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Jason E Archambault

Sk Wealth Management, Llc

Assets Managed
$360.467M
Holdings
77
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
0.51%(2Q avg: 17.12%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sk Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Sk Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 360.467M in assets, with a quarterly growth rate of 0.51% and a 2-quarter average growth rate of 17.12%. The portfolio is managed by Jason E Archambault, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GPIX
S&p 500 Core Premium Income
Recent Activity
Increased 4.37%
12.7%
$45.753M
909,777 shares@ $50.29 avg price
DDWM
Wisdomtree Dy Cur Hdg Intl
Recent Activity
Decreased -5.91%
11.57%
$41.703M
931,914 shares@ $44.75 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 7.11%
11.25%
$40.547M
944,276 shares@ $42.94 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -2.46%
9.68%
$34.882M
1.181M shares@ $29.55 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Decreased -5.18%
6.34%
$22.842M
258,309 shares@ $88.44 avg price
SPIN
Spdr Ssga Us Eq Prem Inc Etf
Recent Activity
Decreased -4.12%
4.91%
$17.668M
577,450 shares@ $30.6 avg price
CGIC
Cap Group Intl Core Eq
Recent Activity
Increased 25.15%
4.85%
$17.45M
520,740 shares@ $33.52 avg price
LVHI
Franklin International Low V
Recent Activity
Increased 0.16%
4.64%
$16.724M
408,306 shares@ $40.96 avg price
CSPF
Chn & Strs Prfr A I Op A Etf
Recent Activity
Increased 291.65%
2.52%
$9.067M
352,469 shares@ $25.73 avg price
EVIM
Eaton Vance Int Muni Income
Recent Activity
Increased 319.74%
2.46%
$8.867M
168,303 shares@ $52.69 avg price

1-10 of 77