SK Wealth Management, LLC — Q2 2025 13F Holdings

Name: SK Wealth Management, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001867958

Total reported value

$360.5M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHG	Schwab US Large-cap Growth	ETF-Other	11.12%	-1.20%	+13.96%
2	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	10.83%	-0.61%	+1.55%
3	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	9.34%	—	+2.96%
4	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	7.87%	-0.07%	-10.35%
5	HELO	Jpmorgan Hedged Equity ETF	ETF-Other	6.54%	-0.15%	-3.87%
6	LVHI	Franklin International Low V	ETF-Other	6.15%	+0.27%	+2.69%
7	GPIX	Gldm SA S&p 500 Pr In Etf-us	ETF-Large Cap & Growth	5.98%	-0.27%	+37.29%
8	ESGG	Flexshares Stoxx Global Esg	ETF-Other	4.00%	-0.21%	-4.97%
9	RWJ	Invesco S&p Smallcap 600	ETF-Other	2.39%	-0.03%	-22.40%
10	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.11%	-0.05%	+79.99%
11	SUSL	Ishares Esg Msci USA Leaders	ETF-Other	2.07%	-0.14%	+2.25%
12	HYBL	Ss Blackstone High INC ETF	ETF-Other	2.06%	—	+61.22%
13	FFSM	Fidelity Fndm Sm Mid Cap ETF	ETF-Other	1.85%	—	+21.68%
14	FEDM	Flexshares Esg & Climate US	ETF-Other	1.61%	-0.03%	-0.57%
15	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	ETF-Other	1.37%	-0.07%	+0.06%
16	AAPL	Apple INC	Stock-Tech	1.28%	+0.05%	+11.25%
17	CSRE	C&s Real Estate Active ETF	ETF-Other	1.24%	+0.11%	+132.58%
18	TOTL	Ss Doubleline Tr Tact ETF	ETF-Other	1.20%	-0.02%	+2.03%
19	TCAL	T Rowe Pre Cpt Apr Pr In ETF	ETF-Other	1.08%	—	+7.42%
20	MSFT	Microsoft CORP	Stock-Tech	1.06%	-0.09%	+2.96%
21	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.98%	+0.06%	+17.22%
22	TSPA	T Rowe Price US Eqy Research	ETF-Other	0.92%	-0.08%	+6.27%
23	NVDA	Nvidia CORP	Stock-Tech	0.91%	-0.05%	-2.29%
24	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.91%	-0.03%	+0.30%
25	VUG	Vanguard Growth ETF	ETF-Other	0.76%	-0.03%	-1.70%
26	NUSC	Nuveen Esg Small-cap ETF	ETF-Other	0.73%	-0.02%	-13.73%
27	CSPF	C&s Pref & Income Active ETF	ETF-Other	0.69%	+1.86%	—
28	MDY	State Street Spdr S&p Midcap	ETF-Other	0.69%	—	+0.33%
29	DWMF	Wisdomtree International Mul	ETF-Other	0.65%	—	+311.88%
30	AMZN	Amazon.com INC	Stock-Consumer Disc	0.60%	-0.04%	+0.31%
31	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.57%	-0.04%	-0.83%
32	HYD	Vaneck High Yield Muni ETF	ETF-High Yield	0.55%	—	+0.78%
33	CGMS	Cap Group US Multi-sect Bond	ETF-Other	0.54%	-0.03%	+14.85%
34	LI	Li Auto INC - Adr	Stock-Other	0.54%	—	—
35	FEMR	Fidelity Enh Emr Mrkt ETF	ETF-Other	0.50%	—	—
36	EMTL	Ss Doubleline Em Fi ETF	ETF-Other	0.47%	—	-0.19%
37	SIHY	Harbor Ares Systemt Hi Yd-us	ETF-Other	0.46%	—	+3.77%
38	MAR	Marriott International -cl A	Stock-Consumer Disc	0.41%	+0.02%	+0.24%
39	SUSA	Ishares Esg Optimized Msci U	ETF-Other	0.39%	—	+6.38%
40	DDWM	Wisdomtree Dy Inter Eq Fd-us	ETF-Other	0.38%	-0.96%	—
41	CWB	Ss Spdr Bb Conv Sec ETF	ETF-Other	0.38%	-0.01%	-10.24%
42	NUMG	Nuveen Esg Mid-cap Grow ETF	ETF-Other	0.37%	-0.05%	-12.56%
43	CSX	Csx CORP	Stock-Industrials	0.32%	+0.03%	+1.09%
44	CGMU	Cap Group Municipal Income	ETF-Other	0.29%	-0.03%	-2.87%
45	VRP	Invesco Variable Rate Prefer	ETF-Other	0.26%	—	-4.85%
46	RTX	Rtx CORP	Stock-Industrials	0.25%	—	+1.04%
47	QUS	Ss Spdr Msci U Stratfact ETF	ETF-Other	0.24%	—	+0.59%
48	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	0.22%	—	+0.21%
49	TSLA	Tesla INC	Stock-Consumer Disc	0.21%	-0.03%	-10.46%
50	ILCG	Ishares Morningstar Growth E	ETF-Other	0.21%	-0.01%	+0.12%

1–50 of 79