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CIK: 0001867958
Total reported value
$444.0M
$444.0M
79 檔
23.7%
As reported in its official Q2 2025 Form 13F filing, SK Wealth Management, LLC's tracked investment portfolio stood at $444.0M with 79 total positions.
During Q2 2025, SK Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.12% | -1.05% | +13.96% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.83% | -1.25% | +1.55% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 9.34% | — | +2.96% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 7.87% | -0.06% | -10.35% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 6.54% | -0.41% | -3.87% | |
| 6 | LVHI | Franklin International Low V | ETF-Other | 6.15% | -0.70% | +2.69% | |
| 7 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 5.98% | +0.35% | +37.29% | |
| 8 | ESGG | Flexshares Stoxx Global Esg | ETF-Other | 4.00% | -0.20% | -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% | +0.35% | +79.99% | |
| 11 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 2.07% | -0.09% | +2.25% | |
| 12 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 2.06% | -0.63% | +61.22% | |
| 13 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-Other | 1.85% | +0.08% | +21.68% | |
| 14 | FEDM | Flexshares Esg & Climate US | ETF-Other | 1.61% | -0.08% | -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% | -0.04% | +11.25% | |
| 17 | CSRE | C&s Real Estate Active ETF | ETF-Other | 1.24% | — | +132.58% | |
| 18 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.20% | -0.16% | +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% | +0.04% | +2.96% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +1.74% | +17.22% | |
| 22 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 0.92% | -0.01% | +6.27% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | -0.01% | -2.29% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | -0.04% | +0.30% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.76% | -0.08% | -1.70% | |
| 26 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.73% | -0.04% | -13.73% | |
| 27 | CSPF | C&s Pref & Income Active ETF | ETF-Other | 0.69% | -0.45% | — | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.69% | -0.05% | +0.33% | |
| 29 | DWMF | Wisdomtree International Mul | ETF-Other | 0.65% | -0.01% | +311.88% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.01% | +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% | -0.21% | +14.85% | |
| 34 | LI | Li Auto Inc - Adr | Stock-Other | 0.54% | — | — | |
| 35 | FEMR | Fidelity Enh Emr Mrkt ETF | ETF-Other | 0.50% | +0.15% | — | |
| 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% | -0.03% | +3.77% | |
| 38 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.41% | -0.05% | +0.24% | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.39% | +0.02% | +6.38% | |
| 40 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 0.38% | -4.12% | — | |
| 41 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.38% | -0.05% | -10.24% | |
| 42 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-Other | 0.37% | -0.04% | -12.56% | |
| 43 | CSX | Csx CORP | Stock-Industrials | 0.32% | -0.01% | +1.09% | |
| 44 | CGMU | Cap Group Municipal Income | ETF-Other | 0.29% | -0.09% | -2.87% | |
| 45 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.26% | — | -4.85% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.25% | -0.02% | +1.04% | |
| 47 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.24% | -0.01% | +0.59% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.22% | -0.01% | +0.21% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | -0.04% | -10.46% | |
| 50 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.21% | — | +0.12% |
According to official SEC Form 13F filings, SK Wealth Management, LLC reported a total U.S. public equity portfolio value of $444.0M across 79 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHG, DGRW, JEPI) accounted for 23.7% of total reported equity market value during Q2 2025.
During Q2 2025, SK Wealth Management, LLC's top holdings by market value included SCHG (11.1%)、DGRW (10.8%)、JEPI (9.3%). The largest single position, SCHG, represented 11.1% of total portfolio value.
In Q2 2025, SK Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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