SK Wealth Management, LLC
Clone Performance
Nov 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 8 quarters. Past performance does not predict future results.
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 82.3% | $90,000,449 |
| Technology | 8.9% | $9,771,800 |
| Consumer Cyclical | 3.7% | $4,041,189 |
| Industrials | 1.6% | $1,804,649 |
| Healthcare | 1.3% | $1,436,915 |
| Communication Services | 1.2% | $1,275,571 |
| Energy | 0.5% | $597,898 |
| Consumer Defensive | 0.3% | $279,736 |
| Financial Services | 0.2% | $198,654 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CGIC | Capital Group International Core Equity ETF | +365,746 | 886,486 | $32,259,225 | |
| CGDV | Capital Group Dividend Value ETF | +114,417 | 1,058,693 | $52,172,391 | |
| CSX | Csx Corp | +65 | 22,225 | $1,056,354 | |
| MRK | Merck & Co., Inc. | +49 | 1,970 | $253,145 | |
| RTX | RTX Corp | +16 | 3,944 | $748,295 | |
| CVX | Chevron Corp | +16 | 1,771 | $293,560 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +9 | 678 | $323,792 | |
| MAR | Marriott International Inc /Md/ | +7 | 3,424 | $1,268,900 | |
| LRCX | Lam Research Corp | +2 | 1,018 | $441,129 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1 | 737 | $542,726 | |
| AVGO | Broadcom Inc. | +1 | 648 | $244,782 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EMBX | VanEck Emerging Markets Bond ETF | −1,014 | 22,066 | $1,132,206 | |
| GOOGL | Alphabet Inc. | −459 | 3,585 | $1,275,571 | |
| PEP | Pepsico Inc | −328 | 2,066 | $279,736 | |
| AMZN | Amazon Com Inc | −180 | 6,418 | $1,529,666 | |
| MSFT | Microsoft Corp | −122 | 4,614 | $1,721,114 | |
| XOM | ExxonMobil Holdings Corp | −104 | 2,226 | $304,338 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −102 | 2,608 | $1,834,310 | |
| SPY | Spdr S&P 500 ETF Trust | −94 | 2,758 | $2,059,591 | |
| JNJ | Johnson & Johnson | −56 | 1,417 | $359,875 | |
| AAPL | Apple Inc. | −45 | 15,950 | $4,615,292 | |
| NVDA | Nvidia Corp | −44 | 12,123 | $2,425,691 | |
| TSLA | Tesla, Inc. | −42 | 1,522 | $640,153 | |
| LLY | ELI LILLY & Co | −8 | 303 | $363,427 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HON | Honeywell International Inc | 919 | $207,721 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CGDV |
Capital Group Dividend Value ETF
|
Added | 1,058,693 | $52,172,391 | 47.69% | |
| CGIC |
Capital Group International Core Equity ETF
|
Added | 886,486 | $32,259,225 | 29.49% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 15,950 | $4,615,292 | 4.22% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 12,123 | $2,425,691 | 2.22% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,758 | $2,059,591 | 1.88% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 2,608 | $1,834,310 | 1.68% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,614 | $1,721,114 | 1.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 6,418 | $1,529,666 | 1.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,585 | $1,275,571 | 1.17% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Added | 3,424 | $1,268,900 | 1.16% | |
| EMBX |
VanEck Emerging Markets Bond ETF
|
Reduced | 22,066 | $1,132,206 | 1.03% | |
| CSX |
Csx Corp
Industrials
|
Added | 22,225 | $1,056,354 | 0.97% | |
| RTX |
RTX Corp
Industrials
|
Added | 3,944 | $748,295 | 0.68% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,522 | $640,153 | 0.59% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 737 | $542,726 | 0.50% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Held | 927 | $460,468 | 0.42% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,018 | $441,129 | 0.40% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Held | 4,275 | $393,684 | 0.36% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 303 | $363,427 | 0.33% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,417 | $359,875 | 0.33% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 678 | $323,792 | 0.30% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 2,226 | $304,338 | 0.28% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,771 | $293,560 | 0.27% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,066 | $279,736 | 0.26% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 1,970 | $253,145 | 0.23% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 648 | $244,782 | 0.22% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 592 | $208,786 | 0.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 397 | $198,654 | 0.18% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.