§ 13F · FUND PROFILE
SK Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $268M (13F)Positions · 83Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$349K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GPIX | GOLDMAN SACHS ETF TR | 910K | $46M | 12.7% | +4% |
| 2 | DDWM | WISDOMTREE TR | 932K | $42M | 11.6% | −6% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 944K | $41M | 11.2% | +7% |
| 4 | SCHG | SCHWAB STRATEGIC TR | 1.18M | $35M | 9.7% | −2% |
| 5 | DGRW | WISDOMTREE TR | 258K | $23M | 6.3% | −5% |
| 6 | SPIN | SSGA ACTIVE TR | 577K | $18M | 4.9% | −4% |
| 7 | CGIC | CAPITAL GROUP INTERNATIONAL | 521K | $17M | 4.8% | +25% |
| 8 | LVHI | LEGG MASON ETF INVT | 408K | $17M | 4.6% | ±0% |
| 9 | CSPF | COHEN & STEERS ETF TRUST | 352K | $9M | 2.5% | +292% |
| 10 | EVIM | MORGAN STANLEY ETF TRUST | 168K | $9M | 2.5% | +320% |
§ 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 $268 million in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed