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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 1,473.0 $355K 0.10% +14.0 +1.0% $240.91 -2.4%
62 CVX CHEVRON CORPORATION Energy 1,755.0 $349K 0.10% NEW $198.87 -12.1%
63 VV VANGUARD INDEX FDS 1,091.0 $330K 0.09% -46.0 -4.0% $302.63 +12.7%
64 IWF ISHARES TR 760.0 $328K 0.09% $432.01 -72.0%
65 LLY ELI LILLY & CO Healthcare 311.0 $288K 0.08% +3.0 +1.0% $927.44 +19.4%
66 XLK SELECT SECTOR SPDR TR 1,918.0 $262K 0.07% -220.0 -10.3% $136.81 +36.4%
67 IXN ISHARES TR 2,500.0 $256K 0.07% $102.50 +37.9%
68 DCRE DOUBLELINE ETF TRUST 4,881.0 $253K 0.07% +38.0 +0.8% $51.78 -0.2%
69 IWD ISHARES TR 1,089.0 $236K 0.07% $216.66 +11.6%
70 MRK MERCK & CO INC Healthcare 1,921.0 $232K 0.06% -44.0 -2.2% $120.84 -2.2%
71 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 669.0 $229K 0.06% -10.0 -1.5% $341.76 +30.0%
72 LRCX LAM RESEARCH CORP Technology 1,016.0 $224K 0.06% $220.74 +68.6%
73 DWMF WISDOMTREE TR 6,526.0 $223K 0.06% $34.21 +1.8%
74 HON HONEYWELL INTL INC Industrials 919.0 $210K 0.06% -45.0 -4.7% $228.20 -1.3%
75 BIDD BLACKROCK ETF TRUST 7,142.0 $205K 0.06% $28.70 +4.1%
76 AVGO BROADCOM INC Technology 647.0 $203K 0.06% -12.0 -1.8% $314.21 +23.1%
77 ESGE ISHARES INC 4,434.0 $203K 0.06% -1K -18.7% $45.73 +18.7%
Page 4 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%