SK Wealth Management, LLC
SK Wealth Management, LLC reported 80 positions worth $444.0M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: GPIX (13.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GPIX | SH | $57.9M | 13.04% | 1,026,659 | — | — | |
| ▸ 2 | CGDV | SH | $54.2M | 12.21% | 1,058,693 | — | — | |
| ▸ 3 | SCHG | SH | $38.3M | 8.63% | 1,069,513 | — | — | |
| ▸ 4 | IALT | SH | $33.9M | 7.63% | 1,170,248 | — | — | |
| ▸ 5 | DDWM | SH | $33.1M | 7.45% | 693,751 | — | — | |
| ▸ 6 | CGIC | SH | $32.6M | 7.33% | 886,486 | — | — | |
| ▸ 7 | DGRW | SH | $22.6M | 5.09% | 225,628 | — | — | |
| ▸ 8 | LVHI | SH | $17.5M | 3.94% | 406,952 | — | — | |
| ▸ 9 | SPYM | SH | $17.0M | 3.83% | 186,676 | — | — | |
| ▸ 10 | IVV | SH | $9.7M | 2.18% | 12,443 | — | — |
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Frequently Asked Questions
What stocks does SK Wealth Management, LLC hold as of Q2 2026?
SK Wealth Management, LLC reported 80 positions worth $444.0M in its Q2 2026 13F filing. Largest positions: GPIX (13.0%), CGDV (12.2%), SCHG (8.6%), IALT (7.6%) and DDWM (7.4%).
What did SK Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SK Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.