SkyOak Wealth, LLC
CIK: 0001800379SEC EDGAR →
Portfolio Value
$510K
Holdings
250
As of
Q4 2025
New Positions
250
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 496,987 | $28K | 5.54% |
| 2 | J P MORGAN EXCHANGE TRADED F | 544,898 | $28K | 5.41% |
| 3 | SCHWAB STRATEGIC TR | 729,456 | $24K | 4.67% |
| 4 | APPLE INC | 85,727 | $23K | 4.57% |
| 5 | ISHARES TR | 201,021 | $21K | 4.04% |
| 6 | ISHARES TR | 186,556 | $17K | 3.27% |
| 7 | SPDR SERIES TRUST | 189,742 | $15K | 2.99% |
| 8 | ISHARES TR | 139,737 | $13K | 2.64% |
| 9 | J P MORGAN EXCHANGE TRADED F | 271,185 | $13K | 2.53% |
| 10 | SELECT SECTOR SPDR TR | 71,905 | $10K | 2.03% |
Quarterly Changes
New Positions (250)
$28K · 497K shares
$28K · 545K shares
$24K · 729K shares
$23K · 86K shares
$21K · 201K shares
$17K · 187K shares
$15K · 190K shares
$13K · 140K shares
$13K · 271K shares
$10K · 72K shares
$9K · 151K shares
$9K · 27K shares
$8K · 35K shares
$8K · 67K shares
$8K · 170K shares
$8K · 41K shares
$7K · 42K shares
$7K · 33K shares
$7K · 23K shares
$7K · 147K shares
$7K · 92K shares
$7K · 23K shares
$7K · 107K shares
$7K · 14K shares
$7K · 31K shares
$6K · 60K shares
$6K · 20K shares
$6K · 112K shares
$6K · 19K shares
$6K · 313K shares
$5K · 94K shares
$5K · 45K shares
$4K · 32K shares
$4K · 63K shares
$4K · 43K shares
$4K · 44K shares
$4K · 26K shares
$3K · 31K shares
$3K · 74K shares
$3K · 25K shares
$3K · 7K shares
$3K · 56K shares
$3K · 42K shares
$3K · 39K shares
$3K · 9K shares
$3K · 11K shares
$3K · 8K shares
$3K · 59K shares
$3K · 30K shares
$3K · 37K shares
$2K · 36K shares
$2K · 15K shares
$2K · 12K shares
$2K · 6K shares
$2K · 14K shares
$2K · 7K shares
$2K · 35K shares
$2K · 12K shares
$2K · 21K shares
$2K · 4K shares
$2K · 41K shares
$2K · 7K shares
$2K · 8K shares
$2K · 7K shares
$1K · 19K shares
$1K · 17K shares
$1K · 21K shares
$1K · 21K shares
$1K · 7K shares
$1K · 3K shares
$1K · 6K shares
$1K · 43K shares
$1K · 3K shares
$990 · 2K shares
$985 · 5K shares
$970 · 2K shares
$967 · 2K shares
$918 · 2K shares
$901 · 13K shares
$894 · 5K shares
$891 · 18K shares
$852 · 4K shares
$851 · 3K shares
$835 · 3K shares
$828 · 10K shares
$812 · 10K shares
$795 · 7K shares
$791 · 8K shares
$789 · 3K shares
$782 · 3K shares
$779 · 15K shares
$778 · 7K shares
$769 · 4K shares
$752 · 6K shares
$721 · 2K shares
$694 · 8K shares
$688 · 3K shares
$673 · 3K shares
$638 · 7K shares
$624 · 6K shares
$618 · 4K shares
$611 · 4K shares
$609 · 1K shares
$608 · 3K shares
$606 · 1K shares
$600 · 1K shares
$598 · 2K shares
$585 · 5K shares
$583 · 12K shares
$568 · 5K shares
$555 · 19K shares
$549 · 6K shares
$549 · 6K shares
$544 · 42K shares
$535 · 7K shares
$535 · 3K shares
$526 · 3K shares
$521 · 2K shares
$505 · 8K shares
$504 · 2K shares
$496 · 12K shares
$489 · 2K shares
$480 · 3K shares
$471 · 16K shares
$470 · 4K shares
$462 · 2K shares
$448 · 10K shares
$446 · 5K shares
$442 · 4K shares
$436 · 3K shares
$431 · 4K shares
$426 · 2K shares
$420 · 3K shares
$413 · 2K shares
$409 · 1K shares
$405 · 3K shares
$403 · 2K shares
$395 · 3K shares
$390 · 35K shares
$388 · 3K shares
$387 · 2K shares
$386 · 11K shares
$384 · 412 shares
$379 · 3K shares
$378 · 1K shares
$376 · 7K shares
$373 · 9K shares
$354 · 4K shares
$353 · 1K shares
$351 · 5K shares
$342 · 3K shares
$336 · 500 shares
$335 · 2K shares
$332 · 4K shares
$332 · 3K shares
$332 · 11K shares
$332 · 2K shares
$332 · 378 shares
$328 · 12K shares
$325 · 3K shares
$321 · 3K shares
$318 · 4K shares
$316 · 2K shares
$311 · 1K shares
$309 · 2K shares
$307 · 9K shares
$306 · 19K shares
$305 · 933 shares
$305 · 1K shares
$304 · 2K shares
$302 · 760 shares
$300 · 635 shares
$299 · 1K shares
$298 · 2K shares
$294 · 2K shares
$292 · 6K shares
$291 · 4K shares
$291 · 528 shares
$286 · 10K shares
$284 · 3K shares
$281 · 460 shares
$281 · 2K shares
$279 · 755 shares
$278 · 2K shares
$277 · 2K shares
$276 · 2K shares
$276 · 868 shares
$275 · 1K shares
$275 · 9K shares
$274 · 9K shares
$273 · 4K shares
$273 · 2K shares
$272 · 3K shares
$271 · 4K shares
$269 · 13K shares
$261 · 3K shares
$259 · 15K shares
$258 · 6K shares
$255 · 658 shares
$250 · 9K shares
$245 · 4K shares
$245 · 627 shares
$241 · 400 shares
$241 · 3K shares
$241 · 1K shares
$235 · 2K shares
$235 · 1K shares
$229 · 6K shares
$228 · 648 shares
$228 · 817 shares
$225 · 6K shares
$225 · 1K shares
$224 · 2K shares
$224 · 2K shares
$224 · 4K shares
$222 · 5K shares
$220 · 2K shares
$220 · 2K shares
$219 · 4K shares
$218 · 10K shares
$217 · 4K shares
$213 · 1K shares
$211 · 373 shares
$209 · 3K shares
$208 · 2K shares
$208 · 5K shares
$208 · 1K shares
$206 · 4K shares
$203 · 2K shares
$202 · 612 shares
$201 · 2K shares
$188 · 25K shares
$179 · 100K shares
$171 · 11K shares
$151 · 15K shares
$116 · 16K shares
$66 · 15K shares
$28 · 11K shares
$25 · 15K shares
$17 · 17K shares
$11 · 16K shares
$7 · 12K shares
$5 · 9K shares
$2 · 5K shares
$2 · 5K shares
$2 · 4K shares
$1 · 2 shares
$1 · 2K shares
$1 · 2K shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 112 | $326K | 64.0% |
| Technology | 32 | $64K | 12.5% |
| Unknown | 14 | $35K | 6.9% |
| Consumer Cyclical | 15 | $18K | 3.6% |
| Communication Services | 8 | $17K | 3.3% |
| Industrials | 27 | $14K | 2.7% |
| Healthcare | 14 | $9K | 1.8% |
| Consumer Defensive | 7 | $8K | 1.5% |
| Utilities | 8 | $8K | 1.5% |
| Real Estate | 6 | $7K | 1.4% |
| Energy | 5 | $4K | 0.7% |
| Basic Materials | 2 | $595 | 0.1% |