SK Wealth Management, LLC reported 23 positions worth $20.80M for the quarter ended Jun 30, 2026, up 17.3% on the prior quarter. It opened 2 new positions, added to 8, trimmed 11 and exited 1. Its largest holding is Apple Inc. at 23.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +397 | – | $210.18K | 1.01% |
| HD Home Depot, Inc. | +592 | – | $207.77K | 0.999% |
| MRK Merck & Co., Inc. | +49 | +2.6% | $6.41K | 1.24% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +9 | +1.3% | $3.77K | 1.36% |
| RTX RTX Corp | +16 | +0.4% | $3.59K | 4.25% |
| CSX Csx Corp | +65 | +0.3% | $3.26K | 5.35% |
| CVX Chevron Corp | +16 | +0.9% | $3.12K | 1.66% |
| MAR Marriott International Inc | +7 | +0.2% | $2.44K | 5.73% |
| LRCX Lam Research Corp | +2 | +0.2% | $612.97 | 1.5% |
| AVGO Broadcom Inc. | +1 | +0.2% | $422.18 | 1.32% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HON Honeywell International Inc | -460 | -100.0% | $209.72K | Exited |
| GOOG Alphabet Inc. | -427 | -23.6% | $151.91K | 2.37% |
| MSFT Microsoft Corp | -122 | -2.6% | $61.74K | 11.22% |
| AMZN Amazon Com Inc | -180 | -2.7% | $50.06K | 8.58% |
| PEP Pepsico Inc | -328 | -13.7% | $45.17K | 1.37% |
| XOM ExxonMobil Holdings Corp | -104 | -4.5% | $16.62K | 1.71% |
| JNJ Johnson & Johnson | -56 | -3.8% | $14.66K | 1.78% |
| TSLA Tesla, Inc. | -42 | -2.7% | $13.90K | 2.42% |
| AAPL Apple Inc. | -45 | -0.3% | $13.87K | 23.64% |
| GOOGL Alphabet Inc. | -32 | -1.4% | $11.44K | 3.78% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HON Honeywell International Inc | -460 | $209.72K | 1.18% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 16.0K | $4.92M | 23.64% | -45 | -0.3% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 12.1K | $2.64M | 12.68% | -44 | -0.4% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 4,614 | $2.33M | 11.22% | -122 | -2.6% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 6,418 | $1.78M | 8.58% | -180 | -2.7% | Reduced | 0% |
| 5 | MAR Marriott International Inc | Consumer Discretionary | 3,424 | $1.19M | 5.73% | +7 | +0.2% | Added | 0% |
| 6 | CSX Csx Corp | Industrials | 22.2K | $1.11M | 5.35% | +65 | +0.3% | Added | 0% |
| 7 | RTX RTX Corp | Industrials | 3,944 | $883.96K | 4.25% | +16 | +0.4% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 2,199 | $786.35K | 3.78% | -32 | -1.4% | Reduced | 0% |
| 9 | TSLA Tesla, Inc. | Consumer Discretionary | 1,522 | $503.60K | 2.42% | -42 | -2.7% | Reduced | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 1,386 | $493.10K | 2.37% | -427 | -23.6% | Reduced | 0% |
| 11 | VRTX Vertex Pharmaceuticals Inc / Ma | Healthcare | 927 | $485.67K | 2.33% | 0 | 0.0% | Unchanged | 0% |
| 12 | ORLY O Reilly Automotive Inc | Consumer Discretionary | 4,275 | $394.28K | 1.9% | 0 | 0.0% | Unchanged | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 303 | $373.84K | 1.8% | -8 | -2.6% | Reduced | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 1,417 | $370.89K | 1.78% | -56 | -3.8% | Reduced | 0% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 2,226 | $355.67K | 1.71% | -104 | -4.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at SK Wealth Management.
As of its Q2 2026 13F filing, SK Wealth Management, LLC’s five largest positions were Apple Inc. (AAPL) at 23.6%, Nvidia Corp (NVDA) at 12.7%, Microsoft Corp (MSFT) at 11.2%, Amazon Com Inc (AMZN) at 8.6%, Marriott International Inc (MAR) at 5.7% of the reported portfolio.
SK Wealth Management, LLC reported a 13F portfolio worth $20.80M across 23 positions for Q2 2026. That is up 17.3% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($210.18K), Home Depot, Inc. ($207.77K), Merck & Co., Inc. ($6.41K). It opened 2 new positions.
Its largest sales by value were Honeywell International Inc ($209.72K), Alphabet Inc. ($151.91K), Microsoft Corp ($61.74K). It exited 1 positions entirely.
From the Form 13F-HR reports SK Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.