13F Filings History of SK Wealth Management, LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$358,673,276
Signature - Title
Jason E Archambault - CEO/CCO
Location
Providence, RI
Summary
This page shows a list of all the recent 13F filings made by SK Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SK Wealth Management, LLC reported 79 stock holdings with total value $358,673,276 as of Q4 2025. Top holdings included GPIX, DDWM, CGDV, SCHG, and DGRW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $358,673,276 +$153,351,216 -$72,327,830 +$81,023,386 GPIX, DDWM, CGDV, SCHG, DGRW 13F-HR 30 Jan 2026, 10:44
Q3 2025 83 $268,198,585 +$40,131,064 -$14,565,562 +$25,565,502 SCHG, DGRW, GPIX, JEPI, LVHI 13F-HR 10 Oct 2025, 16:51
Q2 2025 79 $230,698,220 +$22,659,223 -$7,760,764 +$14,898,459 SCHG, DGRW, JEPI, MOAT, HELO 13F-HR 10 Jul 2025, 09:29
Q1 2025 73 $186,322,417 +$19,333,461 -$9,354,473 +$9,978,988 DGRW, JEPI, SCHG, MOAT, HELO 13F-HR 22 Apr 2025, 13:01
Q4 2024 71 $196,407,471 +$3,109,465 -$3,924 +$3,105,541 DGRW, JEPI, MOAT, SCHG, HELO 13F-HR 03 Mar 2025, 15:08
Q3 2024 71 $174,188,626 $0 $0 $0 DGRW, JEPI, MOAT, HELO, LVHI 13F-HR 30 Dec 2024, 14:07