SK Wealth Management, LLC
- SEC CIK
- 0001867958
- Latest filing
- Aug 11, 2026
The latest 13F from SK Wealth Management, LLC covers Q2 2026 (filed Aug 11, 2026): 80 long positions worth $444.0M. The top 10 holdings make up 71.3% of the portfolio, and the largest is Goldman Sachs ETF Tr at 13.0%. Livermore has 8 filings on Form 13F from this institution, going back to Q3 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 4
- Est. +$38.6M
- Added
- 28
- Est. +$39.4M
- Reduced
- 46
- Est. −$40.1M
- Sold out
- 1
- Est. −$209.7K
Top 5 holdings
Share of this quarter's portfolio value
- Goldman Sachs ETF Tr38149W62213.0%$57.9M
- Capital Group Dividend Value14020W10612.2%$54.2M
- Schwab U.S. Large-Cap Growth ETF8085243008.6%$38.3M
- BlackRock ETF Trust09290C6657.6%$33.9M
- WisdomTree Tr97717X2637.4%$33.1M
Share of portfolio
Top 5 holdings and the other 75 positions, by share of portfolio value
- Goldman Sachs ETF Tr13.0%
- Capital Group Dividend Value12.2%
- Schwab U.S. Large-Cap Growth ETF8.6%
- BlackRock ETF Trust7.6%
- WisdomTree Tr7.4%
- Other 75 positions51.0%
Biggest buys
New and added positions, by estimated amount bought
- BlackRock ETF Trust09290C665+$33.9MNew
- Capital Group International14021T102+$13.4MAdded
- State Street SPDR Portfolio S&P 500 ETF78464A854+$8.16MAdded
- Goldman Sachs ETF Tr38149W622+$6.59MAdded
- Capital Group Dividend Value14020W106+$5.86MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- BlackRock ETF Trust09290C665+7.63 pp0.0% → 7.6%
- Capital Group International14021T102+2.49 pp4.8% → 7.3%
- State Street SPDR Portfolio S&P 500 ETF78464A854+1.74 pp2.1% → 3.8%
- Impax Funds Series Trust I704223387+0.98 pp0.0% → 1.0%
- Capital Group Dividend Value14020W106+0.96 pp11.2% → 12.2%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- WisdomTree Tr97717X263−$11.4MReduced
- Ssga Active Tr78470P838−$11.2MReduced
- Schwab U.S. Large-Cap Growth ETF808524300−$3.99MReduced
- WisdomTree Tr97717X669−$3.27MReduced
- Morgan Stanley ETF Trust61774R882−$2.39MReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- WisdomTree Tr97717X263−4.12 pp11.6% → 7.4%
- Ssga Active Tr78470P838−3.04 pp4.9% → 1.9%
- WisdomTree Tr97717X669−1.25 pp6.3% → 5.1%
- Schwab U.S. Large-Cap Growth ETF808524300−1.05 pp9.7% → 8.6%
- Morgan Stanley ETF Trust61774R882−1.01 pp2.5% → 1.5%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $444.0M
- +$83.5M (+23.2%) vs. prior quarter
- Positions
- 80
- +3 vs. prior quarter
- Top 10 concentration
- 71.3%
- Top 10 as share of value
- Turnover
- 10.0%
- Q2 2026, one quarter
- Average holding period
- 5.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q3 2024), so positions held before then are understated.
13F filings by quarter
8 quarters, going back to Q3 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $444.0M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 11, 2026 | 80 | $444.0M | Goldman Sachs ETF TrCapital Group Dividend ValueSchwab U.S. Large-Cap Growth ETF | vs. Q1 2026 | SEC |
| Q1 2026 | May 6, 2026 | 77 | $360.5M | Goldman Sachs ETF TrWisdomTree TrCapital Group Dividend Value | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 30, 2026 | 79 | $358.7M | Goldman Sachs ETF TrWisdomTree TrCapital Group Dividend Value | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 10, 2025 | 83 | $268.2M | Schwab U.S. Large-Cap Growth ETFWisdomTree TrGoldman Sachs ETF Tr | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 10, 2025 | 79 | $230.7M | Schwab U.S. Large-Cap Growth ETFWisdomTree TrJ P Morgan Exchange Traded F | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 22, 2025 | 73 | $186.3M | WisdomTree TrJ P Morgan Exchange Traded FSchwab U.S. Large-Cap Growth ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Mar 3, 2025 | 71 | $196.4M | WisdomTree TrJ P Morgan Exchange Traded FVanEck Morningstar Wide Moat ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Dec 30, 2024 | 71 | $195.5M | WisdomTree TrJ P Morgan Exchange Traded FVanEck Morningstar Wide Moat ETF | – | SEC |