SkyOak Wealth, LLC

Institutional manager (13F) · CIK 1800379

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $417M

#	Issuer	Value	Shares
1	SPDR SERIES TRUST	$29M	519,061
2	J P MORGAN EXCHANGE TRADED F	$28M	549,606
3	SCHWAB STRATEGIC TR	$22M	760,537
4	APPLE INC	$21M	84,499
5	ISHARES TR	$20M	200,476
6	ISHARES TR	$17M	191,749
7	ISHARES TR	$15M	161,754
8	ELI LILLY & CO	$15M	16,205
9	SPDR SERIES TRUST	$15M	191,412
10	J P MORGAN EXCHANGE TRADED F	$14M	291,446
11	SELECT SECTOR SPDR TR	$9M	69,398
12	BLACKROCK ETF TRUST	$9M	149,638
13	J P MORGAN EXCHANGE TRADED F	$9M	188,237
14	ISHARES TR	$9M	68,485
15	JPMORGAN CHASE & CO	$8M	26,710
16	AMAZON COM INC	$8M	36,612
17	AMERICAN CENTY ETF TR	$7M	67,124
18	VANGUARD SPECIALIZED FUNDS	$7M	33,276
19	NVIDIA CORPORATION	$7M	41,018
20	MORGAN STANLEY	$7M	41,878
21	STRATEGY SHS	$7M	147,572
22	VANGUARD INDEX FDS	$7M	22,683
23	VANGUARD INDEX FDS	$7M	31,480
24	META PLATFORMS INC	$7M	11,848
25	ALPHABET INC	$7M	23,451
26	FIRST TR EXCHANGE TRADED FD	$7M	107,748
27	VANGUARD INTL EQUITY INDEX F	$6M	116,987
28	ARK ETF TR	$6M	92,431
29	MICROSOFT CORP	$6M	16,205
30	STARWOOD PPTY TR INC	$6M	346,798
31	ALPHABET INC	$5M	18,645
32	INTERNATIONAL BUSINESS MACHS	$5M	20,893
33	INVESCO QQQ TR	$5M	8,758
34	LANTHEUS HLDGS INC	$5M	64,284
35	PIMCO ETF TR	$5M	47,406
36	PIMCO ETF TR	$5M	47,985
37	GOLDMAN SACHS ETF TR	$4M	30,941
38	PROCTER & GAMBLE CO	$4M	26,043
39	NEXTERA ENERGY INC	$4M	39,178
40	J P MORGAN EXCHANGE TRADED F	$3M	67,322
41	SPDR INDEX SHS FDS	$3M	74,400
42	J P MORGAN EXCHANGE TRADED F	$3M	58,839
43	AMERICAN CENTY ETF TR	$3M	41,744
44	SPDR SERIES TRUST	$3M	32,578
45	EMERSON ELEC CO	$3M	24,124
46	CHEVRON CORPORATION	$3M	14,358
47	VANGUARD INDEX FDS	$3M	11,176
48	SPDR SERIES TRUST	$3M	60,415
49	VANGUARD INDEX FDS	$3M	9,021
50	STATE STR SPDR S&P 500 ETF T	$3M	4,363

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.