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SkyOak Wealt

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

Top 5 stock holdings are JPST, SPYV, SCHG, AAPL, IUSV, and represent 22.02% of SkyOak Wealth's stock portfolio.
Added to shares of these 10 stocks: IBM, IEF, STWD, COST, AVUV, BIL, CVX, LRCX, JSCP, LNTH.
Started 20 new stock positions in BABA, CASY, VGLT, OKE, SONY, ALNY, CRWV, UWMC, PAG, DAL. BMO, CHKP, VYM, LRCX, CPRT, DUK, DECK, RLI, NSSC, STRL.
Reduced shares in these 10 stocks: UPS, UBER, SCHG, UNH, AAPL, AVAV, DYNF, RBRK, META, NVDA.
Sold out of its positions in AVAV, AIT, CMCSA, LOPE, ASR, MEDP, OFG, OKTA, ROKU, RBRK. SNOW, VRT, WES, FN, LOGI, ASML.
SkyOak Wealth was a net seller of stock by $-428k.
SkyOak Wealth has $529M in assets under management (AUM), dropping by 6.39%.
Central Index Key (CIK): 0001800379

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Portfolio Holdings for SkyOak Wealth

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.9	$26M	+2%	509k	50.73	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	4.7	$25M		454k	55.33	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.3	$23M	-4%	720k	31.91	View chart
Apple (AAPL)	4.2	$22M	-3%	88k	254.63	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	3.8	$20M		204k	99.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.9	$15M		177k	87.31	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.9	$15M	-2%	195k	78.34	View chart
Eli Lilly & Co. (LLY)	2.6	$14M	-2%	18k	763.00	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.3	$12M	+14%	126k	96.46	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	2.2	$12M	+7%	243k	47.61	View chart
Select Sector Spdr Tr Technology (XLK)	1.9	$10M	-4%	36k	281.86	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.7	$9.0M	-7%	152k	59.20	View chart
Meta Platforms Cl A (META)	1.7	$8.8M	-6%	12k	734.38	View chart
JPMorgan Chase & Co. (JPM)	1.6	$8.4M	-3%	27k	315.43	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.6	$8.2M	-3%	96k	86.30	View chart
NVIDIA Corporation (NVDA)	1.5	$7.9M	-6%	43k	186.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$7.7M		65k	118.83	View chart
Amazon (AMZN)	1.4	$7.6M		34k	219.57	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.4	$7.2M	+4%	156k	46.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$7.2M		33k	215.79	View chart
Strategy Day Hagan Smart (SSUS)	1.4	$7.2M	-7%	149k	48.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.3	$6.8M	-2%	23k	297.62	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	1.3	$6.7M	-3%	109k	61.92	View chart
Morgan Stanley Com New (MS)	1.3	$6.7M		42k	158.96	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$6.4M		31k	208.71	View chart
International Business Machines (IBM)	1.2	$6.4M	+59%	23k	282.16	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$6.3M	-2%	26k	243.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$6.1M	-3%	112k	54.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$5.6M	-8%	9.4k	600.34	View chart
Microsoft Corporation (MSFT)	1.1	$5.6M		11k	517.94	View chart
Starwood Property Trust (STWD)	1.0	$5.5M	+35%	282k	19.37	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$5.4M	+28%	54k	99.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$5.2M	-5%	22k	243.10	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$4.5M		88k	51.04	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$4.3M		33k	130.28	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.8	$4.2M		42k	100.69	View chart
Procter & Gamble Company (PG)	0.8	$4.1M		27k	153.65	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.7	$4.0M	-3%	41k	96.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$3.8M	+13%	66k	57.10	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.6	$3.4M	+49%	37k	91.75	View chart
Emerson Electric (EMR)	0.6	$3.2M		25k	131.18	View chart
Tesla Motors (TSLA)	0.6	$3.2M		7.2k	444.72	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$3.2M	-7%	74k	42.79	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.6	$3.1M		42k	73.75	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.6	$3.0M	-10%	29k	104.51	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.6	$3.0M	+28%	58k	51.29	View chart
Nextera Energy (NEE)	0.6	$3.0M		40k	75.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.9M		8.9k	328.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.9M		4.4k	666.12	View chart
Visa Com Cl A (V)	0.5	$2.9M		8.4k	341.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$2.8M		4.6k	612.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$2.8M		11k	254.29	View chart
American States Water Company (AWR)	0.5	$2.7M		37k	73.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.7M		5.4k	502.74	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.5	$2.7M	-4%	58k	46.32	View chart
Servicenow (NOW)	0.5	$2.5M		2.7k	920.28	View chart
Unilever Spon Adr New (UL)	0.5	$2.4M		41k	59.28	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$2.1M	+2%	12k	176.81	View chart
McDonald's Corporation (MCD)	0.4	$2.0M		6.7k	303.90	View chart
Costco Wholesale Corporation (COST)	0.4	$2.0M	+193%	2.1k	925.63	View chart
Chevron Corporation (CVX)	0.4	$2.0M	+97%	13k	155.29	View chart
Verizon Communications (VZ)	0.4	$1.9M		43k	43.95	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.4	$1.9M		21k	90.50	View chart
Bank of America Corporation (BAC)	0.4	$1.9M		36k	51.59	View chart
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP)	0.4	$1.9M		12k	153.26	View chart
Metropcs Communications (TMUS)	0.4	$1.9M		7.8k	239.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.8M	-4%	3.8k	479.61	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.6M		2.00	791910.00	View chart
Abbvie (ABBV)	0.3	$1.6M	+3%	6.7k	231.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.6M		2.3k	669.21	View chart
Broadcom (AVGO)	0.3	$1.5M		4.6k	329.91	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.3M		19k	71.37	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$1.3M	-4%	12k	112.13	View chart
At&t (T)	0.2	$1.2M		44k	28.24	View chart
Cisco Systems (CSCO)	0.2	$1.2M		17k	68.42	View chart
Qualcomm (QCOM)	0.2	$1.2M		7.0k	166.36	View chart
Micron Technology (MU)	0.2	$1.2M	+7%	6.9k	167.32	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$1.1M		3.8k	297.91	View chart
IDEXX Laboratories (IDXX)	0.2	$1.1M		1.7k	638.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.1M		3.1k	355.47	View chart
Ciena Corp Com New (CIEN)	0.2	$1.1M		7.4k	145.67	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$1.0M		2.8k	378.98	View chart
Mastercard Incorporated Cl A (MA)	0.2	$967k		1.7k	568.81	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$945k	-2%	16k	60.03	View chart
Comerica Incorporated (CMA)	0.2	$914k		13k	68.52	View chart
World Fds Tr T Rex Target Etf (BTCL)	0.2	$907k		16k	56.19	View chart
Ge Aerospace Com New (GE)	0.2	$867k	-6%	2.9k	300.82	View chart
Lam Research Corp Com New (LRCX)	0.2	$864k	NEW	6.5k	133.90	View chart
Coca-Cola Company (KO)	0.2	$861k		13k	66.32	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$814k	-2%	10k	79.93	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$792k		15k	53.03	View chart
Lockheed Martin Corporation (LMT)	0.1	$766k	-36%	1.5k	499.21	View chart
Cummins (CMI)	0.1	$760k		1.8k	422.37	View chart
Travelers Companies (TRV)	0.1	$760k		2.7k	279.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$757k		6.3k	120.72	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$749k		7.3k	103.07	View chart
Palo Alto Networks (PANW)	0.1	$743k	+27%	3.7k	203.62	View chart
Prudential Financial (PRU)	0.1	$739k	-7%	7.1k	103.73	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$726k		2.3k	320.04	View chart
Raytheon Technologies Corp (RTX)	0.1	$702k		4.2k	167.33	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$678k		8.5k	79.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$662k		2.7k	241.96	View chart
Marriott Intl Cl A (MAR)	0.1	$657k		2.5k	260.44	View chart
Johnson & Johnson (JNJ)	0.1	$635k		3.4k	185.42	View chart
Garmin SHS (GRMN)	0.1	$633k		2.6k	246.22	View chart
AFLAC Incorporated (AFL)	0.1	$632k		5.7k	111.70	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$632k		3.9k	162.48	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$625k		7.5k	82.96	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$624k	-9%	6.7k	93.37	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$621k	+164%	1.3k	490.38	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$621k		4.4k	142.10	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$611k	-6%	1.3k	463.90	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$597k		12k	50.63	View chart
Sun Communities (SUI)	0.1	$592k		4.6k	129.00	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$591k	-2%	1.8k	332.87	View chart
Texas Instruments Incorporated (TXN)	0.1	$567k		3.1k	183.73	View chart
Exxon Mobil Corporation (XOM)	0.1	$559k		5.0k	112.76	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$556k	-12%	19k	29.11	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$548k		1.0k	546.75	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$540k		5.5k	97.82	View chart
Advanced Micro Devices (AMD)	0.1	$532k	-22%	3.3k	161.79	View chart
Caterpillar (CAT)	0.1	$525k		1.1k	476.98	View chart
Pulte (PHM)	0.1	$521k		3.9k	132.13	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$508k		2.5k	206.51	View chart
Ford Motor Company (F)	0.1	$496k		42k	11.96	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$493k		12k	42.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$482k		8.0k	59.92	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$476k	NEW	2.3k	206.91	View chart
Union Pacific Corporation (UNP)	0.1	$472k		2.0k	236.37	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$455k	-16%	4.1k	110.59	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$448k		9.6k	46.81	View chart
Consolidated Edison (ED)	0.1	$448k		4.5k	100.51	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$446k		3.1k	142.41	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$440k		3.1k	140.05	View chart
Palantir Technologies Cl A (PLTR)	0.1	$433k	-37%	2.4k	182.42	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$432k		3.1k	139.15	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$432k	NEW	7.6k	56.75	View chart
Netflix (NFLX)	0.1	$428k		357.00	1198.92	View chart
General Motors Company (GM)	0.1	$424k	-5%	6.9k	60.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$421k		1.2k	365.48	View chart
Penske Automotive (PAG)	0.1	$418k	NEW	2.4k	173.91	View chart
Comfort Systems USA (FIX)	0.1	$418k	-41%	507.00	825.18	View chart
Axcelis Technologies Com New (ACLS)	0.1	$408k	-9%	4.2k	97.64	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$407k		1.7k	239.64	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$406k		13k	31.62	View chart
Waste Management (WM)	0.1	$405k		1.8k	220.83	View chart
Napco Security Systems (NSSC)	0.1	$403k	NEW	9.4k	42.95	View chart
Fiserv (FI)	0.1	$399k		3.1k	128.93	View chart
Honeywell International (HON)	0.1	$399k	+111%	1.9k	210.53	View chart
Alnylam Pharmaceuticals (ALNY)	0.1	$386k	NEW	847.00	456.00	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$382k		3.2k	118.38	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$381k	-9%	3.2k	120.01	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$380k		9.0k	42.01	View chart
F5 Networks (FFIV)	0.1	$379k		1.2k	323.19	View chart
CSX Corporation (CSX)	0.1	$378k		11k	35.51	View chart
Wec Energy Group (WEC)	0.1	$372k		3.2k	114.59	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$371k		6.9k	53.87	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$370k	-8%	1.2k	307.86	View chart
U.S. Lime & Minerals (USLM)	0.1	$370k	+15%	2.8k	131.55	View chart
Arista Networks Com Shs (ANET)	0.1	$368k	-7%	2.5k	145.71	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$367k		4.0k	91.42	View chart
Sterling Construction Company (STRL)	0.1	$363k	NEW	1.1k	339.68	View chart
NOVA MEASURING Instruments L (NVMI)	0.1	$361k	+5%	1.1k	319.66	View chart
DTE Energy Company (DTE)	0.1	$357k		2.5k	141.41	View chart
Mueller Industries (MLI)	0.1	$357k	-3%	3.5k	101.11	View chart
Ban (TBBK)	0.1	$356k	+8%	4.8k	74.89	View chart
Abbott Laboratories (ABT)	0.1	$356k		2.7k	133.94	View chart
United Parcel Service CL B (UPS)	0.1	$355k	-81%	4.2k	83.53	View chart
M/I Homes (MHO)	0.1	$353k	+3%	2.4k	144.44	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$352k		2.9k	120.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$348k		5.3k	65.26	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$345k		30k	11.60	View chart
D.R. Horton (DHI)	0.1	$342k	+3%	2.0k	169.47	View chart
Green Brick Partners (GRBK)	0.1	$334k	+5%	4.5k	73.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$327k		12k	27.30	View chart
Walt Disney Company (DIS)	0.1	$325k		2.8k	114.51	View chart
3M Company (MMM)	0.1	$325k		2.1k	155.18	View chart
Phillips 66 (PSX)	0.1	$324k		2.4k	136.02	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$319k	-7%	19k	17.16	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$312k		11k	29.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$312k		1.8k	174.58	View chart
Emcor (EME)	0.1	$312k	-27%	480.00	649.54	View chart
Casey's General Stores (CASY)	0.1	$312k	NEW	551.00	565.32	View chart
Southern Company (SO)	0.1	$309k		3.3k	94.77	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$309k	-7%	1.1k	293.74	View chart
Uber Technologies (UBER)	0.1	$308k	-80%	3.1k	97.97	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$303k		2.1k	145.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$302k		1.6k	189.74	View chart
Goldman Sachs (GS)	0.1	$301k		378.00	796.35	View chart
First Bancorp P R Com New (FBP)	0.1	$300k	+7%	14k	22.05	View chart
Williams-Sonoma (WSM)	0.1	$297k	+9%	1.5k	195.45	View chart
Rli (RLI)	0.1	$291k	NEW	4.5k	65.22	View chart
Bofi Holding (AX)	0.1	$291k	-15%	3.4k	84.65	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$288k		9.5k	30.29	View chart
ResMed (RMD)	0.1	$286k	-3%	1.0k	273.73	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$280k	-2%	2.0k	139.67	View chart
Marathon Petroleum Corp (MPC)	0.1	$279k		1.4k	192.74	View chart
Deckers Outdoor Corporation (DECK)	0.1	$279k	NEW	2.7k	101.37	View chart
Kinsale Cap Group (KNSL)	0.1	$278k	+4%	654.00	425.26	View chart
Crane Company Common Stock (CR)	0.1	$276k		1.5k	184.14	View chart
Coreweave Com Cl A (CRWV)	0.1	$276k	NEW	2.0k	136.85	View chart
Copart (CPRT)	0.1	$271k	NEW	6.0k	44.97	View chart
Oneok (OKE)	0.1	$270k	NEW	3.7k	72.97	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.1	$269k	+2%	8.8k	30.46	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$268k		3.0k	89.37	View chart
Axon Enterprise (AXON)	0.1	$268k	-40%	373.00	717.64	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$264k		3.0k	87.21	View chart
Amgen (AMGN)	0.0	$263k		933.00	282.20	View chart
Lululemon Athletica (LULU)	0.0	$261k	+31%	1.5k	177.93	View chart
Inventrust Pptys Corp Com New (IVT)	0.0	$254k		8.9k	28.62	View chart
Wal-Mart Stores (WMT)	0.0	$253k		2.5k	103.06	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$251k		3.7k	67.26	View chart
American Express Company (AXP)	0.0	$251k		755.00	332.16	View chart
Constellation Energy (CEG)	0.0	$250k		761.00	329.07	View chart
NVR (NVR)	0.0	$249k	+6%	31.00	8034.65	View chart
Tecnoglass Ord Shs (TGLS)	0.0	$248k	+8%	3.7k	66.91	View chart
KB Home (KBH)	0.0	$247k		3.9k	63.64	View chart
Paylocity Holding Corporation (PCTY)	0.0	$246k	+19%	1.5k	159.27	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$243k		3.0k	81.19	View chart
ABM Industries (ABM)	0.0	$242k		5.3k	46.12	View chart
Qfin Holdings American Dep (QFIN)	0.0	$240k	+21%	8.4k	28.78	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$240k		817.00	293.79	View chart
General Dynamics Corporation (GD)	0.0	$239k		700.00	341.00	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$238k		400.00	596.03	View chart
Twilio Cl A (TWLO)	0.0	$234k		2.3k	100.09	View chart
UnitedHealth (UNH)	0.0	$222k	-80%	642.00	345.30	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$221k	NEW	1.7k	130.25	View chart
CMS Energy Corporation (CMS)	0.0	$220k		3.0k	73.26	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$216k	NEW	7.5k	28.79	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$216k		3.8k	57.52	View chart
salesforce (CRM)	0.0	$211k		892.00	237.00	View chart
Xpo Logistics Inc equity (XPO)	0.0	$210k		1.6k	129.27	View chart
Kimberly-Clark Corporation (KMB)	0.0	$207k	-2%	1.7k	124.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$205k	NEW	1.5k	140.95	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$205k	NEW	3.6k	56.86	View chart
Duke Energy Corp Com New (DUK)	0.0	$204k	NEW	1.7k	123.75	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$203k	NEW	1.1k	178.73	View chart
Stryker Corporation (SYK)	0.0	$202k		546.00	369.49	View chart
Qualys (QLYS)	0.0	$201k		1.5k	132.33	View chart
Wayfair Note 0.625%10/0 (Principal)	0.0	$199k		200k	0.99	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$196k	+57%	21k	9.58	View chart
Neumora Therapeutics (NMRA)	0.0	$182k		100k	1.82	View chart
Doubleline Opportunistic Cr (DBL)	0.0	$173k		11k	15.58	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.0	$123k		16k	7.55	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$62k	NEW	10k	6.09	View chart
Cherry Hill Mort (CHMI)	0.0	$26k		11k	2.39	View chart
Lineage Cell Therapeutics In (LCTX)	0.0	$25k		15k	1.69	View chart
Conifer Holdings	0.0	$20k		17k	1.23	View chart
Rockwell Med Com New (RMTI)	0.0	$15k		12k	1.20	View chart
Paysafe *w Exp 03/30/202 (PSFE.WS)	0.0	$773.818000		42k	0.02	View chart

Past Filings by SkyOak Wealth

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

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
SkyOak Wealth 2021 Q4 filed Jan. 24, 2022

View all past filings

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