SK Wealth Management

SK Wealth Management as of Sept. 30, 2025

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