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Portfolio (Quarterly) Guide ↗

Owl Creek Wealth Partners LLC

· CIK 0002133805
13F Portfolio $342M AUM 1,289 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 125 New 509 Added 179 Reduced 74 Exited
Page 3 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 835.0 $1.0M 0.29% +58.0 +7.5% $1199.43 -3.4%
42 AMAT APPLIED MATLS INC Technology 1,184.0 $856K 0.25% +90.0 +8.2% $723.00 -37.1%
43 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,140.0 $851K 0.25% $746.82 +2.5%
44 IVE ISHARES TR 3,544.0 $805K 0.23% -268.0 -7.0% $227.09 +4.1%
45 VTI VANGUARD INDEX FDS 2,162.0 $800K 0.23% +72.0 +3.4% $370.08 +2.0%
46 NEAR ISHARES U S ETF TR 15,527.0 $787K 0.23% +676.0 +4.5% $50.66 -0.3%
47 DFUV DIMENSIONAL ETF TRUST 14,048.0 $773K 0.23% +2K +12.7% $55.01 +3.7%
48 DFIV DIMENSIONAL ETF TRUST 14,008.0 $757K 0.22% +909.0 +6.9% $54.02 +7.4%
49 SIVR ABRDN SILVER ETF TRUST Financial Services 11,890.0 $668K 0.20% +2K +15.2% $56.22 +11.7%
50 LRCX LAM RESEARCH CORP Technology 1,539.0 $667K 0.20% -48.0 -3.0% $433.33 -30.7%
51 NOBL PROSHARES TR 11,481.0 $645K 0.19% +4K +55.9% $56.16 +3.2%
52 KLAC KLA CORP Technology 2,080.0 $628K 0.18% +2K +934.8% $301.71 -42.1%
53 V VISA INC Financial Services 1,804.0 $619K 0.18% +235.0 +15.0% $343.01 +11.1%
54 JNJ JOHNSON & JOHNSON Healthcare 2,375.0 $603K 0.18% +47.0 +2.0% $253.98 +4.6%
55 DBEF DBX ETF TR 10,688.0 $584K 0.17% +1K +12.7% $54.63 +2.0%
56 ASML ASML HLDG NV Technology 289.0 $575K 0.17% $1989.44 -15.4%
57 CSCO CISCO SYS INC Technology 4,623.0 $543K 0.16% +516.0 +12.6% $117.46 -6.2%
58 WMT WALMART INC Consumer Defensive 4,745.0 $537K 0.16% +399.0 +9.2% $113.26 -7.7%
59 IVV ISHARES TR 714.0 $534K 0.16% +61.0 +9.3% $748.43 +2.8%
60 NFLX NETFLIX INC. Communication Services 7,444.0 $532K 0.16% -271.0 -3.5% $71.40 +14.1%
Page 3 of 65  ·  1,289 positions

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
Technology 35.4%
Financial Services 17.7%
Consumer Cyclical 9.4%
Healthcare 9.2%
Industrials 8.0%
Communication Services 7.1%
Consumer Defensive 4.1%
Energy 2.8%
Utilities 2.3%
Basic Materials 2.0%