SK Wealth Management, LLC - Portfolio overview

SK Wealth Management, LLC has 92 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. GPIX - GOLDMAN SACHS ETF TR, 11.68%
2. DDWM - WISDOMTREE TR, 10.64%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 10.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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