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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 $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
$57,913,845
BLACKROCK ETF TRUST
$33,866,989

Largest New Holdings this Quarter

09290C665 - BLACKROCK ETF TRUST
$33,866,989 Holding
704223387 - IMPAX FUNDS SERIES TRUST I
$4,339,823 Holding
084670702 - Berkshire Hathaway
$210,180 Holding
437076102 - 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)
MORGAN STANLEY ETF TRUST
45,531 shares (about $2.39M)

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
$57,913,845$6,593,315 â–²12.8%1,026,65913.0%S&P 500 PREMIUM
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$54,215,691$5,859,297 â–²12.1%1,058,69312.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$38,320,649$3,988,309 â–¼-9.4%1,069,5138.6%ETF
BLACKROCK ETF TRUST
$33,866,989$33,866,989 â–²New Holding1,170,2487.6%ISHA SYST AL ETF
WisdomTree Dynamic International Equity Fund stock logo
DDWM
WisdomTree Dynamic International Equity Fund
$33,071,114$11,353,232 â–¼-25.6%693,7517.4%ETF
CAPITAL GROUP INTERNATIONAL
$32,551,770$13,430,195 â–²70.2%886,4867.3%SHS
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$22,587,602$3,271,692 â–¼-12.7%225,6285.1%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$17,478,578$58,154 â–¼-0.3%406,9523.9%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$16,987,495$8,164,237 â–²92.5%186,6763.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,665,196$1,928,689 â–²24.9%12,4432.2%ETF
FIDELITY COVINGTON TRUST
$9,352,212$1,197,188 â–²14.7%232,9172.1%ENHANCED EMRNGS
COHEN & STEERS ETF TRUST
$9,179,647$10,172 â–²0.1%352,8602.1%PFD IN OP AC ETF
COHEN & STEERS ETF TRUST
$8,924,998$1,216,736 â–²15.8%311,2472.0%REAL EST ACT ETF
SSGA ACTIVE TR
$8,248,282$11,165,789 â–¼-57.5%245,3361.9%STATE STREET US
ESGG
FlexShares STOXX Global ESG Select Index Fund
$7,515,303$565,336 â–¼-7.0%31,1601.7%ETF
FIDELITY COVINGTON TRUST
$7,344,374$775,956 â–²11.8%194,6561.7%FUN SMA MID ETF
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$6,804,006$191,899 â–¼-2.7%49,4261.5%ETF
MORGAN STANLEY ETF TRUST
$6,457,789$2,394,924 â–¼-27.1%122,7721.5%EATO VAN MU ETF
Apple Inc. stock logo
AAPL
Apple
$4,916,807$13,872 â–¼-0.3%15,9501.1%Technology
IMPAX FUNDS SERIES TRUST I
$4,339,823$4,339,823 â–²New Holding164,6371.0%GLOB SUS INF ETF
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
$3,590,197$78,851 â–¼-2.1%77,3580.8%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,992,084$233,991 â–¼-7.3%9,9740.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,637,354$9,572 â–¼-0.4%12,1230.6%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$2,334,809$61,735 â–¼-2.6%4,6140.5%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,131,989$72,664 â–¼-3.3%2,7580.5%ETF
Capital Group U.S. Multi-Sector Income ETF stock logo
CGMS
Capital Group U.S. Multi-Sector Income ETF
$2,056,334$340,280 â–¼-14.2%75,9070.5%ETF
State Street Blackstone High Income ETF stock logo
HYBL
State Street Blackstone High Income ETF
$2,012,662$1,912,558 â–¼-48.7%71,9580.5%ETF
J P MORGAN EXCHANGE TRADED F
$1,930,842$1,374,954 â–¼-41.6%27,6590.4%HEDG EQU LAD ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,844,121$72,124 â–¼-3.8%2,6080.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,784,782$50,056 â–¼-2.7%6,4180.4%Consumer Discretionary
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,626,383$1,300,964 â–²399.8%18,2370.4%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$1,515,227$140,619 â–²10.2%9,5470.3%ETF
iShares High Yield Muni Income Active ETF stock logo
HYMU
iShares High Yield Muni Income Active ETF
$1,425,849$482,674 â–¼-25.3%64,4310.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,398,679$197,604 â–¼-12.4%9,8670.3%ETF
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$1,330,274$72,682 â–¼-5.2%49,0330.3%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$1,192,947$2,439 â–²0.2%3,4240.3%Consumer Discretionary
VANECK FDS
$1,128,912$51,877 â–¼-4.4%22,0660.3%EMER MARK BD ETF
CSX Corporation stock logo
CSX
CSX
$1,113,935$3,258 â–²0.3%22,2250.3%Industrials
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$1,069,839$353,050 â–¼-24.8%27,6270.2%ETF
HARBOR ETF TRUST
$1,055,688$21,247 â–¼-2.0%31,5510.2%COMM ALL WEA ETF
FEDM
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
$1,041,229$204,558 â–¼-16.4%15,7540.2%ETF
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$903,367$91,075 â–¼-9.2%14,6900.2%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$892,581$212,831 â–¼-19.3%7,8970.2%ETF
RTX Corporation stock logo
RTX
RTX
$883,962$3,586 â–²0.4%3,9440.2%Industrials
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$866,257$118,733 â–¼-12.1%8,3610.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$786,348$11,443 â–¼-1.4%2,1990.2%Communication Services
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$680,173$91,768 â–¼-11.9%12,9560.2%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$630,571$1,176 â–²0.2%4,2890.1%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$570,128$468 â–²0.1%4,8690.1%ETF
SPDR MSCI USA StrategicFactors ETF stock logo
QUS
SPDR MSCI USA StrategicFactors ETF
$544,980$780 â–¼-0.1%2,7950.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$531,438$721 â–²0.1%7370.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$503,599$13,897 â–¼-2.7%1,5220.1%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$493,101$151,915 â–¼-23.6%1,3860.1%Communication Services
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$485,6650.0%9270.1%Healthcare
T. Rowe Price U.S. Equity Research ETF stock logo
TSPA
T. Rowe Price U.S. Equity Research ETF
$454,383$10,827 â–¼-2.3%9,3170.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$435,608$900 â–²0.2%1,9360.1%ETF
SIHY
Harbor Scientific Alpha High-Yield ETF
$420,279$29,725 â–¼-6.6%9,2750.1%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$394,2830.0%4,2750.1%Consumer Discretionary
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$375,262$24,274 â–¼-6.1%10,9760.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$373,835$9,870 â–¼-2.6%3030.1%Healthcare
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$373,042$15,306 â–¼-3.9%1,0480.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$370,886$14,657 â–¼-3.8%1,4170.1%Healthcare
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$355,672$16,617 â–¼-4.5%2,2260.1%Energy
Nuveen ESG Mid-Cap Growth ETF stock logo
NUMG
Nuveen ESG Mid-Cap Growth ETF
$352,066$136,796 â–¼-28.0%7,2680.1%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$348,997$418 â–²0.1%2,5030.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$345,280$3,119 â–²0.9%1,7710.1%Energy
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$316,830$40,629 â–¼-11.4%1,7000.1%ETF
LAM RESEARCH CORP
$312,002$613 â–²0.2%1,0180.1%COM NEW
PepsiCo, Inc. stock logo
PEP
PepsiCo
$284,539$45,174 â–¼-13.7%2,0660.1%Consumer Staples
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$283,723$3,766 â–²1.3%6780.1%Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$283,227$188,859 â–²200.1%2,2810.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$282,253$1,033 â–²0.4%1,0930.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$273,572$422 â–²0.2%6480.1%Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$257,878$6,414 â–²2.6%1,9700.1%Healthcare
DCMB
Doubleline Commercial Real Estate ETF
$256,536$4,999 â–²2.0%4,9780.1%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$233,714$1,675 â–²0.7%4,4660.1%ETF
BLACKROCK ETF TRUST
$231,940$13,027 â–²6.0%7,5670.1%ISHARES INTL DIV
DWMF
WisdomTree International Multifactor Fund
$227,413$3,803 â–²1.7%6,6370.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$210,180$210,180 â–²New Holding3970.0%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$207,769$207,769 â–²New Holding5920.0%Consumer Discretionary
Honeywell International Inc. stock logo
HON
Honeywell International
$0$209,718 â–¼-100.0%00.0%Industrials

Showing largest 100 holdings. View all holdings.
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