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CIK: 0001867958
Total reported value
$444.0M
$444.0M
77 檔
41.8%
According to the latest 13F quarterly dataset, SK Wealth Management, LLC managed an equity portfolio of $444.0M at the end of Q1 2026, spanning 77 distinct U.S. exchange-listed positions.
SK Wealth Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 3 holdings and trimming 33 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 | 12.69% | +0.35% | +4.37% | |
| 2 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 11.57% | -4.12% | -5.91% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 11.25% | +0.96% | +7.11% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.68% | -1.05% | -2.47% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.34% | -1.25% | -5.19% | |
| 6 | SPIN | Ss US Equity Prem Inc ETF | ETF-Other | 4.90% | -3.04% | -4.12% | |
| 7 | CGIC | Cap Group Intl Core Eq | ETF-Other | 4.84% | +2.49% | +25.15% | |
| 8 | LVHI | Franklin International Low V | ETF-Other | 4.64% | -0.70% | +0.15% | |
| 9 | CSPF | C&s Pref & Income Active ETF | ETF-Other | 2.52% | -0.45% | +291.65% | |
| 10 | EVIM | Eaton Vance Int Muni Income | ETF-Other | 2.46% | -1.01% | +319.74% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | +1.74% | +8.53% | |
| 12 | CSRE | C&s Real Estate Active ETF | ETF-Other | 2.01% | — | +3.16% | |
| 13 | FEMR | Fidelity Enh Emr Mrkt ETF | ETF-Other | 1.96% | +0.15% | +4.97% | |
| 14 | ESGG | Flexshares Stoxx Global Esg | ETF-Other | 1.89% | -0.20% | -5.69% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.83% | +0.35% | +2.97% | |
| 16 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 1.62% | -0.09% | -0.64% | |
| 17 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-Other | 1.57% | +0.08% | +1.06% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.15% | -0.04% | +5.01% | |
| 19 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 1.08% | -0.63% | +3.08% | |
| 20 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.88% | -0.07% | -1.00% | |
| 21 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.84% | -0.41% | -10.81% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | -0.08% | +5.57% | |
| 23 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.67% | -0.21% | -1.45% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | -0.01% | — | |
| 25 | SHYM | Ishares Short Duration High | ETF-Other | 0.53% | -0.21% | -2.42% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | -0.04% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | +0.04% | -1.68% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.47% | -0.05% | +0.37% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | -0.08% | +1.84% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.40% | -0.16% | -0.90% | |
| 31 | CGMU | Cap Group Municipal Income | ETF-Other | 0.39% | -0.09% | -4.27% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.01% | +2.29% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | -0.04% | -1.49% | |
| 34 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.32% | +0.02% | +2.84% | |
| 35 | EMBX | Vaneck Em Bond ETF | ETF-Other | 0.32% | -0.07% | +0.63% | |
| 36 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.32% | -0.05% | +0.98% | |
| 37 | FEDM | Flexshares Esg & Climate US | ETF-Other | 0.31% | -0.08% | -3.25% | |
| 38 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.28% | -0.04% | +6.39% | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.26% | -0.06% | -12.33% | |
| 40 | CSX | Csx CORP | Stock-Industrials | 0.25% | -0.01% | +0.36% | |
| 41 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.25% | -0.05% | -3.19% | |
| 42 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.23% | -0.03% | -8.21% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.22% | -0.02% | +0.33% | |
| 44 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.19% | -0.04% | -5.89% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | -0.01% | -1.24% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | -0.04% | -1.64% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | -0.04% | +29.69% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.15% | -0.01% | +0.05% | |
| 49 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.13% | -0.01% | — | |
| 50 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.13% | — | +0.10% |
According to official SEC Form 13F filings, SK Wealth Management, LLC reported a total U.S. public equity portfolio value of $444.0M across 77 disclosed positions in Q1 2026.
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 41.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
CVX
市值: $349.0K
Top Position Liquidated / Trimmed
HD
前期市值: $220.5K
During Q1 2026, SK Wealth Management, LLC's top holdings by market value included GPIX (12.7%)、DDWM (11.6%)、CGDV (11.3%). The largest single position, GPIX, represented 12.7% of total portfolio value.
In Q1 2026, SK Wealth Management, LLC made 72 total portfolio adjustments, initiating 1 new buys, adding to 35 positions, trimming 33 holdings, and fully liquidating 3 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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