |
| ADVANCED MICRO DEVICES INC | 1556 | 391038 | COM |
| NORFOLK SOUTHN CORP | 1278 | 368396 | COM |
| MICROSOFT CORP | 619 | 291103 | COM |
| CARRIER GLOBAL CORPORATION | 5059 | 290235 | COM |
| META PLATFORMS INC | 417 | 280185 | CL A |
| MARATHON PETE CORP | 1384 | 238795 | COM |
| OTIS WORLDWIDE CORP | 2540 | 230073 | COM |
| VANGUARD INDEX FDS | 355 | 226098 | S&P 500 ETF SHS |
| SPDR INDEX SHS FDS | 4706 | 217370 | DJ GLB RL ES ETF |
| SCHWAB STRATEGIC TR | 7842 | 214479 | US LRG CAP ETF |
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