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 101–150 of 250
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IGSB | ISHARES TR | 15K | $500K+ | SH |
| NOBL | PROSHARES TR | 7K | $500K+ | SH |
| RTX | RTX CORPORATION | 4K | $500K+ | SH |
| IVW | ISHARES TR | 6K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| SHY | ISHARES TR | 8K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| EFA | ISHARES TR | 7K | $500K+ | SH |
| AFL | AFLAC INC | 6K | $500K+ | SH |
| IYY | ISHARES TR | 4K | $500K+ | SH |
| DVY | ISHARES TR | 4K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| ZS | ZSCALER INC | 3K | $500K+ | SH |
| ULTA | ULTA BEAUTY INC | 1K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| OEF | ISHARES TR | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| VTIP | VANGUARD MALVERN FDS | 12K | $500K+ | SH |
| SUI | SUN CMNTYS INC | 5K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| F | FORD MTR CO | 42K | $500K+ | SH |
| GM | GENERAL MTRS CO | 7K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 3K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| IVE | ISHARES TR | 2K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 8K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| FCVT | FIRST TR EXCHANGE-TRADED FD | 12K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| BTCL | WORLD FDS TR | 16K | $100K–$500K | SH |
| IJS | ISHARES TR | 4K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 10K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 5K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 4K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| PHM | PULTE GROUP INC | 4K | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 2K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 2K | $100K–$500K | SH |
| IWB | ISHARES TR | 1K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| IOO | ISHARES TR | 3K | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 35K | $100K–$500K | SH |
| MLI | MUELLER INDS INC | 3K | $100K–$500K | SH |