Sk Wealth Management, LLC Top Holdings and 13F Report (2026) About Sk Wealth Management, LLCInvestment ActivitySk Wealth Management, LLC has $443.99 million in total holdings as of June 30, 2026.Sk Wealth Management, LLC owns shares of 80 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 17.90% of the portfolio was purchased this quarter.About 8.97% of the portfolio was sold this quarter.This quarter, Sk Wealth Management, LLC has purchased 77 new stocks and bought additional shares in 30 stocks.Sk Wealth Management, LLC sold shares of 44 stocks and completely divested from 1 stock this quarter.Largest Holdings GOLDMAN SACHS ETF TR $57,913,845Capital Group Dividend Value ETF $54,215,691Schwab U.S. Large-Cap Growth ETF $38,320,649BLACKROCK ETF TRUST $33,866,989WisdomTree Dynamic International Equity Fund $33,071,114 Largest New Holdings this Quarter 09290C665 - BLACKROCK ETF TRUST $33,866,989 Holding704223387 - IMPAX FUNDS SERIES TRUST I $4,339,823 Holding084670702 - Berkshire Hathaway $210,180 Holding437076102 - Home Depot $207,769 Holding Largest Purchases this Quarter BLACKROCK ETF TRUST 1,170,248 shares (about $33.87M)CAPITAL GROUP INTERNATIONAL 365,746 shares (about $13.43M)SPDR Portfolio S&P 500 ETF 89,717 shares (about $8.16M)GOLDMAN SACHS ETF TR 116,882 shares (about $6.59M)Capital Group Dividend Value ETF 114,417 shares (about $5.86M) Largest Sales this Quarter WisdomTree Dynamic International Equity Fund 238,163 shares (about $11.35M)SSGA ACTIVE TR 332,114 shares (about $11.17M)Schwab U.S. Large-Cap Growth ETF 111,312 shares (about $3.99M)WisdomTree U.S. Quality Dividend Growth Fund 32,681 shares (about $3.27M)MORGAN STANLEY ETF TRUST 45,531 shares (about $2.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSk Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOLDMAN SACHS ETF TR$57,913,845$6,593,315 â–²12.8%1,026,65913.0%S&P 500 PREMIUMCGDVCapital Group Dividend Value ETF$54,215,691$5,859,297 â–²12.1%1,058,69312.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$38,320,649$3,988,309 â–¼-9.4%1,069,5138.6%ETFBLACKROCK ETF TRUST$33,866,989$33,866,989 â–²New Holding1,170,2487.6%ISHA SYST AL ETFDDWMWisdomTree Dynamic International Equity Fund$33,071,114$11,353,232 â–¼-25.6%693,7517.4%ETFCAPITAL GROUP INTERNATIONAL$32,551,770$13,430,195 â–²70.2%886,4867.3%SHSDGRWWisdomTree U.S. Quality Dividend Growth Fund$22,587,602$3,271,692 â–¼-12.7%225,6285.1%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$17,478,578$58,154 â–¼-0.3%406,9523.9%ETFSPLGSPDR Portfolio S&P 500 ETF$16,987,495$8,164,237 â–²92.5%186,6763.8%ETFIVViShares Core S&P 500 ETF$9,665,196$1,928,689 â–²24.9%12,4432.2%ETFFIDELITY COVINGTON TRUST$9,352,212$1,197,188 â–²14.7%232,9172.1%ENHANCED EMRNGSCOHEN & STEERS ETF TRUST$9,179,647$10,172 â–²0.1%352,8602.1%PFD IN OP AC ETFCOHEN & STEERS ETF TRUST$8,924,998$1,216,736 â–²15.8%311,2472.0%REAL EST ACT ETFSSGA ACTIVE TR$8,248,282$11,165,789 â–¼-57.5%245,3361.9%STATE STREET USESGGFlexShares STOXX Global ESG Select Index Fund$7,515,303$565,336 â–¼-7.0%31,1601.7%ETFFIDELITY COVINGTON TRUST$7,344,374$775,956 â–²11.8%194,6561.7%FUN SMA MID ETFSUSLiShares ESG MSCI USA Leaders ETF$6,804,006$191,899 â–¼-2.7%49,4261.5%ETFMORGAN STANLEY ETF TRUST$6,457,789$2,394,924 â–¼-27.1%122,7721.5%EATO VAN MU ETFAAPLApple$4,916,807$13,872 â–¼-0.3%15,9501.1%TechnologyIMPAX FUNDS SERIES TRUST I$4,339,823$4,339,823 â–²New Holding164,6371.0%GLOB SUS INF ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$3,590,197$78,851 â–¼-2.1%77,3580.8%ETFIWMiShares Russell 2000 ETF$2,992,084$233,991 â–¼-7.3%9,9740.7%ETFNVDANVIDIA$2,637,354$9,572 â–¼-0.4%12,1230.6%TechnologyMSFTMicrosoft$2,334,809$61,735 â–¼-2.6%4,6140.5%TechnologySPYSPDR S&P 500 ETF Trust$2,131,989$72,664 â–¼-3.3%2,7580.5%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$2,056,334$340,280 â–¼-14.2%75,9070.5%ETFHYBLState Street Blackstone High Income ETF$2,012,662$1,912,558 â–¼-48.7%71,9580.5%ETFJ P MORGAN EXCHANGE TRADED F$1,930,842$1,374,954 â–¼-41.6%27,6590.4%HEDG EQU LAD ETFMDYSPDR S&P MidCap 400 ETF Trust$1,844,121$72,124 â–¼-3.8%2,6080.4%ETFAMZNAmazon.com$1,784,782$50,056 â–¼-2.7%6,4180.4%Consumer DiscretionaryVUGVanguard Growth ETF$1,626,383$1,300,964 â–²399.8%18,2370.4%ETFSUSAiShares MSCI USA ESG Select ETF$1,515,227$140,619 â–²10.2%9,5470.3%ETFHYMUiShares High Yield Muni Income Active ETF$1,425,849$482,674 â–¼-25.3%64,4310.3%ETFIVWiShares S&P 500 Growth ETF$1,398,679$197,604 â–¼-12.4%9,8670.3%ETFCGMUCapital Group Municipal Income ETF$1,330,274$72,682 â–¼-5.2%49,0330.3%ETFMARMarriott International$1,192,947$2,439 â–²0.2%3,4240.3%Consumer DiscretionaryVANECK FDS$1,128,912$51,877 â–¼-4.4%22,0660.3%EMER MARK BD ETFCSXCSX$1,113,935$3,258 â–²0.3%22,2250.3%IndustrialsTOTLSPDR Doubleline Total Return Tactical ETF$1,069,839$353,050 â–¼-24.8%27,6270.2%ETFHARBOR ETF TRUST$1,055,688$21,247 â–¼-2.0%31,5510.2%COMM ALL WEA ETFFEDMFlexShares ESG & Climate Developed Markets ex-US Core Index Fund$1,041,229$204,558 â–¼-16.4%15,7540.2%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$903,367$91,075 â–¼-9.2%14,6900.2%ETFMOATVanEck Morningstar Wide Moat ETF$892,581$212,831 â–¼-19.3%7,8970.2%ETFRTXRTX$883,962$3,586 â–²0.4%3,9440.2%IndustrialsCWBSPDR Bloomberg Convertible Securities ETF$866,257$118,733 â–¼-12.1%8,3610.2%ETFGOOGLAlphabet$786,348$11,443 â–¼-1.4%2,1990.2%Communication ServicesNUSCNuveen ESG Small-Cap ETF$680,173$91,768 â–¼-11.9%12,9560.2%ETFDSIiShares ESG MSCI KLD 400 ETF$630,571$1,176 â–²0.2%4,2890.1%ETFILCGiShares Morningstar Growth ETF$570,128$468 â–²0.1%4,8690.1%ETFQUSSPDR MSCI USA StrategicFactors ETF$544,980$780 â–¼-0.1%2,7950.1%ETFQQQInvesco QQQ$531,438$721 â–²0.1%7370.1%ETFTSLATesla$503,599$13,897 â–¼-2.7%1,5220.1%Consumer DiscretionaryGOOGAlphabet$493,101$151,915 â–¼-23.6%1,3860.1%Communication ServicesVRTXVertex Pharmaceuticals$485,6650.0%9270.1%HealthcareTSPAT. Rowe Price U.S. Equity Research ETF$454,383$10,827 â–¼-2.3%9,3170.1%ETFVTVVanguard Value ETF$435,608$900 â–²0.2%1,9360.1%ETFSIHYHarbor Scientific Alpha High-Yield ETF$420,279$29,725 â–¼-6.6%9,2750.1%ETFORLYO'Reilly Automotive$394,2830.0%4,2750.1%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$375,262$24,274 â–¼-6.1%10,9760.1%ETFLLYEli Lilly and Company$373,835$9,870 â–¼-2.6%3030.1%HealthcareVVVanguard Large-Cap ETF$373,042$15,306 â–¼-3.9%1,0480.1%ETFJNJJohnson & Johnson$370,886$14,657 â–¼-3.8%1,4170.1%HealthcareXOMExxonMobil$355,672$16,617 â–¼-4.5%2,2260.1%EnergyNUMGNuveen ESG Mid-Cap Growth ETF$352,066$136,796 â–¼-28.0%7,2680.1%ETFIXNiShares Global Tech ETF$348,997$418 â–²0.1%2,5030.1%ETFCVXChevron$345,280$3,119 â–²0.9%1,7710.1%EnergyXLKTechnology Select Sector SPDR Fund$316,830$40,629 â–¼-11.4%1,7000.1%ETFLAM RESEARCH CORP$312,002$613 â–²0.2%1,0180.1%COM NEWPEPPepsiCo$284,539$45,174 â–¼-13.7%2,0660.1%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$283,723$3,766 â–²1.3%6780.1%TechnologyIWFiShares Russell 1000 Growth ETF$283,227$188,859 â–²200.1%2,2810.1%ETFIWDiShares Russell 1000 Value ETF$282,253$1,033 â–²0.4%1,0930.1%ETFAVGOBroadcom$273,572$422 â–²0.2%6480.1%TechnologyMRKMerck & Co., Inc.$257,878$6,414 â–²2.6%1,9700.1%HealthcareDCMBDoubleline Commercial Real Estate ETF$256,536$4,999 â–²2.0%4,9780.1%ETFESGEiShares ESG Aware MSCI EM ETF$233,714$1,675 â–²0.7%4,4660.1%ETFBLACKROCK ETF TRUST$231,940$13,027 â–²6.0%7,5670.1%ISHARES INTL DIVDWMFWisdomTree International Multifactor Fund$227,413$3,803 â–²1.7%6,6370.1%ETFBRK.BBerkshire Hathaway$210,180$210,180 â–²New Holding3970.0%FinanceHDHome Depot$207,769$207,769 â–²New Holding5920.0%Consumer DiscretionaryHONHoneywell International$0$209,718 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.