DOSSIER · 13F-HR · Q2 2026

SK Wealth Management, LLC

$444M in tracked AUM across 80 positions as of Q2 2026.

SW
CIK 0001867958 · last filed Jun 30, 2026
Total AUM
$444M
as of Q2 2026
Holdings
80
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

SK Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GPIX
GOLDMAN SACHS ETF TR
$58M1.0M13.0%
02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$54M1.1M12.2%
03
SCHG
SCHWAB STRATEGIC TR
$38M1.1M8.6%
04
IALT
BLACKROCK ETF TRUST
$34M1.2M7.6%
05
DDWM
WISDOMTREE TR
$33M694K7.4%
06
CGIC
CAPITAL GROUP INTERNATIONAL
$33M886K7.3%
07
DGRW
WISDOMTREE TR
$23M226K5.1%
08
LVHI
LEGG MASON ETF INVT
$17M407K3.9%
09
SPYM
SPDR SERIES TRUST
$17M187K3.8%
10
IVV
ISHARES TR
$10M12K2.2%

Filing history

2026Q2Jun 30
$444M 23.8%
80 positionsView →
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