SK Wealth Management, LLC logo

SK Wealth Management, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for SK Wealth Management, LLC with $262.2M in long positions as of Q3 2025, 91% allocated to ETF, and 64% concentrated in top 10 positions.

Portfolio Value
$262.2M
Top 10 Concentration
64%
Top Sector
ETF (91%)
US Exposure
100%
Market Cap Focus
N/A
Countries
2

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 90.60%ETFTechnology: 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%
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%

Industry Breakdown

17 industries across all sectors

ETF: 90.63%ETFConsumer Electronics: 1.70%Semiconductors: 1.11%Software - Infrastructure: 0.97%Specialty Retail: 0.70%Travel Lodging: 0.34%11 more: 1.99%
ETF
ETF
90.63%
Consumer Electronics
Technology
1.70%
Semiconductors
Technology
1.11%
Software - Infrastructure
Technology
0.97%
Specialty Retail
Consumer Cyclical
0.70%
Travel Lodging
Consumer Cyclical
0.34%
Internet Content & Information
Communication Services
0.34%
Railroads
Industrials
0.30%
Auto - Manufacturers
Consumer Cyclical
0.27%
Aerospace & Defense
Industrials
0.24%
Drug Manufacturers - General
Healthcare
0.21%
Biotechnology
Healthcare
0.15%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 5.64%Large Cap ($10B - $200B): 1.09%N/A (ETF or Unknown): 93.27%N/A (ETF or Unknown)
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%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.92%
International
0.078%
Countries
2
Largest Int'l Market
Taiwan - 0.08%
United States of America
99.92% ($262.0M)
79 holdings
Taiwan
0.08% ($203.6K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
3.7 quarters
Avg. Top 20
3.5 quarters
Avg. All Positions
3.4 quarters
Median Holding Period
4 quarters
Persistence Rate
78.75%
Persistent Holdings Weight
89.1%
Persistent Positions
63
Longest Held
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 4 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.54%
Avg. Position Weight
1.25%
Largest Position
Schwab U.S. Large-Cap Growth ETF logo
Schwab U.S. Large-Cap Growth ETFSCHG - 12.24%
Largest Ownership Stake
Marriott International Class A Common Stock logo
Marriott International Class A Common StockMAR - 0.00%
Avg. Ownership Stake
0.000%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q3 2024)

Avg. New Position
1.22%
Avg. Ownership Stake
0.000%
Largest Position
Schwab U.S. Large-Cap Growth ETF logo
Schwab U.S. Large-Cap Growth ETFSCHG - 12.24% (Q3 2025)
Largest Ownership Stake
Marriott International Class A Common Stock logo
Marriott International Class A Common StockMAR - 0.00% (Q3 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
9.7%
Value Traded
$25.37M
Positions Added
7
Positions Exited
3

Historical (Since Q3 2024)

Avg. Turnover Ratio
17.8%
Avg. Positions Added
18
Avg. Positions Exited
2
Highest Turnover
50.0%
Q3 2024
Lowest Turnover
6.0%
Q2 2025

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