SK Wealth Management, LLC: 13F holdings
CIK 18679582026Q2
| Positions | 80 |
|---|
| Reported value | $444.0m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 80 (+3 vs prior quarter) |
|---|
| Reported value | $444.0m (+23.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GPIX GOLDMAN SACHS ETF TR | 1,026,659 | $57.9m | 13.0% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 1,058,693 | $54.2m | 12.2% |
| SCHG SCHWAB STRATEGIC TR | 1,069,513 | $38.3m | 8.6% |
| IALT BLACKROCK ETF TRUST | 1,170,248 | $33.9m | 7.6% |
| EWU WISDOMTREE TR | 693,751 | $33.1m | 7.4% |
| CGIC CAPITAL GROUP INTERNATIONAL | 886,486 | $32.6m | 7.3% |
| DGRW WISDOMTREE TR | 225,628 | $22.6m | 5.1% |
| LVHI LEGG MASON ETF INVT | 406,952 | $17.5m | 3.9% |
| SPYM SPDR SERIES TRUST | 186,676 | $17.0m | 3.8% |
| IVV ISHARES TR | 12,443 | $9.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1867958")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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