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 51–100 of 250
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| V | VISA INC | 8K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 59K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 30K | $1M+ | SH |
| AWR | AMER STATES WTR CO | 37K | $1M+ | SH |
| UL | UNILEVER PLC | 36K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 15K | $1M+ | SH |
| IWN | ISHARES TR | 12K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| NOW | SERVICENOW INC | 14K | $1M+ | SH |
| MCD | MCDONALDS CORP | 7K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 35K | $1M+ | SH |
| GVIP | GOLDMAN SACHS ETF TR | 12K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 21K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 41K | $1M+ | SH |
| CIEN | CIENA CORP | 7K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| TMUS | T-MOBILE US INC | 8K | $1M+ | SH |
| ABBV | ABBVIE INC | 7K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 19K | $1M+ | SH |
| CSCO | CISCO SYS INC | 17K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 21K | $1M+ | SH |
| SSO | PROSHARES TR | 21K | $1M+ | SH |
| QCOM | QUALCOMM INC | 7K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 2K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 6K | $1M+ | SH |
| T | AT&T INC | 43K | $1M+ | SH |
| IWV | ISHARES TR | 3K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 5K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| CMI | CUMMINS INC | 2K | $500K+ | SH |
| KO | COCA COLA CO | 13K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 5K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 18K | $500K+ | SH |
| VEEV | VEEVA SYS INC | 4K | $500K+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 10K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 10K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC | 7K | $500K+ | SH |
| TD | TORONTO DOMINION BK ONT | 8K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 3K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 3K | $500K+ | SH |