CIK 1800379
SkyOak Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
250
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 250
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 497K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 545K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 729K | $1M+ | SH |
| AAPL | APPLE INC | 86K | $1M+ | SH |
| IUSV | ISHARES TR | 201K | $1M+ | SH |
| LLY | ELI LILLY & CO | 17K | $1M+ | SH |
| IEFA | ISHARES TR | 187K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 190K | $1M+ | SH |
| IEF | ISHARES TR | 140K | $1M+ | SH |
| JSCP | J P MORGAN EXCHANGE TRADED F | 271K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 72K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 151K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 27K | $1M+ | SH |
| AMZN | AMAZON COM INC | 35K | $1M+ | SH |
| IJR | ISHARES TR | 67K | $1M+ | SH |
| META | META PLATFORMS INC | 12K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 170K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 41K | $1M+ | SH |
| MS | MORGAN STANLEY | 42K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 33K | $1M+ | SH |
| GOOG | ALPHABET INC | 23K | $1M+ | SH |
| SSUS | STRATEGY SHS | 147K | $1M+ | SH |
| ARKK | ARK ETF TR | 92K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 107K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 14K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 60K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 20K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 112K | $1M+ | SH |
| GOOGL | ALPHABET INC | 19K | $1M+ | SH |
| STWD | STARWOOD PPTY TR INC | 313K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 9K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 94K | $1M+ | SH |
| MINT | PIMCO ETF TR | 45K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 32K | $1M+ | SH |
| LNTH | LANTHEUS HLDGS INC | 63K | $1M+ | SH |
| LDUR | PIMCO ETF TR | 43K | $1M+ | SH |
| CMA | COMERICA INC | 44K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 26K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 31K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 74K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 25K | $1M+ | SH |
| TSLA | TESLA INC | 7K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 56K | $1M+ | SH |
| FLV | AMERICAN CENTY ETF TR | 42K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 39K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |