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Portfolio (Quarterly) Guide ↗

SK Wealth Management, LLC

· CIK 0001867958
13F Portfolio $444M AUM 80 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 18 Added 40 Reduced 1 Exited
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FEDM FLEXSHARES TR 15,754.0 $1.0M 0.23% -3K -16.4% $66.09 +0.9%
42 RWJ INVESCO EXCH TRADED FD TR II 14,690.0 $903K 0.20% -1K -9.2% $61.50 -0.4%
43 MOAT VANECK ETF TRUST 7,897.0 $893K 0.20% -2K -19.2% $113.03 +0.7%
44 RTX RTX CORPORATION Industrials 3,944.0 $884K 0.20% $224.13 -5.4%
45 CWB SPDR SERIES TRUST 8,361.0 $866K 0.20% -1K -12.1% $103.61 +0.1%
46 GOOGL ALPHABET INC Communication Services 2,199.0 $786K 0.18% -32.0 -1.4% $357.59 -4.4%
47 NUSC NUSHARES ETF TR 12,956.0 $680K 0.15% -2K -11.9% $52.50 -0.8%
48 DSI ISHARES TR 4,289.0 $631K 0.14% $147.02 -0.4%
49 ILCG ISHARES TR 4,869.0 $570K 0.13% $117.09 -2.4%
50 QUS SPDR SERIES TRUST 2,795.0 $545K 0.12% $194.98 +0.2%
51 QQQ INVESCO QQQ TR Financial Services 737.0 $531K 0.12% $721.08 -1.3%
52 TSLA TESLA INC Consumer Cyclical 1,522.0 $504K 0.11% -42.0 -2.7% $330.88 +4.5%
53 GOOG ALPHABET INC 1,386.0 $493K 0.11% -427.0 -23.6% $355.77
54 VRTX VERTEX PHARMACEUTICALS INC Healthcare 927.0 $486K 0.11% $523.91 +4.5%
55 TSPA T ROWE PRICE EXCHANGE-TRADED 9,317.0 $454K 0.10% -222.0 -2.3% $48.77 -1.0%
56 VTV VANGUARD INDEX FDS 1,936.0 $436K 0.10% $225.00 +0.8%
57 SIHY HARBOR ETF TRUST 9,275.0 $420K 0.10% -656.0 -6.6% $45.31 +0.2%
58 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,275.0 $394K 0.09% $92.23 -2.9%
59 SCHD SCHWAB STRATEGIC TR 10,976.0 $375K 0.09% -710.0 -6.1% $34.19 +2.5%
60 LLY ELI LILLY & CO Healthcare 303.0 $374K 0.08% -8.0 -2.6% $1233.78 -3.5%
Page 3 of 4  ·  80 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 43.7%
Financial Services 18.3%
Consumer Cyclical 16.6%
Industrials 8.1%
Healthcare 6.0%
Communication Services 3.2%
Energy 2.8%
Consumer Defensive 1.2%