Institutional Fund
Sk Wealth Management, LLC
Providence, RICIK 18679586 filings on record
Portfolio Value
$360.47M
Q1 2026
Holdings
77
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+0.5%
from $358.67M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Goldman Sachs ETF Tr12.7%
- Wisdomtree Tr11.6%
- Capital Group Dividend Value11.2%
- Schwab Strategic Tr9.7%
- Wisdomtree Tr6.3%
- Ssga Active Tr4.9%
- Other43.6%
Portfolio Holdings
77 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs ETF Tr | 909.8K | $45.75M | 12.7% | +38.1K | Added |
| 2 | Wisdomtree Tr | 931.9K | $41.70M | 11.6% | −58.6K | Reduced |
| 3 | Capital Group Dividend Value | 944.3K | $40.55M | 11.2% | +62.7K | Added |
| 4 | Schwab Strategic Tr | 1.18M | $34.88M | 9.7% | −29.9K | Reduced |
| 5 | Wisdomtree Tr | 258.3K | $22.84M | 6.3% | −14.1K | Reduced |
| 6 | Ssga Active Tr | 577.5K | $17.67M | 4.9% | −24.8K | Reduced |
| 7 | Capital Group International | 520.7K | $17.45M | 4.8% | +104.6K | Added |
| 8 | Legg Mason ETF Invt | 408.3K | $16.72M | 4.6% | +612 | Added |
| 9 | Cohen & Steers ETF Trust | 352.5K | $9.07M | 2.5% | +262.5K | Added |
| 10 | Morgan Stanley ETF Trust | 168.3K | $8.87M | 2.5% | +128.2K | Added |
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