SK Wealth Management, LLC

CIK

1867958

Location

PROVIDENCE, RI

Portfolio Value

Micro $20,934,588

Diversification

Diversified

Filing Date

Global Rank

#7,337 / 8,232 ▲ 188

Top Industry

Consumer Electronics 23.9%

3Y Alpha vs SPY

-3.2%

Period ended 2 months ago

Filed May 6, 2026 · 38d

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+22.0%

SPY

+27.3%

Annualised alpha

-3.1%

Max drawdown

−22.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.4%

+0.5 pts

Top 5

54.7%

−1.4 pts

Top 10

77.7%

−0.2 pts

HHI

843

Diversified−7

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.0%	$8,577,838	6
Unclassified	18.9%	$3,950,992	3
Consumer Cyclical	16.6%	$3,467,805	4
Industrials	9.0%	$1,875,100	3
Healthcare	6.2%	$1,291,127	4
Energy	3.6%	$758,416	2
Communication Services	3.1%	$641,546	1
Consumer Defensive	1.8%	$371,764	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+763	15,995	$4,059,371
AMZN	Amazon Com Inc	+148	6,598	$1,374,165
XOM	Exxon Mobil Corp	+134	2,330	$395,307
CSX	Csx Corp	+79	22,160	$909,668
MAR	Marriott International Inc /Md/	+33	3,417	$1,117,598
JNJ	Johnson & Johnson	+14	1,473	$360,060
RTX	RTX Corp	+13	3,928	$757,711
MDY	Spdr S&P Midcap 400 ETF Trust	+10	2,710	$1,671,419
LLY	ELI LILLY & Co	+3	311	$286,048
QQQ	Invesco Qqq Trust, Series 1	+1	736	$424,804
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−81	4,736	$1,753,125
HON	Honeywell International Inc	−45	919	$207,721
MRK	Merck & Co., Inc.	−44	1,921	$231,077
PEP	Pepsico Inc	−28	2,394	$371,764
GOOGL	Alphabet Inc.	−28	2,231	$641,546
TSLA	Tesla, Inc.	−26	1,564	$581,417
AVGO	Broadcom Inc.	−12	647	$200,252
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−10	669	$226,088
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CVX	Chevron Corp	1,755	$363,109
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
JPM	Jpmorgan Chase & Co	681	$219,431
V	Visa Inc.	605	$212,179
HD	Home Depot, Inc.	593	$204,051
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $20,934,588 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	15,995	+763	$4,059,371	−2.0%	19.39%
NVDA	Nvidia Corp Technology	Held	12,167	0	$2,121,924	−6.5%	10.14%
SPY	Spdr S&P 500 ETF Trust	Held	2,852	0	$1,854,769	−4.6%	8.86%
MSFT	Microsoft Corp Technology	Reduced	4,736	-81	$1,753,125	−24.7%	8.37%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	2,710	+10	$1,671,419	+2.6%	7.98%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,598	+148	$1,374,165	−7.7%	6.56%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	3,417	+33	$1,117,598	+6.5%	5.34%
CSX	Csx Corp Industrials	Added	22,160	+79	$909,668	+13.6%	4.35%
RTX	RTX Corp Industrials	Added	3,928	+13	$757,711	+5.5%	3.62%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,231	-28	$641,546	−9.3%	3.06%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,564	-26	$581,417	−18.7%	2.78%
QQQ	Invesco Qqq Trust, Series 1	Added	736	+1	$424,804	−5.9%	2.03%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Held	927	0	$413,942	−1.5%	1.98%
XOM	Exxon Mobil Corp Energy	Added	2,330	+134	$395,307	+49.6%	1.89%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Held	4,275	0	$394,625	+1.2%	1.89%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,394	-28	$371,764	+7.0%	1.78%
CVX	Chevron Corp Energy	NEW	1,755	NEW	$363,109	NEW	1.73%
JNJ	Johnson & Johnson Healthcare	Added	1,473	+14	$360,060	+19.2%	1.72%
LLY	ELI LILLY & Co Healthcare	Added	311	+3	$286,048	−13.6%	1.37%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,921	-44	$231,077	+11.7%	1.10%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	669	-10	$226,088	+9.6%	1.08%
LRCX	Lam Research Corp Technology	Held	1,016	0	$217,078	+24.8%	1.04%
HON	Honeywell International Inc Industrials	Reduced	919	-45	$207,721	+10.5%	0.99%
AVGO	Broadcom Inc. Technology	Reduced	647	-12	$200,252	−12.2%	0.96%