Portfolio (Quarterly) Guide ↗

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

· CIK 0002065074

13F Portfolio $140M AUM 40 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 13 Added 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	GLD	SPDR GOLD TR	Financial Services	61,851.0	$22.8M	16.32%	+1K	+1.8%	$368.38	+11.0%
2	GRID	FIRST TR EXCHANGE-TRADED FD	—	39,224.0	$7.5M	5.39%	+10K	+33.7%	$191.75	-6.6%
3	VYM	VANGUARD WHITEHALL FDS	—	33,482.0	$5.3M	3.79%	+3K	+10.4%	$158.03	+3.9%
4	VUG	VANGUARD INDEX FDS	—	55,307.0	$4.8M	3.41%	+50K	+878.9%	$86.14	+2.8%
5	FBTC	FIDELITY WISE ORIGIN BITCOIN	Financial Services	85,233.0	$4.4M	3.12%	+895.0	+1.1%	$51.05	+32.1%
6	DBMF	LITMAN GREGORY FDS TR	—	138,409.0	$4.2M	3.04%	+1K	+0.9%	$30.61	+2.6%
7	VBR	VANGUARD INDEX FDS	—	12,193.0	$3.0M	2.12%	+4K	+54.3%	$242.99	+1.6%
8	VXUS	VANGUARD STAR FDS	—	23,407.0	$2.0M	1.43%	+9K	+59.4%	$85.49	+2.4%
9	VWO	VANGUARD INTL EQUITY INDEX F	—	22,017.0	$1.3M	0.94%	+11K	+94.7%	$59.69	+1.8%
10	VEA	VANGUARD TAX-MANAGED FDS	—	13,468.0	$960K	0.69%	+3K	+28.5%	$71.25	+2.5%
11	EFAV	ISHARES TR	—	10,120.0	$888K	0.64%	+325.0	+3.3%	$87.71	+6.9%
12	SPY	STATE STR SPDR S&P 500 ETF T	Financial Services	1,024.0	$765K	0.55%	+35.0	+3.5%	$746.77	+3.0%
13	VOO	VANGUARD INDEX FDS	—	478.0	$328K	0.23%	+125.0	+35.4%	$686.81	+3.0%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 58.6%

Technology 18.3%

Consumer Cyclical 10.9%

Industrials 6.6%

Communication Services 2.6%

Energy 1.6%

Consumer Defensive 0.9%

Utilities 0.4%