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Portfolio (Quarterly) Guide ↗

SK Wealth Management, LLC

· CIK 0001867958
13F Portfolio $404.5B AUM 78 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 26 Added 31 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 HD HOME DEPOT INC Consumer Cyclical 593 $220K 0.06% SOLD
2 JPM JPMORGAN CHASE & CO. Financial Services 681 $209K 0.06% SOLD
3 V VISA INC Financial Services 605 $201K 0.06% SOLD
Sector Allocation
Technology 40.1%
Financial Services 18.4%
Consumer Cyclical 16.1%
Industrials 8.8%
Healthcare 5.9%
Communication Services 5.6%
Energy 3.4%
Consumer Defensive 1.7%