Institutions / SkyOak Wealth, LLC
SkyOak Wealth, LLC
CIK 1800379 · Institution · as of Dec 31, 2025
Portfolio value
$555.98M
Positions
250
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 250 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $28.23M | 5.1% |
| J P Morgan Exchange Traded F | $27.57M | 5.0% |
| Schwab Strategic Tr | $23.79M | 4.3% |
| Apple Inc. | $23.31M | 4.2% |
| iShares Tr | $20.61M | 3.7% |
| ELI LILLY & Co | $17.96M | 3.2% |
| iShares Tr | $16.69M | 3.0% |
| SPDR Series Trust | $15.22M | 2.7% |
| iShares Tr | $13.44M | 2.4% |
| J P Morgan Exchange Traded F | $12.90M | 2.3% |
| Select Sector SPDR Tr | $10.35M | 1.9% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $9.16M | 1.6% |
| JPMorgan Chase & Co | $8.58M | 1.5% |
| Amazon.com Inc | $8.11M | 1.5% |
| iShares Tr | $8.07M | 1.5% |
| Meta Platforms Inc | $7.97M | 1.4% |
| J P Morgan Exchange Traded F | $7.85M | 1.4% |
| NVIDIA Corp | $7.66M | 1.4% |
| Morgan Stanley | $7.46M | 1.3% |
| Vanguard Specialized Funds | $7.32M | 1.3% |
| Alphabet Inc. | $7.22M | 1.3% |
| Strategy Shs | $7.17M | 1.3% |
| Ark ETF Tr | $7.08M | 1.3% |
| Vanguard Index Fds | $6.86M | 1.2% |
| First Tr Exchange Traded Fd | $6.76M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.