SK WEALTH MANAGEMENT, LLC

Filed: 3/3/2025ACC: 0001867958-25-000002

📋 What this filing means

SK WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $196.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$196.41M

Total AUM (reported)

3.56M

Total Shares

Allocation by class

US QTLY DIV GRT$23.39M11.9%

EQUITY PREMIUM$22.79M11.6%

MRNGSTR WDE MOAT$22.03M11.2%

US LCAP GR ETF$19.62M10.0%

HEDGED EQUITY LA$17.23M8.8%

COM$12.96M6.6%

FRANKLIN INTL LW$12.41M6.3%

Portfolio Concentration

Top 3$68.21M34.7%

4–10$74.21M37.8%

11–25$30.78M15.7%

Rest$23.21M11.8%

Top 3 weight

34.7%

Top 10 weight

72.5%

Voting Authority Distribution

Total shares with voting rights: 3.56M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.56M

% of voting shares100.0%

Investment Discretion (by position count)

Sole71

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings71

Rows:

WISDOMTREE TR

SOLE

US QTLY DIV GRT

Shares289.02K

TypeSH

Market value$23.39M

11.91%

Sole

0.00

Shared

0.00

None

289.02K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares396.11K

TypeSH

Market value$22.79M

11.60%

Sole

0.00

Shared

0.00

None

396.11K

VANECK ETF TRUST

SOLE

MRNGSTR WDE MOAT

Shares237.60K

TypeSH

Market value$22.03M

11.22%

Sole

0.00

Shared

0.00

None

237.60K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares704.05K

TypeSH

Market value$19.62M

9.99%

Sole

0.00

Shared

0.00

None

704.05K

J P MORGAN EXCHANGE TRADED F

SOLE

HEDGED EQUITY LA

Shares277.69K

TypeSH

Market value$17.23M

8.77%

Sole

0.00

Shared

0.00

None

277.69K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares406.62K

TypeSH

Market value$12.41M

6.32%

Sole

0.00

Shared

0.00

None

406.62K

FLEXSHARES TR

SOLE

STOX GBL ESG SLT

Shares52.31K

TypeSH

Market value$8.79M

4.48%

Sole

0.00

Shared

0.00

None

52.31K

INVESCO EXCH TRADED FD TR II

SOLE

S&P SMALLCAP 600

Shares185.90K

TypeSH

Market value$8.51M

4.33%

Sole

0.00

Shared

0.00

None

185.90K

ISHARES TR

SOLE

ESG MSCI LEADR

Shares42.11K

TypeSH

Market value$4.34M

2.21%

Sole

0.00

Shared

0.00

None

42.11K

FLEXSHARES TR

SOLE

ESG & CLM DEVELP

Shares68.90K

TypeSH

Market value$3.31M

1.69%

Sole

0.00

Shared

0.00

None

68.90K

APPLE INC

SOLE

COM

Shares12.93K

TypeSH

Market value$3.24M

1.65%

Sole

0.00

Shared

0.00

None

12.93K

WISDOMTREE TR

SOLE

EM EX ST-OWNED

Shares99.81K

TypeSH

Market value$3.04M

1.55%

Sole

0.00

Shared

0.00

None

99.81K

SSGA ACTIVE ETF TR

SOLE

SPDR TR TACTIC

Shares67.72K

TypeSH

Market value$2.67M

1.36%

Sole

0.00

Shared

0.00

None

67.72K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares4.20K

TypeSH

Market value$2.47M

1.26%

Sole

0.00

Shared

0.00

None

4.20K

SSGA ACTIVE TR

SOLE

SPDR BLACKSTONE

Shares82.11K

TypeSH

Market value$2.33M

1.19%

Sole

0.00

Shared

0.00

None

82.11K

FIDELITY COVINGTON TRUST

SOLE

FUNDAMENTAL SMAL

Shares84.44K

TypeSH

Market value$2.27M

1.16%

Sole

0.00

Shared

0.00

None

84.44K

NUSHARES ETF TR

SOLE

NUVEEN ESG SMLCP

Shares50.27K

TypeSH

Market value$2.11M

1.07%

Sole

0.00

Shared

0.00

None

50.27K

MICROSOFT CORP

SOLE

COM

Shares4.70K

TypeSH

Market value$1.98M

1.01%

Sole

0.00

Shared

0.00

None

4.70K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares3.33K

TypeSH

Market value$1.95M

0.99%

Sole

0.00

Shared

0.00

None

3.33K

NVIDIA CORPORATION

SOLE

COM

Shares12.54K

TypeSH

Market value$1.68M

0.86%

Sole

0.00

Shared

0.00

None

12.54K

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares2.70K

TypeSH

Market value$1.54M

0.78%

Sole

0.00

Shared

0.00

None

2.70K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares3.75K

TypeSH

Market value$1.54M

0.78%

Sole

0.00

Shared

0.00

None

3.75K

VANECK ETF TRUST

SOLE

HIGH YLD MUNIETF

Shares26.79K

TypeSH

Market value$1.39M

0.71%

Sole

0.00

Shared

0.00

None

26.79K

AMAZON COM INC

SOLE

COM

Shares6.13K

TypeSH

Market value$1.35M

0.68%

Sole

0.00

Shared

0.00

None

6.13K

SPDR SER TR

SOLE

ICE PFD SEC ETF

Shares37.19K

TypeSH

Market value$1.23M

0.62%

Sole

0.00

Shared

0.00

None

37.19K

Issuer	Class	Shares	Type	Value / Portfolio %	None
WISDOMTREE TRSOLE	US QTLY DIV GRT	289.02K	SH	$23.39M 11.91%	289.02K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	396.11K	SH	$22.79M 11.60%	396.11K
VANECK ETF TRUSTSOLE	MRNGSTR WDE MOAT	237.60K	SH	$22.03M 11.22%	237.60K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	704.05K	SH	$19.62M 9.99%	704.05K
J P MORGAN EXCHANGE TRADED FSOLE	HEDGED EQUITY LA	277.69K	SH	$17.23M 8.77%	277.69K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	406.62K	SH	$12.41M 6.32%	406.62K
FLEXSHARES TRSOLE	STOX GBL ESG SLT	52.31K	SH	$8.79M 4.48%	52.31K
INVESCO EXCH TRADED FD TR IISOLE	S&P SMALLCAP 600	185.90K	SH	$8.51M 4.33%	185.90K
ISHARES TRSOLE	ESG MSCI LEADR	42.11K	SH	$4.34M 2.21%	42.11K
FLEXSHARES TRSOLE	ESG & CLM DEVELP	68.90K	SH	$3.31M 1.69%	68.90K
APPLE INCSOLE	COM	12.93K	SH	$3.24M 1.65%	12.93K
WISDOMTREE TRSOLE	EM EX ST-OWNED	99.81K	SH	$3.04M 1.55%	99.81K
SSGA ACTIVE ETF TRSOLE	SPDR TR TACTIC	67.72K	SH	$2.67M 1.36%	67.72K
ISHARES TRSOLE	CORE S&P500 ETF	4.20K	SH	$2.47M 1.26%	4.20K
SSGA ACTIVE TRSOLE	SPDR BLACKSTONE	82.11K	SH	$2.33M 1.19%	82.11K
FIDELITY COVINGTON TRUSTSOLE	FUNDAMENTAL SMAL	84.44K	SH	$2.27M 1.16%	84.44K
NUSHARES ETF TRSOLE	NUVEEN ESG SMLCP	50.27K	SH	$2.11M 1.07%	50.27K
MICROSOFT CORPSOLE	COM	4.70K	SH	$1.98M 1.01%	4.70K
SPDR S&P 500 ETF TRSOLE	TR UNIT	3.33K	SH	$1.95M 0.99%	3.33K
NVIDIA CORPORATIONSOLE	COM	12.54K	SH	$1.68M 0.86%	12.54K
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	2.70K	SH	$1.54M 0.78%	2.70K
VANGUARD INDEX FDSSOLE	GROWTH ETF	3.75K	SH	$1.54M 0.78%	3.75K
VANECK ETF TRUSTSOLE	HIGH YLD MUNIETF	26.79K	SH	$1.39M 0.71%	26.79K
AMAZON COM INCSOLE	COM	6.13K	SH	$1.35M 0.68%	6.13K
SPDR SER TRSOLE	ICE PFD SEC ETF	37.19K	SH	$1.23M 0.62%	37.19K

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