Sk Wealth Management, Llc Portfolio Stock Holdings
Sk Wealth Management, Llc disclosed 77 stock positions valued at approximately $360.5 million in its latest SEC 13F filing. The largest holdings include GOLDMAN SACHS ETF TR, WISDOMTREE TR, and CAPITAL GROUP DIVIDEND VALUE. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 77
- Portfolio Value
- $360.5M
Holdings by Sector
Sk Wealth Management, Llc Portfolio Holdings in Q1 2026
69 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | GPIX | Other | 12.69% | 909,777 | +38,055 | +4.37% | $45,752,685 |
| WISDOMTREE TR | DDWM | Other | 11.57% | 931,914 | -58,562 | -5.91% | $41,703,133 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 11.25% | 944,276 | +62,657 | +7.11% | $40,547,198 |
| SCHWAB STRATEGIC TR | SCHG | Other | 9.68% | 1,180,825 | -29,902 | -2.47% | $34,881,582 |
| WISDOMTREE TR | DGRW | Other | 6.34% | 258,309 | -14,129 | -5.19% | $22,842,302 |
| LEGG MASON ETF INVT | LVHI | Other | 4.64% | 408,306 | +612 | +0.15% | $16,724,201 |
| SPDR SERIES TRUST | SPLG | Other | 2.09% | 96,959 | +7,619 | +8.53% | $7,520,175 |
| FLEXSHARES TR | ESGG | Other | 1.89% | 33,504 | -2,020 | -5.69% | $6,799,167 |
| ISHARES TR | IVV | Other | 1.83% | 9,960 | +287 | +2.97% | $6,591,987 |
| ISHARES TR | SUSL | Other | 1.62% | 50,820 | -328 | -0.64% | $5,852,410 |
| FIDELITY COVINGTON TRUST | FFSM | Other | 1.57% | 174,090 | +1,818 | +1.06% | $5,658,797 |
| APPLE INC | AAPL | Technology | 1.15% | 15,995 | +763 | +5.01% | $4,140,468 |
| SSGA ACTIVE TR | HYBL | Other | 1.08% | 140,337 | +4,195 | +3.08% | $3,897,858 |
| WISDOMTREE TR | XSOE | Other | 0.88% | 79,057 | -802 | -1.00% | $3,182,826 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 0.84% | 47,355 | -5,738 | -10.81% | $3,043,506 |
| ISHARES TR | IWM | Other | 0.75% | 10,754 | +567 | +5.57% | $2,713,756 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 0.67% | 88,468 | -1,298 | -1.45% | $2,420,483 |
| NVIDIA CORPORATION | NVDA | Technology | 0.60% | 12,167 | - | - | $2,161,429 |
| BLACKROCK ETF TRUST II | HYMU | Other | 0.53% | 86,242 | -2,142 | -2.42% | $1,899,905 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.52% | 2,852 | - | - | $1,879,045 |
| MICROSOFT CORP | MSFT | Technology | 0.49% | 4,736 | -81 | -1.68% | $1,765,873 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.47% | 2,710 | +10 | +0.37% | $1,694,123 |
| VANGUARD INDEX FDS | VUG | Other | 0.45% | 3,649 | +66 | +1.84% | $1,620,480 |
| SSGA ACTIVE ETF TR | TOTL | Other | 0.40% | 36,744 | -333 | -0.90% | $1,455,781 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 0.39% | 51,712 | -2,307 | -4.27% | $1,408,646 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.39% | 6,598 | +148 | +2.29% | $1,403,988 |
| ISHARES TR | IVW | Other | 0.36% | 11,261 | -170 | -1.49% | $1,296,700 |
| ISHARES TR | SUSA | Other | 0.32% | 8,661 | +239 | +2.84% | $1,160,945 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.32% | 3,417 | +33 | +0.98% | $1,154,923 |
| HARBOR ETF TRUST | HGER | Other | 0.28% | 32,186 | +1,934 | +6.39% | $1,009,044 |
| VANECK ETF TRUST | MOAT | Other | 0.26% | 9,780 | -1,376 | -12.33% | $948,412 |
| CSX CORP | CSX | Industrials | 0.25% | 22,160 | +79 | +0.36% | $919,181 |
| SPDR SERIES TRUST | CWB | Other | 0.25% | 9,507 | -313 | -3.19% | $886,268 |
| INVESCO EXCH TRADED FD TR II | RWJ | Other | 0.23% | 16,171 | -1,446 | -8.21% | $825,827 |
| RTX CORPORATION | RTX | Industrials | 0.22% | 3,928 | +13 | +0.33% | $779,406 |
| NUSHARES ETF TR | NUSC | Other | 0.19% | 14,704 | -921 | -5.89% | $670,949 |
| ALPHABET INC | GOOGL | Communication Services | 0.19% | 2,231 | -28 | -1.24% | $669,171 |
| TESLA INC | TSLA | Consumer Cyclical | 0.15% | 1,564 | -26 | -1.64% | $551,810 |
| ALPHABET INC | GOOG | Communication Services | 0.15% | 1,813 | +415 | +29.69% | $539,635 |
| ISHARES TR | DSI | Other | 0.15% | 4,281 | +2 | +0.05% | $525,809 |
| SPDR SERIES TRUST | QUS | Other | 0.13% | 2,799 | - | - | $485,127 |
| ISHARES TR | ILCG | Other | 0.13% | 4,865 | +5 | +0.10% | $472,763 |
| HARBOR ETF TRUST | SIHY | Other | 0.12% | 9,931 | -13 | -0.13% | $445,411 |
| INVESCO QQQ TR | QQQ | Other | 0.12% | 736 | +1 | +0.14% | $433,365 |
| NUSHARES ETF TR | NUMG | Other | 0.12% | 10,092 | -2,898 | -22.31% | $421,143 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.11% | 927 | - | - | $402,596 |
| T ROWE PRICE ETF INC | TSPA | Other | 0.11% | 9,539 | -6,241 | -39.55% | $395,632 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.11% | 4,275 | - | - | $393,856 |
| VANGUARD INDEX FDS | VTV | Other | 0.11% | 1,932 | +260 | +15.55% | $382,287 |
| EXXON MOBIL CORP | XOM | Energy | 0.11% | 2,330 | +134 | +6.10% | $380,618 |
| PEPSICO INC | PEP | Consumer Defensive | 0.10% | 2,394 | -28 | -1.16% | $375,156 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.10% | 11,686 | +97 | +0.84% | $358,049 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.10% | 1,473 | +14 | +0.96% | $354,863 |
| CHEVRON CORPORATION | CVX | Energy | 0.10% | 1,755 | +1,755 | +100.00% | $349,010 |
| VANGUARD INDEX FDS | VV | Other | 0.09% | 1,091 | -46 | -4.05% | $330,169 |
| ISHARES TR | IWF | Other | 0.09% | 760 | - | - | $328,325 |
| ELI LILLY & CO | LLY | Healthcare | 0.08% | 311 | +3 | +0.97% | $288,435 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.07% | 1,918 | -220 | -10.29% | $262,393 |
| ISHARES TR | IXN | Other | 0.07% | 2,500 | - | - | $256,260 |
| DOUBLELINE ETF TRUST | DCRE | Other | 0.07% | 4,881 | +38 | +0.78% | $252,730 |
| ISHARES TR | IWD | Other | 0.07% | 1,089 | +2 | +0.18% | $235,947 |
| MERCK & CO INC | MRK | Healthcare | 0.06% | 1,921 | -44 | -2.24% | $232,142 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.06% | 669 | -10 | -1.47% | $228,637 |
| LAM RESEARCH CORP | LRCX | Other | 0.06% | 1,016 | - | - | $224,272 |
| WISDOMTREE TR | DWMF | Other | 0.06% | 6,526 | -17 | -0.26% | $223,268 |
| HONEYWELL INTL INC | HON | Industrials | 0.06% | 919 | -45 | -4.67% | $209,718 |
| BLACKROCK ETF TRUST | 09290C848 | Other | 0.06% | 7,142 | +5 | +0.07% | $204,980 |
| BROADCOM INC | AVGO | Technology | 0.06% | 647 | -12 | -1.82% | $203,293 |
| ISHARES INC | ESGE | Other | 0.06% | 4,434 | -1,017 | -18.66% | $202,786 |