SK Wealth Management

SK Wealth Management as of Dec. 31, 2025

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