SK Wealth Management, LLC
78 holdingsFiling period: 2026-03-31Current AUM: $400.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GPIX | GOLDMAN SACHS ETF TR | 909.8K | $45.8M | $50.6M | 12.64% | +38.1K | 2026-03-31 |
| 2 | DDWM | WISDOMTREE TR | 931.9K | $41.7M | $44.3M | 11.07% | -58,562 | 2026-03-31 |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 944.3K | $40.5M | $47.2M | 11.79% | +62.7K | 2026-03-31 |
| 4 | SCHG | SCHWAB STRATEGIC TR | 1.18M | $34.9M | $40.9M | 10.22% | -29,902 | 2026-03-31 |
| 5 | DGRW | WISDOMTREE TR | 258.3K | $22.8M | $25.1M | 6.26% | -14,129 | 2026-03-31 |
| 6 | SPIN | SSGA ACTIVE TR | 577.5K | $17.7M | $18.9M | 4.71% | -24,818 | 2026-03-31 |
| 7 | CGIC | CAPITAL GROUP INTERNATIONAL | 520.7K | $17.4M | $19.0M | 4.73% | +104.6K | 2026-03-31 |
| 8 | LVHI | LEGG MASON ETF INVT | 408.3K | $16.7M | $17.6M | 4.40% | +612 | 2026-03-31 |
| 9 | CSPF | COHEN & STEERS ETF TRUST | 352.5K | $9.1M | $9.2M | 2.29% | +262.5K | 2026-03-31 |
| 10 | EVIM | MORGAN STANLEY ETF TRUST | 168.3K | $8.9M | $8.8M | 2.20% | +128.2K | 2026-03-31 |
| 11 | SPYM | SPDR SERIES TRUST | 97.0K | $7.5M | $8.6M | 2.16% | +7.6K | 2026-03-31 |
| 12 | CSRE | COHEN & STEERS ETF TRUST | 268.8K | $7.2M | $8.0M | 2.01% | +8.2K | 2026-03-31 |
| 13 | FEMR | FIDELITY COVINGTON TRUST | 203.1K | $7.1M | $8.2M | 2.04% | +9.6K | 2026-03-31 |
| 14 | ESGG | FLEXSHARES TR | 33.5K | $6.8M | $7.9M | 1.98% | -2,020 | 2026-03-31 |
| 15 | IVV | ISHARES TR | 10.0K | $6.6M | $7.6M | 1.89% | +287 | 2026-03-31 |
| 16 | SUSL | ISHARES TR | 50.8K | $5.9M | $6.8M | 1.71% | -328 | 2026-03-31 |
| 17 | FFSM | FIDELITY COVINGTON TRUST | 174.1K | $5.7M | $6.5M | 1.62% | +1.8K | 2026-03-31 |
| 18 | AAPL | APPLE INC | 16.0K | $4.1M | $5.0M | 1.26% | +763 | 2026-03-31 |
| 19 | HYBL | SSGA ACTIVE TR | 140.3K | $3.9M | $3.9M | 0.98% | +4.2K | 2026-03-31 |
| 20 | XSOE | WISDOMTREE TR | 79.1K | $3.2M | $3.6M | 0.90% | -802 | 2026-03-31 |
| 21 | HELO | J P MORGAN EXCHANGE TRADED F | 47.4K | $3.0M | $3.3M | 0.81% | -5,738 | 2026-03-31 |
| 22 | IWM | ISHARES TR | 10.8K | $2.7M | $3.2M | 0.80% | +567 | 2026-03-31 |
| 23 | CGMS | CAPITAL GRP FIXED INCM ETF T | 88.5K | $2.4M | $2.4M | 0.60% | -1,298 | 2026-03-31 |
| 24 | NVDA | NVIDIA CORPORATION | 12.2K | $2.2M | $2.5M | 0.62% | -- | 2026-03-31 |
| 25 | SHYM | BLACKROCK ETF TRUST II | 86.2K | $1.9M | $1.9M | 0.48% | -2,142 | 2026-03-31 |
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