Investor
SK Wealth Management, LLC
CIK 0001867958 · filed 2026-05-06 · SEC filing
13F book
$360.5M
Positions
77
1 new · 3 sold
Largest name
12.7%
Goldman Sachs Etf Tr
Est. mark
−$14.1M
Price effect on 76 names still held. Flow $15.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr | — | 909.8K | $45.8M | 12.7% | −$2.66M | Added−$745K |
| Wisdomtree Tr | — | 931.9K | $41.7M | 11.6% | −$568.5K | Cut−$3.22M |
| Capital Group Dividend Value | — | 944.3K | $40.5M | 11.2% | −$1.85M | Added$839.1K |
| Schwab Strategic Tr | — | 1.18M | $34.9M | 9.7% | −$3.19M | Cut−$4.15M |
| Wisdomtree Tr | — | 258.3K | $22.8M | 6.3% | −$808.5K | Cut−$2.1M |
| Ssga Active Tr | — | 577.5K | $17.7M | 4.9% | −$1.43M | Cut−$2.26M |
| Capital Group International | — | 520.7K | $17.5M | 4.8% | −$636.6K | Added$2.87M |
| Legg Mason Etf Invt | — | 408.3K | $16.7M | 4.6% | $1.02M | Added$1.05M |
| Cohen & Steers Etf Trust | — | 352.5K | $9.07M | 2.5% | −$43.1K | Added$6.71M |
| Morgan Stanley Etf Trust | — | 168.3K | $8.87M | 2.5% | −$33.9K | Added$6.72M |
| Spdr Series Trust | — | 97K | $7.52M | 2.1% | −$365.3K | Added$225.6K |
| Cohen & Steers Etf Trust | — | 268.8K | $7.24M | 2.0% | $200.6K | Added$422.1K |
| Fidelity Covington Trust | — | 203.1K | $7.07M | 2.0% | −$342.5K | Added−$7.86K |
| Flexshares Tr | — | 33.5K | $6.8M | 1.9% | −$304.1K | Cut−$732.3K |
| Ishares Tr | — | 9.96K | $6.59M | 1.8% | −$340.6K | Added−$150.6K |
| Ishares Tr | — | 50.8K | $5.85M | 1.6% | −$421.3K | Cut−$461.8K |
| Fidelity Covington Trust | — | 174.1K | $5.66M | 1.6% | −$30.1K | Added$28.9K |
| Apple Inc. | AAPL | 16K | $4.14M | 1.1% | $8.93K | Added$206.4K |
| Ssga Active Tr | — | 140.3K | $3.9M | 1.1% | −$98.7K | Added$17.8K |
| Wisdomtree Tr | — | 79.1K | $3.18M | 0.9% | −$175.5K | Cut−$209.6K |
| J P Morgan Exchange Traded F | — | 47.4K | $3.04M | 0.8% | −$138.2K | Cut−$523.8K |
| Ishares Tr | — | 10.8K | $2.71M | 0.8% | −$112.4K | Added$30.7K |
| Capital Grp Fixed Incm Etf T | — | 88.5K | $2.42M | 0.7% | −$36.3K | Cut−$72.3K |
| Nvidia Corp | NVDA | 12.2K | $2.16M | 0.6% | −$180.8K | Held |
| Blackrock Etf Trust Ii | — | 86.2K | $1.9M | 0.5% | −$33.6K | Cut−$81.7K |
| Spdr S&P 500 Etf Tr | — | 2.85K | $1.88M | 0.5% | −$100.6K | Held |
| Microsoft Corp | MSFT | 4.74K | $1.77M | 0.5% | −$287.3K | Cut−$322.4K |
| Spdr S&P Midcap 400 Etf Tr | — | 2.71K | $1.69M | 0.5% | −$21.8K | Added−$15.5K |
| Vanguard Growth Etf | — | 3.65K | $1.62M | 0.4% | −$147.2K | Added−$117.9K |
| Ssga Active Etf Tr | — | 36.7K | $1.46M | 0.4% | −$25K | Cut−$38.4K |
| Capital Grp Fixed Incm Etf T | — | 51.7K | $1.41M | 0.4% | −$19.7K | Cut−$83.4K |
| Amazon Com Inc | AMZN | 6.6K | $1.4M | 0.4% | −$186.7K | Added−$155.2K |
| Ishares Tr | — | 11.3K | $1.3M | 0.4% | −$110.4K | Cut−$131.6K |
| Ishares Tr | — | 8.66K | $1.16M | 0.3% | −$66K | Added−$33.9K |
| Vaneck Fds | — | 23.1K | $1.16M | 0.3% | −$41K | Added−$33.7K |
| Marriott Intl Inc New | — | 3.42K | $1.15M | 0.3% | $61.7K | Added$72.9K |
| Flexshares Tr | — | 18.8K | $1.12M | 0.3% | −$54.2K | Cut−$93.4K |
| Harbor Etf Trust | — | 32.2K | $1.01M | 0.3% | $95.6K | Added$156.2K |
| Vaneck Etf Trust | — | 9.78K | $948.4K | 0.3% | −$78.7K | Cut−$223.2K |
| Csx Corp | CSX | 22.2K | $919.2K | 0.3% | $79.7K | Added$83K |
| Spdr Series Trust | — | 9.51K | $886.3K | 0.2% | −$15.2K | Cut−$44.9K |
| Invesco Exch Traded Fd Tr Ii | — | 16.2K | $825.8K | 0.2% | −$16.8K | Cut−$92.2K |
| RTX Corp | RTX | 3.93K | $779.4K | 0.2% | −$5.67K | Added−$3.09K |
| Nushares Etf Tr | — | 14.7K | $670.9K | 0.2% | −$27.5K | Cut−$71.3K |
| Alphabet Inc | — | 2.23K | $669.2K | 0.2% | −$85.5K | Cut−$95K |
| Tesla, Inc. | TSLA | 1.56K | $551.8K | 0.2% | −$99.7K | Cut−$110.5K |
| Alphabet Inc | — | 1.81K | $539.6K | 0.1% | −$57.3K | Added$66.2K |
| Ishares Tr | — | 4.28K | $525.8K | 0.1% | −$36.2K | Added−$36K |
| Spdr Series Trust | — | 2.8K | $485.1K | 0.1% | −$12.4K | Held |
| Ishares Tr | — | 4.87K | $472.8K | 0.1% | −$41.7K | Added−$41.2K |
| Harbor Etf Trust | — | 9.93K | $445.4K | 0.1% | −$11.3K | Cut−$11.9K |
| Invesco Qqq Tr | — | 736 | $433.4K | 0.1% | −$30.1K | Added−$29.5K |
| Nushares Etf Tr | — | 10.1K | $421.1K | 0.1% | −$40.6K | Cut−$173.1K |
| Vertex Pharmaceuticals Inc | — | 927 | $402.6K | 0.1% | −$38.4K | Held |
| T Rowe Price Etf Inc | — | 9.54K | $395.6K | 0.1% | −$21.6K | Cut−$294.6K |
| Oreilly Automotive Inc | — | 4.28K | $393.9K | 0.1% | −$28.7K | Held |
| Vanguard Index Fds | — | 1.93K | $382.3K | 0.1% | −$2.81K | Added$48.6K |
| Exxon Mobil Corp | — | 2.33K | $380.6K | 0.1% | $50.2K | Added$72.1K |
| Pepsico Inc | PEP | 2.39K | $375.2K | 0.1% | $19.2K | Cut$15K |
| Schwab Strategic Tr | — | 11.7K | $358K | 0.1% | $14.7K | Added$17.7K |
| Johnson & Johnson | JNJ | 1.47K | $354.9K | 0.1% | $19.8K | Added$23.2K |
| Chevron Corp New | CVX | 1.75K | $349K | 0.1% | — | New |
| Vanguard Index Fds | — | 1.09K | $330.2K | 0.1% | −$18.7K | Cut−$33.4K |
| Ishares Tr | — | 760 | $328.3K | 0.1% | −$28.4K | Held |
| Eli Lilly & Co | LLY | 311 | $288.4K | 0.1% | −$29.4K | Added−$26.6K |
| Select Sector Spdr Tr | — | 1.92K | $262.4K | 0.1% | −$19.3K | Cut−$51.6K |
| Ishares Tr | — | 2.5K | $256.3K | 0.1% | −$15.8K | Held |
| Doubleline Etf Trust | — | 4.88K | $252.7K | 0.1% | −$1.9K | Added$64 |
| Ishares Tr | — | 1.09K | $235.9K | 0.1% | −$3.87K | Added−$3.44K |
| Merck & Co., Inc. | MRK | 1.92K | $232.1K | 0.1% | $24K | Cut$19.2K |
| Taiwan Semiconductor Mfg Ltd | — | 669 | $228.6K | 0.1% | $1.48K | Cut−$1.92K |
| Lam Research Corp | LRCX | 1.02K | $224.3K | 0.1% | −$28K | Held |
| Wisdomtree Tr | — | 6.53K | $223.3K | 0.1% | $3.1K | Cut$2.53K |
| Honeywell Intl Inc | — | 919 | $209.7K | 0.1% | $861 | Cut−$9.37K |
| Blackrock Etf Trust | — | 7.14K | $205K | 0.1% | −$13.2K | Added−$13.1K |
| Broadcom Inc. | AVGO | 647 | $203.3K | 0.1% | −$10.8K | Cut−$14.8K |
| Ishares Inc | — | 4.43K | $202.8K | 0.1% | −$12.4K | Cut−$61.8K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.