Stark Wealth Management LLC
Stark Wealth Management LLC is a Pennsylvania-based, independent Registered Investment Advisor (RIA) founded in March 2020 by Mark Sessanta and Paul Barry. Headquartered in Bethlehem, PA, the firm provides fee-only, fiduciary investment advisory and financial planning services, focusing on total return, risk management, and tax management. The firm serves individuals, families, and business owners, offering a full range of wealth management services. Stark Wealth Management LLC is led by Paul Barry, who brings over a decade of industry experience and emphasizes philanthropy, stewardship, and community enrichment.
Investment Strategy
Stark Wealth Management LLC follows a client-focused, fee-only advisory model. Its investment strategy is rooted in total return, emphasizing risk management, asset allocation, tax-efficiency, and diversified portfolios that utilize mutual funds, ETFs, stocks, and bonds. The firm develops customized financial strategies according to clients' needs, integrating retirement planning, estate planning, education funding, and philanthropy. Stark Wealth Management practices a fiduciary approach, ensuring recommendations are always in the client's best interest and strives to keep client costs low, minimize taxes, and maximize wealth sustainability over time.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 16.74% | $11.7M | 21,780 | $617.85 | $617.85 | +$11.7M |
Q QUAL | ISHARES TR | 13.43% | $9.4M | 52,960 | $182.82 | $182.82 | +$9.4M |
D DYNF | BLACKROCK ETF TRUST | 7.29% | $5.1M | 98,000 | $54.46 | $54.46 | +$5.1M |
Q QLC | FLEXSHARES TR | 7.15% | $5.0M | 76,508 | $71.22 | $71.22 | +$5.0M |
I IVW | ISHARES TR | 6.92% | $4.8M | 46,680 | $110.10 | $110.10 | +$4.8M |