Q2 2026 13F · SEC CIK 2065074

Sky-Mountain Capital Management, Inc.

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $139.6M
Reported positions: 40
Holdings vs S&P 500, 3 yrs: —
Assets under management: $210.6M

Sky-Mountain Capital Management, Inc. is a wealth manager that reported 40 positions worth $139.6M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Wisdomtree Tr (USFR, 39.3%), Spdr Gold Tr (GLD, 16.3%), First Tr Exchange-Traded Fd (GRID, 5.4%).

Sky-Mountain Capital Management, Inc. holdings all 40 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sky-Mountain Capital Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
USFRWisdomtree Tr	39.3%	46.0%	1,090,104	-14.3%	$54.9M
GLDSpdr Gold Tr	16.3%	18.8%	61,851	+1.8%	$22.8M
GRIDFirst Tr Exchange-Traded Fd	5.4%	3.4%	39,224	+33.7%	$7.5M
VYMVanguard Whitehall Fds	3.8%	3.2%	33,482	+10.4%	$5.3M
VUGVanguard Index Fds	3.4%	1.8%	55,307	+878.9%	$4.8M
FBTCFidelity Wise Origin Bitcoin	3.1%	3.6%	85,233	+1.1%	$4.4M
AAPLApple Inc	3.1%	2.7%	14,881	-0.7%	$4.3M
DBMFIm Global Partner Funds	3.0%	3.0%	138,409	+0.9%	$4.2M
VBRVanguard Index Fds	2.1%	1.2%	12,193	+54.3%	$3.0M
NKENike Inc	2.0%	3.1%	68,651	-17.3%	$2.8M
SMHVaneck ETF Trust	1.7%	New	3,626	—	$2.4M
NVDANvidia Corporation	1.5%	1.3%	10,510	+0.0%	$2.1M
VXUSVanguard Star Fds	1.4%	0.8%	23,407	+59.4%	$2.0M
BAIBlackrock ETF Trust	1.0%	New	27,497	—	$1.4M
BRK-BBerkshire Hathaway Inc Del	1.0%	0.9%	2,730	+0.0%	$1.4M
VWOVanguard Intl Equity Index F	0.9%	0.4%	22,017	+94.7%	$1.3M
BABoeing Co	0.9%	0.9%	6,025	+0.0%	$1.3M
MSTRStrategy Inc	0.8%	1.2%	13,382	+0.0%	$1.2M
AMZNAmazon Com Inc	0.8%	0.7%	4,587	+0.0%	$1.1M
RTXRtx Corporation	0.8%	0.8%	5,542	+0.0%	$1.1M
GOOGLAlphabet Inc	0.7%	0.6%	2,791	+0.0%	$997K
GOOGAlphabet Inc	0.7%	0.6%	2,757	+0.0%	$974K
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.5%	13,468	+28.5%	$960K
AMDAdvanced Micro Devices Inc	0.6%	0.2%	1,556	+0.0%	$904K
EFAVIshares Tr	0.6%	0.6%	10,120	+3.3%	$888K
SBUXStarbucks Corp	0.6%	0.5%	8,374	+0.0%	$856K
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	1,024	+3.5%	$765K
COSTCostco Wholesale Corporation	0.3%	0.3%	473	+0.0%	$443K
TJXTjx Cos Inc New	0.3%	0.3%	2,846	+0.0%	$431K
CVXChevron Corporation	0.3%	0.4%	2,559	+0.0%	$424K
NSCNorfolk Southn Corporation	0.3%	0.3%	1,278	+0.0%	$402K
CARRCarrier Global Corporation	0.3%	0.2%	5,059	+0.0%	$371K
MPCMarathon Petroleum	0.3%	0.2%	1,384	+0.0%	$354K
VOOVanguard Index Fds	0.2%	0.2%	478	+35.4%	$328K
METAMeta Platforms Inc	0.2%	0.2%	431	+0.0%	$243K
SCHXSchwab Strategic Tr	0.2%	0.1%	7,842	+0.0%	$231K
MSFTMicrosoft Corp	0.2%	0.2%	596	+0.0%	$222K
VTIVanguard Index Fds	0.2%	New	584	—	$216K
RWOSpdr Index Shs Fds	0.2%	New	4,246	—	$211K
EIXEdison Intl	0.1%	0.1%	2,778	+0.0%	$207K

What Sky-Mountain Capital Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: -4.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$139.6M	40
Q1 2026	$139.4M	37
Q4 2025	$150.4M	37
Q3 2025	$143.2M	38
Q2 2025	$150.5M	36
Q1 2025	$118.1M	32

Questions about Sky-Mountain Capital Management, Inc.'s portfolio

What stocks does Sky-Mountain Capital Management, Inc. own?

Sky-Mountain Capital Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 40 positions worth $139.6M. The largest are Wisdomtree Tr (USFR) at 39.3%, Spdr Gold Tr (GLD) at 16.3%, First Tr Exchange-Traded Fd (GRID) at 5.4%, Vanguard Whitehall Fds (VYM) at 3.8% and Vanguard Index Fds (VUG) at 3.4%.

What did Sky-Mountain Capital Management, Inc. buy last quarter?

In Q2 2026, Sky-Mountain Capital Management, Inc. added a new position in Vaneck ETF Trust (SMH), a new position in Blackrock ETF Trust (BAI), a new position in Vanguard Index Fds (VTI), a new position in Spdr Index Shs Fds (RWO), Vanguard Index Fds (VUG) (+878.9% shares), Vanguard Intl Equity Index F (VWO) (+94.7% shares) and Vanguard Star Fds (VXUS) (+59.4% shares), compared with its Q1 2026 filing.

What did Sky-Mountain Capital Management, Inc. sell last quarter?

In Q2 2026, Sky-Mountain Capital Management, Inc. sold all of Exxon Mobil Corp (XOM), Nike Inc (NKE) (-17.3% shares) and Wisdomtree Tr (USFR) (-14.3% shares), compared with its Q1 2026 filing.

When is Sky-Mountain Capital Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Sky-Mountain Capital Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sky-Mountain Capital Management, Inc. manage?

Sky-Mountain Capital Management, Inc. reported $210.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $139.6M.