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Filers›Holding Co.›Owl Creek Wealth Partners LLC
DOSSIER · 13F-HR · Q1 2026

Owl Creek Wealth Partners LLC

Owl Creek Wealth's holding co. based in Stamford, CT — $281M in tracked AUM across 1,239 positions as of Q1 2026.

OC
Owl Creek Wealth·Stamford, CT·Holding Co.
CIK 0002133805 · last filed Mar 31, 2026
Total AUM
$281M
▲ 10.3%
vs prior
Holdings
1,239
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Owl Creek Wealth Partners LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$33M468K11.8%
02
SPTM
SPDR SERIES TRUST
$28M356K10.0%
03
VOO
VANGUARD INDEX FDS
$19M31K6.6%
04
SCHF
SCHWAB STRATEGIC TR
$18M727K6.4%
05
DFAI
DIMENSIONAL ETF TRUST
$17M434K6.0%
06
HELO
J P MORGAN EXCHANGE TRADED F
$11M167K3.8%
07
SPHQ
INVESCO EXCHANGE TRADED FD T
$10M130K3.5%
08
AVUS
AMERICAN CENTY ETF TR
$9M79K3.1%
09
VONE
VANGUARD SCOTTSDALE FDS
$9M29K3.1%
10
AAPL
APPLE INC
$5M21K1.9%

Filing history

Filing history loading…
AI Agent · grounded in Owl
haiku-4-5 · 1,239 positions indexed
Sector mix
  • Tech11%
  • Financials4%
  • Cons. Disc.48%
  • Communications22%
  • Industrials13%
  • Energy6%
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