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CIK: 0001867958
Total reported value
$444.0M
$444.0M
83 檔
27.0%
The Q3 2025 SEC filing reveals that SK Wealth Management, LLC held a total portfolio value of $444.0M, covering 83 public equity positions.
In Q3 2025, SK Wealth Management, LLC displayed an active expansion posture, initiating 15 new positions and adding to 39 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.97% | -1.05% | +13.37% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.20% | -1.25% | +5.08% | |
| 3 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 8.95% | +0.35% | +66.36% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.76% | — | -3.24% | |
| 5 | LVHI | Franklin International Low V | ETF-Other | 5.83% | -0.70% | +4.00% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.33% | -0.06% | -24.20% | |
| 7 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 4.33% | -0.41% | -25.51% | |
| 8 | ESGG | Flexshares Stoxx Global Esg | ETF-Other | 3.49% | -0.20% | -3.64% | |
| 9 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 2.57% | -4.12% | +655.09% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.43% | +0.35% | +24.57% | |
| 11 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 2.32% | -0.09% | +20.74% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-Other | 2.09% | +0.96% | — | |
| 13 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 1.85% | -0.63% | +4.56% | |
| 14 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-Other | 1.72% | +0.08% | +3.95% | |
| 15 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 1.70% | -0.03% | -21.74% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.66% | -0.04% | +24.90% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | +1.74% | +57.62% | |
| 18 | FEDM | Flexshares Esg & Climate US | ETF-Other | 1.39% | -0.08% | -3.34% | |
| 19 | FEMR | Fidelity Enh Emr Mrkt ETF | ETF-Other | 1.30% | +0.15% | +173.20% | |
| 20 | CSRE | C&s Real Estate Active ETF | ETF-Other | 1.28% | — | +20.87% | |
| 21 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.27% | -0.07% | -3.60% | |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.04% | -0.16% | -1.00% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | +0.04% | -0.18% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | -0.01% | -0.35% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | -0.04% | +0.30% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | -0.08% | -0.25% | |
| 27 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 0.68% | -0.01% | -19.94% | |
| 28 | CSPF | C&s Pref & Income Active ETF | ETF-Other | 0.64% | -0.45% | +6.65% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.61% | -0.05% | +0.33% | |
| 30 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.60% | -0.04% | -9.59% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | -0.04% | -1.55% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.01% | — | |
| 33 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.52% | -0.21% | +12.23% | |
| 34 | CGMU | Cap Group Municipal Income | ETF-Other | 0.50% | -0.09% | +98.52% | |
| 35 | DWMF | Wisdomtree International Mul | ETF-Other | 0.49% | -0.01% | -13.13% | |
| 36 | EVIM | Eaton Vance Int Muni Income | ETF-Other | 0.43% | -1.01% | — | |
| 37 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.42% | — | +1.54% | |
| 38 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.41% | — | -13.19% | |
| 39 | LI | Li Auto Inc - Adr | Stock-Other | 0.40% | — | — | |
| 40 | SIHY | Harbor Ares Systemt Hi Yd-us | ETF-Other | 0.40% | -0.03% | +1.04% | |
| 41 | SPIN | Ss US Equity Prem Inc ETF | ETF-Other | 0.39% | -3.04% | — | |
| 42 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.36% | +0.02% | +0.19% | |
| 43 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.35% | -0.05% | -3.18% | |
| 44 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.34% | +2.49% | — | |
| 45 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.34% | -0.05% | +0.27% | |
| 46 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | ETF-Other | 0.31% | — | -66.73% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | — | — | |
| 48 | CSX | Csx CORP | Stock-Industrials | 0.30% | -0.01% | +0.40% | |
| 49 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-Other | 0.29% | -0.04% | -9.01% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | -0.04% | +0.61% |
According to official SEC Form 13F filings, SK Wealth Management, LLC reported a total U.S. public equity portfolio value of $444.0M across 83 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, DGRW, GPIX) accounted for 27.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
DDWM
市值: $6.9M
Top Position Liquidated / Trimmed
PSK
前期市值: $1.2M
During Q3 2025, SK Wealth Management, LLC's top holdings by market value included SCHG (12.0%)、DGRW (10.2%)、GPIX (8.9%). The largest single position, SCHG, represented 12.0% of total portfolio value.
In Q3 2025, SK Wealth Management, LLC made 87 total portfolio adjustments, initiating 15 new buys, adding to 39 positions, trimming 28 holdings, and fully liquidating 5 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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