Filed: 5/5/2026ACC: 0002065074-26-000002
📋 What this filing means
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $139.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$139.38M
Total AUM (reported)
1.86M
Total Shares
Allocation by class
FLOATNG RAT TREA$64.06M46.0%
GOLD SHS$26.15M18.8%
COM$13.02M9.3%
SHS$4.98M3.6%
NASDQ CLN EDGE$4.80M3.4%
HIGH DIV YLD$4.49M3.2%
CL B$4.39M3.1%
Portfolio Concentration
Top 3$95.19M68.3%
4–10$25.91M18.6%
11–25$14.74M10.6%
Rest$3.54M2.5%
Top 3 weight
68.3%
Top 10 weight
86.9%
Voting Authority Distribution
Total shares with voting rights: 1.86M
Sole
Full voting authority
1.86M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
WISDOMTREE TR
SOLEShares1.27M
TypeSH
Market value$64.06M
45.96%
Sole
1.27M
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares60.77K
TypeSH
Market value$26.15M
18.76%
Sole
60.77K
Shared
0.00
None
0.00
FIDELITY WISE ORIGIN BITCOIN
SOLEShares84.34K
TypeSH
Market value$4.98M
3.57%
Sole
84.34K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares29.33K
TypeSH
Market value$4.80M
3.44%
Sole
29.33K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares30.34K
TypeSH
Market value$4.49M
3.22%
Sole
30.34K
Shared
0.00
None
0.00
NIKE INC
SOLEShares83.02K
TypeSH
Market value$4.39M
3.15%
Sole
83.02K
Shared
0.00
None
0.00
LITMAN GREGORY FDS TR
SOLEShares137.12K
TypeSH
Market value$4.13M
2.97%
Sole
137.12K
Shared
0.00
None
0.00
APPLE INC
SOLEShares14.98K
TypeSH
Market value$3.80M
2.73%
Sole
14.98K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.65K
TypeSH
Market value$2.47M
1.77%
Sole
5.65K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares10.51K
TypeSH
Market value$1.83M
1.32%
Sole
10.51K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares7.90K
TypeSH
Market value$1.72M
1.23%
Sole
7.90K
Shared
0.00
None
0.00
STRATEGY INC
SOLEShares13.38K
TypeSH
Market value$1.67M
1.20%
Sole
13.38K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.73K
TypeSH
Market value$1.31M
0.94%
Sole
2.73K
Shared
0.00
None
0.00
BOEING CO
SOLEShares6.03K
TypeSH
Market value$1.20M
0.86%
Sole
6.03K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares14.68K
TypeSH
Market value$1.13M
0.81%
Sole
14.68K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares5.54K
TypeSH
Market value$1.07M
0.77%
Sole
5.54K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares4.59K
TypeSH
Market value$955.3K
0.69%
Sole
4.59K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.79K
TypeSH
Market value$895.0K
0.64%
Sole
9.79K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.79K
TypeSH
Market value$802.5K
0.58%
Sole
2.79K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.76K
TypeSH
Market value$790.5K
0.57%
Sole
2.76K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares8.37K
TypeSH
Market value$750.1K
0.54%
Sole
8.37K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares10.48K
TypeSH
Market value$671.6K
0.48%
Sole
10.48K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares989.00
TypeSH
Market value$643.2K
0.46%
Sole
989.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares11.31K
TypeSH
Market value$611.3K
0.44%
Sole
11.31K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares2.56K
TypeSH
Market value$529.5K
0.38%
Sole
2.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 1.27M | SH | $64.06M 45.96% | 1.27M | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 60.77K | SH | $26.15M 18.76% | 60.77K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 84.34K | SH | $4.98M 3.57% | 84.34K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDQ CLN EDGE | 29.33K | SH | $4.80M 3.44% | 29.33K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 30.34K | SH | $4.49M 3.22% | 30.34K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 83.02K | SH | $4.39M 3.15% | 83.02K | 0.00 | 0.00 |
LITMAN GREGORY FDS TRSOLE | IMGP DBI MANAGED | 137.12K | SH | $4.13M 2.97% | 137.12K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.98K | SH | $3.80M 2.73% | 14.98K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.65K | SH | $2.47M 1.77% | 5.65K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 10.51K | SH | $1.83M 1.32% | 10.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 7.90K | SH | $1.72M 1.23% | 7.90K | 0.00 | 0.00 |
STRATEGY INCSOLE | CL A NEW | 13.38K | SH | $1.67M 1.20% | 13.38K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.73K | SH | $1.31M 0.94% | 2.73K | 0.00 | 0.00 |
BOEING COSOLE | COM | 6.03K | SH | $1.20M 0.86% | 6.03K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 14.68K | SH | $1.13M 0.81% | 14.68K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 5.54K | SH | $1.07M 0.77% | 5.54K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 4.59K | SH | $955.3K 0.69% | 4.59K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE MIN VL | 9.79K | SH | $895.0K 0.64% | 9.79K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.79K | SH | $802.5K 0.58% | 2.79K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.76K | SH | $790.5K 0.57% | 2.76K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 8.37K | SH | $750.1K 0.54% | 8.37K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 10.48K | SH | $671.6K 0.48% | 10.48K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 989.00 | SH | $643.2K 0.46% | 989.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 11.31K | SH | $611.3K 0.44% | 11.31K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 2.56K | SH | $529.5K 0.38% | 2.56K | 0.00 | 0.00 |
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