Holders — by stockHoldings — by fund
SK Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001867958
$444.0M
disclosed book value
80
positions
13%
largest position share
Positions, as of 2026-06-30
top 80 of 80 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GPIXGOLDMAN SACHS ETF TR | 1.0M | $57.9M | 13% |
| 2 | CGDVCAPITAL GROUP DIVIDEND VALUE | 1.1M | $54.2M | 12.2% |
| 3 | SCHGSCHWAB STRATEGIC TR | 1.1M | $38.3M | 8.6% |
| 4 | IALTBLACKROCK ETF TRUST | 1.2M | $33.9M | 7.6% |
| 5 | DDWMWISDOMTREE TR | 693,751 | $33.1M | 7.4% |
| 6 | CGICCAPITAL GROUP INTERNATIONAL | 886,486 | $32.6M | 7.3% |
| 7 | DGRWWISDOMTREE TR | 225,628 | $22.6M | 5.1% |
| 8 | LVHILEGG MASON ETF INVT | 406,952 | $17.5M | 3.9% |
| 9 | SPYMSPDR SERIES TRUST | 186,676 | $17.0M | 3.8% |
| 10 | IVVISHARES TR | 12,443 | $9.7M | 2.2% |
| 11 | FEMRFIDELITY COVINGTON TRUST | 232,917 | $9.4M | 2.1% |
| 12 | CSPFCOHEN & STEERS ETF TRUST | 352,860 | $9.2M | 2.1% |
| 13 | CSRECOHEN & STEERS ETF TRUST | 311,247 | $8.9M | 2% |
| 14 | SPINSSGA ACTIVE TR | 245,336 | $8.2M | 1.9% |
| 15 | ESGGFLEXSHARES TR | 31,160 | $7.5M | 1.7% |
| 16 | FFSMFIDELITY COVINGTON TRUST | 194,656 | $7.3M | 1.7% |
| 17 | SUSLISHARES TR | 49,426 | $6.8M | 1.5% |
| 18 | EVIMMORGAN STANLEY ETF TRUST | 122,772 | $6.5M | 1.5% |
| 19 | AAPLAPPLE INC | 15,950 | $4.9M | 1.1% |
| 20 | BLDXIMPAX FUNDS SERIES TRUST I | 164,637 | $4.3M | 1% |
| 21 | XSOEWISDOMTREE TR | 77,358 | $3.6M | 0.8% |
| 22 | IWMISHARES TR | 9,974 | $3.0M | 0.7% |
| 23 | NVDANVIDIA CORPORATION | 12,123 | $2.6M | 0.6% |
| 24 | MSFTMICROSOFT CORP | 4,614 | $2.3M | 0.5% |
| 25 | SPYSTATE STR SPDR S&P 500 ETF T | 2,758 | $2.1M | 0.5% |
| 26 | CGMSCAPITAL GRP FIXED INCM ETF T | 75,907 | $2.1M | 0.5% |
| 27 | HYBLSSGA ACTIVE TR | 71,958 | $2.0M | 0.5% |
| 28 | HELOJ P MORGAN EXCHANGE TRADED F | 27,659 | $1.9M | 0.4% |
| 29 | MDYSTATE STR SPDR S&P MIDCAP 40 | 2,608 | $1.8M | 0.4% |
| 30 | AMZNAMAZON COM INC | 6,418 | $1.8M | 0.4% |
| 31 | VUGVANGUARD INDEX FDS | 18,237 | $1.6M | 0.4% |
| 32 | SUSAISHARES TR | 9,547 | $1.5M | 0.3% |
| 33 | SHYMBLACKROCK ETF TRUST II | 64,431 | $1.4M | 0.3% |
| 34 | IVWISHARES TR | 9,867 | $1.4M | 0.3% |
| 35 | CGMUCAPITAL GRP FIXED INCM ETF T | 49,033 | $1.3M | 0.3% |
| 36 | MARMARRIOTT INTL INC NEW | 3,424 | $1.2M | 0.3% |
| 37 | EMBXVANECK FDS | 22,066 | $1.1M | 0.3% |
| 38 | CSXCSX CORP | 22,225 | $1.1M | 0.3% |
| 39 | TOTLSSGA ACTIVE ETF TR | 27,627 | $1.1M | 0.2% |
| 40 | HGERHARBOR ETF TRUST | 31,551 | $1.1M | 0.2% |
| 41 | FEDMFLEXSHARES TR | 15,754 | $1.0M | 0.2% |
| 42 | RWJINVESCO EXCH TRADED FD TR II | 14,690 | $903,367 | 0.2% |
| 43 | MOATVANECK ETF TRUST | 7,897 | $892,581 | 0.2% |
| 44 | RTXRTX CORPORATION | 3,944 | $883,962 | 0.2% |
| 45 | CWBSPDR SERIES TRUST | 8,361 | $866,257 | 0.2% |
| 46 | GOOGLALPHABET INC | 2,199 | $786,348 | 0.2% |
| 47 | NUSCNUSHARES ETF TR | 12,956 | $680,173 | 0.2% |
| 48 | DSIISHARES TR | 4,289 | $630,571 | 0.1% |
| 49 | ILCGISHARES TR | 4,869 | $570,128 | 0.1% |
| 50 | QUSSPDR SERIES TRUST | 2,795 | $544,980 | 0.1% |
| 51 | QQQINVESCO QQQ TR | 737 | $531,438 | 0.1% |
| 52 | TSLATESLA INC | 1,522 | $503,599 | 0.1% |
| 53 | GOOGALPHABET INC | 1,386 | $493,101 | 0.1% |
| 54 | VRTXVERTEX PHARMACEUTICALS INC | 927 | $485,665 | 0.1% |
| 55 | TSPAT ROWE PRICE EXCHANGE-TRADED | 9,317 | $454,383 | 0.1% |
| 56 | VTVVANGUARD INDEX FDS | 1,936 | $435,608 | 0.1% |
| 57 | SIHYHARBOR ETF TRUST | 9,275 | $420,279 | 0.1% |
| 58 | ORLYOREILLY AUTOMOTIVE INC | 4,275 | $394,283 | 0.1% |
| 59 | SCHDSCHWAB STRATEGIC TR | 10,976 | $375,262 | 0.1% |
| 60 | LLYELI LILLY & CO | 303 | $373,835 | 0.1% |
| 61 | VVVANGUARD INDEX FDS | 1,048 | $373,042 | 0.1% |
| 62 | JNJJOHNSON & JOHNSON | 1,417 | $370,886 | 0.1% |
| 63 | EXMOCEXXON MOBIL CORP | 2,226 | $355,672 | 0.1% |
| 64 | NUMGNUSHARES ETF TR | 7,268 | $352,066 | 0.1% |
| 65 | IXNISHARES TR | 2,503 | $348,997 | 0.1% |
| 66 | CVXCHEVRON CORPORATION | 1,771 | $345,280 | 0.1% |
| 67 | XLKSELECT SECTOR SPDR TR | 1,700 | $316,830 | 0.1% |
| 68 | LRCXLAM RESEARCH CORP | 1,018 | $312,002 | 0.1% |
| 69 | PEPPEPSICO INC | 2,066 | $284,539 | 0.1% |
| 70 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 678 | $283,723 | 0.1% |
| 71 | IWFISHARES TR | 2,281 | $283,227 | 0.1% |
| 72 | IWDISHARES TR | 1,093 | $282,253 | 0.1% |
| 73 | AVGOBROADCOM INC | 648 | $273,572 | 0.1% |
| 74 | MRKMERCK & CO INC | 1,970 | $257,878 | 0.1% |
| 75 | DCREDOUBLELINE ETF TRUST | 4,978 | $256,536 | 0.1% |
| 76 | ESGEISHARES INC | 4,466 | $233,714 | 0.1% |
| 77 | BIDDBLACKROCK ETF TRUST | 7,567 | $231,940 | 0.1% |
| 78 | DWMFWISDOMTREE TR | 6,637 | $227,413 | 0.1% |
| 79 | BRK/BBERKSHIRE HATHAWAY INC DEL | 397 | $210,180 | 0% |
| 80 | HDHOME DEPOT INC | 592 | $207,769 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.