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SK Wealth Management

Latest statistics and disclosures from SK Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, DGRW, GPIX, JEPI, LVHI, and represent 44.70% of SK Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GPIX (+$9.6M), DDWM (+$6.0M), CGDV (+$5.6M), SCHG, FEMR, SPLG, DGRW, IVV, EVIM, SUSL.
Started 7 new stock positions in SPIN, CGDV, TSM, QQQ, CGIC, AVGO, EVIM.
Reduced shares in these 10 stocks: MOAT, HELO, TCAL, RWJ, JEPI, TSPA, ESGG, HON, DWMF, NUSC.
Sold out of its positions in AOD, EXG, HON.
SK Wealth Management was a net buyer of stock by $26M.
SK Wealth Management has $268M in assets under management (AUM), dropping by 16.26%.
Central Index Key (CIK): 0001867958

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Portfolio Holdings for SK Wealth Management

SK Wealth Management holds 83 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	12.0	$32M	+13%	988k	32.50	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	10.2	$27M	+5%	308k	88.70	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	9.0	$24M	+66%	460k	52.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	7.8	$21M	-3%	367k	56.75	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	5.8	$16M	+4%	444k	35.25	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.3	$14M	-24%	142k	100.42	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	4.3	$12M	-25%	179k	65.04	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	3.5	$9.4M	-3%	47k	199.36	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	2.6	$6.9M	+655%	165k	41.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$6.5M	+24%	9.6k	674.49	View chart
Ishares Tr Esg Msci Leadr (SUSL)	2.3	$6.2M	+20%	53k	118.02	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.1	$5.6M	NEW	132k	42.36	View chart
Ssga Active Tr Spdr Blackstone (HYBL)	1.8	$5.0M	+4%	174k	28.40	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	1.7	$4.6M	+3%	159k	29.05	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	1.7	$4.6M	-21%	95k	47.83	View chart
Apple (AAPL)	1.7	$4.5M	+24%	18k	254.04	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.4	$3.8M	+57%	48k	78.96	View chart
Flexshares Tr Esg & Clm Develp (FEDM)	1.4	$3.7M	-3%	65k	57.68	View chart
Fidelity Covington Trust Enhanced Emrngs (FEMR)	1.3	$3.5M	+173%	111k	31.39	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	1.3	$3.4M	+20%	134k	25.59	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.3	$3.4M	-3%	89k	38.38	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	1.0	$2.8M		69k	40.44	View chart
Microsoft Corporation (MSFT)	0.9	$2.5M		4.9k	522.42	View chart
NVIDIA Corporation (NVDA)	0.9	$2.5M		13k	192.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.3M		3.4k	671.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$1.9M		4.0k	486.54	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.7	$1.8M	-19%	43k	42.26	View chart
Cohen & Steers Etf Trust Preferred And In (CSPF)	0.6	$1.7M	+6%	66k	26.00	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.6	$1.6M		2.7k	594.35	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.6	$1.6M	-9%	36k	44.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.4M		12k	122.06	View chart
Amazon (AMZN)	0.5	$1.4M		6.2k	227.74	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.5	$1.4M	+12%	50k	27.72	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.5	$1.3M	+98%	49k	27.30	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.5	$1.3M	-13%	42k	31.72	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	0.4	$1.1M	NEW	22k	52.64	View chart
Ssga Active Tr Spdr Dbleln Emrg (EMTL)	0.4	$1.1M		26k	43.49	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.4	$1.1M	-13%	22k	50.62	View chart
Li Auto Sponsored Ads (LI)	0.4	$1.1M		46k	23.61	View chart
Harbor Etf Trust Scientific High (SIHY)	0.4	$1.1M		23k	45.91	View chart
Ssga Active Tr Spdr Ssga Us Equ (SPIN)	0.4	$1.1M	NEW	33k	31.88	View chart
Ishares Tr Esg Optimized (SUSA)	0.4	$959k		7.0k	136.41	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.3	$932k	-3%	10k	92.61	View chart
Capital Group International SHS (CGIC)	0.3	$910k	NEW	29k	30.92	View chart
Marriott Intl Cl A (MAR)	0.3	$899k		3.4k	266.11	View chart
T Rowe Price Etf Capital Apprecia (TCAL)	0.3	$822k	-66%	34k	24.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$803k	NEW	1.3k	610.52	View chart
CSX Corporation (CSX)	0.3	$793k		22k	36.05	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.3	$771k	-9%	16k	48.76	View chart
Tesla Motors (TSLA)	0.3	$713k		1.6k	435.54	View chart
Raytheon Technologies Corp (RTX)	0.2	$633k		3.9k	162.17	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$609k	+12%	4.8k	126.92	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$583k	-4%	24k	24.77	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.2	$580k		3.4k	171.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$545k		2.3k	241.48	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$514k		4.9k	105.95	View chart
O'reilly Automotive (ORLY)	0.2	$426k		4.3k	99.72	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$421k	-12%	1.3k	326.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$401k		845.00	474.47	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$395k		1.4k	290.16	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$385k		927.00	414.86	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$357k		8.2k	43.81	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$352k		1.1k	310.36	View chart
Pepsi (PEP)	0.1	$347k		2.4k	144.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$341k		1.8k	186.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$338k	-2%	1.4k	242.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$318k	-2%	12k	27.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$299k	-8%	1.2k	245.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$289k		874.00	330.51	View chart
Eli Lilly & Co. (LLY)	0.1	$283k	+8%	331.00	855.24	View chart
Johnson & Johnson (JNJ)	0.1	$277k	-3%	1.5k	191.14	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$264k		2.5k	106.35	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$263k		2.0k	130.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$258k		1.3k	203.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$257k		1.2k	216.87	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.1	$249k		4.8k	51.91	View chart
Exxon Mobil Corporation (XOM)	0.1	$246k		2.2k	112.92	View chart
Broadcom (AVGO)	0.1	$227k	NEW	659.00	344.77	View chart
Home Depot (HD)	0.1	$226k	-3%	597.00	377.96	View chart
JPMorgan Chase & Co. (JPM)	0.1	$217k	-6%	711.00	305.48	View chart
Visa Com Cl A (V)	0.1	$210k		604.00	347.11	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$204k	NEW	679.00	299.88	View chart
Vaneck Etf Trust Green Bond Etf (GRNB)	0.1	$202k		8.3k	24.33	View chart

Past Filings by SK Wealth Management

SEC 13F filings are viewable for SK Wealth Management going back to 2024

SK Wealth Management 2025 Q3 filed Oct. 10, 2025
SK Wealth Management 2025 Q2 filed July 10, 2025
SK Wealth Management 2025 Q1 filed April 22, 2025
SK Wealth Management 2024 Q4 filed March 3, 2025
SK Wealth Management 2024 Q3 filed Dec. 30, 2024

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