SkyOak Wealt

SkyOak Wealth as of June 30, 2026

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