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Stark Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

Stark Wealth Management’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$279K Hold
3,480
– – 1.05% 27
2025
Q3 		$273K Hold
3,480
– – 1.25% 25
2025
Q2 		$253K Hold
3,480
– – 0.36% 41
2025
Q1 		$228K Sell
3,480
-1,120
-24% -$77.3K 2.34% 22
2024
Q4 		$316K Buy
+4,600
New +$318K 0.23% 64

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stark Wealth Management's VOTE Position: Q4 2025 in Review

Stark Wealth Management held its TCW Transform 500 ETF (VOTE) position steady in Q4 2025 at 3,480 shares worth $279K. The position accounts for 1.05% of the portfolio, ranked #27.

Stark Wealth Management first reported a position in VOTE in Q4 2024 and has held it in 5 quarters since. The position peaked at $316K in Q4 2024. 100 funds tracked by Wall St. Rank hold VOTE as of Q4 2025.

  • Stark Wealth Management held 3,480 shares of TCW Transform 500 ETF worth $279K as of Q4 2025.
  • Stark Wealth Management left its TCW Transform 500 ETF share count unchanged in Q4 2025.
  • TCW Transform 500 ETF made up 1.05% of Stark Wealth Management's portfolio in Q4 2025, its #27 holding.
  • Stark Wealth Management first reported a position in TCW Transform 500 ETF in Q4 2024 and has held it in 5 quarters since.
  • Stark Wealth Management's TCW Transform 500 ETF position peaked at $316K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q4 2025.

Based on Stark Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.