Sk Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Sk Wealth Management, Llc disclosed 80 stock positions valued at approximately $443.99M as of quarter-end June 30, 2026. The largest holdings include GOLDMAN SACHS ETF TR, CAPITAL GROUP DIVIDEND VALUE, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 80
- Portfolio Value
- $443.99M
Holdings by Sector
Sk Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | GPIX | Other | 13.04% | 1,026,659 | +116,882 | +12.85% | $57,913,845 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 12.21% | 1,058,693 | +114,417 | +12.12% | $54,215,691 |
| SCHWAB STRATEGIC TR | SCHG | Other | 8.63% | 1,069,513 | -111,312 | -9.43% | $38,320,649 |
| BLACKROCK ETF TRUST | IALT | Other | 7.63% | 1,170,248 | +1,170,248 | +100.00% | $33,866,989 |
| WISDOMTREE TR | DDWM | Other | 7.45% | 693,751 | -238,163 | -25.56% | $33,071,114 |
| CAPITAL GROUP INTERNATIONAL | CGIC | Other | 7.33% | 886,486 | +365,746 | +70.24% | $32,551,770 |
| WISDOMTREE TR | DGRW | Other | 5.09% | 225,628 | -32,681 | -12.65% | $22,587,602 |
| LEGG MASON ETF INVT | LVHI | Other | 3.94% | 406,952 | -1,354 | -0.33% | $17,478,578 |
| SPDR SERIES TRUST | SPLG | Other | 3.83% | 186,676 | +89,717 | +92.53% | $16,987,495 |
| ISHARES TR | IVV | Other | 2.18% | 12,443 | +2,483 | +24.93% | $9,665,196 |
| FIDELITY COVINGTON TRUST | FEMR | Other | 2.11% | 232,917 | +29,816 | +14.68% | $9,352,212 |
| COHEN & STEERS ETF TRUST | CSPF | Other | 2.07% | 352,860 | +391 | +0.11% | $9,179,647 |
| COHEN & STEERS ETF TRUST | CSRE | Other | 2.01% | 311,247 | +42,432 | +15.78% | $8,924,998 |
| SSGA ACTIVE TR | SPIN | Other | 1.86% | 245,336 | -332,114 | -57.51% | $8,248,282 |
| FLEXSHARES TR | ESGG | Other | 1.69% | 31,160 | -2,344 | -7.00% | $7,515,303 |
| FIDELITY COVINGTON TRUST | FFSM | Other | 1.65% | 194,656 | +20,566 | +11.81% | $7,344,374 |
| ISHARES TR | SUSL | Other | 1.53% | 49,426 | -1,394 | -2.74% | $6,804,006 |
| MORGAN STANLEY ETF TRUST | EVIM | Other | 1.45% | 122,772 | -45,531 | -27.05% | $6,457,789 |
| APPLE INC | AAPL | Technology | 1.11% | 15,950 | -45 | -0.28% | $4,916,807 |
| IMPAX FUNDS SERIES TRUST I | BLDX | Other | 0.98% | 164,637 | +164,637 | +100.00% | $4,339,823 |
| WISDOMTREE TR | XSOE | Other | 0.81% | 77,358 | -1,699 | -2.15% | $3,590,197 |
| ISHARES TR | IWM | Other | 0.67% | 9,974 | -780 | -7.25% | $2,992,084 |
| NVIDIA CORPORATION | NVDA | Technology | 0.59% | 12,123 | -44 | -0.36% | $2,637,354 |
| MICROSOFT CORP | MSFT | Technology | 0.53% | 4,614 | -122 | -2.58% | $2,334,809 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.48% | 2,758 | -94 | -3.30% | $2,131,989 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 0.46% | 75,907 | -12,561 | -14.20% | $2,056,334 |
| SSGA ACTIVE TR | HYBL | Other | 0.45% | 71,958 | -68,379 | -48.72% | $2,012,662 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 0.43% | 27,659 | -19,696 | -41.59% | $1,930,842 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.42% | 2,608 | -102 | -3.76% | $1,844,121 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.40% | 6,418 | -180 | -2.73% | $1,784,782 |
Showing 30 of 80 holdings in the latest reporting period.