Sk Wealth Management, LLC Portfolio Holdings

Sk Wealth Management, LLC

  • $359 Billion
  • Q4 2025

Sk Wealth Management, LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $359 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr with a value of $46.5B, Wisdomtree Tr Currency Hedged with a value of $44.9B, Capital Group Divid Value ETF with a value of $39.7B, Schwab Strategic Tr Us Large C with a value of $39B, and Wisdomtree Tr Us Quality Divid with a value of $24.9B.

Examining the 13F form we can see an increase of $90.5B in the current position value, from $268B to 359B.

Sk Wealth Management, LLC is based out at Providence, RI

Below you can find more details about Sk Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $359 Billion
ETFs: $228 Billion
Technology: $8.81 Billion
Consumer Cyclical: $3.95 Billion
Industrials: $1.84 Billion
Healthcare: $1.3 Billion
Communication Services: $1.24 Billion
Financial Services: $409 Million
Consumer Defensive: $360 Million
Other: $309 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $359 Billion
  • Prior Value $268 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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