Sk Wealth Management 13F Portfolio Q4 2025

Sk Wealth Management, LLC (CIK: 0001867958) is a financial institution headquartered at 50 Holden Street, , Providence, Rhode Island 02908. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $358,673,276, comprising 79 distinct securities. Over its filing history, it has submitted 6 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

1. DDWM WisdomTree Dynamic International Equity Fund

+$37.44 M

2. CGDV Capital Group Dividend Value ETF

+$33.75 M

3. GPIX Goldman Sachs S&P 500 Premium Income ETF

+$21.96 M

4. SPIN SPDR SSgA US Equity Premium Income ETF

+$18.82 M

5. CGIC Capital Group International Core Equity ETF

+$13.55 M

Top Sells

Q4 2025

1. JEPI JPMorgan Equity Premium Income ETF

−$20.8 M

2. MOAT VanEck Morningstar Wide Moat ETF

−$13.78 M

3. HELO JPMorgan Hedged Equity Laddered Overlay ETF

−$8.43 M

4. RWJ Invesco S&P SmallCap 600 Revenue ETF

−$4.05 M

5. DGRW WisdomTree US Quality Dividend Growth Fund

−$3.28 M

Stocks/ETFs

+47.66%

$358.67 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Goldman Sachs S&P 500 Premium Income ETF ETF-GPIX	871,722	$46.5 M	12.96%	▲ 411,717	Add 89.5%
WisdomTree Dynamic International Equity Fund ETF-DDWM	990,476	$44.93 M	12.53%	▲ 825,414	Add 500.1%
Capital Group Dividend Value ETF ETF-CGDV	881,619	$39.71 M	11.07%	▲ 749,442	Add 567.0%
Schwab U.S. Large-Cap Growth ETF ETF-SCHG	1.21 M	$39.03 M	10.88%	▲ 223,039	Add 22.6%
WisdomTree US Quality Dividend Growth Fund ETF-DGRW	272,438	$24.94 M	6.95%	▼ 35,829	Reduce -11.6%
SPDR SSgA US Equity Premium Income ETF ETF-SPIN	602,268	$19.92 M	5.55%	▲ 569,044	Add 1712.8%
FRANKLIN INTERNATIONAL LOW V N/A	407,694	$15.68 M	4.37%	▼ 35,888	Reduce -8.1%
Capital Group International Core Equity ETF ETF-CGIC	416,097	$14.58 M	4.06%	▲ 386,677	Add 1314.3%
FlexShares STOXX Global ESG Select Index Fund ETF-ESGG	35,524	$7.53 M	2.10%	▼ 11,493	Reduce -24.4%
SPDR Portfolio S&P 500 ETF ETF-SPLG	89,340	$7.29 M	2.03%	▲ 40,969	Add 84.7%

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Sk Wealth Management, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Sk Wealth Management, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 6 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Sk Wealth Management, LLC Quarterly 13F Statistics

Discover detailed insights into Sk Wealth Management, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Sk Wealth Management, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Sk Wealth Management, LLC. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Sk Wealth Management, LLC 13F Filings, Portfolio & Analysis

Sk Wealth Management, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Sk Wealth Management, LLC's Portfolio

Sk Wealth Management, LLC Quarterly 13F Statistics

Sk Wealth Management, LLC's All 13F Filings