SK Wealth Management, LLC

RIA/Wealth

SK Wealth Management, LLC is a RIA/Wealth based in Providence, RI led by Jason Eric Archambault, reporting $555.3M in AUM as of Q3 2025 with 91% ETF concentration and 64% concentrated in top 10 holdings.

CEOJason Eric Archambault

Portfolio Value: $262.2M
Positions: 80
Top Holding: SCHG at 12.24%
Last Reported: Q3 2025

Address50 Holden St, Providence, RI, 02908-5757, United States

Top Holdings

Largest long holdings in SK Wealth Management, LLC's portfolio (64.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$32.1M	12.24%	+$3.8M Bought	— 987.7K shares	Q3 2024 Held for 1y 2m
2 WisdomTree U.S. Quality Dividend Growth Fund DGRW	ETF ETF	$27.3M	10.43%	+$1.3M Bought	— 308.3K shares	Q3 2024 Held for 1y 2m
3 GPIX Goldman Sachs S&P 500 Core Premium Income GPIX	ETF ETF	$24.0M	9.16%	+$9.6M Bought	— 460.0K shares	Q3 2024 Held for 1y 2m
4 JPMorgan Equity Premium Income JEPI	ETF ETF	$20.8M	7.94%	-$696.9K Sold	— 366.6K shares	Q3 2024 Held for 1y 2m
5 Franklin International Low Volatility High Dividend Index LVHI	ETF ETF	$15.6M	5.96%	+$601.5K Bought	— 443.6K shares	Q3 2024 Held for 1y 2m
6 VanEck Morningstar Wide Moat ETF MOAT	ETF ETF	$14.3M	5.45%	-$4.6M Sold	— 142.4K shares	Q3 2024 Held for 1y 2m
7 JPMorgan Hedged Equity Laddered Overlay HELO	ETF ETF	$11.6M	4.43%	-$4.0M Sold	— 178.5K shares	Q3 2024 Held for 1y 2m
8 FlexShares STOXX Global ESG Select Index Fund ESGG	ETF ETF	$9.4M	3.58%	-$354.1K Sold	— 47.0K shares	Q3 2024 Held for 1y 2m
9 WisdomTree Dynamic Currency Hedged International Equity DDWM	ETF ETF	$6.9M	2.63%	+$6.0M Bought	— 165.1K shares	Q2 2025 Held for 5 months
10 iShares Core S&P 500 ETF IVV	ETF ETF	$6.5M	2.48%	+$1.3M Bought	— 9.6K shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SK Wealth Management, LLC's latest filing

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Market Value

$262.2M

Prior: $225.5M

Q/Q Change

+16.28%

+$36.7M

Net Flows % of MV

+9.5%

Turnover Ratio

9.68%

New Purchases

7 stocks

$9.9M

Added To

39 stocks

+$27.9M

Sold Out Of

3 stocks

$468.4K

Reduced Holdings

27 stocks

-$12.4M

Increased Positions

Position	Shares Δ	Change
1 CGDV Capital Group Dividend Value CGDV	New	0 → 132.2K +$5.6M
2 Eaton Vance Intermediate Municipal Income EVIM	New	0 → 21.7K +$1.1M
3 SPDR SSGA US Equity Premium Income SPIN	New	0 → 33.2K +$1.1M
4 CGIC Capital Group International Core Equity CGIC	New	0 → 29.4K +$909.7K
5 Invesco QQQ Trust QQQ	New	0 → 1.3K +$803.4K

Decreased Positions

Position	Shares Δ	Change
1 Honeywell International HON	Sold	1.0K → 0 −$239.7K
2 abrdn Total Dynamic Dividend Fund AOD	Sold	13.1K → 0 −$117.6K
3 EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG	Sold	12.5K → 0 −$111.0K
4 JPMorgan Hedged Equity Laddered Overlay HELO	-25.51%	239.6K → 178.5K −$4.0M
5 VanEck Morningstar Wide Moat ETF MOAT	-24.2%	187.8K → 142.4K −$4.6M

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Analytics

Portfolio insights and performance metrics for SK Wealth Management, LLC

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Sector Allocation

ETF

90.60%

Technology

3.80%

Consumer Cyclical

1.40%

Industrials

0.50%

Healthcare

0.40%

Communication Services

0.30%

Financial Services

0.20%

Consumer Defensive

0.10%

Energy

0.10%

Market Cap Distribution

Mega Cap (> $200B)

5.64%

Large Cap ($10B - $200B)

1.09%

N/A (ETF or Unknown)

93.27%

Portfolio Concentration

Top 10 Holdings %

64.3%

Top 20 Holdings %

81.38%

Top 50 Holdings %

96.3%

Top 100 Holdings %

100.0%