Sk Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$404.5M
Q ending 2026-03-31
Prior quarter
$358.7M
Q ending 2025-12-31
Change
+12.8% QoQ · +117.1% YoY
Positions
77
reported holdings
Largest positions
All 77 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Goldman Sachs Etf Tr | GPIX | Shares | $45.8M | 910K |
| Wisdomtree Tr | DDWM | Shares | $41.7M | 932K |
| Capital Group Dividend Value | CGDV | Shares | $40.5M | 944K |
| Schwab Strategic Tr | SCHG | Shares | $34.9M | 1.2M |
| Wisdomtree Tr | DGRW | Shares | $22.8M | 258K |
| Ssga Active Tr | SPIN | Shares | $17.7M | 577K |
| Capital Group International | CGIC | Shares | $17.5M | 521K |
| Legg Mason Etf Invt | LVHI | Shares | $16.7M | 408K |
| Cohen & Steers Etf Trust | CSPF | Shares | $9.1M | 352K |
| Morgan Stanley Etf Trust | EVIM | Shares | $8.9M | 168K |
| Spdr Series Trust | SPYM | Shares | $7.5M | 97K |
| Cohen & Steers Etf Trust | CSRE | Shares | $7.2M | 269K |
| Fidelity Covington Trust | FEMR | Shares | $7.1M | 203K |
| Flexshares Tr | ESGG | Shares | $6.8M | 34K |
| Ishares Tr | IVV | Shares | $6.6M | 10K |
| Ishares Tr | SUSL | Shares | $5.9M | 51K |
| Fidelity Covington Trust | FFSM | Shares | $5.7M | 174K |
| Apple Inc | AAPL | Shares | $4.1M | 16K |
| Ssga Active Tr | HYBL | Shares | $3.9M | 140K |
| Wisdomtree Tr | XSOE | Shares | $3.2M | 79K |
| J P Morgan Exchange Traded F | HELO | Shares | $3.0M | 47K |
| Ishares Tr | IWM | Shares | $2.7M | 11K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $2.4M | 88K |
| Nvidia Corporation | NVDA | Shares | $2.2M | 12K |
| Blackrock Etf Trust Ii | SHYM | Shares | $1.9M | 86K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.9M | 3K |
| Microsoft Corp | MSFT | Shares | $1.8M | 5K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $1.7M | 3K |
| Vanguard Index Fds | VUG | Shares | $1.6M | 4K |
| Ssga Active Etf Tr | TOTL | Shares | $1.5M | 37K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $1.4M | 52K |
| Amazon Com Inc | AMZN | Shares | $1.4M | 7K |
| Ishares Tr | IVW | Shares | $1.3M | 11K |
| Ishares Tr | SUSA | Shares | $1.2M | 9K |
| Vaneck Fds | EMBX | Shares | $1.2M | 23K |
| Marriott Intl Inc New | MAR | Shares | $1.2M | 3K |
| Flexshares Tr | FEDM | Shares | $1.1M | 19K |
| Harbor Etf Trust | HGER | Shares | $1.0M | 32K |
| Vaneck Etf Trust | MOAT | Shares | $948K | 10K |
| Csx Corp | CSX | Shares | $919K | 22K |
| Spdr Series Trust | CWB | Shares | $886K | 10K |
| Invesco Exch Traded Fd Tr Ii | RWJ | Shares | $826K | 16K |
| Rtx Corporation | RTX | Shares | $779K | 4K |
| Nushares Etf Tr | NUSC | Shares | $671K | 15K |
| Alphabet Inc | GOOGL | Shares | $669K | 2K |
| Tesla Inc | TSLA | Shares | $552K | 2K |
| Alphabet Inc | GOOG | Shares | $540K | 2K |
| Ishares Tr | DSI | Shares | $526K | 4K |
| Spdr Series Trust | QUS | Shares | $485K | 3K |
| Ishares Tr | ILCG | Shares | $473K | 5K |
| Harbor Etf Trust | SIHY | Shares | $445K | 10K |
| Invesco Qqq Tr | QQQ | Shares | $433K | 736 |
| Nushares Etf Tr | NUMG | Shares | $421K | 10K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $403K | 927 |
| T Rowe Price Etf Inc | TSPA | Shares | $396K | 10K |
| Oreilly Automotive Inc | ORLY | Shares | $394K | 4K |
| Vanguard Index Fds | VTV | Shares | $382K | 2K |
| Exxon Mobil Corp | XOM | Shares | $381K | 2K |
| Pepsico Inc | PEP | Shares | $375K | 2K |
| Schwab Strategic Tr | SCHD | Shares | $358K | 12K |
| Johnson & Johnson | JNJ | Shares | $355K | 1K |
| Chevron Corporation | CVX | Shares | $349K | 2K |
| Vanguard Index Fds | VV | Shares | $330K | 1K |
| Ishares Tr | IWF | Shares | $328K | 760 |
| Eli Lilly & Co | LLY | Shares | $288K | 311 |
| Select Sector Spdr Tr | XLK | Shares | $262K | 2K |
| Ishares Tr | IXN | Shares | $256K | 3K |
| Doubleline Etf Trust | DCRE | Shares | $253K | 5K |
| Ishares Tr | IWD | Shares | $236K | 1K |
| Merck & Co Inc | MRK | Shares | $232K | 2K |
| Taiwan Semiconductor Manufac | TSM | Shares | $229K | 669 |
| Lam Research Corp | LRCX | Shares | $224K | 1K |
| Wisdomtree Tr | DWMF | Shares | $223K | 7K |
| Honeywell Intl Inc | HONGBP | Shares | $210K | 919 |
| Blackrock Etf Trust | BIDD | Shares | $205K | 7K |
| Broadcom Inc | AVGO | Shares | $203K | 647 |
| Ishares Inc | ESGE | Shares | $203K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.