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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 51.52% of SK Wealth Management's stock portfolio.
Added to shares of these 10 stocks: EVIM (+$6.8M), CSPF (+$6.8M), CGIC, CGDV, GPIX, SPYM, CVX, FEMR, CSRE, AAPL.
Started 1 new stock position in CVX.
Reduced shares in these 10 stocks: DDWM, DGRW, SCHG, SPIN, ESGG, HELO, TSPA, HD, , .
Sold out of its positions in HD, JPM, V.
SK Wealth Management was a net buyer of stock by $16M.
SK Wealth Management has $361M in assets under management (AUM), dropping by 0.50%.
Central Index Key (CIK): 0001867958

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Portfolio Holdings for SK Wealth Management

SK Wealth Management holds 77 positions in its portfolio as reported in the March 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)	12.7	$46M	+4%	910k	50.29	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	11.6	$42M	-5%	932k	44.75	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	11.2	$41M	+7%	944k	42.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	9.7	$35M	-2%	1.2M	29.54	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	6.3	$23M	-5%	258k	88.43	View chart
Ssga Active Tr State Street Us (SPIN)	4.9	$18M	-4%	578k	30.60	View chart
Capital Group International SHS (CGIC)	4.8	$17M	+25%	521k	33.51	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	4.6	$17M		408k	40.96	View chart
Cohen & Steers Etf Trust Preferred And In (CSPF)	2.5	$9.1M	+291%	353k	25.73	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	2.5	$8.9M	+319%	168k	52.68	View chart
Spdr Series Trust State Street Spd (SPYM)	2.1	$7.5M	+8%	97k	77.56	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	2.0	$7.2M	+3%	269k	26.93	View chart
Fidelity Covington Trust Enhanced Emrngs (FEMR)	2.0	$7.1M	+4%	203k	34.80	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	1.9	$6.8M	-5%	34k	202.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$6.6M	+2%	10k	661.85	View chart
Ishares Tr Esg Msci Leadr (SUSL)	1.6	$5.9M		51k	115.16	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	1.6	$5.7M		174k	32.51	View chart
Apple (AAPL)	1.1	$4.1M	+5%	16k	258.86	View chart
Ssga Active Tr State Street Bla (HYBL)	1.1	$3.9M	+3%	140k	27.77	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.9	$3.2M		79k	40.26	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.8	$3.0M	-10%	47k	64.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$2.7M	+5%	11k	252.35	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.7	$2.4M		89k	27.36	View chart
NVIDIA Corporation (NVDA)	0.6	$2.2M		12k	177.65	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.5	$1.9M	-2%	86k	22.03	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.9M		2.9k	658.85	View chart
Microsoft Corporation (MSFT)	0.5	$1.8M		4.7k	372.86	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.5	$1.7M		2.7k	625.14	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.6M		3.6k	444.09	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.4	$1.5M		37k	39.62	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.4	$1.4M	-4%	52k	27.24	View chart
Amazon (AMZN)	0.4	$1.4M	+2%	6.6k	212.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.3M		11k	115.15	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$1.2M	+2%	8.7k	134.04	View chart
Vaneck Fds Emerging Markets (EMBX)	0.3	$1.2M		23k	50.24	View chart
Marriott Intl Cl A (MAR)	0.3	$1.2M		3.4k	337.99	View chart
Flexshares Tr Esg & Clm Develp (FEDM)	0.3	$1.1M	-3%	19k	59.18	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.3	$1.0M	+6%	32k	31.35	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$948k	-12%	9.8k	96.97	View chart
CSX Corporation (CSX)	0.3	$919k		22k	41.48	View chart
Spdr Series Trust State Street Spd (CWB)	0.2	$886k	-3%	9.5k	93.22	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$826k	-8%	16k	51.07	View chart
Raytheon Technologies Corp (RTX)	0.2	$779k		3.9k	198.42	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$671k	-5%	15k	45.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$669k		2.2k	299.94	View chart
Tesla Motors (TSLA)	0.2	$552k		1.6k	352.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$540k	+29%	1.8k	297.65	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$526k		4.3k	122.82	View chart
Spdr Series Trust State Street Spd (QUS)	0.1	$485k		2.8k	173.32	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$473k		4.9k	97.18	View chart
Harbor Etf Trust Ares Systematic (SIHY)	0.1	$445k		9.9k	44.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$433k		736.00	588.81	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$421k	-22%	10k	41.73	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$403k		927.00	434.30	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.1	$396k	-39%	9.5k	41.48	View chart
O'reilly Automotive (ORLY)	0.1	$394k		4.3k	92.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$382k	+15%	1.9k	197.87	View chart
Exxon Mobil Corporation (XOM)	0.1	$381k	+6%	2.3k	163.36	View chart
Pepsi (PEP)	0.1	$375k		2.4k	156.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$358k		12k	30.64	View chart
Johnson & Johnson (JNJ)	0.1	$355k		1.5k	240.91	View chart
Chevron Corporation (CVX)	0.1	$349k	NEW	1.8k	198.87	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$330k	-4%	1.1k	302.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$328k		760.00	432.01	View chart
Eli Lilly & Co. (LLY)	0.1	$288k		311.00	927.44	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$262k	-10%	1.9k	136.81	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$256k		2.5k	102.50	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.1	$253k		4.9k	51.78	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$236k		1.1k	216.66	View chart
Merck & Co (MRK)	0.1	$232k	-2%	1.9k	120.84	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$229k		669.00	341.76	View chart
Lam Research Corp Com New (LRCX)	0.1	$224k		1.0k	220.74	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.1	$223k		6.5k	34.21	View chart
Honeywell International (HON)	0.1	$210k	-4%	919.00	228.20	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.1	$205k		7.1k	28.70	View chart
Broadcom (AVGO)	0.1	$203k		647.00	314.21	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$203k	-18%	4.4k	45.73	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 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

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