SK Wealth Management

SK Wealth Management as of June 30, 2026

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