SK Wealth Management, LLC
CIK 1867958
13F filing for Q2 2026・No. 4,222
- Holdings
- US$443.99M
- Quarter change
- +US$39.48M
- Entries
- 80
- Net bought (estimate)
- +US$38.15M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 1
- Cut 45
- Added 29
- Corporate actions 0
- Unchanged 2
Largest holdings
80 stocks worth US$443.99M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOLDMAN SACHS ETF TRS&P 500 PREMIUM | Added | 1,026,659 | US$57.91M | 13.04% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 1,058,693 | US$54.22M | 12.21% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Cut | 1,069,513 | US$38.32M | 8.63% |
| BLACKROCK ETF TRUSTISHA SYST AL ETF | New | 1,170,248 | US$33.87M | 7.63% |
| WISDOMTREE TRDYNAMIC INTL EQT | Cut | 693,751 | US$33.07M | 7.45% |
| CAPITAL GROUP INTERNATIONALSHS | Added | 886,486 | US$32.55M | 7.33% |
| WISDOMTREE TRUS QTLY DIV GRT | Cut | 225,628 | US$22.59M | 5.09% |
| LEGG MASON ETF INVTFRANKLIN INTL LW | Cut | 406,952 | US$17.48M | 3.94% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 186,676 | US$16.99M | 3.83% |
| IVVISHARES TRCORE S&P500 ETF | Added | 12,443 | US$9.67M | 2.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.