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Sk Wealth Management, LLC Top Holdings and 13F Report (2026)

About Sk Wealth Management, LLC

Investment Activity

  • Sk Wealth Management, LLC has $360.47 million in total holdings as of March 31, 2026.
  • Sk Wealth Management, LLC owns shares of 77 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 6.72% of the portfolio was purchased this quarter.
  • About 2.23% of the portfolio was sold this quarter.
  • This quarter, Sk Wealth Management, LLC has purchased 79 new stocks and bought additional shares in 35 stocks.
  • Sk Wealth Management, LLC sold shares of 33 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

166764100 - Chevron
$349,010 Holding

Largest Purchases this Quarter

MORGAN STANLEY ETF TRUST
128,206 shares (about $6.75M)
COHEN & STEERS ETF TRUST
262,472 shares (about $6.75M)
CAPITAL GROUP INTERNATIONAL
104,643 shares (about $3.51M)
Capital Group Dividend Value ETF
62,657 shares (about $2.69M)
GOLDMAN SACHS ETF TR
38,055 shares (about $1.91M)

Largest Sales this Quarter

Schwab U.S. Large-Cap Growth ETF
29,902 shares (about $883.31K)
SSGA ACTIVE TR
24,818 shares (about $759.34K)
FlexShares STOXX Global ESG Select Index Fund
2,020 shares (about $409.93K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSk Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
GOLDMAN SACHS ETF TR
$45,752,685$1,913,786 4.4%909,77712.7%S&P 500 PREMIUM
WisdomTree Dynamic International Equity Fund stock logo
DDWM
WisdomTree Dynamic International Equity Fund
$41,703,133$2,620,648 -5.9%931,91411.6%Finance
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$40,547,198$2,690,491 7.1%944,27611.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$34,881,582$883,305 -2.5%1,180,8259.7%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$22,842,302$1,249,430 -5.2%258,3096.3%Manufacturing
SSGA ACTIVE TR
$17,667,786$759,337 -4.1%577,4504.9%STATE STREET US
CAPITAL GROUP INTERNATIONAL
$17,450,009$3,506,589 25.1%520,7404.8%SHS
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$16,724,201$25,068 0.2%408,3064.6%ETF
COHEN & STEERS ETF TRUST
$9,067,256$6,752,085 291.6%352,4692.5%PREFERRED AND IN
MORGAN STANLEY ETF TRUST
$8,867,019$6,754,514 319.7%168,3032.5%EATON VANCE INTE
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$7,520,175$590,932 8.5%96,9592.1%ETF
COHEN & STEERS ETF TRUST
$7,239,185$221,472 3.2%268,8152.0%REAL ESTATE ACTI
FIDELITY COVINGTON TRUST
$7,067,909$334,602 5.0%203,1012.0%ENHANCED EMRNGS
ESGG
FlexShares STOXX Global ESG Select Index Fund
$6,799,167$409,931 -5.7%33,5041.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,591,987$189,950 3.0%9,9601.8%ETF
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$5,852,410$37,772 -0.6%50,8201.6%Manufacturing
FIDELITY COVINGTON TRUST
$5,658,797$59,094 1.1%174,0901.6%FUNDAMENTAL SMAL
Apple Inc. stock logo
AAPL
Apple
$4,140,468$197,510 5.0%15,9951.1%Computer and Technology
State Street Blackstone High Income ETF stock logo
HYBL
State Street Blackstone High Income ETF
$3,897,858$116,516 3.1%140,3371.1%ETF
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
$3,182,826$32,288 -1.0%79,0570.9%Finance
J P MORGAN EXCHANGE TRADED F
$3,043,506$368,781 -10.8%47,3550.8%HEDGED EQUITY LA
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,713,756$143,082 5.6%10,7540.8%Finance
Capital Group U.S. Multi-Sector Income ETF stock logo
CGMS
Capital Group U.S. Multi-Sector Income ETF
$2,420,483$35,513 -1.4%88,4680.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,161,4290.0%12,1670.6%Computer and Technology
iShares High Yield Muni Income Active ETF stock logo
HYMU
iShares High Yield Muni Income Active ETF
$1,899,905$47,188 -2.4%86,2420.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,879,0450.0%2,8520.5%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$1,765,873$30,202 -1.7%4,7360.5%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,694,123$6,251 0.4%2,7100.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,620,480$29,310 1.8%3,6490.4%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$1,455,781$13,193 -0.9%36,7440.4%ETF
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$1,408,646$62,843 -4.3%51,7120.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,403,988$31,493 2.3%6,5980.4%Retail/Wholesale
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,296,700$19,575 -1.5%11,2610.4%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$1,160,945$32,036 2.8%8,6610.3%ETF
VANECK FDS
$1,159,499$7,285 0.6%23,0800.3%EMERGING MARKETS
Marriott International, Inc. stock logo
MAR
Marriott International
$1,154,923$11,154 1.0%3,4170.3%Consumer Discretionary
FEDM
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
$1,115,461$37,460 -3.2%18,8490.3%ETF
HARBOR ETF TRUST
$1,009,044$60,632 6.4%32,1860.3%HARBOR COMMODITY
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$948,412$133,437 -12.3%9,7800.3%ETF
CSX Corporation stock logo
CSX
CSX
$919,181$3,277 0.4%22,1600.3%Transportation
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$886,268$29,179 -3.2%9,5070.2%ETF
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$825,827$73,845 -8.2%16,1710.2%ETF
RTX Corporation stock logo
RTX
RTX
$779,406$2,580 0.3%3,9280.2%Aerospace
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$670,949$42,026 -5.9%14,7040.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$669,171$8,398 -1.2%2,2310.2%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$551,810$9,173 -1.6%1,5640.2%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOG
Alphabet
$539,635$123,524 29.7%1,8130.1%Computer and Technology
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$525,809$246 0.0%4,2810.1%ETF
SPDR MSCI USA StrategicFactors ETF stock logo
QUS
SPDR MSCI USA StrategicFactors ETF
$485,1270.0%2,7990.1%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$472,763$486 0.1%4,8650.1%ETF
SIHY
Harbor Scientific Alpha High-Yield ETF
$445,411$583 -0.1%9,9310.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$433,365$589 0.1%7360.1%Finance
Nuveen ESG Mid-Cap Growth ETF stock logo
NUMG
Nuveen ESG Mid-Cap Growth ETF
$421,143$120,935 -22.3%10,0920.1%ETF
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$402,5960.0%9270.1%Medical
T. Rowe Price U.S. Equity Research ETF stock logo
TSPA
T. Rowe Price U.S. Equity Research ETF
$395,632$258,847 -39.6%9,5390.1%Manufacturing
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$393,8560.0%4,2750.1%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$382,287$51,446 15.6%1,9320.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$380,618$21,890 6.1%2,3300.1%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$375,156$4,388 -1.2%2,3940.1%Consumer Staples
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$358,049$2,972 0.8%11,6860.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$354,863$3,373 1.0%1,4730.1%Medical
Chevron Corporation stock logo
CVX
Chevron
$349,010$349,010 New Holding1,7550.1%Energy
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$330,169$13,921 -4.0%1,0910.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$328,3250.0%7600.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$288,435$2,782 1.0%3110.1%Medical
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$262,393$30,097 -10.3%1,9180.1%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$256,2600.0%2,5000.1%ETF
DCMB
Doubleline Commercial Real Estate ETF
$252,730$1,968 0.8%4,8810.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$235,947$433 0.2%1,0890.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$232,142$5,317 -2.2%1,9210.1%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$228,637$3,418 -1.5%6690.1%Computer and Technology
LAM RESEARCH CORP
$224,2720.0%1,0160.1%COM NEW
DWMF
WisdomTree International Multifactor Fund
$223,268$582 -0.3%6,5260.1%Manufacturing
Honeywell International Inc. stock logo
HON
Honeywell International
$209,718$10,269 -4.7%9190.1%Multi-Sector Conglomerates
BLACKROCK ETF TRUST
$204,980$144 0.1%7,1420.1%ISHARES INTL DIV
Broadcom Inc. stock logo
AVGO
Broadcom
$203,293$3,771 -1.8%6470.1%Computer and Technology
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$202,786$46,512 -18.7%4,4340.1%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$0$220,494 -100.0%00.0%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$0$208,611 -100.0%00.0%Finance
Visa Inc. stock logo
V
Visa
$0$200,850 -100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
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