SK Wealth Management, LLC
CIK: 0001867958Latest portfolio: $358.7M · Q4 2025
Holdings
79
Total Value
$358.7M
New Positions
7
Closed Positions
11
Top Holdings
View All 79 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GPIXGOLDMAN SACHS ETF TR | 871,722 | $46.5M | 12.96% | +412K | |
| 2 | DDWMWISDOMTREE TR | 990,476 | $44.9M | 12.53% | +825K | |
| 3 | CGDGCAPITAL GROUP DIVIDEND VALUE | 881,619 | $39.7M | 11.07% | +749K | |
| 4 | SCHGSCHWAB STRATEGIC TR | 1,210,727 | $39.0M | 10.88% | +223K | |
| 5 | DGRWWISDOMTREE TR | 272,438 | $24.9M | 6.95% | -35,829 | |
| 6 | SPINSSGA ACTIVE TR | 602,268 | $19.9M | 5.55% | +569K | |
| 7 | LVHILEGG MASON ETF INVT | 407,694 | $15.7M | 4.37% | -35,888 | |
| 8 | CGICCAPITAL GROUP INTERNATIONAL | 416,097 | $14.6M | 4.06% | +387K | |
| 9 | —FLEXSHARES TR | 35,524 | $7.5M | 2.10% | -11,493 | |
| 10 | SPYMSPDR SERIES TRUST | 89,340 | $7.3M | 2.03% | +41K | |
| 11 | FEMRFIDELITY COVINGTON TRUST | 193,486 | $7.1M | 1.97% | +83K | |
| 12 | CSRECOHEN & STEERS ETF TRUST | 260,591 | $6.8M | 1.90% | +127K | |
| 13 | IVVISHARES TR | 9,673 | $6.7M | 1.88% | +25 | |
| 14 | SUSLISHARES TR | 51,148 | $6.3M | 1.76% | -1,657 | |
| 15 | FFSMFIDELITY COVINGTON TRUST | 172,272 | $5.6M | 1.57% | +13K | |
| 16 | AAPLAPPLE INC | 15,232 | $3.9M | 1.10% | -2,296 | |
| 17 | HYBLSSGA ACTIVE TR | 136,142 | $3.9M | 1.08% | -38,200 | |
| 18 | HELOJ P MORGAN EXCHANGE TRADED F | 53,093 | $3.6M | 0.99% | -125,412 | |
| 19 | XSOEWISDOMTREE TR | 79,859 | $3.4M | 0.95% | -8,641 | |
| 20 | IWMISHARES TR | 10,187 | $2.7M | 0.75% | +9K | |
| 21 | CGMSCAPITAL GRP FIXED INCM ETF T | 89,766 | $2.5M | 0.69% | +39K | |
| 22 | CSPFCOHEN & STEERS ETF TRUST | 89,997 | $2.4M | 0.66% | +24K | |
| 23 | NVDANVIDIA CORPORATION | 12,167 | $2.3M | 0.65% | -655 | |
| 24 | EVIMMORGAN STANLEY ETF TRUST | 40,097 | $2.1M | 0.60% | +18K | |
| 25 | MSFTMICROSOFT CORP | 4,817 | $2.1M | 0.58% | -42 |
Quarterly Changes
Increased Positions
Sector Breakdown
Financial Services0.0% ($4.649744927397084e+191T)
Technology0.0% ($393423422088.3T)
Consumer Cyclical0.0% ($15591082.7T)
Healthcare0.0% ($440.3T)
Unknown0.0% ($75.3T)
Industrials0.0% ($836.8B)
Communication Services0.0% ($764.5M)
Consumer Defensive0.0% ($360K)
Energy0.0% ($308K)
Filing History
Fund Information
SK Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $358.7M across 79 holdings. The largest position is GOLDMAN SACHS ETF TR (GPIX), representing 13.0% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 11 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.