SK WEALTH MANAGEMENT, LLC

Filed: 1/30/2026ACC: 0001867958-26-000001

📋 What this filing means

SK WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $358.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$358.67M

Total AUM (reported)

7.49M

Total Shares

Allocation by class

S&P 500 PREMIUM$46.50M13.0%

DYNAMIC INTL EQT$44.93M12.5%

SHS CREATION UNI$39.71M11.1%

US LCAP GR ETF$39.03M10.9%

US QTLY DIV GRT$24.94M7.0%

STATE STREET US$19.92M5.6%

FRANKLIN INTL LW$15.68M4.4%

Portfolio Concentration

Top 3$131.13M36.6%

4–10$128.98M36.0%

11–25$61.46M17.1%

Rest$37.09M10.3%

Top 3 weight

36.6%

Top 10 weight

72.5%

Voting Authority Distribution

Total shares with voting rights: 7.49M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.49M

% of voting shares100.0%

Investment Discretion (by position count)

Sole79

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings79

Rows:

GOLDMAN SACHS ETF TR

SOLE

S&P 500 PREMIUM

Shares871.72K

TypeSH

Market value$46.50M

12.96%

Sole

0.00

Shared

0.00

None

871.72K

WISDOMTREE TR

SOLE

DYNAMIC INTL EQT

Shares990.48K

TypeSH

Market value$44.93M

12.53%

Sole

0.00

Shared

0.00

None

990.48K

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares881.62K

TypeSH

Market value$39.71M

11.07%

Sole

0.00

Shared

0.00

None

881.62K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares1.21M

TypeSH

Market value$39.03M

10.88%

Sole

0.00

Shared

0.00

None

1.21M

WISDOMTREE TR

SOLE

US QTLY DIV GRT

Shares272.44K

TypeSH

Market value$24.94M

6.95%

Sole

0.00

Shared

0.00

None

272.44K

SSGA ACTIVE TR

SOLE

STATE STREET US

Shares602.27K

TypeSH

Market value$19.92M

5.55%

Sole

0.00

Shared

0.00

None

602.27K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares407.69K

TypeSH

Market value$15.68M

4.37%

Sole

0.00

Shared

0.00

None

407.69K

CAPITAL GROUP INTERNATIONAL

SOLE

SHS

Shares416.10K

TypeSH

Market value$14.58M

4.06%

Sole

0.00

Shared

0.00

None

416.10K

FLEXSHARES TR

SOLE

STOX GBL ESG SLT

Shares35.52K

TypeSH

Market value$7.53M

2.10%

Sole

0.00

Shared

0.00

None

35.52K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares89.34K

TypeSH

Market value$7.29M

2.03%

Sole

0.00

Shared

0.00

None

89.34K

FIDELITY COVINGTON TRUST

SOLE

ENHANCED EMRNGS

Shares193.49K

TypeSH

Market value$7.08M

1.97%

Sole

0.00

Shared

0.00

None

193.49K

COHEN & STEERS ETF TRUST

SOLE

REAL ESTATE ACTI

Shares260.59K

TypeSH

Market value$6.82M

1.90%

Sole

0.00

Shared

0.00

None

260.59K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares9.67K

TypeSH

Market value$6.74M

1.88%

Sole

0.00

Shared

0.00

None

9.67K

ISHARES TR

SOLE

ESG MSCI LEADR

Shares51.15K

TypeSH

Market value$6.31M

1.76%

Sole

0.00

Shared

0.00

None

51.15K

FIDELITY COVINGTON TRUST

SOLE

FUNDAMENTAL SMAL

Shares172.27K

TypeSH

Market value$5.63M

1.57%

Sole

0.00

Shared

0.00

None

172.27K

APPLE INC

SOLE

COM

Shares15.23K

TypeSH

Market value$3.93M

1.10%

Sole

0.00

Shared

0.00

None

15.23K

SSGA ACTIVE TR

SOLE

STATE STREET BLA

Shares136.14K

TypeSH

Market value$3.88M

1.08%

Sole

0.00

Shared

0.00

None

136.14K

J P MORGAN EXCHANGE TRADED F

SOLE

HEDGED EQUITY LA

Shares53.09K

TypeSH

Market value$3.57M

0.99%

Sole

0.00

Shared

0.00

None

53.09K

WISDOMTREE TR

SOLE

EM EX ST-OWNED

Shares79.86K

TypeSH

Market value$3.39M

0.95%

Sole

0.00

Shared

0.00

None

79.86K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares10.19K

TypeSH

Market value$2.68M

0.75%

Sole

0.00

Shared

0.00

None

10.19K

CAPITAL GRP FIXED INCM ETF T

SOLE

US MULTI-SECTOR

Shares89.77K

TypeSH

Market value$2.49M

0.70%

Sole

0.00

Shared

0.00

None

89.77K

COHEN & STEERS ETF TRUST

SOLE

PREFERRED AND IN

Shares90K

TypeSH

Market value$2.36M

0.66%

Sole

0.00

Shared

0.00

None

90K

NVIDIA CORPORATION

SOLE

COM

Shares12.17K

TypeSH

Market value$2.34M

0.65%

Sole

0.00

Shared

0.00

None

12.17K

MORGAN STANLEY ETF TRUST

SOLE

EATON VANCE INTE

Shares40.10K

TypeSH

Market value$2.15M

0.60%

Sole

0.00

Shared

0.00

None

40.10K

MICROSOFT CORP

SOLE

COM

Shares4.82K

TypeSH

Market value$2.09M

0.58%

Sole

0.00

Shared

0.00

None

4.82K

Issuer	Class	Shares	Type	Value / Portfolio %	None
GOLDMAN SACHS ETF TRSOLE	S&P 500 PREMIUM	871.72K	SH	$46.50M 12.96%	871.72K
WISDOMTREE TRSOLE	DYNAMIC INTL EQT	990.48K	SH	$44.93M 12.53%	990.48K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	881.62K	SH	$39.71M 11.07%	881.62K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	1.21M	SH	$39.03M 10.88%	1.21M
WISDOMTREE TRSOLE	US QTLY DIV GRT	272.44K	SH	$24.94M 6.95%	272.44K
SSGA ACTIVE TRSOLE	STATE STREET US	602.27K	SH	$19.92M 5.55%	602.27K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	407.69K	SH	$15.68M 4.37%	407.69K
CAPITAL GROUP INTERNATIONALSOLE	SHS	416.10K	SH	$14.58M 4.06%	416.10K
FLEXSHARES TRSOLE	STOX GBL ESG SLT	35.52K	SH	$7.53M 2.10%	35.52K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	89.34K	SH	$7.29M 2.03%	89.34K
FIDELITY COVINGTON TRUSTSOLE	ENHANCED EMRNGS	193.49K	SH	$7.08M 1.97%	193.49K
COHEN & STEERS ETF TRUSTSOLE	REAL ESTATE ACTI	260.59K	SH	$6.82M 1.90%	260.59K
ISHARES TRSOLE	CORE S&P500 ETF	9.67K	SH	$6.74M 1.88%	9.67K
ISHARES TRSOLE	ESG MSCI LEADR	51.15K	SH	$6.31M 1.76%	51.15K
FIDELITY COVINGTON TRUSTSOLE	FUNDAMENTAL SMAL	172.27K	SH	$5.63M 1.57%	172.27K
APPLE INCSOLE	COM	15.23K	SH	$3.93M 1.10%	15.23K
SSGA ACTIVE TRSOLE	STATE STREET BLA	136.14K	SH	$3.88M 1.08%	136.14K
J P MORGAN EXCHANGE TRADED FSOLE	HEDGED EQUITY LA	53.09K	SH	$3.57M 0.99%	53.09K
WISDOMTREE TRSOLE	EM EX ST-OWNED	79.86K	SH	$3.39M 0.95%	79.86K
ISHARES TRSOLE	RUSSELL 2000 ETF	10.19K	SH	$2.68M 0.75%	10.19K
CAPITAL GRP FIXED INCM ETF TSOLE	US MULTI-SECTOR	89.77K	SH	$2.49M 0.70%	89.77K
COHEN & STEERS ETF TRUSTSOLE	PREFERRED AND IN	90K	SH	$2.36M 0.66%	90K
NVIDIA CORPORATIONSOLE	COM	12.17K	SH	$2.34M 0.65%	12.17K
MORGAN STANLEY ETF TRUSTSOLE	EATON VANCE INTE	40.10K	SH	$2.15M 0.60%	40.10K
MICROSOFT CORPSOLE	COM	4.82K	SH	$2.09M 0.58%	4.82K

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