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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 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CWB SPDR SERIES TRUST 9,507.0 $886K 0.25% -313.0 -3.2% $93.22 +16.1%
42 RWJ INVESCO EXCH TRADED FD TR II 16,171.0 $826K 0.23% -1K -8.2% $51.07 +12.9%
43 RTX RTX CORPORATION Industrials 3,928.0 $779K 0.22% $198.42 -6.1%
44 NUSC NUSHARES ETF TR 14,704.0 $671K 0.19% -921.0 -5.9% $45.63 +11.2%
45 GOOGL ALPHABET INC Communication Services 2,231.0 $669K 0.19% -28.0 -1.2% $299.94 +15.4%
46 TSLA TESLA INC Consumer Cyclical 1,564.0 $552K 0.15% -26.0 -1.6% $352.82 +8.1%
47 GOOG ALPHABET INC Communication Services 1,813.0 $540K 0.15% +415.0 +29.7% $297.65 +16.3%
48 DSI ISHARES TR 4,281.0 $526K 0.15% $122.82 +13.3%
49 QUS SPDR SERIES TRUST 2,799.0 $485K 0.14% $173.32 +6.0%
50 ILCG ISHARES TR 4,865.0 $473K 0.13% $97.18 +16.7%
51 SIHY HARBOR ETF TRUST 9,931.0 $445K 0.12% $44.85 +1.5%
52 QQQ INVESCO QQQ TR Financial Services 736.0 $433K 0.12% $588.81 +21.2%
53 NUMG NUSHARES ETF TR 10,092.0 $421K 0.12% -3K -22.3% $41.73 +7.3%
54 VRTX VERTEX PHARMACEUTICALS INC Healthcare 927.0 $403K 0.11% $434.30 +7.8%
55 TSPA T ROWE PRICE ETF INC 9,539.0 $396K 0.11% -6K -39.5% $41.48 +12.2%
56 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,275.0 $394K 0.11% $92.13 -5.0%
57 VTV VANGUARD INDEX FDS 1,932.0 $382K 0.11% +260.0 +15.6% $197.87 +9.9%
58 XOM EXXON MOBIL CORP Energy 2,330.0 $381K 0.11% +134.0 +6.1% $163.36 -14.5%
59 PEP PEPSICO INC Consumer Defensive 2,394.0 $375K 0.10% -28.0 -1.2% $156.71 -9.4%
60 SCHD SCHWAB STRATEGIC TR 11,686.0 $358K 0.10% +97.0 +0.8% $30.64 +4.5%
Page 3 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%