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Sk Wealth Management - Q4 2025 13F Filings

SK

Sk Wealth Management, LLC

CIK: 0001867958
Address: Rhode Island Providence 50 Holden Street
$358.67 M
Portfolio Value
79
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+47.66%
$358.67 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sk Wealth Management Q4 2025 Filing Summary

Sk Wealth Management, LLC filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 358.67 M reflecting a +33.73% change from the prior quarter, spanning 79 assets. The top 10 holdings comprised 72.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 10 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Sk Wealth Management’s Q4 2025 Filing

Sk Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Sk Wealth Management reported a managed portfolio value of 358.67 M, consisting of 79 individual positions.

This page displays the raw filing documents. To see which stocks Sk Wealth Management bought or sold during Q4 2025, please visit Sk Wealth Management's Portfolio Analysis page.