SK Wealth Management, LLC
•CIK: 1867958•Filing: Q4 2025
SK Wealth Management, LLC manages $359M across a portfolio of 79 distinct positions. The fund exhibits significant concentration in growth and technology sectors, with top holdings including GPIX at $46.5M and DDWM at $44.9M. Further notable allocations include CGDV ($39.7M) and SCHG ($39.0M), indicating a pronounced focus on established growth equities. This positioning suggests a mandate favoring high-conviction, large-cap growth opportunities.
Total AUM
$358.7M
QoQ Performance
+33.7%
Positions
54
Top 10 Concentration
72.5%
Latest Filing
Q4 2025
Top Holdings Allocation
GPIX
DDWM
CGDV
SCHG
DGRW
SPIN
GPIX13.0%
DDWM12.5%
CGDV11.1%
SCHG10.9%
DGRW7.0%
SPIN5.6%
LVHI4.4%
CGIC4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.0%
Technology2.8%
ETF2.4%
Consumer1.0%
Industrial0.3%
Healthcare0.2%
Financial0.1%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW7 new positions
↑32 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024