SK Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
SK Wealth Management, LLC 13F Holdings
CIK 0001867958 · PROVIDENCE, RI
As of Sep 30, 2025, SK Wealth Management, LLC reported
83 positions worth $268.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 987,688 | $32.1M | 11.97% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 308,267 | $27.3M | 10.20% |
| GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | GPIX | — | 460,005 | $24.0M | 8.95% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 366,601 | $20.8M | 7.76% |
| FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | LVHI | — | 443,582 |
|
5.6M5.83% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 142,361 |
4.3M | 5.33% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 178,505 |
1.6M | 4.33% |
| FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND | ESGG | — | 47,017 | $9.4M | 3.49% |
| WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | DDWM | — | 165,062 | $6.9M | 2.57% |
| ISHARES CORE S&P 500 ETF | IVV | — | 9,648 | $6.5M | 2.43% |
| ISHARES ESG MSCI USA LEADERS ETF | SUSL | — | 52,805 | $6.2M | 2.32% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 132,177 | $5.6M | 2.09% |
| STATE STREET(R) BLACKSTONE HIGH INCOME ETF | HYBL | — | 174,342 | $5.0M | 1.85% |
| FIDELITY COVINGTON TRUST | FFSM | — | 159,177 | $4.6M | 1.72% |
| INVESCO S&P SMALLCAP 600 REVENUE ETF | RWJ | — | 95,281 | $4.6M | 1.70% |
| APPLE INC | AAPL | Technology | 17,528 | $4.5M | 1.66% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 48,371 | $3.8M | 1.42% |
| FLEXSHARES TR | FEDM | — | 64,527 | $3.7M | 1.39% |
| FIDELITY COVINGTON TRUST | FEMR | — | 110,938 | $3.5M | 1.30% |
| Cohen & Steers Real Es A Etf | CSRE | — | 134,021 | $3.4M | 1.28% |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | XSOE | — | 88,500 | $3.4M | 1.27% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 68,884 | $2.8M | 1.04% |
| MICROSOFT CORP | MSFT | Technology | 4,859 | $2.5M | 0.95% |
| NVIDIA CORP | NVDA | Technology | 12,822 | $2.5M | 0.92% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,358 | $2.3M | 0.84% |