account_balance
Investment manager · 13F filer · SEC CIK 1867958
SK Wealth Management, LLC
Reported value$444Mas of Jun 30, 2026
Positions80 4 new, 1 sold out
Top 10 weight71.3%GPIX alone is 13%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GPIXGoldman Sachs ETF Tr
13.0%Added +13%
CGDVCapital Group Dividend Value
12.2%Added +12%
SCHGSchwab Strategic Tr
8.6%Trimmed −9%
IALTBlackRock ETF Trust
7.6%New
DDWMWisdomtree Tr
7.4%Trimmed −26%
CGICCapital Group International
7.3%Added +70%
DGRWWisdomtree Tr
5.1%Trimmed −13%
LVHILegg Mason ETF Invt
3.9%
SPYMSPDR Series Trust
3.8%Added +93%
IVViShares Tr
2.2%Added +25%
FEMRFidelity Covington Trust
2.1%+15%
CSPF2.1%
GPIXGoldman Sachs ETF Tr
13.0%Added +13%
CGDVCapital Group Dividend Value
12.2%Added +12%
SCHGSchwab Strategic Tr
8.6%
IALTBlackRock ETF Trust
7.6%
DDWMWisdomtree Tr
7.4%−26%
CGICCapital Group International
7.3%
DGRWWisdomtree Tr
5.1%
LVHI3.9%
SPYM3.8%
IVV2.2%
FEMR2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GPIX Goldman Sachs ETF Tr 13.0% Added +13%
CGDV Capital Group Dividend Value 12.2% Added +12%
SCHG Schwab Strategic Tr 8.6% Trimmed −9%
IALT BlackRock ETF Trust 7.6% New
DDWM Wisdomtree Tr 7.4% Trimmed −26%
CGIC Capital Group International 7.3% Added +70%
DGRW Wisdomtree Tr 5.1% Trimmed −13%
LVHI Legg Mason ETF Invt 3.9% Held
SPYM SPDR Series Trust 3.8% Added +93%
IVV iShares Tr 2.2% Added +25%
FEMR Fidelity Covington Trust 2.1% Added +15%
CSPF Cohen & Steers ETF Trust 2.1% Held
What changed
Biggest moves since Mar 31, 2026
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