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 201–250 of 250
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| RLI | RLI CORP | 4K | $100K–$500K | SH |
| DECK | DECKERS OUTDOOR CORP | 3K | $100K–$500K | SH |
| GRBK | GREEN BRICK PARTNERS INC | 4K | $100K–$500K | SH |
| FBP | FIRST BANCORP P R | 13K | $100K–$500K | SH |
| TLT | ISHARES TR | 3K | $100K–$500K | SH |
| INFY | INFOSYS LTD | 15K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| IESC | IES HLDGS INC | 658 | $100K–$500K | SH |
| IVT | INVENTRUST PPTYS CORP | 9K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC | 627 | $100K–$500K | SH |
| RMD | RESMED INC | 1K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 400 | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 1K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| SYFI | AB ACTIVE ETFS INC | 6K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 648 | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 817 | $100K–$500K | SH |
| PCTY | PAYLOCITY HLDG CORP | 1K | $100K–$500K | SH |
| CPRT | COPART INC | 6K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| LOGI | LOGITECH INTL S A | 2K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 2K | $100K–$500K | SH |
| ABM | ABM INDS INC | 5K | $100K–$500K | SH |
| XPO | XPO INC | 2K | $100K–$500K | SH |
| BMO | BANK MONTREAL QUE | 2K | $100K–$500K | SH |
| KBH | KB HOME | 4K | $100K–$500K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 10K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC | 373 | $100K–$500K | SH |
| CMS | CMS ENERGY CORP | 3K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 1K | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 5K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 612 | $100K–$500K | SH |
| QLYS | QUALYS INC | 2K | $100K–$500K | SH |
| ACHR | ARCHER AVIATION INC | 25K | $100K–$500K | SH |
| NMRA | NEUMORA THERAPEUTICS INC. | 100K | $100K–$500K | SH |
| DBL | DOUBLELINE OPPORTUNISTIC CR | 11K | $100K–$500K | SH |
| DCTH | DELCATH SYS INC | 15K | $100K–$500K | SH |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | 16K | $100K–$500K | SH |
| UWMC | UWM HOLDINGS CORPORATION | 15K | $50K–$100K | SH |
| CHMI | CHERRY HILL MTG INVT CORP | 11K | $15K–$50K | SH |
| LCTX | LINEAGE CELL THERAPEUTICS IN | 15K | $15K–$50K | SH |
| PRHI | PRESURANCE HOLDINGS INC | 16K | $1K–$15K | SH |