DOSSIER · 13F-HR · Q4 2025

SK Wealth Management, LLC

$359M in tracked AUM across 79 positions as of Q4 2025.

SW
CIK 0001867958 · last filed Dec 31, 2025
Total AUM
$359M
as of Q4 2025
Holdings
79
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

SK Wealth Management, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
GPIX
GOLDMAN SACHS ETF TR
$46M872K13.0%
02
DDWM
WISDOMTREE TR
$45M990K12.5%
03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$40M882K11.1%
04
SCHG
SCHWAB STRATEGIC TR
$39M1.2M10.9%
05
DGRW
WISDOMTREE TR
$25M272K7.0%
06
SPIN
SSGA ACTIVE TR
$20M602K5.6%
07
LVHI
LEGG MASON ETF INVT
$16M408K4.4%
08
CGIC
CAPITAL GROUP INTERNATIONAL
$15M416K4.1%
09
ESGG
FLEXSHARES TR
$8M36K2.1%
10
SPYM
SPDR SERIES TRUST
$7M89K2.0%

Filing history

2025Q4Dec 31
$359M 76.5%
79 positionsView →
2025Q3Sep 30
$203M 14.6%
52 positionsView →
2025Q2Jun 30
$177M 19.0%
49 positionsLocked
2025Q1Mar 31
$149M 24.1%
46 positionsLocked
2024Q4Dec 31
$196M 0.5%
71 positionsLocked
2024Q3Sep 30
$195M
71 positionsLocked