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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 GPIX, DDWM, CGDV, SCHG, DGRW, and represent 54.40% of SK Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DDWM (+$37M), CGDV (+$34M), GPIX (+$22M), SPIN (+$19M), CGIC (+$14M), SCHG (+$7.2M), SPYM, CSRE, FEMR, IWM.
Started 7 new stock positions in HGER, SHYM, MRK, EMBX, HON, LRCX, BIDD.
Reduced shares in these 10 stocks: JEPI (-$21M), MOAT (-$14M), HELO (-$8.4M), RWJ, DGRW, FEDM, ESGG, LVHI, TOTL, TSPA.
Sold out of its positions in GSLC, VRP, IWO, JEPI, LI, EMTL, TCAL, GRNB, HYD, VIG. VTI.
SK Wealth Management was a net buyer of stock by $81M.
SK Wealth Management has $359M in assets under management (AUM), dropping by 33.73%.
Central Index Key (CIK): 0001867958

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Portfolio Holdings for SK Wealth Management

SK Wealth Management holds 79 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	13.0	$47M	+89%	872k	53.34	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	12.5	$45M	+500%	991k	45.36	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	11.1	$40M	+566%	882k	45.04	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	10.9	$39M	+22%	1.2M	32.24	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	7.0	$25M	-11%	272k	91.56	View chart
Ssga Active Tr State Street Us (SPIN)	5.6	$20M	+1712%	602k	33.08	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	4.4	$16M	-8%	408k	38.45	View chart
Capital Group International SHS (CGIC)	4.1	$15M	+1314%	416k	35.04	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	2.1	$7.5M	-24%	36k	212.01	View chart
Spdr Series Trust State Street Spd (SPYM)	2.0	$7.3M	+84%	89k	81.65	View chart
Fidelity Covington Trust Enhanced Emrngs (FEMR)	2.0	$7.1M	+74%	194k	36.57	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	1.9	$6.8M	+94%	261k	26.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$6.7M		9.7k	697.05	View chart
Ishares Tr Esg Msci Leadr (SUSL)	1.8	$6.3M	-3%	51k	123.45	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	1.6	$5.6M	+8%	172k	32.68	View chart
Apple (AAPL)	1.1	$3.9M	-13%	15k	258.27	View chart
Ssga Active Tr State Street Bla (HYBL)	1.1	$3.9M	-21%	136k	28.50	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.0	$3.6M	-70%	53k	67.19	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.9	$3.4M	-9%	80k	42.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$2.7M	+734%	10k	263.38	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.7	$2.5M	+78%	90k	27.77	View chart
Cohen & Steers Etf Trust Preferred And In (CSPF)	0.7	$2.4M	+35%	90k	26.20	View chart
NVIDIA Corporation (NVDA)	0.7	$2.3M	-5%	12k	192.51	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	0.6	$2.1M	+84%	40k	53.53	View chart
Microsoft Corporation (MSFT)	0.6	$2.1M		4.8k	433.52	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.6	$2.0M	NEW	88k	22.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$2.0M	-15%	2.9k	694.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.7M	-9%	3.6k	485.18	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$1.7M		2.7k	633.20	View chart
Amazon (AMZN)	0.4	$1.6M	+3%	6.5k	241.73	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.4	$1.5M	-46%	37k	40.30	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.4	$1.5M	+9%	54k	27.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.4M	-2%	11k	124.95	View chart
Flexshares Tr Esg & Clm Develp (FEDM)	0.3	$1.2M	-69%	20k	62.05	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$1.2M	+19%	8.4k	141.88	View chart
Vaneck Fds Emerging Markets (EMBX)	0.3	$1.2M	NEW	23k	52.02	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.2M	-92%	11k	105.02	View chart
Marriott Intl Cl A (MAR)	0.3	$1.1M		3.4k	319.76	View chart
Spdr Series Trust State Street Spd (CWB)	0.3	$931k	-2%	9.8k	94.82	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.3	$918k	-81%	18k	52.11	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.2	$853k	NEW	30k	28.19	View chart
CSX Corporation (CSX)	0.2	$836k		22k	37.87	View chart
Raytheon Technologies Corp (RTX)	0.2	$783k		3.9k	199.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$764k		2.3k	338.26	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$742k	-57%	16k	47.50	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.2	$690k	-63%	16k	43.74	View chart
Tesla Motors (TSLA)	0.2	$662k	-2%	1.6k	416.56	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.2	$594k	-17%	13k	45.75	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$562k	-10%	4.3k	131.28	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$514k		4.9k	105.75	View chart
Spdr Series Trust State Street Spd (QUS)	0.1	$498k	-17%	2.8k	177.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$473k		1.4k	338.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$463k	-44%	735.00	629.81	View chart
Harbor Etf Trust Scientific High (SIHY)	0.1	$457k	-57%	9.9k	45.99	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$441k		927.00	475.68	View chart
O'reilly Automotive (ORLY)	0.1	$423k		4.3k	98.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$364k		1.1k	319.80	View chart
Pepsi (PEP)	0.1	$360k		2.4k	148.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$357k	-10%	760.00	469.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$340k		12k	29.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$334k	-8%	1.7k	199.55	View chart
Johnson & Johnson (JNJ)	0.1	$332k		1.5k	227.35	View chart
Eli Lilly & Co. (LLY)	0.1	$315k	-6%	308.00	1022.80	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$314k	+56%	2.1k	146.87	View chart
Exxon Mobil Corporation (XOM)	0.1	$309k		2.2k	140.50	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$272k		2.5k	108.82	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$265k	-33%	5.5k	48.53	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.1	$253k		4.8k	52.17	View chart
Lam Research Corp Com New (LRCX)	0.1	$252k	NEW	1.0k	248.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$239k	-14%	1.1k	220.23	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$231k		679.00	339.55	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.1	$221k	-84%	6.5k	33.74	View chart
Home Depot (HD)	0.1	$221k		593.00	371.83	View chart
Honeywell International (HON)	0.1	$219k	NEW	964.00	227.27	View chart
Broadcom (AVGO)	0.1	$218k		659.00	330.97	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.1	$218k	NEW	7.1k	30.55	View chart
Merck & Co (MRK)	0.1	$213k	NEW	2.0k	108.36	View chart
JPMorgan Chase & Co. (JPM)	0.1	$209k	-4%	681.00	306.33	View chart
Visa Com Cl A (V)	0.1	$201k		605.00	331.98	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 Q4 filed Jan. 30, 2026
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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