SK Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, SK Wealth Management, LLC held in its portfolio 77 assets valued at $358,673,276 (i.e. $358.67M).
The most valuable assets in the portfolio included: GOLDMAN SACHS ETF TR ($46.50M), WISDOMTREE TR ($44.93M), and CAPITAL GROUP DIVIDEND VALUE ($39.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 77 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SK Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| GOLDMAN SACHS ETF TR | 871722 | 46497639 | S&P 500 PREMIUM |
| WISDOMTREE TR | 990476 | 44927974 | DYNAMIC INTL EQT |
| CAPITAL GROUP DIVIDEND VALUE | 881619 | 39708129 | SHS CREATION UNI |
| SCHWAB STRATEGIC TR | 1210727 | 39033838 | US LCAP GR ETF |
| WISDOMTREE TR | 272438 | 24944430 | US QTLY DIV GRT |
| SSGA ACTIVE TR | 602268 | 19923018 | STATE STREET US |
| LEGG MASON ETF INVT | 407694 | 15675837 | FRANKLIN INTL LW |
| CAPITAL GROUP INTERNATIONAL | 416097 | 14580029 | SHS |
| SPDR SERIES TRUST | 101959 | 8723264 | STATE STREET SPD |
| FLEXSHARES TR | 35524 | 7531486 | STOX GBL ESG SLT |
| FIDELITY COVINGTON TRUST | 193486 | 7075768 | ENHANCED EMRNGS |
| COHEN & STEERS ETF TRUST | 260591 | 6817068 | REAL ESTATE ACTI |
| ISHARES TR | 9673 | 6742606 | CORE S&P500 ETF |
| ISHARES TR | 51148 | 6314242 | ESG MSCI LEADR |
| FIDELITY COVINGTON TRUST | 172272 | 5629849 | FUNDAMENTAL SMAL |
| APPLE INC | 15232 | 3934030 | COM |
| SSGA ACTIVE TR | 136142 | 3880048 | STATE STREET BLA |
| J P MORGAN EXCHANGE TRADED F | 53093 | 3567289 | HEDGED EQUITY LA |
| WISDOMTREE TR | 79859 | 3392393 | EM EX ST-OWNED |
| ISHARES TR | 10187 | 2683040 | RUSSELL 2000 ETF |
| CAPITAL GRP FIXED INCM ETF T | 89766 | 2492796 | US MULTI-SECTOR |
| COHEN & STEERS ETF TRUST | 89997 | 2358303 | PREFERRED AND IN |
| NVIDIA CORPORATION | 12167 | 2342227 | COM |
| MORGAN STANLEY ETF TRUST | 40097 | 2146405 | EATON VANCE INTE |
| MICROSOFT CORP | 4817 | 2088256 | COM |
| BLACKROCK ETF TRUST II | 88384 | 1981568 | SHORT DURATION H |
| SPDR S&P 500 ETF TR | 2852 | 1979664 | TR UNIT |
| VANGUARD INDEX FDS | 3583 | 1738384 | GROWTH ETF |
| SPDR S&P MIDCAP 400 ETF TR | 2700 | 1709634 | UTSER1 S&PDCRP |
| AMAZON COM INC | 6450 | 1559159 | COM |
| SSGA ACTIVE ETF TR | 37077 | 1494206 | STATE STREET DOU |
| CAPITAL GRP FIXED INCM ETF T | 54019 | 1492017 | MUNICIPAL INCOME |
| ISHARES TR | 11431 | 1428310 | S&P 500 GRWT ETF |
| FLEXSHARES TR | 19482 | 1208890 | ESG & CLM DEVELP |
| ISHARES TR | 8422 | 1194884 | ESG OPTIMIZED |
| VANECK FDS | 22935 | 1193192 | EMERGING MARKETS |
| VANECK ETF TRUST | 11156 | 1171634 | MRNGSTR WDE MOAT |
| MARRIOTT INTL INC NEW | 3384 | 1082066 | CL A |
| INVESCO EXCH TRADED FD TR II | 17617 | 917999 | S&P SMALLCAP 600 |
| HARBOR ETF TRUST | 30252 | 852816 | HARBOR COMMODITY |
| CSX CORP | 22081 | 836221 | COM |
| RTX CORPORATION | 3915 | 782496 | COM |
| ALPHABET INC | 2259 | 764137 | CAP STK CL A |
| NUSHARES ETF TR | 15625 | 742205 | NUVEEN ESG SMLCP |
| T ROWE PRICE ETF INC | 15780 | 690233 | US EQUITY RESEAR |
| TESLA INC | 1590 | 662330 | COM |
| NUSHARES ETF TR | 12990 | 594278 | NUVEEN ESG MIDCP |
| ISHARES TR | 4279 | 561767 | ESG MSCI KLD 400 |
| ISHARES TR | 4860 | 513944 | MORNINGSTAR GRWT |
| ALPHABET INC | 1398 | 473433 | CAP STK CL C |
| INVESCO QQQ TR | 735 | 462907 | UNIT SER 1 |
| HARBOR ETF TRUST | 9944 | 457302 | SCIENTIFIC HIGH |
| VERTEX PHARMACEUTICALS INC | 927 | 440955 | COM |
| OREILLY AUTOMOTIVE INC | 4275 | 422584 | COM |
| VANGUARD INDEX FDS | 1137 | 363611 | LARGE CAP ETF |
| PEPSICO INC | 2422 | 360122 | COM |
| ISHARES TR | 760 | 356752 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 11589 | 340355 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 1672 | 333646 | VALUE ETF |
| JOHNSON & JOHNSON | 1459 | 331702 | COM |
| ELI LILLY & CO | 308 | 315022 | COM |
| SELECT SECTOR SPDR TR | 2138 | 314011 | STATE STREET TEC |
| EXXON MOBIL CORP | 2196 | 308541 | COM |
| ISHARES TR | 2500 | 272062 | GLOBAL TECH ETF |
| ISHARES INC | 5451 | 264558 | ESG AWR MSCI EM |
| DOUBLELINE ETF TRUST | 4843 | 252666 | COMMERCIAL REAL |
| LAM RESEARCH CORP | 1016 | 252244 | COM NEW |
| ISHARES TR | 1087 | 239388 | RUS 1000 VAL ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 679 | 230554 | SPONSORED ADS |
| WISDOMTREE TR | 6543 | 220742 | INTK MLTIFACTR |
| HOME DEPOT INC | 593 | 220494 | COM |
| HONEYWELL INTL INC | 964 | 219084 | COM |
| BROADCOM INC | 659 | 218109 | COM |
| BLACKROCK ETF TRUST | 7137 | 218047 | ISHARES INTL DIV |
| MERCK & CO INC | 1965 | 212926 | COM |
| JPMORGAN CHASE & CO. | 681 | 208611 | COM |
| VISA INC | 605 | 200850 | COM CL A |
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