SkyOak Wealt

SkyOak Wealth as of March 31, 2026

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