StockDriftsStockDriftsTop 50 Sk Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GPIX | GOLDMAN SACHS ETF TR | 13.04% | 1.03M | $57.9M | +12.85%(+116.88K) | $50.97(+10.64%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 12.21% | 1.06M | $54.2M | +12.12%(+114.42K) | $42.86(+19.69%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 8.63% | 1.07M | $38.3M | -9.43%(-111.31K) | $27.47(+30.21%) | 2026-06-30 | |
| IALT | BLACKROCK ETF TRUST | 7.63% | 1.17M | $33.9M | new | $27.57(+5.42%) | 2026-06-30 | |
| DDWM | WISDOMTREE TR | 7.45% | 693.8K | $33.1M | -25.56%(-238.16K) | $42.29(+12.79%) | 2026-06-30 | |
| CGIC | CAPITAL GROUP INTERNATIONAL | 7.33% | 886.5K | $32.6M | +70.24%(+365.75K) | $32.80(+12.41%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 5.09% | 225.6K | $22.6M | -12.65%(-32.68K) | $80.92(+23.95%) | 2026-06-30 | |
| LVHI | LEGG MASON ETF INVT | 3.94% | 407.0K | $17.5M | -0.33%(-1.35K) | $30.58(+40.83%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.83% | 186.7K | $17.0M | +92.53%(+89.72K) | $77.86(+16.94%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.18% | 12.4K | $9.7M | +24.93%(+2.48K) | $611.86(+27.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.93% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.21% |
Sk Wealth Management LLC reports $443.99M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are GPIX (13.0%), CGDV (12.2%) and SCHG (8.6%). The top 20 holdings account for 87.79% of reported assets. Its disclosed equity book has returned +18.93% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sk Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1867958). View Sk Wealth Management LLC’s 13F filings on SEC