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SkyOak Wealt

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

Top 5 stock holdings are SPYV, JPST, SCHG, AAPL, IEF, and represent 21.82% of SkyOak Wealth's stock portfolio.
Added to shares of these 10 stocks: IEF (+$8.1M), AVUV, VUG, VWO, JPST, IEFA, FBTC, JEPI, JSCP, SCHG.
Started 20 new stock positions in PGR, AXON, BITU, HWKN, TDIV, APP, ARKG, DAL, QUBT, CHCO. EWBC, UNH, CRUS, FUTU, FTNT, FBTC, EEM, SPCX, SYF, FIX.
Reduced shares in these 10 stocks: FITB, LNTH, SPYV, IUSV, AMZN, MU, PANW, MINT, IBIT, GE.
Sold out of its positions in ASTS, BKE, CBT, PRHI, DRD, EXLS, GD, GE, Honeywell International, JEPQ. KWEB, NMRA, OKTA, PLMR, RKLB, SFM, STRL, USLM, VGLT, WSM, BTCL, TTE, CHKP, ASML.
SkyOak Wealth was a net buyer of stock by $2.8M.
SkyOak Wealth has $612M in assets under management (AUM), dropping by 12.09%.
Central Index Key (CIK): 0001800379

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Portfolio Holdings for SkyOak Wealth

SkyOak Wealth holds 251 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500val (SPYV)	4.8	$30M	-5%	488k	60.79	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.8	$29M	+5%	581k	50.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.3	$27M	+3%	786k	33.84	View chart
Apple (AAPL)	4.0	$24M		84k	289.36	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.8	$23M	+53%	248k	94.57	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	3.4	$21M	-5%	190k	110.15	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.2	$20M	+6%	204k	96.58	View chart
Eli Lilly & Co. (LLY)	3.2	$20M		16k	1199.43	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.7	$17M		190k	87.88	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	2.4	$15M	+7%	313k	47.15	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	2.2	$13M		69k	190.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.8	$11M	+33%	90k	124.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$10M	+2%	70k	148.31	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$10M		147k	68.01	View chart
JPMorgan Chase & Co. (JPM)	1.4	$8.8M		27k	327.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$8.8M	+26%	148k	59.69	View chart
Morgan Stanley Com New (MS)	1.4	$8.6M	-2%	41k	209.04	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.4	$8.4M	-3%	182k	46.05	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	1.3	$8.0M		106k	75.88	View chart
Strategy Day Hagan Smart (SSUS)	1.3	$8.0M		145k	55.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.3	$8.0M	-3%	22k	365.69	View chart
NVIDIA Corporation (NVDA)	1.3	$8.0M	-2%	40k	200.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$7.8M		33k	236.62	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$7.8M	-5%	22k	353.33	View chart
Amazon (AMZN)	1.2	$7.6M	-12%	32k	238.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$7.3M	-4%	30k	242.99	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.2	$7.2M	-3%	89k	80.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$6.7M		19k	357.37	View chart
Meta Platforms Cl A (META)	1.1	$6.6M		12k	563.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$6.4M		8.7k	736.43	View chart
International Business Machines (IBM)	1.0	$6.0M	+2%	21k	281.20	View chart
Starwood Property Trust (STWD)	0.9	$5.6M		345k	16.38	View chart
Microsoft Corporation (MSFT)	0.9	$5.5M	-8%	15k	373.02	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.8	$4.9M	-30%	44k	110.94	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.8	$4.7M		49k	95.61	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$4.4M	+32%	78k	56.48	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.7	$4.2M	-4%	30k	141.89	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.7	$4.0M	+2%	34k	118.99	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.6	$3.9M	-17%	39k	100.81	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.6	$3.9M	+3%	77k	50.39	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$3.7M	+8%	73k	51.00	View chart
Procter & Gamble Company (PG)	0.6	$3.7M	-2%	25k	146.64	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.6	$3.6M	+3%	63k	57.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$3.4M		11k	303.11	View chart
Emerson Electric (EMR)	0.6	$3.4M		24k	143.15	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.6	$3.4M		42k	81.30	View chart
Nextera Energy (NEE)	0.6	$3.4M		39k	87.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$3.4M		9.1k	370.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$3.3M		4.4k	746.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$3.2M		4.7k	686.81	View chart
Tesla Motors (TSLA)	0.5	$3.0M		7.2k	420.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$3.0M	+7%	6.0k	500.39	View chart
American States Water Company (AWR)	0.5	$3.0M		36k	82.63	View chart
Visa Com Cl A (V)	0.4	$2.7M	-3%	7.8k	343.09	View chart
Ciena Corp Com New (CIEN)	0.4	$2.5M	-9%	5.1k	490.56	View chart
Broadcom (AVGO)	0.4	$2.5M	-20%	6.6k	377.76	View chart
Micron Technology (MU)	0.4	$2.5M	-29%	2.1k	1154.50	View chart
Chevron Corporation (CVX)	0.4	$2.4M		14k	165.76	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$2.3M	-12%	11k	221.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$2.3M	+555%	27k	86.14	View chart
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP)	0.4	$2.3M		12k	188.71	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.4	$2.2M		21k	107.82	View chart
Costco Wholesale Corporation (COST)	0.4	$2.1M	+9%	2.3k	935.47	View chart
Unilever Spon Adr New (UL)	0.3	$2.0M	-4%	33k	60.12	View chart
Bank of America Corporation (BAC)	0.3	$1.9M	-3%	34k	56.98	View chart
Cisco Systems (CSCO)	0.3	$1.9M	-4%	17k	117.46	View chart
McDonald's Corporation (MCD)	0.3	$1.8M		6.6k	270.32	View chart
Verizon Communications (VZ)	0.3	$1.7M		41k	42.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.7M	-2%	2.3k	748.87	View chart
Abbvie (ABBV)	0.3	$1.7M		6.7k	251.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.6M		19k	83.75	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$1.6M	-15%	17k	91.64	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.6M		2.00	786292.50	View chart
Lam Research Corp Com New (LRCX)	0.3	$1.5M	-11%	3.6k	433.33	View chart
Cummins (CMI)	0.2	$1.4M		2.0k	713.21	View chart
Servicenow (NOW)	0.2	$1.4M	-4%	14k	99.28	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$1.3M	-6%	20k	67.38	View chart
Qualcomm (QCOM)	0.2	$1.3M	-2%	6.8k	184.79	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$1.2M	+11%	21k	58.98	View chart
Metropcs Communications (TMUS)	0.2	$1.2M		6.9k	167.73	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.2M	-41%	35k	33.29	View chart
Caterpillar (CAT)	0.2	$1.1M		1.1k	1064.52	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$1.1M		2.6k	426.35	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$1.1M	NEW	22k	51.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.1M		3.0k	368.38	View chart
Coca-Cola Company (KO)	0.2	$1.0M		13k	81.27	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.0M	+16%	8.7k	116.67	View chart
Advanced Micro Devices (AMD)	0.2	$995k	-36%	1.7k	580.91	View chart
Lockheed Martin Corporation (LMT)	0.2	$951k	+74%	1.9k	509.47	View chart
Texas Instruments Incorporated (TXN)	0.2	$920k		3.1k	298.07	View chart
IDEXX Laboratories (IDXX)	0.1	$914k		1.7k	526.44	View chart
Oracle Corporation (ORCL)	0.1	$909k	+67%	6.2k	146.55	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$901k	+100%	16k	56.16	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$898k		7.4k	121.43	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$898k	-38%	1.2k	763.14	View chart
Palo Alto Networks (PANW)	0.1	$883k	-53%	2.6k	341.02	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$878k		2.2k	393.96	View chart
Mastercard Incorporated Cl A (MA)	0.1	$873k		1.7k	513.60	View chart
Intel Corporation (INTC)	0.1	$863k	+33%	6.2k	139.63	View chart
Travelers Companies (TRV)	0.1	$843k		2.6k	330.12	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$840k		16k	52.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$839k		6.1k	137.53	View chart
Johnson & Johnson (JNJ)	0.1	$830k		3.3k	253.97	View chart
Northrop Grumman Corporation (NOC)	0.1	$823k	+412%	1.6k	509.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$821k		2.7k	300.45	View chart
Marriott Intl Cl A (MAR)	0.1	$816k		2.2k	370.59	View chart
Raytheon Technologies Corp (RTX)	0.1	$809k		4.3k	189.73	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$801k		6.6k	121.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$782k		9.9k	79.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$721k	+4%	6.9k	103.88	View chart
Prudential Financial (PRU)	0.1	$719k	-5%	6.7k	107.93	View chart
At&t (T)	0.1	$694k	-22%	34k	20.70	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$689k		8.4k	82.11	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$680k		3.7k	182.28	View chart
AFLAC Incorporated (AFL)	0.1	$664k		5.7k	117.25	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$662k	-2%	4.2k	156.30	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$660k	+46%	1.5k	450.98	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$654k		1.3k	522.52	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$653k		19k	34.81	View chart
Exxon Mobil Corporation (XOM)	0.1	$646k		4.7k	136.73	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$634k		1.7k	365.81	View chart
Uber Technologies (UBER)	0.1	$633k	-10%	8.8k	72.16	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$620k		12k	53.78	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$602k	-13%	623.00	965.58	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$593k		12k	50.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$592k	+2%	8.3k	71.25	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$589k		3.3k	177.47	View chart
Ford Motor Company (F)	0.1	$576k		41k	13.90	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$565k		4.1k	136.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$563k		18k	31.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$556k		2.5k	227.06	View chart
Sun Communities (SUI)	0.1	$550k		4.6k	119.91	View chart
Fifth Third Ban (FITB)	0.1	$550k	-82%	9.8k	56.37	View chart
Union Pacific Corporation (UNP)	0.1	$544k		2.0k	272.00	View chart
Elbit Sys Ord (ESLT)	0.1	$531k	+40%	700.00	758.72	View chart
CSX Corporation (CSX)	0.1	$506k		11k	47.53	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$503k		3.3k	152.18	View chart
AeroVironment (AVAV)	0.1	$495k		3.0k	165.07	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$495k		9.6k	51.78	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$493k		3.1k	158.64	View chart
Consolidated Edison (ED)	0.1	$493k		4.5k	110.62	View chart
Garmin SHS (GRMN)	0.1	$466k		2.0k	237.54	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$450k		3.1k	146.41	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$432k	-3%	1.1k	409.50	View chart
General Motors Company (GM)	0.1	$431k		5.6k	77.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$429k		15k	29.43	View chart
United Parcel Svcs CL B (UPS)	0.1	$427k	-12%	4.0k	107.51	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$427k		3.1k	136.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$415k	+300%	5.2k	80.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$414k		1.2k	343.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$411k		5.3k	77.11	View chart
Waste Management (WM)	0.1	$409k		1.8k	222.88	View chart
F5 Networks (FFIV)	0.1	$405k		974.00	415.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$400k	+376%	3.2k	124.17	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$399k		3.4k	117.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$387k		4.0k	96.43	View chart
Goldman Sachs (GS)	0.1	$386k		382.00	1011.37	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$369k		6.9k	53.61	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$366k	-2%	34k	10.84	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$360k		2.5k	144.48	View chart
Kimberly-Clark Corporation (KMB)	0.1	$354k		3.2k	109.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$353k		1.8k	197.60	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$345k		3.2k	107.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$342k		2.1k	164.30	View chart
3M Company (MMM)	0.1	$341k		2.1k	161.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$339k	+30%	3.9k	86.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$339k		1.6k	212.83	View chart
Crane Company Common Stock (CR)	0.1	$335k		1.5k	223.07	View chart
Xpo Logistics Inc equity (XPO)	0.1	$334k		1.6k	205.29	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$332k		4.1k	81.06	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$328k		11k	30.49	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$324k		2.0k	164.60	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$319k		2.5k	127.80	View chart
DTE Energy Company (DTE)	0.1	$317k	-17%	2.1k	152.35	View chart
Ishares Tr Top 20 U S Etf (TOPT)	0.1	$315k		9.6k	32.92	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$315k		8.9k	35.40	View chart
First Bancorp Corporation Com New (FBP)	0.1	$314k		12k	26.07	View chart
Casey's General Stores (CASY)	0.1	$313k	-13%	394.00	794.79	View chart
Bank Of N T Butterfield & So Shs New (NTB)	0.1	$312k		5.2k	59.50	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.1	$310k	-19%	9.9k	31.43	View chart
Mueller Industries (MLI)	0.0	$305k	-8%	2.5k	122.93	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$303k	NEW	1.8k	170.86	View chart
Medpace Hldgs (MEDP)	0.0	$301k	-5%	568.00	529.59	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$300k		1.7k	176.70	View chart
Green Brick Partners (GRBK)	0.0	$294k	-3%	3.7k	80.04	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$291k	-2%	15k	19.12	View chart
Southern Company (SO)	0.0	$290k	-7%	3.0k	95.71	View chart
Phillips 66 (PSX)	0.0	$288k	-6%	1.7k	169.05	View chart
Progressive Corporation (PGR)	0.0	$287k	NEW	1.3k	218.45	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.0	$285k		9.5k	30.01	View chart
Kinsale Cap Group (KNSL)	0.0	$283k	+43%	859.00	329.81	View chart
East West Ban (EWBC)	0.0	$282k	NEW	2.2k	129.09	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$281k		400.00	703.34	View chart
Wal-Mart Stores (WMT)	0.0	$281k		2.5k	113.26	View chart
Amgen (AMGN)	0.0	$277k		764.00	362.12	View chart
Netflix (NFLX)	0.0	$276k		3.9k	71.40	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$274k		6.0k	45.34	View chart
Marathon Petroleum Corp (MPC)	0.0	$272k	-8%	1.1k	255.67	View chart
Arista Networks Com Shs (ANET)	0.0	$268k	-43%	1.6k	169.88	View chart
Napco Security Systems (NSSC)	0.0	$267k	+14%	7.0k	37.98	View chart
ResMed (RMD)	0.0	$260k	+44%	1.3k	194.88	View chart
Applovin Corp Com Cl A (APP)	0.0	$258k	NEW	500.00	515.23	View chart
InterDigital (IDCC)	0.0	$255k	+35%	902.00	283.13	View chart
American Express Company (AXP)	0.0	$255k		755.00	338.25	View chart
Boeing Company (BA)	0.0	$252k	-4%	1.2k	216.52	View chart
City Holding Company (CHCO)	0.0	$250k	NEW	1.9k	132.64	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$250k		817.00	306.30	View chart
UnitedHealth (UNH)	0.0	$246k	NEW	592.00	415.63	View chart
Netease Sponsored Ads (NTES)	0.0	$246k	-7%	1.9k	128.14	View chart
Synchrony Financial (SYF)	0.0	$246k	NEW	3.2k	76.05	View chart
KB Home (KBH)	0.0	$243k		3.9k	62.59	View chart
Arch Cap Group Ord (ACGL)	0.0	$242k		2.5k	97.06	View chart
Cavco Industries (CVCO)	0.0	$242k	-9%	393.00	614.38	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$241k		3.0k	79.97	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$241k	NEW	2.1k	114.88	View chart
Abbott Laboratories (ABT)	0.0	$241k		2.7k	90.74	View chart
Bristol Myers Squibb (BMY)	0.0	$240k		4.2k	57.62	View chart
Comfort Systems USA (FIX)	0.0	$240k	NEW	121.00	1981.95	View chart
Hartford Financial Services (HIG)	0.0	$236k		1.8k	132.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$234k	NEW	3.4k	68.41	View chart
Twilio Cl A (TWLO)	0.0	$234k	-51%	1.1k	206.33	View chart
ABM Industries (ABM)	0.0	$232k		5.3k	44.24	View chart
Delta Air Lines Com New (DAL)	0.0	$232k	NEW	2.5k	93.66	View chart
Walt Disney Company (DIS)	0.0	$232k	-4%	2.4k	96.24	View chart
Fortinet (FTNT)	0.0	$230k	NEW	1.5k	153.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$230k		1.5k	158.03	View chart
CMS Energy Corporation (CMS)	0.0	$230k		3.0k	76.50	View chart
Omega Healthcare Investors (OHI)	0.0	$229k		4.8k	47.68	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$229k		760.00	301.03	View chart
Ab Active Etfs Shor Du Yiel Etf (SYFI)	0.0	$229k		6.4k	35.72	View chart
Citigroup Com New (C)	0.0	$222k	-11%	1.6k	139.96	View chart
Annaly Capital Management In Com New (NLY)	0.0	$218k		9.8k	22.36	View chart
Grand Canyon Education (LOPE)	0.0	$217k	+13%	1.5k	143.11	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$213k	NEW	5.1k	42.06	View chart
Hawkins (HWKN)	0.0	$212k	NEW	1.5k	142.10	View chart
salesforce (CRM)	0.0	$211k	+8%	1.3k	156.66	View chart
Duke Energy Corp Com New (DUK)	0.0	$209k		1.7k	126.58	View chart
Axon Enterprise (AXON)	0.0	$209k	NEW	373.00	560.61	View chart
Deckers Outdoor Corporation (DECK)	0.0	$208k	-9%	2.1k	99.29	View chart
Futu Hldgs Spon Ads Cl A (FUTU)	0.0	$207k	NEW	2.2k	93.74	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.0	$205k	-9%	1.1k	190.92	View chart
Cirrus Logic (CRUS)	0.0	$200k	NEW	1.3k	148.53	View chart
Delcath Sys Com New (DCTH)	0.0	$189k		15k	12.59	View chart
Doubleline Opportunistic Cr (DBL)	0.0	$149k	-9%	10k	14.38	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$118k		25k	4.73	View chart
Quantum Computing (QUBT)	0.0	$109k	NEW	11k	9.70	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.0	$95k		16k	5.80	View chart
Proshares Tr Ultra Bitcon Etf (BITU)	0.0	$95k	NEW	12k	8.12	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$70k	+98%	31k	2.29	View chart
Cherry Hill Mort (CHMI)	0.0	$26k		11k	2.32	View chart
Lineage Cell Therapeutics In (LCTX)	0.0	$20k		15k	1.31	View chart

Past Filings by SkyOak Wealth

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

SkyOak Wealth 2026 Q2 filed July 30, 2026
SkyOak Wealth 2026 Q1 filed April 30, 2026
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

View all past filings

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