SK Wealth Management

SK Wealth Management as of March 31, 2026

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