SK Wealth Management, LLC Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$358.7B
Holdings
79
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (79 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GPIXGOLDMAN SACHS ETF TR | 871,722 | $46.5B | 12.96% | |
| 2 | DDWMWISDOMTREE TR | 990,476 | $44.9B | 12.53% | |
| 3 | CGDGCAPITAL GROUP DIVIDEND VALUE | 881,619 | $39.7B | 11.07% | |
| 4 | SCHGSCHWAB STRATEGIC TR | 1,210,727 | $39.0B | 10.88% | |
| 5 | DGRWWISDOMTREE TR | 272,438 | $24.9B | 6.95% | |
| 6 | SPINSSGA ACTIVE TR | 602,268 | $19.9B | 5.55% | |
| 7 | LVHILEGG MASON ETF INVT | 407,694 | $15.7B | 4.37% | |
| 8 | CGICCAPITAL GROUP INTERNATIONAL | 416,097 | $14.6B | 4.06% | |
| 9 | —FLEXSHARES TR | 35,524 | $7.5B | 2.10% | |
| 10 | SPYMSPDR SERIES TRUST | 89,340 | $7.3B | 2.03% | |
| 11 | FEMRFIDELITY COVINGTON TRUST | 193,486 | $7.1B | 1.97% | |
| 12 | CSRECOHEN & STEERS ETF TRUST | 260,591 | $6.8B | 1.90% | |
| 13 | IVVISHARES TR | 9,673 | $6.7B | 1.88% | |
| 14 | SUSLISHARES TR | 51,148 | $6.3B | 1.76% | |
| 15 | FFSMFIDELITY COVINGTON TRUST | 172,272 | $5.6B | 1.57% | |
| 16 | AAPLAPPLE INC | 15,232 | $3.9B | 1.10% | |
| 17 | HYBLSSGA ACTIVE TR | 136,142 | $3.9B | 1.08% | |
| 18 | HELOJ P MORGAN EXCHANGE TRADED F | 53,093 | $3.6B | 0.99% | |
| 19 | XSOEWISDOMTREE TR | 79,859 | $3.4B | 0.95% | |
| 20 | IWMISHARES TR | 10,187 | $2.7B | 0.75% | |
| 21 | CGMSCAPITAL GRP FIXED INCM ETF T | 89,766 | $2.5B | 0.69% | |
| 22 | CSPFCOHEN & STEERS ETF TRUST | 89,997 | $2.4B | 0.66% | |
| 23 | NVDANVIDIA CORPORATION | 12,167 | $2.3B | 0.65% | |
| 24 | EVIMMORGAN STANLEY ETF TRUST | 40,097 | $2.1B | 0.60% | |
| 25 | MSFTMICROSOFT CORP | 4,817 | $2.1B | 0.58% | |
| 26 | SHYMBLACKROCK ETF TRUST II | 88,384 | $2.0B | 0.55% | |
| 27 | SPYSPDR S&P 500 ETF TR | 2,852 | $2.0B | 0.55% | |
| 28 | VUGVANGUARD INDEX FDS | 3,583 | $1.7B | 0.48% | |
| 29 | MDYSPDR S&P MIDCAP 400 ETF TR | 2,700 | $1.7B | 0.48% | |
| 30 | AMZNAMAZON COM INC | 6,450 | $1.6B | 0.43% | |
| 31 | TOTLSSGA ACTIVE ETF TR | 37,077 | $1.5B | 0.42% | |
| 32 | CGMUCAPITAL GRP FIXED INCM ETF T | 54,019 | $1.5B | 0.42% | |
| 33 | IVWISHARES TR | 11,431 | $1.4B | 0.40% | |
| 34 | FEDMFLEXSHARES TR | 19,482 | $1.2B | 0.34% | |
| 35 | SUSAISHARES TR | 8,422 | $1.2B | 0.33% | |
| 36 | EMBXVANECK FDS | 22,935 | $1.2B | 0.33% | |
| 37 | MOATVANECK ETF TRUST | 11,156 | $1.2B | 0.33% | |
| 38 | MARMARRIOTT INTL INC NEW | 3,384 | $1.1B | 0.30% | |
| 39 | CWBSPDR SERIES TRUST | 9,820 | $931.0M | 0.26% | |
| 40 | RWJINVESCO EXCH TRADED FD TR II | 17,617 | $917.0M | 0.26% | |
| 41 | HGERHARBOR ETF TRUST | 30,252 | $852.0M | 0.24% | |
| 42 | CSXCSX CORP | 22,081 | $836.0M | 0.23% | |
| 43 | RTXRTX CORPORATION | 3,915 | $782.0M | 0.22% | |
| 44 | GOOGLALPHABET INC | 2,259 | $764.0M | 0.21% | |
| 45 | NUSCNUSHARES ETF TR | 15,625 | $742.0M | 0.21% | |
| 46 | TSPAT ROWE PRICE ETF INC | 15,780 | $690.0M | 0.19% | |
| 47 | TSLATESLA INC | 1,590 | $662.0M | 0.18% | |
| 48 | NUMGNUSHARES ETF TR | 12,990 | $594.0M | 0.17% | |
| 49 | DSIISHARES TR | 4,279 | $561.0M | 0.16% | |
| 50 | ILCGISHARES TR | 4,860 | $513.0M | 0.14% | |
| 51 | QUSSPDR SERIES TRUST | 2,799 | $497.0M | 0.14% | |
| 52 | GOOGALPHABET INC | 1,398 | $473.0M | 0.13% | |
| 53 | NDQINVESCO QQQ TR | 735 | $462.0M | 0.13% | |
| 54 | SIHYHARBOR ETF TRUST | 9,944 | $457.0M | 0.13% | |
| 55 | VRTXVERTEX PHARMACEUTICALS INC | 927 | $440.0M | 0.12% | |
| 56 | ORLYOREILLY AUTOMOTIVE INC | 4,275 | $422.0M | 0.12% | |
| 57 | VVVANGUARD INDEX FDS | 1,137 | $363.0M | 0.10% | |
| 58 | PEPPEPSICO INC | 2,422 | $360.0M | 0.10% | |
| 59 | IWFISHARES TR | 760 | $356.0M | 0.10% | |
| 60 | SCHDSCHWAB STRATEGIC TR | 11,589 | $340.0M | 0.09% | |
| 61 | VTVVANGUARD INDEX FDS | 1,672 | $333.0M | 0.09% | |
| 62 | JNJJOHNSON & JOHNSON | 1,459 | $331.0M | 0.09% | |
| 63 | LLYELI LILLY & CO | 308 | $315.0M | 0.09% | |
| 64 | XLKSELECT SECTOR SPDR TR | 2,138 | $314.0M | 0.09% | |
| 65 | XOMEXXON MOBIL CORP | 2,196 | $308.0M | 0.09% | |
| 66 | IXNISHARES TR | 2,500 | $272.0M | 0.08% | |
| 67 | ESGEISHARES INC | 5,451 | $264.0M | 0.07% | |
| 68 | LRCXLAM RESEARCH CORP | 1,016 | $252.0M | 0.07% | |
| 69 | DCREDOUBLELINE ETF TRUST | 4,843 | $252.0M | 0.07% | |
| 70 | IWDISHARES TR | 1,087 | $239.0M | 0.07% | |
| 71 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 679 | $230.0M | 0.06% | |
| 72 | DWMFWISDOMTREE TR | 6,543 | $220.0M | 0.06% | |
| 73 | HDHOME DEPOT INC | 593 | $220.0M | 0.06% | |
| 74 | HONHONEYWELL INTL INC | 964 | $219.0M | 0.06% | |
| 75 | BIDDBLACKROCK ETF TRUST | 7,137 | $218.0M | 0.06% | |
| 76 | AVGOBROADCOM INC | 659 | $218.0M | 0.06% | |
| 77 | MRKMERCK & CO INC | 1,965 | $212.0M | 0.06% | |
| 78 | JPMJPMORGAN CHASE & CO. | 681 | $208.0M | 0.06% | |
| 79 | VVISA INC | 605 | $200.0M | 0.06% |