Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SK Wealth Management, LLC (CIK 1867958) reported $360.5M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GPIX ($45.8M, 12.69%), DDWM ($41.7M, 11.57%), CGDV ($40.5M, 11.25%), SCHG ($34.9M, 9.68%), DGRW ($22.8M, 6.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GPIX | GOLDMAN SACHS ETF TR | $45.8M | 12.69% | 909,777 | Added |
| 2 | DDWM | WISDOMTREE TR | $41.7M | 11.57% | 931,914 | Trimmed |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $40.5M | 11.25% | 944,276 | Added |
| 4 | SCHG | SCHWAB STRATEGIC TR | $34.9M | 9.68% | 1.2M | Trimmed |
| 5 | DGRW | WISDOMTREE TR | $22.8M | 6.34% | 258,309 | Trimmed |
| 6 | SPIN | SSGA ACTIVE TR | $17.7M | 4.90% | 577,450 | Trimmed |
| 7 | CGIC | CAPITAL GROUP INTERNATIONAL | $17.5M | 4.84% | 520,740 | Added |
| 8 | LVHI | LEGG MASON ETF INVT | $16.7M | 4.64% | 408,306 | Added |
| 9 | CSPF | COHEN & STEERS ETF TRUST | $9.1M | 2.52% | 352,469 | Added |
| 10 | EVIM | MORGAN STANLEY ETF TRUST | $8.9M | 2.46% | 168,303 | Added |
| 11 | SPLG | SPDR SERIES TRUST | $7.5M | 2.09% | 96,959 | Added |
| 12 | CSRE | COHEN & STEERS ETF TRUST | $7.2M | 2.01% | 268,815 | Added |
| 13 | FEMR | FIDELITY COVINGTON TRUST | $7.1M | 1.96% | 203,101 | Added |
| 14 | ESGG | FLEXSHARES TR | $6.8M | 1.89% | 33,504 | Trimmed |
| 15 | IVV | ISHARES TR | $6.6M | 1.83% | 9,960 | Added |
| 16 | SUSL | ISHARES TR | $5.9M | 1.62% | 50,820 | Trimmed |
| 17 | FFSM | FIDELITY COVINGTON TRUST | $5.7M | 1.57% | 174,090 | Added |
| 18 | AAPL | APPLE INC | $4.1M | 1.15% | 15,995 | Added |
| 19 | HYBL | SSGA ACTIVE TR | $3.9M | 1.08% | 140,337 | Added |
| 20 | XSOE | WISDOMTREE TR | $3.2M | 0.88% | 79,057 | Trimmed |
| 21 | HELO | J P MORGAN EXCHANGE TRADED F | $3.0M | 0.84% | 47,355 | Trimmed |
| 22 | IWM | ISHARES TR | $2.7M | 0.75% | 10,754 | Added |
| 23 | CGMS | CAPITAL GRP FIXED INCM ETF T | $2.4M | 0.67% | 88,468 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $2.2M | 0.60% | 12,167 | Hold |
| 25 | SHYM | BLACKROCK ETF TRUST II | $1.9M | 0.53% | 86,242 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31