Owl Creek Wealth Partners LLC — 13F Holdings & Portfolio

CIK 2133805 · latest 13F-HR filed 2026-05-14

Owl Creek Wealth Partners LLC manages $280.7M in 13F-reported U.S. long-equity assets across 1,239 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DFUS (11.82%), SPTM (10.03%), VOO (6.65%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$280.7M

Long-equity book

Holdings

1,239

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFUS 25434V401 $33.2M 11.82% 467,866 SH
2 SPDR SERIES TRUST SPTM 78464A805 $28.1M 10.03% 356,002 SH
3 VANGUARD INDEX FDS VOO 922908363 $18.7M 6.65% 31,213 SH
4 SCHWAB STRATEGIC TR SCHF 808524805 $18.0M 6.41% 726,820 SH
5 DIMENSIONAL ETF TRUST DFAI 25434V203 $16.9M 6.02% 434,029 SH
6 J P MORGAN EXCHANGE TRADED F HELO 46654Q724 $10.7M 3.80% 166,834 SH
7 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $9.8M 3.48% 129,997 SH
8 AMERICAN CENTY ETF TR AVUS 025072885 $8.8M 3.14% 79,341 SH
9 VANGUARD SCOTTSDALE FDS VONE 92206C730 $8.6M 3.07% 29,185 SH
10 APPLE INC AAPL 037833100 $5.4M 1.93% 21,329 SH
11 ISHARES TR IWB 464287622 $5.3M 1.88% 14,781 SH
12 AMERICAN CENTY ETF TR AVDE 025072703 $5.2M 1.85% 61,300 SH
13 VANGUARD INDEX FDS VTV 922908744 $4.9M 1.75% 25,052 SH
14 NVIDIA CORPORATION NVDA 67066G104 $3.9M 1.41% 22,623 SH
15 VANGUARD INDEX FDS VB 922908751 $3.7M 1.31% 13,998 SH
16 ISHARES TR ITOT 464287150 $3.1M 1.12% 22,081 SH
17 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $3.1M 1.12% 66,655 SH
18 ISHARES TR IEFA 46432F842 $2.9M 1.02% 31,679 SH
19 MICROSOFT CORP MSFT 594918104 $2.8M 0.99% 7,539 SH
20 INVESCO QQQ TR QQQ 04609E107 $2.7M 0.97% 4,696 SH
21 ISHARES GOLD TR IAUM 46436F103 $2.7M 0.96% 57,961 SH
22 AMAZON COM INC AMZN 023135106 $2.6M 0.92% 12,343 SH
23 ISHARES TR IJR 464287804 $2.3M 0.81% 18,200 SH
24 ALPHABET INC GOOGL 02079K305 $2.3M 0.81% 7,859 SH
25 VICTORY PORTFOLIOS II UITB 92647N527 $2.2M 0.78% 46,763 SH
26 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.2M 0.77% 33,569 SH
27 SCHWAB STRATEGIC TR SCHX 808524201 $1.8M 0.63% 69,032 SH
28 BROADCOM INC AVGO 11135F101 $1.4M 0.50% 4,572 SH
29 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.2M 0.44% 2,606 SH
30 DIMENSIONAL ETF TRUST DFAE 25434V302 $1.2M 0.42% 34,966 SH
31 ALPHABET INC GOOG 02079K107 $1.1M 0.41% 4,005 SH
32 META PLATFORMS INC META 30303M102 $1.1M 0.40% 1,959 SH
33 ISHARES TR IWV 464287689 $1.1M 0.39% 2,976 SH
34 JPMORGAN CHASE & CO JPM 46625H100 $1.0M 0.37% 3,560 SH
35 ISHARES TR QUAL 46432F339 $1.0M 0.36% 5,277 SH
36 TESLA INC TSLA 88160R101 $952.1K 0.34% 2,561 SH
37 ISHARES INC IEMG 46434G103 $927.3K 0.33% 13,295 SH
38 ISHARES TR IVE 464287408 $804.8K 0.29% 3,812 SH
39 PROSHARES TR NOBL 74348A467 $780.8K 0.28% 7,365 SH
40 ISHARES U S ETF TR NEAR 46431W507 $754.9K 0.27% 14,851 SH
41 NETFLIX INC. NFLX 64110L106 $741.8K 0.26% 7,715 SH
42 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $739.6K 0.26% 1,137 SH
43 ABRDN SILVER ETF TRUST SIVR 003264108 $739.2K 0.26% 10,322 SH
44 ELI LILLY & CO LLY 532457108 $714.7K 0.25% 777 SH
45 DIMENSIONAL ETF TRUST DFIV 25434V807 $691.4K 0.25% 13,099 SH
46 VANGUARD INDEX FDS VTI 922908769 $670.6K 0.24% 2,090 SH
47 EXXON MOBIL CORP XOM 30231G102 $662.7K 0.24% 3,906 SH
48 DIMENSIONAL ETF TRUST DFUV 25434V724 $604.2K 0.22% 12,469 SH
49 JOHNSON & JOHNSON JNJ 478160104 $569.1K 0.20% 2,328 SH
50 WALMART INC WMT 931142103 $540.1K 0.19% 4,346 SH