SK Wealth Management, LLC
All 13F Filings
- Location
- Providence, RI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 443,990
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 80 | 443,990 | 13F-HR | SK Wealth Management, LLC |
| Q1 2026 | 5/6/2026 | 77 | 360,467 | 13F-HR | SK Wealth Management, LLC |
| Q4 2025 | 1/30/2026 | 79 | 358,673 | 13F-HR | SK Wealth Management, LLC |
| Q3 2025 | 10/10/2025 | 83 | 268,199 | 13F-HR | SK Wealth Management, LLC |
| Q2 2025 | 7/10/2025 | 79 | 230,698 | 13F-HR | SK Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 193.2 K | 43.5% | 7.322 K | 0 | 7.322 K |
| ETFs | 250.8 K | 56.5% | 76.21 K | 0 | 76.21 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
443,990
Holdings
80
QoQ value change ($000)
83,523
(23.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.