CIK 1867958
SK Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
79
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 79
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GPIX | GOLDMAN SACHS ETF TR | 872K | $1M+ | SH |
| DDWM | WISDOMTREE TR | 990K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 882K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 1.2M | $1M+ | SH |
| DGRW | WISDOMTREE TR | 272K | $1M+ | SH |
| SPIN | SSGA ACTIVE TR | 602K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 408K | $1M+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 416K | $1M+ | SH |
| ESGG | FLEXSHARES TR | 36K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 89K | $1M+ | SH |
| FEMR | FIDELITY COVINGTON TRUST | 193K | $1M+ | SH |
| CSRE | COHEN & STEERS ETF TRUST | 261K | $1M+ | SH |
| IVV | ISHARES TR | 10K | $1M+ | SH |
| SUSL | ISHARES TR | 51K | $1M+ | SH |
| FFSM | FIDELITY COVINGTON TRUST | 172K | $1M+ | SH |
| AAPL | APPLE INC | 15K | $1M+ | SH |
| HYBL | SSGA ACTIVE TR | 136K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 53K | $1M+ | SH |
| XSOE | WISDOMTREE TR | 80K | $1M+ | SH |
| IWM | ISHARES TR | 10K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 90K | $1M+ | SH |
| CSPF | COHEN & STEERS ETF TRUST | 90K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 12K | $1M+ | SH |
| EVIM | MORGAN STANLEY ETF TRUST | 40K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| SHYM | BLACKROCK ETF TRUST II | 88K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 3K | $1M+ | SH |
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 37K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 54K | $1M+ | SH |
| IVW | ISHARES TR | 11K | $1M+ | SH |
| FEDM | FLEXSHARES TR | 19K | $1M+ | SH |
| SUSA | ISHARES TR | 8K | $1M+ | SH |
| EMBX | VANECK FDS | 23K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 11K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 3K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 10K | $500K+ | SH |
| RWJ | INVESCO EXCH TRADED FD TR II | 18K | $500K+ | SH |
| HGER | HARBOR ETF TRUST | 30K | $500K+ | SH |
| CSX | CSX CORP | 22K | $500K+ | SH |
| RTX | RTX CORPORATION | 4K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| NUSC | NUSHARES ETF TR | 16K | $500K+ | SH |
| TSPA | T ROWE PRICE ETF INC | 16K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| NUMG | NUSHARES ETF TR | 13K | $500K+ | SH |
| DSI | ISHARES TR | 4K | $500K+ | SH |
| ILCG | ISHARES TR | 5K | $500K+ | SH |