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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, IUSV, and represent 22.21% of SkyOak Wealth's stock portfolio.
Added to shares of these 10 stocks: FITB, IEF, IBIT, SPYV, JSCP, SCHG, MSFT, JPIE, AVUV, AVGO.
Started 29 new stock positions in RKLB, MEDP, CBT, ASML, NTES, BA, LOPE, ASTS, CRM, ACGL.
Reduced shares in these 10 stocks: Comerica Incorporated, JMST, BIL, ZS, LMT, CIEN, LLY, PHM, FIX, .
Sold out of its positions in APP, AXON, FIX, Comerica Incorporated, CEG, CPRT, CRWV, EME, TDIV, IESC. INFY, LULU, MHO, PCTY, POWL, PHM, QLYS, RLI, UNH, WEC, XPEL, ZS, LOGI, NVMI.
SkyOak Wealth was a net buyer of stock by $7.9M.
SkyOak Wealth has $546M in assets under management (AUM), dropping by -1.78%.
Central Index Key (CIK): 0001800379

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Portfolio Holdings for SkyOak Wealth

SkyOak Wealth holds 255 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYV)	5.4	$29M	+4%	519k	56.58	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.1	$28M		550k	50.61	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.1	$22M	+4%	761k	29.13	View chart
Apple (AAPL)	3.9	$21M		85k	253.79	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	3.8	$21M		201k	102.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.2	$17M	+2%	192k	90.53	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.8	$15M	+15%	162k	95.44	View chart
Eli Lilly & Co. (LLY)	2.7	$15M	-3%	16k	919.77	View chart
Spdr Series Trust State Street Spd (SPYM)	2.7	$15M		191k	76.54	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	2.5	$14M	+7%	291k	47.30	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.7	$9.2M	-3%	69k	132.90	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$8.7M		150k	58.18	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.6	$8.7M	+11%	188k	46.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$8.5M		69k	124.31	View chart
JPMorgan Chase & Co. (JPM)	1.4	$7.9M		27k	294.15	View chart
Amazon (AMZN)	1.4	$7.6M	+4%	37k	208.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$7.4M	+10%	67k	110.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$7.2M		33k	215.06	View chart
NVIDIA Corporation (NVDA)	1.3	$7.2M		41k	174.40	View chart
Morgan Stanley Com New (MS)	1.3	$6.9M		42k	164.57	View chart
Strategy Day Hagan Smart (SSUS)	1.3	$6.9M		148k	46.69	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.3	$6.9M		23k	302.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$6.8M		32k	217.25	View chart
Meta Platforms Cl A (META)	1.2	$6.8M		12k	572.13	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$6.7M		24k	286.86	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	1.2	$6.5M		108k	60.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$6.3M	+4%	117k	54.05	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.1	$6.2M		92k	67.59	View chart
Microsoft Corporation (MSFT)	1.1	$6.0M	+17%	16k	370.17	View chart
Starwood Property Trust (STWD)	1.1	$6.0M	+10%	347k	17.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$5.4M		19k	287.56	View chart
International Business Machines (IBM)	0.9	$5.1M	+2%	21k	242.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$5.1M	-4%	8.8k	577.20	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.9	$4.9M		64k	75.85	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.9	$4.8M	+5%	47k	100.57	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.8	$4.6M	+11%	48k	95.82	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.7	$3.9M	-3%	31k	125.13	View chart
Procter & Gamble Company (PG)	0.7	$3.8M		26k	144.44	View chart
Nextera Energy (NEE)	0.7	$3.6M		39k	92.88	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$3.4M	-28%	67k	50.98	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.6	$3.4M		74k	45.65	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$3.3M	+4%	59k	56.68	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.6	$3.2M		42k	76.69	View chart
Spdr Series Trust State Street Spd (SPYG)	0.6	$3.2M	+4%	33k	97.91	View chart
Emerson Electric (EMR)	0.6	$3.2M		24k	131.02	View chart
Chevron Corporation (CVX)	0.5	$3.0M	-5%	14k	206.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$2.9M		11k	261.93	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$2.9M	+2%	60k	48.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.9M		9.0k	320.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.8M		4.4k	650.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$2.8M		4.7k	597.55	View chart
American States Water Company (AWR)	0.5	$2.8M		37k	75.62	View chart
Tesla Motors (TSLA)	0.5	$2.7M		7.3k	371.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.7M	+3%	5.6k	479.20	View chart
Fifth Third Ban (FITB)	0.5	$2.6M	NEW	56k	46.46	View chart
Broadcom (AVGO)	0.5	$2.6M	+37%	8.3k	309.52	View chart
Visa Com Cl A (V)	0.4	$2.4M		8.1k	302.24	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$2.3M		12k	189.59	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$2.3M	+228%	59k	38.42	View chart
Ciena Corp Com New (CIEN)	0.4	$2.2M	-20%	5.7k	388.23	View chart
Costco Wholesale Corporation (COST)	0.4	$2.1M		2.1k	996.43	View chart
Verizon Communications (VZ)	0.4	$2.1M		41k	50.20	View chart
McDonald's Corporation (MCD)	0.4	$2.1M		6.6k	310.80	View chart
Unilever Spon Adr New (UL)	0.4	$2.0M	-2%	35k	56.97	View chart
Spdr Series Trust State Street Spd (CWB)	0.3	$1.9M		21k	91.52	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$1.9M	-31%	20k	91.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.8M	+8%	4.1k	436.79	View chart
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP)	0.3	$1.8M		12k	145.73	View chart
Bank of America Corporation (BAC)	0.3	$1.7M		35k	48.75	View chart
Servicenow (NOW)	0.3	$1.5M	+9%	15k	104.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.5M		2.3k	653.18	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	754047.00	View chart
Abbvie (ABBV)	0.3	$1.5M		6.7k	217.49	View chart
Metropcs Communications (TMUS)	0.3	$1.5M	-9%	6.9k	210.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.4M		19k	75.10	View chart
Cisco Systems (CSCO)	0.2	$1.3M		17k	77.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.3M		3.0k	430.29	View chart
At&t (T)	0.2	$1.3M		44k	28.99	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$1.1M	-8%	19k	59.55	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.1M	+16%	7.5k	146.28	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$1.1M		21k	51.88	View chart
Cummins (CMI)	0.2	$1.1M	+11%	2.0k	538.02	View chart
Micron Technology (MU)	0.2	$1.0M	+3%	3.0k	337.84	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$994k	-2%	2.7k	370.71	View chart
Coca-Cola Company (KO)	0.2	$980k		13k	76.05	View chart
IDEXX Laboratories (IDXX)	0.2	$975k		1.7k	561.89	View chart
Qualcomm (QCOM)	0.2	$903k		7.0k	128.78	View chart
Palo Alto Networks (PANW)	0.2	$895k	+4%	5.6k	160.32	View chart
Lam Research Corp Com New (LRCX)	0.2	$860k	-22%	4.0k	213.66	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$850k	+7%	8.0k	106.01	View chart
Mastercard Incorporated Cl A (MA)	0.2	$849k		1.7k	499.66	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$836k	+7%	16k	52.56	View chart
Raytheon Technologies Corp (RTX)	0.2	$823k		4.3k	192.90	View chart
Exxon Mobil Corporation (XOM)	0.1	$802k	-2%	4.7k	169.67	View chart
Johnson & Johnson (JNJ)	0.1	$799k		3.3k	244.44	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$792k		10k	79.27	View chart
Caterpillar (CAT)	0.1	$754k		1.1k	708.20	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$745k	-7%	1.9k	390.41	View chart
Travelers Companies (TRV)	0.1	$745k	-6%	2.6k	291.68	View chart
Marriott Intl Cl A (MAR)	0.1	$721k	-12%	2.2k	327.07	View chart
Ge Aerospace Com New (GE)	0.1	$708k	-9%	2.5k	283.77	View chart
Uber Technologies (UBER)	0.1	$703k	-3%	9.8k	71.93	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$701k		2.2k	313.81	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$692k		8.4k	82.57	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$690k		6.1k	113.11	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$690k	-11%	7.4k	93.31	View chart
Prudential Financial (PRU)	0.1	$687k		7.0k	97.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$679k		2.7k	248.00	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$661k	+19%	6.6k	100.17	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$656k		4.3k	151.41	View chart
Lockheed Martin Corporation (LMT)	0.1	$645k	-47%	1.1k	604.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$645k		6.6k	97.13	View chart
AFLAC Incorporated (AFL)	0.1	$621k		5.7k	109.71	View chart
Texas Instruments Incorporated (TXN)	0.1	$599k		3.1k	194.14	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$591k		3.7k	158.45	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$589k		12k	49.95	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$583k	-13%	3.3k	175.66	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$579k		1.3k	463.09	View chart
Sun Communities (SUI)	0.1	$578k		4.6k	125.96	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$572k		19k	30.50	View chart
Advanced Micro Devices (AMD)	0.1	$552k	+18%	2.7k	203.43	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$551k		1.7k	318.12	View chart
AeroVironment (AVAV)	0.1	$549k	+87%	3.0k	183.05	View chart
Oracle Corporation (ORCL)	0.1	$544k	+37%	3.7k	147.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$544k	+48%	18k	30.68	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$524k		1.0k	522.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$519k		2.5k	211.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$518k		8.1k	64.08	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$510k		12k	44.18	View chart
Consolidated Edison (ED)	0.1	$504k		4.5k	113.17	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$490k		4.1k	118.45	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$486k	+47%	3.4k	142.85	View chart
Union Pacific Corporation (UNP)	0.1	$485k		2.0k	242.62	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$483k	+5%	3.3k	145.94	View chart
Ford Motor Company (F)	0.1	$478k		41k	11.54	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$456k		3.1k	146.59	View chart
Garmin SHS (GRMN)	0.1	$455k	-3%	2.0k	232.01	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$448k		9.5k	46.91	View chart
United Parcel Svcs CL B (UPS)	0.1	$446k		4.5k	98.38	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$441k	NEW	5.3k	82.87	View chart
CSX Corporation (CSX)	0.1	$437k		11k	41.05	View chart
Elbit Sys Ord (ESLT)	0.1	$425k	NEW	500.00	849.09	View chart
Waste Management (WM)	0.1	$422k		1.8k	229.79	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$419k	NEW	317.00	1320.83	View chart
General Motors Company (GM)	0.1	$417k	-15%	5.6k	74.50	View chart
Okta Cl A (OKTA)	0.1	$405k	+33%	5.2k	78.71	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$394k		3.1k	128.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$391k		1.1k	356.56	View chart
Rocket Lab Corp (RKLB)	0.1	$385k	NEW	6.0k	64.22	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$378k		35k	10.88	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$378k		3.1k	120.97	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$374k	NEW	15k	25.64	View chart
Netflix (NFLX)	0.1	$371k	-34%	3.9k	96.15	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$370k		3.4k	108.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$370k	+22%	1.3k	287.18	View chart
DTE Energy Company (DTE)	0.1	$370k		2.5k	146.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$360k		5.3k	67.53	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$360k		1.2k	298.85	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$357k		3.2k	110.87	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$356k		4.0k	88.70	View chart
Sterling Construction Company (STRL)	0.1	$352k	-14%	865.00	407.27	View chart
Arista Networks Com Shs (ANET)	0.1	$344k	+56%	2.8k	122.78	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$340k		6.9k	49.37	View chart
Casey's General Stores (CASY)	0.1	$333k	-13%	458.00	727.86	View chart
Phillips 66 (PSX)	0.1	$333k	-16%	1.8k	182.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$329k		1.8k	184.28	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$326k		11k	30.32	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$325k	+56%	5.9k	55.52	View chart
Goldman Sachs (GS)	0.1	$323k		382.00	845.99	View chart
U.S. Lime & Minerals (USLM)	0.1	$321k	-8%	2.5k	130.61	View chart
Xpo Logistics Inc equity (XPO)	0.1	$316k		1.6k	194.55	View chart
Southern Company (SO)	0.1	$315k		3.3k	96.52	View chart
Kimberly-Clark Corporation (KMB)	0.1	$311k	+45%	3.2k	96.48	View chart
Wal-Mart Stores (WMT)	0.1	$309k		2.5k	124.28	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$309k		4.0k	77.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$305k		1.6k	191.97	View chart
3M Company (MMM)	0.1	$305k		2.1k	145.21	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.1	$303k	NEW	12k	24.76	View chart
Mueller Industries (MLI)	0.1	$302k	-19%	2.7k	110.80	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$301k	-16%	16k	19.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$296k		2.1k	142.45	View chart
Twilio Cl A (TWLO)	0.1	$294k		2.3k	125.82	View chart
Neumora Therapeutics (NMRA)	0.1	$293k	+50%	150k	1.95	View chart
Medpace Hldgs (MEDP)	0.1	$288k	NEW	600.00	480.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$288k	+6%	675.00	426.40	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$287k		2.0k	145.74	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$286k		9.5k	30.07	View chart
Marathon Petroleum Corp (MPC)	0.1	$285k	-19%	1.2k	244.18	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$283k	NEW	723.00	391.96	View chart
F5 Networks (FFIV)	0.1	$282k	-17%	974.00	289.33	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$280k	+15%	4.1k	68.28	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$277k		6.0k	45.89	View chart
Bank Of N T Butterfield & So Shs New (NTB)	0.1	$274k	NEW	5.2k	52.48	View chart
Abbott Laboratories (ABT)	0.0	$273k		2.7k	102.67	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$272k	+2%	2.5k	109.71	View chart
Inventrust Pptys Corp Com New (IVT)	0.0	$271k		8.9k	30.46	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.0	$270k	+6%	9.4k	28.62	View chart
Amgen (AMGN)	0.0	$269k	-18%	764.00	351.85	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$260k		3.0k	86.69	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.0	$257k		9.0k	28.43	View chart
Crane Company Common Stock (CR)	0.0	$257k		1.5k	171.00	View chart
Cabot Corporation (CBT)	0.0	$256k	NEW	3.4k	75.31	View chart
First Bancorp Corporation Com New (FBP)	0.0	$254k	-8%	12k	21.36	View chart
Bristol Myers Squibb (BMY)	0.0	$253k		4.2k	60.65	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$252k		760.00	330.87	View chart
World Fds Tr T Rex Target Etf (BTCL)	0.0	$249k		16k	15.26	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$249k	NEW	2.5k	99.97	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$247k		400.00	616.76	View chart
Buckle (BKE)	0.0	$246k	NEW	4.9k	50.36	View chart
ExlService Holdings (EXLS)	0.0	$245k	NEW	8.1k	30.45	View chart
Green Brick Partners (GRBK)	0.0	$245k	-12%	3.8k	64.45	View chart
Napco Security Systems (NSSC)	0.0	$243k	-31%	6.2k	39.39	View chart
Walt Disney Company (DIS)	0.0	$242k	+2%	2.5k	96.37	View chart
Boeing Company (BA)	0.0	$241k	NEW	1.2k	199.07	View chart
Arch Cap Group Ord (ACGL)	0.0	$239k	NEW	2.5k	95.99	View chart
Hartford Financial Services (HIG)	0.0	$239k	NEW	1.8k	135.23	View chart
Totalenergies Se Act (TTE)	0.0	$239k	NEW	2.6k	90.98	View chart
Palomar Hldgs (PLMR)	0.0	$238k	NEW	2.0k	119.50	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$238k		3.0k	79.56	View chart
Drdgold Spon Adr Repstg (DRD)	0.0	$236k	-9%	8.0k	29.37	View chart
CMS Energy Corporation (CMS)	0.0	$233k		3.0k	77.58	View chart
salesforce (CRM)	0.0	$232k	NEW	1.2k	186.67	View chart
Netease Sponsored Ads (NTES)	0.0	$232k	NEW	2.1k	111.94	View chart
Deckers Outdoor Corporation (DECK)	0.0	$232k	-11%	2.3k	100.09	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$230k		1.7k	135.34	View chart
American Express Company (AXP)	0.0	$228k		755.00	302.48	View chart
Williams-Sonoma (WSM)	0.0	$228k	NEW	1.3k	182.33	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.0	$228k	NEW	1.2k	191.74	View chart
Ab Active Etfs Short Duration H (SYFI)	0.0	$227k		6.4k	35.52	View chart
Grand Canyon Education (LOPE)	0.0	$227k	NEW	1.3k	170.03	View chart
Duke Energy Corp Com New (DUK)	0.0	$216k	NEW	1.7k	130.94	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$216k		1.5k	148.10	View chart
Northrop Grumman Corporation (NOC)	0.0	$215k	NEW	315.00	682.24	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$214k	+4%	3.9k	55.36	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$210k		817.00	257.35	View chart
Cavco Industries (CVCO)	0.0	$209k	NEW	432.00	484.29	View chart
Omega Healthcare Investors (OHI)	0.0	$208k		4.8k	43.82	View chart
ResMed (RMD)	0.0	$207k	-8%	921.00	224.48	View chart
Annaly Capital Management In Com New (NLY)	0.0	$206k		9.8k	21.15	View chart
General Dynamics Corporation (GD)	0.0	$206k	-60%	600.00	343.22	View chart
Intel Corporation (INTC)	0.0	$205k	NEW	4.6k	44.13	View chart
Kinsale Cap Group (KNSL)	0.0	$204k	-4%	597.00	341.66	View chart
Honeywell International (HON)	0.0	$203k	-18%	896.00	226.10	View chart
Citigroup Com New (C)	0.0	$202k		1.8k	113.41	View chart
ABM Industries (ABM)	0.0	$202k		5.3k	38.52	View chart
KB Home (KBH)	0.0	$201k		3.9k	51.75	View chart
InterDigital (IDCC)	0.0	$201k	NEW	664.00	302.00	View chart
Doubleline Opportunistic Cr (DBL)	0.0	$167k		11k	14.60	View chart
Delcath Sys Com New (DCTH)	0.0	$139k		15k	9.28	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$129k		25k	5.17	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.0	$99k		16k	6.05	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$56k		15k	3.62	View chart
Cherry Hill Mort (CHMI)	0.0	$28k		11k	2.50	View chart
Lineage Cell Therapeutics In (LCTX)	0.0	$24k		15k	1.58	View chart
Conifer Holdings (PRHI)	0.0	$8.4k		17k	0.51	View chart

Past Filings by SkyOak Wealth

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

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
SkyOak Wealth 2022 Q2 filed July 26, 2022

View all past filings

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