Sk Wealth Management, LLC Portfolio Holdings

Sk Wealth Management, LLC

  • $231 Billion
  • Q2 2025

Sk Wealth Management, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $231 Billion distributed in 79 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 $25.6B, Wisdomtree Tr Us Quality Divid with a value of $25B, J P Morgan Exchange Traded Fd with a value of $21.5B, Vaneck Morningstar Wide Moat E with a value of $18.1B, and J P Morgan Exchange Traded F with a value of $15.1B.

Examining the 13F form we can see an increase of $44.4B in the current position value, from $186B to 231B.

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 $231 Billion
ETFs: $173 Billion
Technology: $7.51 Billion
Consumer Cyclical: $4.67 Billion
Industrials: $1.54 Billion
Healthcare: $920 Million
Financial Services: $661 Million
Communication Services: $653 Million
Consumer Defensive: $319 Million
Other: $246 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$2.96 Billion 1.28% of portfolio
14,034
Q2 2025 Added 11.25%
$3.75T
$2.45 Billion 1.06% of portfolio
4,868
Q2 2025 Added 2.96%
$406B
$2.1 Billion 0.91% of portfolio
12,867
Q2 2025 Reduced 2.29%
$2.27T
$1.39 Billion 0.6% of portfolio
6,234
Q2 2025 Added 0.31%
$26.5B
$1.24 Billion 0.54% of portfolio
45,500
Q3 2024 New
-
$1.24 Billion 0.54% of portfolio
-
Q2 2025 Added 14.85%
$90.6B
$940 Million 0.41% of portfolio
3,368
Q2 2025 Added 0.24%
$70.1B
$731 Million 0.32% of portfolio
21,918
Q2 2025 Added 1.09%
-
$663 Million 0.29% of portfolio
-
Q2 2025 Reduced 2.87%
$215B
$568 Million 0.25% of portfolio
3,883
Q2 2025 Added 1.04%
-
$473 Million 0.21% of portfolio
-
Q2 2025 Added 0.12%
$934B
$481 Million 0.21% of portfolio
1,627
Q2 2025 Reduced 10.46%
$123B
$444 Million 0.19% of portfolio
927
Q2 2025 Reduced 36.38%
$5.81B
$396 Million 0.17% of portfolio
4,275
Q2 2025 Added 1,400.0%
$1.07T
$398 Million 0.17% of portfolio
2,256
Q2 2025 Reduced 1.23%
$185B
$319 Million 0.14% of portfolio
2,375
Q2 2025 Added 3.26%
$474B
$246 Million 0.11% of portfolio
2,158
Q2 2025 Reduced 2.22%
$748B
$240 Million 0.1% of portfolio
305
Q2 2025 Added 2.01%
$380B
$229 Million 0.1% of portfolio
616
Q2 2025 Added 2.5%
$160B
$240 Million 0.1% of portfolio
1,004
Q2 2025 New
$409B
$236 Million 0.1% of portfolio
1,510
Q2 2025 Reduced 11.38%
$831B
$216 Million 0.09% of portfolio
764
Q2 2025 New
$585B
$216 Million 0.09% of portfolio
603
Q2 2025 New
$0
$118 Million 0.05% of portfolio
13,129
Q2 2025 Added 3.22%
$0
$111 Million 0.05% of portfolio
12,504
Q2 2025 Added 2.36%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $231 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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