SK Wealth Management
$444M 13F equity value
81 Holdings
Quarter ended June 30, 2026
The latest 13F on file for SK Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GPIX | GOLDMAN SACHS ETF TR | 1,026,659 | $58M | 13.0% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1,058,693 | $54M | 12.2% |
| SCHG | SCHWAB STRATEGIC TR | 1,069,513 | $38M | 8.6% |
| IALT | BLACKROCK ETF TRUST | 1,170,248 | $34M | 7.6% |
| DDWM | WISDOMTREE TR | 693,751 | $33M | 7.4% |
| CGIC | CAPITAL GROUP INTERNATIONAL | 886,486 | $33M | 7.3% |
| DGRW | WISDOMTREE TR | 225,628 | $23M | 5.1% |
| LVHI | LEGG MASON ETF INVT | 406,952 | $17M | 3.9% |
| SPYM | SPDR SERIES TRUST | 186,676 | $17M | 3.8% |
| IVV | ISHARES TR | 12,443 | $10M | 2.2% |
Track SK Wealth Management's 13F portfolio: $444M in reported holdings, 81 positions. Top holdings and quarterly changes on SentiSense.
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