Long-term investor

Sk Wealth Management, LLC @skwealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001867958).

Record

  • Tracked since 2025-06-30 (448 days), 85 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.7% · 6 months n/a · 1 year +18.2% · all +18.2%
  • Max drawdown n/a · win rate 59% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 38149W622 · 13.0% · long · since 2025-06-30
  • 14020W106 · 12.2% · long · since 2025-09-30
  • 808524300 · 8.6% · long · since 2025-06-30
  • 09290C665 · 7.6% · long · since 2026-06-30
  • 97717X263 · 7.4% · long · since 2025-06-30
  • 14021T102 · 7.3% · long · since 2025-09-30
  • 97717X669 · 5.1% · long · since 2025-06-30
  • 52468L505 · 3.9% · long · since 2025-06-30
  • 78464A854 · 3.8% · long · since 2025-06-30
  • 464287200 · 2.2% · long · since 2025-06-30
  • 31609A800 · 2.1% · long · since 2025-06-30
  • 19249U203 · 2.1% · long · since 2025-06-30

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