Sk Wealth Management, LLC Portfolio Holdings

Sk Wealth Management, LLC

  • $268 Billion
  • Q3 2025

Sk Wealth Management, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $268 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $32.1B, Wisdomtree Tr Us Quality Divid with a value of $27.3B, Goldman Sachs ETF Tr with a value of $24B, J P Morgan Exchange Traded Fd with a value of $20.8B, and Franklin International Low Vol with a value of $15.6B.

Examining the 13F form we can see an increase of $37.5B in the current position value, from $231B to 268B.

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 $268 Billion
ETFs: $196 Billion
Technology: $9.89 Billion
Consumer Cyclical: $4.76 Billion
Industrials: $1.43 Billion
Healthcare: $945 Million
Communication Services: $884 Million
Financial Services: $427 Million
Consumer Defensive: $347 Million
Other: $246 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.1 Billion 11.97% of portfolio
987,688
Q3 2025 Added 13.37%
$0
$27.3 Billion 10.2% of portfolio
308,267
Q3 2025 Added 5.08%
Goldman Sachs ETF Tr
-
$24 Billion 8.95% of portfolio
-
Q3 2025 Added 66.36%
$0
$20.8 Billion 7.76% of portfolio
366,601
Q3 2025 Reduced 3.24%
$0
$15.6 Billion 5.83% of portfolio
443,582
Q3 2025 Added 4.0%
$0
$14.3 Billion 5.33% of portfolio
142,361
Q3 2025 Reduced 24.2%
J P Morgan Exchange Traded F
-
$11.6 Billion 4.33% of portfolio
-
Q3 2025 Reduced 25.51%
$0
$9.37 Billion 3.49% of portfolio
47,017
Q3 2025 Reduced 3.64%
$0
$6.89 Billion 2.57% of portfolio
165,062
Q3 2025 Added 655.09%
$0
$6.51 Billion 2.43% of portfolio
9,648
Q3 2025 Added 24.57%
$0
$6.23 Billion 2.32% of portfolio
52,805
Q3 2025 Added 20.74%
$0
$5.6 Billion 2.09% of portfolio
132,177
Q3 2025 New
$0
$4.95 Billion 1.85% of portfolio
174,342
Q3 2025 Added 4.56%
$0
$4.62 Billion 1.72% of portfolio
159,177
Q3 2025 Added 3.95%
$0
$4.56 Billion 1.7% of portfolio
95,281
Q3 2025 Reduced 21.74%
$4.35T
$4.45 Billion 1.66% of portfolio
17,528
Q3 2025 Added 24.9%
$0
$3.72 Billion 1.39% of portfolio
64,527
Q3 2025 Reduced 3.34%
Fidelity Covington Trust
-
$3.48 Billion 1.3% of portfolio
-
Q3 2025 Added 173.2%
Cohen & Steers ETF Trust
-
$3.43 Billion 1.28% of portfolio
-
Q3 2025 Added 20.87%
$0
$3.4 Billion 1.27% of portfolio
88,500
Q3 2025 Reduced 3.6%
$0
$2.79 Billion 1.04% of portfolio
68,884
Q3 2025 Reduced 1.0%
$3.86T
$2.54 Billion 0.95% of portfolio
4,859
Q3 2025 Reduced 0.18%
$505B
$2.47 Billion 0.92% of portfolio
12,822
Q3 2025 Reduced 0.35%
$0
$2.25 Billion 0.84% of portfolio
3,358
Q3 2025 Added 0.3%
$0
$1.93 Billion 0.72% of portfolio
3,969
Q3 2025 Reduced 0.25%
$0
$1.82 Billion 0.68% of portfolio
43,035
Q3 2025 Reduced 19.94%
Cohen & Steers ETF Trust
-
$1.72 Billion 0.64% of portfolio
-
Q3 2025 Added 6.65%
$0
$1.62 Billion 0.61% of portfolio
2,731
Q3 2025 Added 0.33%
$0
$1.61 Billion 0.6% of portfolio
36,433
Q3 2025 Reduced 9.59%
$0
$1.43 Billion 0.53% of portfolio
11,752
Q3 2025 Reduced 1.55%
$2.49T
$1.42 Billion 0.53% of portfolio
6,234
Q2 2025 Added 0.31%
-
$1.4 Billion 0.52% of portfolio
-
Q3 2025 Added 12.23%
-
$1.34 Billion 0.5% of portfolio
-
Q3 2025 Added 98.52%
$0
$1.32 Billion 0.49% of portfolio
41,565
Q3 2025 Reduced 13.13%
Morgan Stanley ETF Trust
-
$1.14 Billion 0.43% of portfolio
-
Q3 2025 New
$0
$1.12 Billion 0.42% of portfolio
25,670
Q3 2025 Added 1.54%
$0
$1.11 Billion 0.41% of portfolio
21,861
Q3 2025 Reduced 13.19%
$0
$1.07 Billion 0.4% of portfolio
23,277
Q3 2025 Added 1.04%
$20.3B
$1.07 Billion 0.4% of portfolio
45,500
Q3 2024 New
Ssga Active Tr
-
$1.06 Billion 0.39% of portfolio
-
Q3 2025 New
$0
$959 Million 0.36% of portfolio
7,031
Q3 2025 Added 0.19%
$0
$932 Million 0.35% of portfolio
10,063
Q3 2025 Reduced 3.18%
Capital Group International
-
$910 Million 0.34% of portfolio
-
Q3 2025 New
$84.6B
$899 Million 0.34% of portfolio
3,377
Q3 2025 Added 0.27%
T Rowe Price ETF Inc
-
$822 Million 0.31% of portfolio
-
Q3 2025 Reduced 66.73%
$75.7B
$793 Million 0.3% of portfolio
22,005
Q3 2025 Added 0.4%
$0
$803 Million 0.3% of portfolio
1,316
Q3 2025 New
$0
$771 Million 0.29% of portfolio
15,805
Q3 2025 Reduced 9.01%
$1.44T
$713 Million 0.27% of portfolio
1,637
Q3 2025 Added 0.61%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $268 Billion
  • Prior Value $231 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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