SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

Est. AUM

$139.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WISDOMTREE TR	FLOATNG RAT TREA	$64.1M	1272541	45.96%	SOLE
2	SPDR GOLD TR	GOLD SHS	$26.1M	60767	18.76%	SOLE
3	FIDELITY WISE ORIGIN BITCOIN	SHS	$5.0M	84338	3.57%	SOLE
4	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$4.8M	29328	3.44%	SOLE
5	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.5M	30337	3.22%	SOLE
6	NIKE INC	CL B	$4.4M	83024	3.15%	SOLE
7	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$4.1M	137123	2.97%	SOLE
8	APPLE INC	COM	$3.8M	14979	2.73%	SOLE
9	VANGUARD INDEX FDS	GROWTH ETF	$2.5M	5650	1.77%	SOLE
10	NVIDIA CORPORATION	COM	$1.8M	10510	1.32%	SOLE
11	VANGUARD INDEX FDS	SM CP VAL ETF	$1.7M	7901	1.23%	SOLE
12	STRATEGY INC	CL A NEW	$1.7M	13382	1.20%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2730	0.94%	SOLE
14	BOEING CO	COM	$1.2M	6025	0.86%	SOLE
15	VANGUARD STAR FDS	VG TL INTL STK F	$1.1M	14683	0.81%	SOLE
16	RTX CORPORATION	COM	$1.1M	5542	0.77%	SOLE
17	AMAZON COM INC	COM	$955K	4587	0.69%	SOLE
18	ISHARES TR	MSCI EAFE MIN VL	$895K	9795	0.64%	SOLE
19	ALPHABET INC	CAP STK CL A	$803K	2791	0.58%	SOLE
20	ALPHABET INC	CAP STK CL C	$791K	2756	0.57%	SOLE
21	STARBUCKS CORP	COM	$750K	8373	0.54%	SOLE
22	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$672K	10481	0.48%	SOLE
23	STATE STR SPDR S&P 500 ETF T	TR UNIT	$643K	989	0.46%	SOLE
24	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$611K	11309	0.44%	SOLE
25	CHEVRON CORPORATION	COM	$529K	2559	0.38%	SOLE
26	COSTCO WHOLESALE CORPORATION	COM	$472K	473	0.34%	SOLE
27	TJX COS INC NEW	COM	$455K	2846	0.33%	SOLE
28	NORFOLK SOUTHN CORP	COM	$367K	1278	0.26%	SOLE
29	MARATHON PETE CORP	COM	$338K	1384	0.24%	SOLE
30	ADVANCED MICRO DEVICES INC	COM	$317K	1556	0.23%	SOLE
31	CARRIER GLOBAL CORPORATION	COM	$285K	5059	0.20%	SOLE
32	META PLATFORMS INC	CL A	$246K	431	0.18%	SOLE
33	EXXON MOBIL CORP	COM	$224K	1321	0.16%	SOLE
34	MICROSOFT CORP	COM	$221K	596	0.16%	SOLE
35	VANGUARD INDEX FDS	S&P 500 ETF SHS	$211K	353	0.15%	SOLE
36	EDISON INTL	COM	$203K	2778	0.15%	SOLE
37	SCHWAB STRATEGIC TR	US LRG CAP ETF	$201K	7842	0.14%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.