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CIK: 0001867958
Total reported value
$444.0M
$444.0M
79 檔
43.9%
As reported in its official Q4 2025 Form 13F filing, SK Wealth Management, LLC's tracked investment portfolio stood at $444.0M with 79 total positions.
SK Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 11 holdings and trimming 36 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 12.96% | +0.35% | +89.50% | |
| 2 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 12.53% | -4.12% | +500.06% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 11.07% | +0.96% | +567.00% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.88% | -1.05% | +22.58% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.95% | -1.25% | -11.62% | |
| 6 | SPIN | Ss US Equity Prem Inc ETF | ETF-Other | 5.55% | -3.04% | +1712.75% | |
| 7 | LVHI | Franklin International Low V | ETF-Other | 4.37% | -0.70% | -8.09% | |
| 8 | CGIC | Cap Group Intl Core Eq | ETF-Other | 4.06% | +2.49% | +1314.33% | |
| 9 | ESGG | Flexshares Stoxx Global Esg | ETF-Other | 2.10% | -0.20% | -24.44% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +1.74% | +84.70% | |
| 11 | FEMR | Fidelity Enh Emr Mrkt ETF | ETF-Other | 1.97% | +0.15% | +74.41% | |
| 12 | CSRE | C&s Real Estate Active ETF | ETF-Other | 1.90% | — | +94.44% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | +0.35% | +0.26% | |
| 14 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 1.76% | -0.09% | -3.14% | |
| 15 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-Other | 1.57% | +0.08% | +8.23% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.10% | -0.04% | -13.10% | |
| 17 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 1.08% | -0.63% | -21.91% | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.99% | -0.41% | -70.26% | |
| 19 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.95% | -0.07% | -9.76% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | -0.08% | +734.32% | |
| 21 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.70% | -0.21% | +78.02% | |
| 22 | CSPF | C&s Pref & Income Active ETF | ETF-Other | 0.66% | -0.45% | +35.94% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | -0.01% | -5.11% | |
| 24 | EVIM | Eaton Vance Int Muni Income | ETF-Other | 0.60% | -1.01% | +84.40% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | +0.04% | -0.86% | |
| 26 | SHYM | Ishares Short Duration High | ETF-Other | 0.55% | -0.21% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | -0.04% | -15.07% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | -0.08% | -9.73% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.48% | -0.05% | -1.14% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.01% | +3.46% | |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.42% | -0.16% | -46.17% | |
| 32 | CGMU | Cap Group Municipal Income | ETF-Other | 0.42% | -0.09% | +9.81% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.40% | -0.04% | -2.73% | |
| 34 | FEDM | Flexshares Esg & Climate US | ETF-Other | 0.34% | -0.08% | -69.81% | |
| 35 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.33% | +0.02% | +19.78% | |
| 36 | EMBX | Vaneck Em Bond ETF | ETF-Other | 0.33% | -0.07% | — | |
| 37 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.33% | -0.06% | -92.16% | |
| 38 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.30% | -0.05% | +0.21% | |
| 39 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.26% | -0.05% | -2.41% | |
| 40 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.26% | -0.03% | -81.51% | |
| 41 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.24% | -0.04% | — | |
| 42 | CSX | Csx CORP | Stock-Industrials | 0.23% | -0.01% | +0.35% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.22% | -0.02% | +0.38% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | -0.01% | +0.04% | |
| 45 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.21% | -0.04% | -57.11% | |
| 46 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 0.19% | -0.01% | -63.33% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | -0.04% | -2.87% | |
| 48 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-Other | 0.17% | -0.04% | -17.81% | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.16% | -0.01% | -10.74% | |
| 50 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.14% | — | +0.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DDWM | Wisdomtree Dy Inter Eq Fd-us | +10% | +500.06% | Add |
| 2 | CGDV | Cap Group Dividend Value | +9% | +567.00% | Add |
| 3 | SPIN | Ss US Equity Prem Inc ETF | +5.2% | +1712.75% | Add |
| 4 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +4% | +89.50% | Add |
| 5 | CGIC | Cap Group Intl Core Eq | +3.7% | +1314.33% | Add |
| 6 | FEMR | Fidelity Enh Emr Mrkt ETF | +0.7% | +74.41% | Add |
| 7 | IWM | Ishares Russell 2000 ETF | +0.6% | +734.32% | Add |
| 8 | CSRE | C&s Real Estate Active ETF | +0.6% | +94.44% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +84.70% | Add |
| 10 | CGMS | Cap Group US Multi-sect Bond | +0.2% | +78.02% | Add |
| 11 | EVIM | Eaton Vance Int Muni Income | +0.2% | +84.40% | Add |
| 12 | CSPF | C&s Pref & Income Active ETF | 0% | +35.94% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | 0% | +0.04% | Add |
| 14 | GOOG | Alphabet Inc-cl C | — | +0.07% | Add |
| 15 | XOM | Exxon Mobil CORP | — | +0.87% | Add |
| 16 | JNJ | Johnson & Johnson | 0% | +0.62% | Add |
| 17 | RTX | Rtx CORP | 0% | +0.38% | Add |
| 18 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 19 | LLY | Eli Lilly & Co | 0% | -6.95% | Trim |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 21 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 22 | V | Visa Inc-class A Shares | 0% | +0.17% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | -4.22% | Trim |
| 24 | IXN | Ishares Global Tech ETF | 0% | +0.64% | Add |
| 25 | HD | Home Depot Inc | 0% | -0.67% | Trim |
| 26 | DCRE | Dbl Comm Real Est Debt | 0% | +1.17% | Add |
| 27 | SUSA | Ishares Esg Optimized Msci U | 0% | +19.78% | Add |
| 28 | SCHD | Schwab US Dvd Equity ETF | 0% | -1.55% | Trim |
| 29 | IWD | Ishares Russell 1000 Value E | 0% | -14.07% | Trim |
| 30 | PEP | Pepsico Inc | 0% | +1.00% | Add |
| 31 | VV | Vanguard Large-cap ETF | 0% | +0.26% | Add |
| 32 | MAR | Marriott International -cl A | 0% | +0.21% | Add |
| 33 | VTV | Vanguard Value ETF | 0% | -8.78% | Trim |
| 34 | ORLY | O'reilly Automotive Inc | 0% | — | Unchanged |
| 35 | IWF | Ishares Russell 1000 Growth | -0.1% | -10.06% | Trim |
| 36 | ILCG | Ishares Morningstar Growth E | -0.1% | +0.14% | Add |
| 37 | ESGE | Ishares Inc Ishares Esg Awar | -0.1% | -33.15% | Trim |
| 38 | XLK | Ss Technology Select Sector | -0.1% | +56.98% | Add |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | -0.1% | -10.74% | Trim |
| 40 | CSX | Csx CORP | -0.1% | +0.35% | Add |
| 41 | CGMU | Cap Group Municipal Income | -0.1% | +9.81% | Add |
| 42 | QUS | Ss Spdr Msci U Stratfact ETF | -0.1% | -17.24% | Trim |
| 43 | TSLA | Tesla Inc | -0.1% | -2.87% | Trim |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | -0.1% | -2.41% | Trim |
| 45 | AMZN | Amazon.com Inc | -0.1% | +3.46% | Add |
| 46 | NUMG | Nuveen Esg Mid-cap Grow ETF | -0.1% | -17.81% | Trim |
| 47 | MDY | State Street Spdr S&p Midcap | -0.1% | -1.14% | Trim |
| 48 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -2.73% | Trim |
| 49 | FFSM | Fidelity Fndm Sm Mid Cap ETF | -0.2% | +8.23% | Add |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -44.15% | Trim |
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 Q4 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 GPIX, DDWM, CGDV) accounted for 43.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
SHYM
市值: $2.0M
Top Position Liquidated / Trimmed
JEPI
前期市值: $20.8M
During Q4 2025, SK Wealth Management, LLC's top holdings by market value included GPIX (13.0%)、DDWM (12.5%)、CGDV (11.1%). The largest single position, GPIX, represented 13.0% of total portfolio value.
In Q4 2025, SK Wealth Management, LLC made 86 total portfolio adjustments, initiating 7 new buys, adding to 32 positions, trimming 36 holdings, and fully liquidating 11 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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