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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
Page 2 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HELO J P MORGAN EXCHANGE TRADED F 47,355.0 $3.0M 0.84% -6K -10.8% $64.27 +4.6%
22 IWM ISHARES TR 10,754.0 $2.7M 0.75% +567.0 +5.6% $252.35 +17.0%
23 CGMS CAPITAL GRP FIXED INCM ETF T 88,468.0 $2.4M 0.67% -1K -1.4% $27.36 +0.2%
24 NVDA NVIDIA CORPORATION Technology 12,167.0 $2.2M 0.60% $177.65 +12.6%
25 SHYM BLACKROCK ETF TRUST II 86,242.0 $1.9M 0.53% -2K -2.4% $22.03 +1.5%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,852.0 $1.9M 0.52% $658.85 +11.4%
27 MSFT MICROSOFT CORP Technology 4,736.0 $1.8M 0.49% -81.0 -1.7% $372.86 +0.3%
28 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,710.0 $1.7M 0.47% $625.14 +9.9%
29 VUG VANGUARD INDEX FDS 3,649.0 $1.6M 0.45% +66.0 +1.8% $444.09 -81.1%
30 TOTL SSGA ACTIVE ETF TR 36,744.0 $1.5M 0.40% -333.0 -0.9% $39.62 -1.0%
31 CGMU CAPITAL GRP FIXED INCM ETF T 51,712.0 $1.4M 0.39% -2K -4.3% $27.24 +0.8%
32 AMZN AMAZON COM INC Consumer Cyclical 6,598.0 $1.4M 0.39% +148.0 +2.3% $212.79 +10.0%
33 IVW ISHARES TR 11,261.0 $1.3M 0.36% -170.0 -1.5% $115.15 +16.1%
34 SUSA ISHARES TR 8,661.0 $1.2M 0.32% +239.0 +2.8% $134.04 +12.6%
35 EMBX VANECK FDS 23,080.0 $1.2M 0.32% +145.0 +0.6% $50.24 +1.9%
36 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,417.0 $1.2M 0.32% +33.0 +1.0% $337.99 +14.4%
37 FEDM FLEXSHARES TR 18,849.0 $1.1M 0.31% -633.0 -3.2% $59.18 +5.2%
38 HGER HARBOR ETF TRUST 32,186.0 $1.0M 0.28% +2K +6.4% $31.35 -6.2%
39 MOAT VANECK ETF TRUST 9,780.0 $948K 0.26% -1K -12.3% $96.97 +4.2%
40 CSX CSX CORP Industrials 22,160.0 $919K 0.26% $41.48 +11.3%
Page 2 of 4  ·  77 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%