Stark Wealth Management LLC

Q1 2025 13F-HR Holdings

Location
Bethlehem, PA
Holdings as of
3/31/2025
Date filed
7/7/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$9,707
Net value change ($000)
-126,092 (-92.9%)
New positions
1
Sold out positions
63
Turnover %
783.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: 8/28/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 595 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHG -17,565 -96.1%
SCHV -15,678 -96.2%
IDEV -11,771 -100.0%
BND -6,028 -100.0%
IEMG -5,880 -100.0%
VTV -5,319 -95.7%
VEA -4,451 -100.0%
VUG -4,142 -100.0%
VBR -3,662 -100.0%
VBK -3,378 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type