SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
38 holdingsFiling period: 2026-03-31Current AUM: $139.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 1.27M | $64.1M | $64.1M | 46.09% | +29.9K | 2026-03-31 |
| 2 | GLD | SPDR GOLD TR | 60.8K | $26.1M | $22.6M | 16.23% | +241 | 2026-03-31 |
| 3 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 84.3K | $5.0M | $4.6M | 3.32% | -80,308 | 2026-03-31 |
| 4 | GRID | FIRST TR EXCHANGE-TRADED FD | 29.3K | $4.8M | $5.3M | 3.78% | -5,457 | 2026-03-31 |
| 5 | VYM | VANGUARD WHITEHALL FDS | 30.3K | $4.5M | $4.9M | 3.53% | +260 | 2026-03-31 |
| 6 | NKE | NIKE INC | 83.0K | $4.4M | $3.5M | 2.49% | -740 | 2026-03-31 |
| 7 | DBMF | LITMAN GREGORY FDS TR | 137.1K | $4.1M | $4.2M | 3.05% | +37.2K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 15.0K | $3.8M | $4.6M | 3.33% | -392 | 2026-03-31 |
| 9 | VUG | VANGUARD INDEX FDS | 5.7K | $2.5M | $2.9M | 2.08% | -95 | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 10.5K | $1.8M | $2.1M | 1.52% | -200 | 2026-03-31 |
| 11 | VBR | VANGUARD INDEX FDS | 7.9K | $1.7M | $1.9M | 1.39% | +74 | 2026-03-31 |
| 12 | MSTR | STRATEGY INC | 13.4K | $1.7M | $1.2M | 0.90% | -135 | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.7K | $1.3M | $1.3M | 0.94% | -55 | 2026-03-31 |
| 14 | BA | BOEING CO | 6.0K | $1.2M | $1.3M | 0.94% | -- | 2026-03-31 |
| 15 | VXUS | VANGUARD STAR FDS | 14.7K | $1.1M | $1.2M | 0.89% | -305 | 2026-03-31 |
| 16 | RTX | RTX CORPORATION | 5.5K | $1.1M | $1.2M | 0.86% | -- | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 4.6K | $955K | $1.2M | 0.90% | -38 | 2026-03-31 |
| 18 | EFAV | ISHARES TR | 9.8K | $894K | $909K | 0.65% | -10 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 2.8K | $802K | $993K | 0.71% | +30 | 2026-03-31 |
| 20 | GOOG | ALPHABET INC | 2.8K | $790K | $982K | 0.71% | -28 | 2026-03-31 |
| 21 | SBUX | STARBUCKS CORP | 8.4K | $750K | $881K | 0.63% | +1 | 2026-03-31 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | 10.5K | $671K | $739K | 0.53% | +215 | 2026-03-31 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | 989 | $643K | $739K | 0.53% | -- | 2026-03-31 |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | 11.3K | $611K | $664K | 0.48% | +425 | 2026-03-31 |
| 25 | CVX | CHEVRON CORPORATION | 2.6K | $529K | $503K | 0.36% | -- | 2026-03-31 |
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