SK Wealth Management, LLC

13F filer · CIK 0001867958

Reported Aug 12, 2026

13F portfolio value$444MU.S. long equity reported on 13F

Positions29Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight6.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202629 positions
SPINBimergen Energy Corp	$8.25M	1.86%	Not reported	Not reported	Q3 2025
AAPLApple Inc.	$4.92M	1.11%	0.00%	Not reported	Q3 2024
NVDANvidia Corp	$2.64M	0.59%	0.00%	Not reported	Q3 2024
MSFTMicrosoft Corp	$2.33M	0.53%	0.00%	Not reported	Q3 2024
SPYSPDR S&P 500 ETF Trust	$2.13M	0.48%	Not reported	Not reported	Q3 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.84M	0.42%	Not reported	Not reported	Q3 2024
AMZNAmazon Com Inc	$1.78M	0.40%	0.00%	Not reported	Q3 2024
SUSASouthern USA Resources Inc.	$1.52M	0.34%	Not reported	Not reported	Q3 2024
MARMarriott International Inc	$1.19M	0.27%	0.00%	Not reported	Q3 2024
EMBXEmbrex Inc	$1.13M	0.25%	Not reported	Not reported	Q4 2025
CSXCSX Corp	$1.11M	0.25%	0.00%	Not reported	Q3 2024
RTXRTX Corp	$884K	0.20%	0.00%	Not reported	Q3 2024
GOOGLAlphabet Inc.	$786K	0.18%	0.00%	Not reported	Q3 2024
QQQInvesco QQQ Trust, Series 1	$531K	0.12%	Not reported	Not reported	Q3 2025
TSLATesla, Inc.	$504K	0.11%	0.00%	Not reported	Q3 2024
GOOGAlphabet Inc.	$493K	0.11%	Not reported	Not reported	Q3 2024
VRTXVertex Pharmaceuticals Inc / Ma	$486K	0.11%	0.00%	Not reported	Q3 2024
ORLYO Reilly Automotive Inc	$394K	0.09%	0.00%	Not reported	Q3 2024
LLYELI LILLY & Co	$374K	0.08%	0.00%	Not reported	Q3 2024
JNJJohnson & Johnson	$371K	0.08%	0.00%	Not reported	Q3 2024
XOMExxonMobil Holdings Corp	$356K	0.08%	0.00%	Not reported	Q3 2024
CVXChevron Corp	$345K	0.08%	0.00%	New	Q2 2026
LRCXLam Research Corp	$312K	0.07%	0.00%	Not reported	Q4 2025
PEPPepsico Inc	$285K	0.06%	0.00%	Not reported	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$284K	0.06%	0.00%	Not reported	Q3 2025
AVGOBroadcom Inc.	$274K	0.06%	0.00%	Not reported	Q3 2025
MRKMerck & Co., Inc.	$258K	0.06%	0.00%	Not reported	Q4 2025
BRK.BBerkshire Hathaway Inc	$210K	0.05%	Not reported	New	Q2 2026
HDHome Depot, Inc.	$208K	0.05%	0.00%	Not reported	Q3 2024
Q4 2025Reported Jan 30, 202630 positions
SPINBimergen Energy Corp	$19.9M	5.55%	Not reported	+1712.8%	Q3 2025
AAPLApple Inc.	$3.93M	1.10%	0.00%	-13.1%	Q3 2024
NVDANvidia Corp	$2.34M	0.65%	0.00%	-5.1%	Q3 2024
MSFTMicrosoft Corp	$2.09M	0.58%	0.00%	-0.9%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$1.98M	0.55%	Not reported	-15.1%	Q3 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.71M	0.48%	Not reported	-1.1%	Q3 2024
AMZNAmazon Com Inc	$1.56M	0.43%	0.00%	+3.5%	Q3 2024
SUSASouthern USA Resources Inc.	$1.19M	0.33%	Not reported	+19.8%	Q3 2024
EMBXEmbrex Inc	$1.19M	0.33%	Not reported	New	Q4 2025
MARMarriott International Inc	$1.08M	0.30%	0.00%	+0.2%	Q3 2024
CSXCSX Corp	$836K	0.23%	0.00%	+0.4%	Q3 2024
RTXRTX Corp	$782K	0.22%	0.00%	+0.4%	Q3 2024
GOOGLAlphabet Inc.	$764K	0.21%	0.00%	0.0%	Q3 2024
TSLATesla, Inc.	$662K	0.18%	0.00%	-2.9%	Q3 2024
GOOGAlphabet Inc.	$473K	0.13%	Not reported	+0.1%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$463K	0.13%	Not reported	-44.2%	Q3 2025
VRTXVertex Pharmaceuticals Inc / Ma	$441K	0.12%	0.00%	Not reported	Q3 2024
ORLYO Reilly Automotive Inc	$423K	0.12%	0.00%	Not reported	Q3 2024
PEPPepsico Inc	$360K	0.10%	0.00%	+1.0%	Q3 2024
JNJJohnson & Johnson	$332K	0.09%	0.00%	+0.6%	Q3 2024
LLYELI LILLY & Co	$315K	0.09%	0.00%	-7.0%	Q3 2024
XOMExxonMobil Holdings Corp	$309K	0.09%	0.00%	+0.9%	Q3 2024
LRCXLam Research Corp	$252K	0.07%	0.00%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$231K	0.06%	0.00%	Not reported	Q3 2025
HDHome Depot, Inc.	$220K	0.06%	0.00%	-0.7%	Q3 2024
HONHoneywell International Inc	$219K	0.06%	0.00%	Not reported	Q3 2024
AVGOBroadcom Inc.	$218K	0.06%	0.00%	Not reported	Q3 2025
MRKMerck & Co., Inc.	$213K	0.06%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$209K	0.06%	0.00%	-4.2%	Q2 2025
VVisa Inc.	$201K	0.06%	0.00%	+0.2%	Q2 2025
Q3 2025Reported Oct 10, 202528 positions
AAPLApple Inc.	$4.45M	1.66%	0.00%	+24.9%	Q3 2024
MSFTMicrosoft Corp	$2.54M	0.95%	0.00%	-0.2%	Q3 2024
NVDANvidia Corp	$2.47M	0.92%	0.00%	-0.4%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$2.25M	0.84%	Not reported	+0.3%	Q3 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.62M	0.61%	Not reported	+0.3%	Q3 2024
AMZNAmazon Com Inc	$1.42M	0.53%	0.00%	Not reported	Q3 2024
LILi Auto Inc.	$1.07M	0.40%	0.00%	Not reported	Q3 2024
SPINBimergen Energy Corp	$1.06M	0.39%	Not reported	New	Q3 2025
SUSASouthern USA Resources Inc.	$959K	0.36%	Not reported	+0.2%	Q3 2024
MARMarriott International Inc	$899K	0.34%	0.00%	+0.3%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$803K	0.30%	Not reported	New	Q3 2025
CSXCSX Corp	$793K	0.30%	0.00%	+0.4%	Q3 2024
TSLATesla, Inc.	$713K	0.27%	0.00%	+0.6%	Q3 2024
RTXRTX Corp	$632K	0.24%	0.00%	+0.4%	Q3 2024
GOOGLAlphabet Inc.	$545K	0.20%	0.00%	+0.1%	Q3 2024
ORLYO Reilly Automotive Inc	$426K	0.16%	0.00%	Not reported	Q3 2024
VRTXVertex Pharmaceuticals Inc / Ma	$385K	0.14%	0.00%	Not reported	Q3 2024
PEPPepsico Inc	$347K	0.13%	0.00%	+1.0%	Q3 2024
GOOGAlphabet Inc.	$338K	0.13%	Not reported	-2.7%	Q3 2024
LLYELI LILLY & Co	$283K	0.11%	0.00%	+8.5%	Q3 2024
JNJJohnson & Johnson	$277K	0.10%	0.00%	-4.0%	Q3 2024
XOMExxonMobil Holdings Corp	$246K	0.09%	0.00%	+0.9%	Q3 2024
AVGOBroadcom Inc.	$227K	0.08%	0.00%	New	Q3 2025
HDHome Depot, Inc.	$226K	0.08%	0.00%	-3.1%	Q3 2024
JPMJPMorgan Chase & Co	$217K	0.08%	0.00%	-6.9%	Q2 2025
VVisa Inc.	$210K	0.08%	0.00%	+0.2%	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$204K	0.08%	0.00%	New	Q3 2025
GRNBGreen Bankshares, Inc.	$202K	0.08%	Not reported	-1.9%	Q2 2025
Q2 2025Reported Jul 10, 202527 positions
AAPLApple Inc.	$2.96M	1.28%	0.00%	+11.3%	Q3 2024
MSFTMicrosoft Corp	$2.45M	1.06%	0.00%	+3.0%	Q3 2024
NVDANvidia Corp	$2.1M	0.91%	0.00%	-2.3%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$2.09M	0.91%	Not reported	+0.3%	Q3 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.58M	0.69%	Not reported	+0.3%	Q3 2024
AMZNAmazon Com Inc	$1.39M	0.60%	0.00%	+0.3%	Q3 2024
LILi Auto Inc.	$1.24M	0.54%	0.00%	Not reported	Q3 2024
MARMarriott International Inc	$940K	0.41%	0.00%	+0.2%	Q3 2024
SUSASouthern USA Resources Inc.	$896K	0.39%	Not reported	+6.4%	Q3 2024
CSXCSX Corp	$731K	0.32%	0.00%	+1.1%	Q3 2024
RTXRTX Corp	$568K	0.25%	0.00%	+1.0%	Q3 2024
TSLATesla, Inc.	$481K	0.21%	0.00%	-10.5%	Q3 2024
VRTXVertex Pharmaceuticals Inc / Ma	$444K	0.19%	0.00%	-36.4%	Q3 2024
GOOGLAlphabet Inc.	$398K	0.17%	0.00%	-1.2%	Q3 2024
ORLYO Reilly Automotive Inc	$396K	0.17%	0.00%	Not reported	Q3 2024
PEPPepsico Inc	$319K	0.14%	0.00%	+3.3%	Q3 2024
GOOGAlphabet Inc.	$255K	0.11%	Not reported	+4.4%	Q3 2024
XOMExxonMobil Holdings Corp	$246K	0.11%	0.00%	-2.2%	Q3 2024
LLYELI LILLY & Co	$240K	0.10%	0.00%	+2.0%	Q3 2024
HONHoneywell International Inc	$240K	0.10%	0.00%	Not reported	Q3 2024
JNJJohnson & Johnson	$236K	0.10%	0.00%	-11.4%	Q3 2024
HDHome Depot, Inc.	$229K	0.10%	0.00%	+2.5%	Q3 2024
JPMJPMorgan Chase & Co	$216K	0.09%	0.00%	New	Q2 2025
VVisa Inc.	$216K	0.09%	0.00%	New	Q2 2025
GRNBGreen Bankshares, Inc.	$204K	0.09%	Not reported	New	Q2 2025
AODabrdn Total Dynamic Dividend Fund	$118K	0.05%	Not reported	+3.2%	Q3 2024
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$111K	0.05%	Not reported	+2.4%	Q3 2024

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