§ 13F · FUND PROFILE
SK Wealth Management, LLC.
AUM · $444M (13F)Positions · 80Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GPIX | GOLDMAN SACHS ETF TR | 1.03M | $58M | 13.0% | +13% |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.06M | $54M | 12.2% | +12% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 1.07M | $38M | 8.6% | −9% |
| 4 | IALT | BLACKROCK ETF TRUST | 1.17M | $34M | 7.6% | NEW |
| 5 | DDWM | WISDOMTREE TR | 694K | $33M | 7.4% | −26% |
| 6 | CGIC | CAPITAL GROUP INTERNATIONAL | 886K | $33M | 7.3% | +70% |
| 7 | DGRW | WISDOMTREE TR | 226K | $23M | 5.1% | −13% |
| 8 | LVHI | LEGG MASON ETF INVT | 407K | $17M | 3.9% | ±0% |
| 9 | SPYM | SPDR SERIES TRUST | 187K | $17M | 3.8% | +93% |
| 10 | IVV | ISHARES TR | 12K | $10M | 2.2% | +25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SK SIGNAL
AC read
SK Wealth Management, LLC is a Other fund managing $444 million in assets. The fund runs a portfolio of 80 positions.
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