Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

SkyOak Wealt

Latest statistics and disclosures from SkyOak Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYV, JPST, SCHG, AAPL, IUSV, and represent 22.22% of SkyOak Wealth's stock portfolio.
Added to shares of these 10 stocks: XLK (+$5.1M), Comerica Incorporated, SPYV, UL, JPST, NOW, MSFT, IEF, JSCP, IEFA.
Started 22 new stock positions in INFY, ORCL, AVAV, LOGI, IBIT, IESC, OHI, XPEL, SFM, IWF. UL, BMY, NLY, TDIV, DRD, C, DCTH, SYFI, POWL, ZS, APP, OKTA.
Reduced shares in these 10 stocks: Unilever, LLY, MU, GOOG, GOOGL, BIL, IBM, AAPL, JEPI, DAL.
Sold out of its positions in BABA, ACLS, AX, TBBK, DHI, DAL, DUK, FI, NVR, OKE. PAG, RGTI, RMTI, CRM, SONY, SYK, QFIN, Unilever, Wayfair, WSM, PSEWF, TGLS.
SkyOak Wealth was a net buyer of stock by $19M.
SkyOak Wealth has $556M in assets under management (AUM), dropping by 5.01%.
Central Index Key (CIK): 0001800379

Tip: Access up to 7 years of quarterly data

Positions held by SkyOak Wealt consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for SkyOak Wealth

SkyOak Wealth holds 250 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYV)	5.1	$28M	+9%	497k	56.81	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.0	$28M	+7%	545k	50.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.3	$24M		730k	32.62	View chart
Apple (AAPL)	4.2	$23M	-2%	86k	271.86	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	3.7	$21M		201k	102.54	View chart
Eli Lilly & Co. (LLY)	3.2	$18M	-6%	17k	1074.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$17M	+5%	187k	89.46	View chart
Spdr Series Trust State Street Spd (SPYM)	2.7	$15M	-2%	190k	80.22	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.4	$13M	+11%	140k	96.16	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	2.3	$13M	+11%	271k	47.56	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.9	$10M	+97%	72k	143.97	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$9.2M		151k	60.81	View chart
JPMorgan Chase & Co. (JPM)	1.5	$8.6M		27k	322.22	View chart
Amazon (AMZN)	1.5	$8.1M	+2%	35k	230.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$8.1M	+3%	67k	120.18	View chart
Meta Platforms Cl A (META)	1.4	$8.0M		12k	660.09	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.4	$7.8M	+8%	170k	46.29	View chart
NVIDIA Corporation (NVDA)	1.4	$7.7M	-3%	41k	186.50	View chart
Morgan Stanley Com New (MS)	1.3	$7.5M		42k	177.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$7.3M		33k	219.78	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$7.2M	-11%	23k	313.80	View chart
Strategy Day Hagan Smart (SSUS)	1.3	$7.2M		147k	48.75	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.3	$7.1M	-3%	92k	76.92	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.2	$6.9M		23k	302.11	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	1.2	$6.8M		108k	62.92	View chart
Microsoft Corporation (MSFT)	1.2	$6.7M	+28%	14k	483.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$6.6M		31k	211.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$6.2M	+11%	61k	101.98	View chart
International Business Machines (IBM)	1.1	$6.1M	-9%	21k	296.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$6.0M		112k	53.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$5.9M	-12%	19k	313.00	View chart
Starwood Property Trust (STWD)	1.0	$5.6M	+11%	313k	18.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$5.6M	-2%	9.2k	614.32	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$4.8M	+7%	94k	50.94	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.8	$4.5M	+7%	45k	100.34	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$4.2M	-3%	32k	132.37	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.8	$4.2M	+8%	63k	66.55	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.7	$4.1M	+4%	43k	95.94	View chart
Comerica Incorporated	0.7	$3.8M	+229%	44k	86.93	View chart
Procter & Gamble Company (PG)	0.7	$3.8M		26k	143.31	View chart
Spdr Series Trust State Street Spd (SPYG)	0.6	$3.3M	+7%	31k	106.70	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$3.3M		74k	44.41	View chart
Emerson Electric (EMR)	0.6	$3.3M		25k	132.72	View chart
Tesla Motors (TSLA)	0.6	$3.2M		7.2k	449.72	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$3.2M	-14%	56k	57.24	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.6	$3.2M		42k	75.77	View chart
Nextera Energy (NEE)	0.6	$3.2M		40k	80.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$3.0M		8.9k	335.27	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$3.0M		4.3k	682.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$2.9M		4.6k	627.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$2.9M		11k	257.94	View chart
Visa Com Cl A (V)	0.5	$2.8M	-3%	8.1k	350.71	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$2.7M		59k	46.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.7M		5.4k	502.65	View chart
Spdr Series Trust State Street Spd (BIL)	0.5	$2.7M	-19%	30k	91.38	View chart
American States Water Company (AWR)	0.5	$2.7M		37k	72.48	View chart
Unilever Spon Adr New (UL)	0.4	$2.3M	NEW	36k	65.40	View chart
Chevron Corporation (CVX)	0.4	$2.3M	+19%	15k	152.41	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$2.2M		12k	181.21	View chart
Broadcom (AVGO)	0.4	$2.1M	+31%	6.1k	346.12	View chart
Servicenow (NOW)	0.4	$2.1M	+400%	14k	153.19	View chart
McDonald's Corporation (MCD)	0.4	$2.0M		6.7k	305.64	View chart
Bank of America Corporation (BAC)	0.3	$1.9M	-3%	35k	55.00	View chart
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP)	0.3	$1.9M		12k	154.90	View chart
Spdr Series Trust State Street Spd (CWB)	0.3	$1.9M		21k	89.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.8M		3.8k	487.86	View chart
Costco Wholesale Corporation (COST)	0.3	$1.8M		2.1k	862.34	View chart
Verizon Communications (VZ)	0.3	$1.7M	-3%	41k	40.73	View chart
Ciena Corp Com New (CIEN)	0.3	$1.7M	-3%	7.2k	233.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.6M		2.3k	684.88	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.6M		2.00	792540.00	View chart
Metropcs Communications (TMUS)	0.3	$1.5M	-2%	7.6k	203.04	View chart
Abbvie (ABBV)	0.3	$1.5M		6.7k	228.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.4M		19k	73.56	View chart
Cisco Systems (CSCO)	0.2	$1.3M		17k	77.03	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$1.2M	+31%	21k	59.93	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$1.2M	+81%	21k	57.92	View chart
Qualcomm (QCOM)	0.2	$1.2M		7.0k	171.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.2M		3.0k	396.31	View chart
IDEXX Laboratories (IDXX)	0.2	$1.2M		1.7k	676.53	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.1M	+169%	6.4k	177.75	View chart
At&t (T)	0.2	$1.1M		44k	24.84	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$1.1M		2.7k	386.82	View chart
Lockheed Martin Corporation (LMT)	0.2	$991k	+33%	2.0k	483.67	View chart
Palo Alto Networks (PANW)	0.2	$986k	+46%	5.4k	184.20	View chart
Mastercard Incorporated Cl A (MA)	0.2	$971k		1.7k	570.88	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$968k	+62%	2.1k	468.76	View chart
Cummins (CMI)	0.2	$919k		1.8k	510.45	View chart
Coca-Cola Company (KO)	0.2	$902k		13k	69.91	View chart
Lam Research Corp Com New (LRCX)	0.2	$894k	-18%	5.2k	171.18	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$892k	NEW	18k	49.65	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$853k		3.8k	223.23	View chart
Ge Aerospace Com New (GE)	0.2	$851k	-4%	2.8k	308.03	View chart
Micron Technology (MU)	0.2	$835k	-57%	2.9k	285.36	View chart
Uber Technologies (UBER)	0.1	$829k	+222%	10k	81.71	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$812k		10k	79.73	View chart
Prudential Financial (PRU)	0.1	$795k		7.0k	112.87	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$791k		8.4k	94.20	View chart
Travelers Companies (TRV)	0.1	$789k		2.7k	290.06	View chart
Marriott Intl Cl A (MAR)	0.1	$783k		2.5k	310.24	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$779k		15k	52.88	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$779k	+2%	7.5k	104.07	View chart
Raytheon Technologies Corp (RTX)	0.1	$769k		4.2k	183.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$752k	-2%	6.1k	123.26	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$721k		2.2k	323.01	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$695k	+11%	8.4k	82.82	View chart
Johnson & Johnson (JNJ)	0.1	$689k	-2%	3.3k	206.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$674k		2.7k	246.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$638k		6.6k	96.03	View chart
AFLAC Incorporated (AFL)	0.1	$624k		5.7k	110.27	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$619k	-4%	3.7k	165.81	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$612k		4.3k	141.14	View chart
Caterpillar (CAT)	0.1	$609k	-3%	1.1k	572.66	View chart
Zscaler Incorporated (ZS)	0.1	$608k	NEW	2.7k	224.92	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$606k		1.0k	605.01	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$600k	-5%	1.2k	480.47	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$598k		1.7k	342.91	View chart
Exxon Mobil Corporation (XOM)	0.1	$586k		4.9k	120.35	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$583k		12k	49.46	View chart
Sun Communities (SUI)	0.1	$569k		4.6k	123.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$555k		19k	29.61	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$550k		5.5k	99.52	View chart
Netflix (NFLX)	0.1	$550k	+1541%	5.9k	93.76	View chart
Ford Motor Company (F)	0.1	$545k		42k	13.12	View chart
General Motors Company (GM)	0.1	$536k	-5%	6.6k	81.32	View chart
Texas Instruments Incorporated (TXN)	0.1	$535k		3.1k	173.49	View chart
Oracle Corporation (ORCL)	0.1	$526k	NEW	2.7k	194.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$521k		2.5k	212.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$505k		8.1k	62.47	View chart
General Dynamics Corporation (GD)	0.1	$505k	+114%	1.5k	336.66	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$496k		12k	43.03	View chart
Advanced Micro Devices (AMD)	0.1	$490k	-30%	2.3k	214.16	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$481k		3.1k	154.78	View chart
World Fds Tr T Rex Target Etf (BTCL)	0.1	$472k		16k	28.93	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$470k		4.1k	113.72	View chart
Union Pacific Corporation (UNP)	0.1	$462k		2.0k	231.32	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$448k		9.6k	46.81	View chart
United Parcel Service CL B (UPS)	0.1	$447k	+6%	4.5k	99.19	View chart
Consolidated Edison (ED)	0.1	$442k		4.5k	99.31	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$437k		3.1k	139.16	View chart
Pulte (PHM)	0.1	$431k	-6%	3.7k	117.26	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$427k		2.3k	185.56	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$421k		3.1k	136.94	View chart
Garmin SHS (GRMN)	0.1	$413k	-20%	2.0k	202.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$410k	-4%	1.1k	373.44	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$406k	+100%	3.4k	119.41	View chart
Waste Management (WM)	0.1	$403k		1.8k	219.71	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$396k		3.1k	126.67	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$391k	+16%	35k	11.24	View chart
Mueller Industries (MLI)	0.1	$389k	-3%	3.4k	114.80	View chart
AeroVironment (AVAV)	0.1	$387k	NEW	1.6k	241.89	View chart
CSX Corporation (CSX)	0.1	$386k		11k	36.25	View chart
Comfort Systems USA (FIX)	0.1	$385k	-18%	412.00	933.29	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$379k		3.2k	117.73	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$379k		1.2k	314.80	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$377k		6.9k	54.77	View chart
Napco Security Systems (NSSC)	0.1	$374k	-4%	9.0k	41.70	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$355k		4.0k	88.49	View chart
NOVA MEASURING Instruments L (NVMI)	0.1	$353k	-4%	1.1k	328.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$352k		5.3k	66.00	View chart
Wec Energy Group (WEC)	0.1	$342k		3.2k	105.46	View chart
Applovin Corp Com Cl A (APP)	0.1	$337k	NEW	500.00	673.82	View chart
3M Company (MMM)	0.1	$336k		2.1k	160.11	View chart
Okta Cl A (OKTA)	0.1	$333k	NEW	3.9k	86.47	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$333k	-16%	11k	30.96	View chart
Abbott Laboratories (ABT)	0.1	$333k		2.7k	125.29	View chart
Twilio Cl A (TWLO)	0.1	$332k		2.3k	142.24	View chart
Goldman Sachs (GS)	0.1	$332k		378.00	879.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$328k		12k	27.43	View chart
DTE Energy Company (DTE)	0.1	$326k		2.5k	129.00	View chart
U.S. Lime & Minerals (USLM)	0.1	$321k	-4%	2.7k	119.74	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$319k	NEW	4.0k	79.67	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$317k		1.8k	177.37	View chart
Sterling Construction Company (STRL)	0.1	$311k	-4%	1.0k	306.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$309k		2.1k	148.71	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$308k		9.0k	34.05	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$307k		19k	16.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$306k		1.1k	290.22	View chart
Amgen (AMGN)	0.1	$305k		933.00	327.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$305k		1.6k	191.60	View chart
Alnylam Pharmaceuticals (ALNY)	0.1	$302k	-10%	760.00	397.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$301k	NEW	635.00	473.30	View chart
F5 Networks (FFIV)	0.1	$300k		1.2k	255.26	View chart
M/I Homes (MHO)	0.1	$299k	-4%	2.3k	127.95	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$295k	-17%	2.4k	121.76	View chart
Xpel (XPEL)	0.1	$292k	NEW	5.9k	49.91	View chart
Casey's General Stores (CASY)	0.1	$292k	-4%	528.00	552.71	View chart
Coreweave Com Cl A (CRWV)	0.1	$291k	+101%	4.1k	71.61	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$287k		9.5k	30.20	View chart
Southern Company (SO)	0.1	$285k		3.3k	87.20	View chart
Emcor (EME)	0.1	$281k	-4%	460.00	611.79	View chart
Phillips 66 (PSX)	0.1	$281k	-8%	2.2k	129.04	View chart
American Express Company (AXP)	0.1	$279k		755.00	369.95	View chart
Walt Disney Company (DIS)	0.1	$278k	-13%	2.4k	113.78	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$278k		2.0k	141.05	View chart
Powell Industries (POWL)	0.0	$277k	NEW	868.00	318.78	View chart
Crane Company Common Stock (CR)	0.0	$277k		1.5k	184.43	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.0	$276k		8.8k	31.23	View chart
Lululemon Athletica (LULU)	0.0	$275k	-9%	1.3k	207.81	View chart
Drdgold Spon Adr Repstg (DRD)	0.0	$275k	NEW	8.9k	31.01	View chart
Wal-Mart Stores (WMT)	0.0	$274k		2.5k	111.41	View chart
Rli (RLI)	0.0	$273k	-4%	4.3k	63.98	View chart
Deckers Outdoor Corporation (DECK)	0.0	$273k	-4%	2.6k	103.67	View chart
Green Brick Partners (GRBK)	0.0	$271k	-4%	4.3k	62.66	View chart
First Bancorp P R Com New (FBP)	0.0	$270k	-4%	13k	20.73	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$262k		3.0k	87.16	View chart
Infosys Sponsored Adr (INFY)	0.0	$260k	NEW	15k	17.82	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$258k	+100%	6.0k	42.69	View chart
Ies Hldgs (IESC)	0.0	$256k	NEW	658.00	389.02	View chart
Inventrust Pptys Corp Com New (IVT)	0.0	$251k		8.9k	28.21	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$246k	-5%	3.5k	69.47	View chart
Kinsale Cap Group (KNSL)	0.0	$245k	-4%	627.00	391.12	View chart
ResMed (RMD)	0.0	$241k	-4%	1.0k	240.87	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$241k		400.00	603.28	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$241k		3.0k	80.63	View chart
Marathon Petroleum Corp (MPC)	0.0	$236k		1.4k	162.63	View chart
Arista Networks Com Shs (ANET)	0.0	$236k	-28%	1.8k	131.03	View chart
Ab Active Etfs Short Duration H (SYFI)	0.0	$230k	NEW	6.4k	35.93	View chart
Constellation Energy (CEG)	0.0	$229k	-14%	648.00	353.27	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$228k		817.00	279.14	View chart
Paylocity Holding Corporation (PCTY)	0.0	$226k	-4%	1.5k	152.50	View chart
Copart (CPRT)	0.0	$226k	-4%	5.8k	39.15	View chart
Bristol Myers Squibb (BMY)	0.0	$225k	NEW	4.2k	53.94	View chart
Logitech Intl S A SHS (LOGI)	0.0	$224k	NEW	2.2k	100.22	View chart
Kimberly-Clark Corporation (KMB)	0.0	$224k	+33%	2.2k	100.91	View chart
ABM Industries (ABM)	0.0	$222k		5.3k	42.30	View chart
Xpo Logistics Inc equity (XPO)	0.0	$221k		1.6k	135.91	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$221k		1.7k	129.79	View chart
KB Home (KBH)	0.0	$219k		3.9k	56.41	View chart
Annaly Capital Management In Com New (NLY)	0.0	$219k	NEW	9.8k	22.36	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$218k		3.8k	58.12	View chart
Honeywell International (HON)	0.0	$214k	-42%	1.1k	195.14	View chart
Axon Enterprise (AXON)	0.0	$212k		373.00	567.93	View chart
CMS Energy Corporation (CMS)	0.0	$210k		3.0k	69.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$209k		1.5k	143.52	View chart
Omega Healthcare Investors (OHI)	0.0	$209k	NEW	4.7k	44.34	View chart
Citigroup Com New (C)	0.0	$208k	NEW	1.8k	116.69	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$206k	+2%	3.7k	55.80	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$203k	NEW	2.1k	96.84	View chart
UnitedHealth (UNH)	0.0	$202k	-4%	612.00	330.11	View chart
Qualys (QLYS)	0.0	$201k		1.5k	132.90	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$188k	+21%	25k	7.52	View chart
Neumora Therapeutics (NMRA)	0.0	$179k		100k	1.79	View chart
Doubleline Opportunistic Cr (DBL)	0.0	$172k		11k	15.25	View chart
Delcath Sys Com New (DCTH)	0.0	$152k	NEW	15k	10.10	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.0	$117k		16k	7.16	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$67k	+50%	15k	4.38	View chart
Cherry Hill Mort (CHMI)	0.0	$28k		11k	2.55	View chart
Lineage Cell Therapeutics In (LCTX)	0.0	$25k		15k	1.67	View chart
Conifer Holdings (PRHI)	0.0	$12k		17k	0.71	View chart

Past Filings by SkyOak Wealth

SEC 13F filings are viewable for SkyOak Wealth going back to 2019

SkyOak Wealth 2025 Q4 filed Feb. 5, 2026
SkyOak Wealth 2025 Q3 filed Oct. 23, 2025
SkyOak Wealth 2025 Q2 filed July 30, 2025
SkyOak Wealth 2025 Q1 filed May 1, 2025
SkyOak Wealth 2024 Q4 filed Jan. 24, 2025
SkyOak Wealth 2024 Q3 filed Nov. 4, 2024
SkyOak Wealth 2024 Q2 filed Aug. 12, 2024
SkyOak Wealth 2024 Q1 filed April 29, 2024
SkyOak Wealth 2023 Q4 filed Jan. 12, 2024
SkyOak Wealth 2023 Q3 filed Oct. 24, 2023
SkyOak Wealth 2023 Q2 filed July 20, 2023
SkyOak Wealth 2023 Q1 filed May 2, 2023
SkyOak Wealth 2022 Q4 filed Jan. 26, 2023
SkyOak Wealth 2022 Q3 filed Oct. 25, 2022
SkyOak Wealth 2022 Q2 filed July 26, 2022
SkyOak Wealth 2022 Q1 filed April 18, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z