SkyOak Wealth, LLC
CIK: 0001800379SEC EDGAR →
Portfolio Value
$556.0M
Holdings
250
As of
Q4 2025
New Positions
250
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 496,987 | $28.2M | 5.08% |
| 2 | J P MORGAN EXCHANGE TRADED F | 544,898 | $27.6M | 4.96% |
| 3 | SCHWAB STRATEGIC TR | 729,456 | $23.8M | 4.28% |
| 4 | APPLE INC | 85,727 | $23.3M | 4.19% |
| 5 | ISHARES TR | 201,021 | $20.6M | 3.71% |
| 6 | ELI LILLY & CO | 16,714 | $18.0M | 3.23% |
| 7 | ISHARES TR | 186,556 | $16.7M | 3.00% |
| 8 | SPDR SERIES TRUST | 189,742 | $15.2M | 2.74% |
| 9 | ISHARES TR | 139,737 | $13.4M | 2.42% |
| 10 | J P MORGAN EXCHANGE TRADED F | 271,185 | $12.9M | 2.32% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (250)
$28.2M · 497K shares
$27.6M · 545K shares
$23.8M · 729K shares
$23.3M · 86K shares
$20.6M · 201K shares
$18.0M · 17K shares
$16.7M · 187K shares
$15.2M · 190K shares
$13.4M · 140K shares
$12.9M · 271K shares
$10.4M · 72K shares
$9.2M · 151K shares
$8.6M · 27K shares
$8.1M · 35K shares
$8.1M · 67K shares
$8.0M · 12K shares
$7.8M · 170K shares
$7.7M · 41K shares
$7.5M · 42K shares
$7.3M · 33K shares
$7.2M · 23K shares
$7.2M · 147K shares
$7.1M · 92K shares
$6.9M · 23K shares
$6.8M · 107K shares
$6.7M · 14K shares
$6.6M · 31K shares
$6.2M · 60K shares
$6.1M · 20K shares
$6.0M · 112K shares
$5.9M · 19K shares
$5.6M · 313K shares
$5.6M · 9K shares
$4.8M · 94K shares
$4.5M · 45K shares
$4.2M · 32K shares
$4.2M · 63K shares
$4.1M · 43K shares
$3.8M · 44K shares
$3.8M · 26K shares
$3.3M · 31K shares
$3.3M · 74K shares
$3.3M · 25K shares
$3.2M · 7K shares
$3.2M · 56K shares
$3.2M · 42K shares
$3.2M · 39K shares
$3.0M · 9K shares
$3.0M · 4K shares
$2.9M · 5K shares
$2.9M · 11K shares
$2.8M · 8K shares
$2.7M · 59K shares
$2.7M · 5K shares
$2.7M · 30K shares
$2.7M · 37K shares
$2.3M · 36K shares
$2.3M · 15K shares
$2.2M · 12K shares
$2.1M · 6K shares
$2.1M · 14K shares
$2.0M · 7K shares
$1.9M · 35K shares
$1.9M · 12K shares
$1.9M · 21K shares
$1.8M · 4K shares
$1.8M · 2K shares
$1.7M · 41K shares
$1.7M · 7K shares
$1.6M · 2K shares
$1.6M · 2 shares
$1.5M · 8K shares
$1.5M · 7K shares
$1.4M · 19K shares
$1.3M · 17K shares
$1.2M · 21K shares
$1.2M · 21K shares
$1.2M · 7K shares
$1.2M · 3K shares
$1.2M · 2K shares
$1.1M · 6K shares
$1.1M · 43K shares
$1.1M · 3K shares
$990K · 2K shares
$985K · 5K shares
$970K · 2K shares
$967K · 2K shares
$918K · 2K shares
$901K · 13K shares
$894K · 5K shares
$891K · 18K shares
$852K · 4K shares
$851K · 3K shares
$835K · 3K shares
$828K · 10K shares
$812K · 10K shares
$795K · 7K shares
$791K · 8K shares
$789K · 3K shares
$782K · 3K shares
$779K · 15K shares
$778K · 7K shares
$769K · 4K shares
$752K · 6K shares
$721K · 2K shares
$694K · 8K shares
$688K · 3K shares
$673K · 3K shares
$638K · 7K shares
$624K · 6K shares
$618K · 4K shares
$611K · 4K shares
$609K · 1K shares
$608K · 3K shares
$606K · 1K shares
$600K · 1K shares
$598K · 2K shares
$585K · 5K shares
$583K · 12K shares
$568K · 5K shares
$555K · 19K shares
$549K · 6K shares
$549K · 6K shares
$544K · 42K shares
$535K · 7K shares
$535K · 3K shares
$526K · 3K shares
$521K · 2K shares
$505K · 8K shares
$504K · 2K shares
$496K · 12K shares
$489K · 2K shares
$480K · 3K shares
$471K · 16K shares
$470K · 4K shares
$462K · 2K shares
$448K · 10K shares
$446K · 5K shares
$442K · 4K shares
$436K · 3K shares
$431K · 4K shares
$426K · 2K shares
$420K · 3K shares
$413K · 2K shares
$409K · 1K shares
$405K · 3K shares
$403K · 2K shares
$395K · 3K shares
$390K · 35K shares
$388K · 3K shares
$387K · 2K shares
$386K · 11K shares
$384K · 412 shares
$379K · 3K shares
$378K · 1K shares
$376K · 7K shares
$373K · 9K shares
$354K · 4K shares
$353K · 1K shares
$351K · 5K shares
$342K · 3K shares
$336K · 500 shares
$335K · 2K shares
$332K · 3K shares
$332K · 11K shares
$332K · 2K shares
$332K · 4K shares
$332K · 378 shares
$328K · 12K shares
$325K · 3K shares
$321K · 3K shares
$318K · 4K shares
$316K · 2K shares
$311K · 1K shares
$309K · 2K shares
$307K · 9K shares
$306K · 19K shares
$305K · 933 shares
$305K · 1K shares
$304K · 2K shares
$302K · 760 shares
$300K · 635 shares
$299K · 1K shares
$298K · 2K shares
$294K · 2K shares
$292K · 6K shares
$291K · 528 shares
$291K · 4K shares
$286K · 10K shares
$284K · 3K shares
$281K · 2K shares
$281K · 460 shares
$279K · 755 shares
$278K · 2K shares
$277K · 2K shares
$276K · 2K shares
$276K · 868 shares
$275K · 9K shares
$275K · 1K shares
$274K · 9K shares
$273K · 4K shares
$273K · 2K shares
$272K · 3K shares
$271K · 4K shares
$269K · 13K shares
$261K · 3K shares
$259K · 15K shares
$258K · 6K shares
$255K · 658 shares
$250K · 9K shares
$245K · 4K shares
$245K · 627 shares
$241K · 3K shares
$241K · 400 shares
$241K · 1K shares
$235K · 1K shares
$235K · 2K shares
$229K · 6K shares
$228K · 817 shares
$228K · 648 shares
$225K · 1K shares
$225K · 6K shares
$224K · 4K shares
$224K · 2K shares
$224K · 2K shares
$222K · 5K shares
$220K · 2K shares
$220K · 2K shares
$219K · 4K shares
$218K · 10K shares
$217K · 4K shares
$213K · 1K shares
$211K · 373 shares
$209K · 3K shares
$208K · 5K shares
$208K · 2K shares
$208K · 1K shares
$206K · 4K shares
$203K · 2K shares
$202K · 612 shares
$201K · 2K shares
$188K · 25K shares
$179K · 100K shares
$171K · 11K shares
$151K · 15K shares
$116K · 16K shares
$66K · 15K shares
$28K · 11K shares
$25K · 15K shares
$11K · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 111 | $329.9M | 59.4% |
| Technology | 32 | $63.6M | 11.4% |
| Unknown | 15 | $48.7M | 8.8% |
| Healthcare | 14 | $28.1M | 5.1% |
| Communication Services | 8 | $24.9M | 4.5% |
| Consumer Cyclical | 15 | $18.2M | 3.3% |
| Industrials | 27 | $13.9M | 2.5% |
| Consumer Defensive | 7 | $9.6M | 1.7% |
| Utilities | 8 | $7.7M | 1.4% |
| Real Estate | 6 | $6.9M | 1.2% |
| Energy | 5 | $3.7M | 0.7% |
| Basic Materials | 2 | $595K | 0.1% |