SK Wealth Management, LLC
CIK: 0001867958SEC EDGAR →
Portfolio Value
$358.7M
Holdings
79
As of
Q4 2025
New Positions
7
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | 871,722 | $46.5M | 12.96% |
| 2 | WISDOMTREE TR | 990,476 | $44.9M | 12.53% |
| 3 | CAPITAL GROUP DIVIDEND VALUE | 881,619 | $39.7M | 11.07% |
| 4 | SCHWAB STRATEGIC TR | 1,210,727 | $39.0M | 10.88% |
| 5 | WISDOMTREE TR | 272,438 | $24.9M | 6.95% |
| 6 | SSGA ACTIVE TR | 602,268 | $19.9M | 5.55% |
| 7 | LEGG MASON ETF INVT | 407,694 | $15.7M | 4.37% |
| 8 | CAPITAL GROUP INTERNATIONAL | 416,097 | $14.6M | 4.06% |
| 9 | — FLEXSHARES TR | 35,524 | $7.5M | 2.10% |
| 10 | SPDR SERIES TRUST | 89,340 | $7.3M | 2.03% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $325.5M | 90.8% |
| Unknown | 3 | $15.1M | 4.2% |
| Technology | 6 | $9.1M | 2.5% |
| Consumer Cyclical | 5 | $3.9M | 1.1% |
| Industrials | 3 | $1.8M | 0.5% |
| Healthcare | 4 | $1.3M | 0.4% |
| Communication Services | 2 | $1.2M | 0.3% |
| Consumer Defensive | 1 | $360K | 0.1% |
| Energy | 1 | $308K | 0.1% |