SK WEALTH MANAGEMENT, LLC

Filed: 10/10/2025ACC: 0001867958-25-000006

📋 What this filing means

SK WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $268.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$268.20M

Total AUM (reported)

4.99M

Total Shares

Allocation by class

US LCAP GR ETF$32.10M12.0%

US QTLY DIV GRT$27.34M10.2%

S&P 500 PREMIUM$24.01M9.0%

EQUITY PREMIUM$20.80M7.8%

COM$15.65M5.8%

FRANKLIN INTL LW$15.64M5.8%

MRNGSTR WDE MOAT$14.30M5.3%

Portfolio Concentration

Top 3$83.46M31.1%

4–10$85.12M31.7%

11–25$58.31M21.7%

Rest$41.31M15.4%

Top 3 weight

31.1%

Top 10 weight

62.9%

Voting Authority Distribution

Total shares with voting rights: 4.99M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.99M

% of voting shares100.0%

Investment Discretion (by position count)

Sole83

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings83

Rows:

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares987.69K

TypeSH

Market value$32.10M

11.97%

Sole

0.00

Shared

0.00

None

987.69K

WISDOMTREE TR

SOLE

US QTLY DIV GRT

Shares308.27K

TypeSH

Market value$27.34M

10.20%

Sole

0.00

Shared

0.00

None

308.27K

GOLDMAN SACHS ETF TR

SOLE

S&P 500 PREMIUM

Shares460K

TypeSH

Market value$24.01M

8.95%

Sole

0.00

Shared

0.00

None

460K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares366.60K

TypeSH

Market value$20.80M

7.76%

Sole

0.00

Shared

0.00

None

366.60K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares443.58K

TypeSH

Market value$15.64M

5.83%

Sole

0.00

Shared

0.00

None

443.58K

VANECK ETF TRUST

SOLE

MRNGSTR WDE MOAT

Shares142.36K

TypeSH

Market value$14.30M

5.33%

Sole

0.00

Shared

0.00

None

142.36K

J P MORGAN EXCHANGE TRADED F

SOLE

HEDGED EQUITY LA

Shares178.50K

TypeSH

Market value$11.61M

4.33%

Sole

0.00

Shared

0.00

None

178.50K

FLEXSHARES TR

SOLE

STOX GBL ESG SLT

Shares47.02K

TypeSH

Market value$9.37M

3.49%

Sole

0.00

Shared

0.00

None

47.02K

WISDOMTREE TR

SOLE

DYNAMIC INTL EQT

Shares165.06K

TypeSH

Market value$6.89M

2.57%

Sole

0.00

Shared

0.00

None

165.06K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares9.65K

TypeSH

Market value$6.51M

2.43%

Sole

0.00

Shared

0.00

None

9.65K

ISHARES TR

SOLE

ESG MSCI LEADR

Shares52.80K

TypeSH

Market value$6.23M

2.32%

Sole

0.00

Shared

0.00

None

52.80K

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares132.18K

TypeSH

Market value$5.60M

2.09%

Sole

0.00

Shared

0.00

None

132.18K

SSGA ACTIVE TR

SOLE

SPDR BLACKSTONE

Shares174.34K

TypeSH

Market value$4.95M

1.85%

Sole

0.00

Shared

0.00

None

174.34K

FIDELITY COVINGTON TRUST

SOLE

FUNDAMENTAL SMAL

Shares159.18K

TypeSH

Market value$4.62M

1.72%

Sole

0.00

Shared

0.00

None

159.18K

INVESCO EXCH TRADED FD TR II

SOLE

S&P SMALLCAP 600

Shares95.28K

TypeSH

Market value$4.56M

1.70%

Sole

0.00

Shared

0.00

None

95.28K

APPLE INC

SOLE

COM

Shares17.53K

TypeSH

Market value$4.45M

1.66%

Sole

0.00

Shared

0.00

None

17.53K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares48.37K

TypeSH

Market value$3.82M

1.42%

Sole

0.00

Shared

0.00

None

48.37K

FLEXSHARES TR

SOLE

ESG & CLM DEVELP

Shares64.53K

TypeSH

Market value$3.72M

1.39%

Sole

0.00

Shared

0.00

None

64.53K

FIDELITY COVINGTON TRUST

SOLE

ENHANCED EMRNGS

Shares110.94K

TypeSH

Market value$3.48M

1.30%

Sole

0.00

Shared

0.00

None

110.94K

COHEN & STEERS ETF TRUST

SOLE

REAL ESTATE ACTI

Shares134.02K

TypeSH

Market value$3.43M

1.28%

Sole

0.00

Shared

0.00

None

134.02K

WISDOMTREE TR

SOLE

EM EX ST-OWNED

Shares88.50K

TypeSH

Market value$3.40M

1.27%

Sole

0.00

Shared

0.00

None

88.50K

SSGA ACTIVE ETF TR

SOLE

SPDR TR TACTIC

Shares68.88K

TypeSH

Market value$2.79M

1.04%

Sole

0.00

Shared

0.00

None

68.88K

MICROSOFT CORP

SOLE

COM

Shares4.86K

TypeSH

Market value$2.54M

0.95%

Sole

0.00

Shared

0.00

None

4.86K

NVIDIA CORPORATION

SOLE

COM

Shares12.82K

TypeSH

Market value$2.47M

0.92%

Sole

0.00

Shared

0.00

None

12.82K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares3.36K

TypeSH

Market value$2.25M

0.84%

Sole

0.00

Shared

0.00

None

3.36K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	987.69K	SH	$32.10M 11.97%	987.69K
WISDOMTREE TRSOLE	US QTLY DIV GRT	308.27K	SH	$27.34M 10.20%	308.27K
GOLDMAN SACHS ETF TRSOLE	S&P 500 PREMIUM	460K	SH	$24.01M 8.95%	460K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	366.60K	SH	$20.80M 7.76%	366.60K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	443.58K	SH	$15.64M 5.83%	443.58K
VANECK ETF TRUSTSOLE	MRNGSTR WDE MOAT	142.36K	SH	$14.30M 5.33%	142.36K
J P MORGAN EXCHANGE TRADED FSOLE	HEDGED EQUITY LA	178.50K	SH	$11.61M 4.33%	178.50K
FLEXSHARES TRSOLE	STOX GBL ESG SLT	47.02K	SH	$9.37M 3.49%	47.02K
WISDOMTREE TRSOLE	DYNAMIC INTL EQT	165.06K	SH	$6.89M 2.57%	165.06K
ISHARES TRSOLE	CORE S&P500 ETF	9.65K	SH	$6.51M 2.43%	9.65K
ISHARES TRSOLE	ESG MSCI LEADR	52.80K	SH	$6.23M 2.32%	52.80K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	132.18K	SH	$5.60M 2.09%	132.18K
SSGA ACTIVE TRSOLE	SPDR BLACKSTONE	174.34K	SH	$4.95M 1.85%	174.34K
FIDELITY COVINGTON TRUSTSOLE	FUNDAMENTAL SMAL	159.18K	SH	$4.62M 1.72%	159.18K
INVESCO EXCH TRADED FD TR IISOLE	S&P SMALLCAP 600	95.28K	SH	$4.56M 1.70%	95.28K
APPLE INCSOLE	COM	17.53K	SH	$4.45M 1.66%	17.53K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	48.37K	SH	$3.82M 1.42%	48.37K
FLEXSHARES TRSOLE	ESG & CLM DEVELP	64.53K	SH	$3.72M 1.39%	64.53K
FIDELITY COVINGTON TRUSTSOLE	ENHANCED EMRNGS	110.94K	SH	$3.48M 1.30%	110.94K
COHEN & STEERS ETF TRUSTSOLE	REAL ESTATE ACTI	134.02K	SH	$3.43M 1.28%	134.02K
WISDOMTREE TRSOLE	EM EX ST-OWNED	88.50K	SH	$3.40M 1.27%	88.50K
SSGA ACTIVE ETF TRSOLE	SPDR TR TACTIC	68.88K	SH	$2.79M 1.04%	68.88K
MICROSOFT CORPSOLE	COM	4.86K	SH	$2.54M 0.95%	4.86K
NVIDIA CORPORATIONSOLE	COM	12.82K	SH	$2.47M 0.92%	12.82K
SPDR S&P 500 ETF TRSOLE	TR UNIT	3.36K	SH	$2.25M 0.84%	3.36K

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