SK Wealth Management, LLC

Est. AUM

$360.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$45.8M	909777	12.69%	SOLE
2	WISDOMTREE TR	DYNAMIC INTL EQT	$41.7M	931914	11.57%	SOLE
3	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$40.5M	944276	11.25%	SOLE
4	SCHWAB STRATEGIC TR	US LCAP GR ETF	$34.9M	1180825	9.68%	SOLE
5	WISDOMTREE TR	US QTLY DIV GRT	$22.8M	258309	6.34%	SOLE
6	SSGA ACTIVE TR	STATE STREET US	$17.7M	577450	4.90%	SOLE
7	CAPITAL GROUP INTERNATIONAL	SHS	$17.4M	520740	4.84%	SOLE
8	LEGG MASON ETF INVT	FRANKLIN INTL LW	$16.7M	408306	4.64%	SOLE
9	COHEN & STEERS ETF TRUST	PREFERRED AND IN	$9.1M	352469	2.52%	SOLE
10	MORGAN STANLEY ETF TRUST	EATON VANCE INTE	$8.9M	168303	2.46%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$7.5M	96959	2.09%	SOLE
12	COHEN & STEERS ETF TRUST	REAL ESTATE ACTI	$7.2M	268815	2.01%	SOLE
13	FIDELITY COVINGTON TRUST	ENHANCED EMRNGS	$7.1M	203101	1.96%	SOLE
14	FLEXSHARES TR	STOX GBL ESG SLT	$6.8M	33504	1.89%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$6.6M	9960	1.83%	SOLE
16	ISHARES TR	ESG MSCI LEADR	$5.9M	50820	1.62%	SOLE
17	FIDELITY COVINGTON TRUST	FUNDAMENTAL SMAL	$5.7M	174090	1.57%	SOLE
18	APPLE INC	COM	$4.1M	15995	1.15%	SOLE
19	SSGA ACTIVE TR	STATE STREET BLA	$3.9M	140337	1.08%	SOLE
20	WISDOMTREE TR	EM EX ST-OWNED	$3.2M	79057	0.88%	SOLE
21	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$3.0M	47355	0.84%	SOLE
22	ISHARES TR	RUSSELL 2000 ETF	$2.7M	10754	0.75%	SOLE
23	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$2.4M	88468	0.67%	SOLE
24	NVIDIA CORPORATION	COM	$2.2M	12167	0.60%	SOLE
25	BLACKROCK ETF TRUST II	SHORT DURATION H	$1.9M	86242	0.53%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	2852	0.52%	SOLE
27	MICROSOFT CORP	COM	$1.8M	4736	0.49%	SOLE
28	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.7M	2710	0.47%	SOLE
29	VANGUARD INDEX FDS	GROWTH ETF	$1.6M	3649	0.45%	SOLE
30	SSGA ACTIVE ETF TR	STATE STREET DOU	$1.5M	36744	0.40%	SOLE
31	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$1.4M	51712	0.39%	SOLE
32	AMAZON COM INC	COM	$1.4M	6598	0.39%	SOLE
33	ISHARES TR	S&P 500 GRWT ETF	$1.3M	11261	0.36%	SOLE
34	ISHARES TR	ESG OPTIMIZED	$1.2M	8661	0.32%	SOLE
35	VANECK FDS	EMERGING MARKETS	$1.2M	23080	0.32%	SOLE
36	MARRIOTT INTL INC NEW	CL A	$1.2M	3417	0.32%	SOLE
37	FLEXSHARES TR	ESG & CLM DEVELP	$1.1M	18849	0.31%	SOLE
38	HARBOR ETF TRUST	HARBOR COMMODITY	$1.0M	32186	0.28%	SOLE
39	VANECK ETF TRUST	MRNGSTR WDE MOAT	$948K	9780	0.26%	SOLE
40	CSX CORP	COM	$919K	22160	0.25%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$886K	9507	0.25%	SOLE
42	INVESCO EXCH TRADED FD TR II	S&P SMALLCAP 600	$826K	16171	0.23%	SOLE
43	RTX CORPORATION	COM	$779K	3928	0.22%	SOLE
44	NUSHARES ETF TR	NUVEEN ESG SMLCP	$671K	14704	0.19%	SOLE
45	ALPHABET INC	CAP STK CL A	$669K	2231	0.19%	SOLE
46	TESLA INC	COM	$552K	1564	0.15%	SOLE
47	ALPHABET INC	CAP STK CL C	$540K	1813	0.15%	SOLE
48	ISHARES TR	ESG MSCI KLD 400	$526K	4281	0.15%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$485K	2799	0.13%	SOLE
50	ISHARES TR	MORNINGSTAR GRWT	$473K	4865	0.13%	SOLE

1–50 of 77

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.