Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

SK Wealth Management

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

Top 5 stock holdings are GPIX, CGDV, SCHG, IALT, DDWM, and represent 48.96% of SK Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IALT (+$34M), CGIC (+$13M), SPYM (+$8.2M), GPIX (+$6.6M), CGDV (+$5.9M), BLDX, IVV, VUG, CSRE, FEMR.
Started 4 new stock positions in HD, IALT, BLDX, BRK.B.
Reduced shares in these 10 stocks: DDWM (-$11M), SPIN (-$11M), SCHG, DGRW, EVIM, HYBL, HELO, ESGG, SHYM, TOTL.
Sold out of its position in Honeywell International.
SK Wealth Management was a net buyer of stock by $40M.
SK Wealth Management has $444M in assets under management (AUM), dropping by 23.17%.
Central Index Key (CIK): 0001867958

Tip: Access up to 7 years of quarterly data

Positions held by SK Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for SK Wealth Management

SK Wealth Management holds 80 positions in its portfolio as reported in the June 2026 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	$58M	+12%	1.0M	56.41	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	12.2	$54M	+12%	1.1M	51.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.6	$38M	-9%	1.1M	35.83	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	7.6	$34M	NEW	1.2M	28.94	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	7.4	$33M	-25%	694k	47.67	View chart
Capital Group International SHS (CGIC)	7.3	$33M	+70%	887k	36.72	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	5.1	$23M	-12%	226k	100.11	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	3.9	$18M		407k	42.95	View chart
Spdr Series Trust St Str P500etf (SPYM)	3.8	$17M	+92%	187k	91.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$9.7M	+24%	12k	776.76	View chart
Fidelity Covington Trust Enhanced Emrngs (FEMR)	2.1	$9.4M	+14%	233k	40.15	View chart
Cohen & Steers Etf Trust Pfd In Op Ac Etf (CSPF)	2.1	$9.2M		353k	26.02	View chart
Cohen & Steers Etf Trust Real Est Act Etf (CSRE)	2.0	$8.9M	+15%	311k	28.68	View chart
Ssga Active Tr State Street Us (SPIN)	1.9	$8.2M	-57%	245k	33.62	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	1.7	$7.5M	-6%	31k	241.18	View chart
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)	1.7	$7.3M	+11%	195k	37.73	View chart
Ishares Tr Esg Msci Leadr (SUSL)	1.5	$6.8M	-2%	49k	137.66	View chart
Morgan Stanley Etf Trust Eato Van Mu Etf (EVIM)	1.5	$6.5M	-27%	123k	52.60	View chart
Apple (AAPL)	1.1	$4.9M		16k	308.26	View chart
Impax Funds Series Trust I Glob Sus Inf Etf (BLDX)	1.0	$4.3M	NEW	165k	26.36	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.8	$3.6M	-2%	77k	46.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$3.0M	-7%	10k	299.99	View chart
NVIDIA Corporation (NVDA)	0.6	$2.6M		12k	217.55	View chart
Microsoft Corporation (MSFT)	0.5	$2.3M	-2%	4.6k	506.03	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.1M	-3%	2.8k	773.02	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.5	$2.1M	-14%	76k	27.09	View chart
Ssga Active Tr St Str Black Etf (HYBL)	0.5	$2.0M	-48%	72k	27.97	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.4	$1.9M	-41%	28k	69.81	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.4	$1.8M	-3%	2.6k	707.10	View chart
Amazon (AMZN)	0.4	$1.8M	-2%	6.4k	278.09	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.6M	+399%	18k	89.18	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$1.5M	+10%	9.5k	158.71	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.3	$1.4M	-25%	64k	22.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.4M	-12%	9.9k	141.75	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.3	$1.3M	-5%	49k	27.13	View chart
Marriott Intl Cl A (MAR)	0.3	$1.2M		3.4k	348.41	View chart
Vaneck Fds Emer Mark Bd Etf (EMBX)	0.3	$1.1M	-4%	22k	51.16	View chart
CSX Corporation (CSX)	0.3	$1.1M		22k	50.12	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.2	$1.1M	-24%	28k	38.72	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.2	$1.1M		32k	33.46	View chart
Flexshares Tr Esg & Clm Develp (FEDM)	0.2	$1.0M	-16%	16k	66.09	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$903k	-9%	15k	61.50	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$893k	-19%	7.9k	113.03	View chart
Raytheon Technologies Corp (RTX)	0.2	$884k		3.9k	224.13	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.2	$866k	-12%	8.4k	103.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$786k		2.2k	357.59	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$680k	-11%	13k	52.50	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$631k		4.3k	147.02	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$570k		4.9k	117.09	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.1	$545k		2.8k	194.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$531k		737.00	721.08	View chart
Tesla Motors (TSLA)	0.1	$504k	-2%	1.5k	330.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$493k	-23%	1.4k	355.77	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$486k		927.00	523.91	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	0.1	$454k	-2%	9.3k	48.77	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$436k		1.9k	225.00	View chart
Harbor Etf Trust Ares Systematic (SIHY)	0.1	$420k	-6%	9.3k	45.31	View chart
O'reilly Automotive (ORLY)	0.1	$394k		4.3k	92.23	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$375k	-6%	11k	34.19	View chart
Eli Lilly & Co. (LLY)	0.1	$374k	-2%	303.00	1233.78	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$373k	-3%	1.0k	355.96	View chart
Johnson & Johnson (JNJ)	0.1	$371k	-3%	1.4k	261.74	View chart
Exxon Mobil Corporation (XOM)	0.1	$356k	-4%	2.2k	159.78	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$352k	-27%	7.3k	48.44	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$349k		2.5k	139.43	View chart
Chevron Corporation (CVX)	0.1	$345k		1.8k	194.96	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$317k	-11%	1.7k	186.37	View chart
Lam Research Corp Com New (LRCX)	0.1	$312k		1.0k	306.49	View chart
Pepsi (PEP)	0.1	$285k	-13%	2.1k	137.72	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$284k		678.00	418.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$283k	+200%	2.3k	124.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$282k		1.1k	258.24	View chart
Broadcom (AVGO)	0.1	$274k		648.00	422.18	View chart
Merck & Co (MRK)	0.1	$258k	+2%	2.0k	130.90	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.1	$257k		5.0k	51.53	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$234k		4.5k	52.33	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.1	$232k	+5%	7.6k	30.65	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.1	$227k		6.6k	34.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$210k	NEW	397.00	529.42	View chart
Home Depot (HD)	0.0	$208k	NEW	592.00	350.96	View chart

Past Filings by SK Wealth Management

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

SK Wealth Management 2026 Q2 filed Aug. 12, 2026
SK Wealth Management 2026 Q1 filed May 6, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z