SkyOak Wealth, LLC

Est. AUM

$546.1M

13F long equity, this entity only

Positions

255

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$29.4M	519061	5.38%	SOLE
2	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$27.8M	549606	5.09%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP GR ETF	$22.2M	760537	4.06%	SOLE
4	APPLE INC	COM	$21.4M	84499	3.93%	SOLE
5	ISHARES TR	CORE S&P US VLU	$20.5M	200476	3.75%	SOLE
6	ISHARES TR	CORE MSCI EAFE	$17.4M	191749	3.18%	SOLE
7	ISHARES TR	7-10 YR TRSY BD	$15.4M	161754	2.83%	SOLE
8	ELI LILLY & CO	COM	$14.9M	16205	2.73%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$14.7M	191412	2.68%	SOLE
10	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$13.8M	291446	2.52%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET TEC	$9.2M	69398	1.69%	SOLE
12	BLACKROCK ETF TRUST	ISHARES US EQUIT	$8.7M	149638	1.59%	SOLE
13	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$8.7M	188237	1.59%	SOLE
14	ISHARES TR	CORE S&P SCP ETF	$8.5M	68485	1.56%	SOLE
15	JPMORGAN CHASE & CO	COM	$7.9M	26710	1.44%	SOLE
16	AMAZON COM INC	COM	$7.6M	36612	1.40%	SOLE
17	AMERICAN CENTY ETF TR	US SML CP VALU	$7.4M	67124	1.36%	SOLE
18	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$7.2M	33276	1.31%	SOLE
19	NVIDIA CORPORATION	COM	$7.2M	41018	1.31%	SOLE
20	MORGAN STANLEY	COM NEW	$6.9M	41878	1.26%	SOLE
21	STRATEGY SHS	DAY HAGAN SMART	$6.9M	147572	1.26%	SOLE
22	VANGUARD INDEX FDS	SML CP GRW ETF	$6.9M	22683	1.26%	SOLE
23	VANGUARD INDEX FDS	SM CP VAL ETF	$6.8M	31480	1.25%	SOLE
24	META PLATFORMS INC	CL A	$6.8M	11848	1.24%	SOLE
25	ALPHABET INC	CAP STK CL C	$6.7M	23451	1.23%	SOLE
26	FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$6.5M	107748	1.19%	SOLE
27	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.3M	116987	1.16%	SOLE
28	ARK ETF TR	INNOVATION ETF	$6.2M	92431	1.14%	SOLE
29	MICROSOFT CORP	COM	$6.0M	16205	1.10%	SOLE
30	STARWOOD PPTY TR INC	COM	$6.0M	346798	1.09%	SOLE
31	ALPHABET INC	CAP STK CL A	$5.4M	18645	0.98%	SOLE
32	INTERNATIONAL BUSINESS MACHS	COM	$5.1M	20893	0.93%	SOLE
33	INVESCO QQQ TR	UNIT SER 1	$5.1M	8758	0.93%	SOLE
34	LANTHEUS HLDGS INC	COM	$4.9M	64284	0.89%	SOLE
35	PIMCO ETF TR	ENHAN SHRT MA AC	$4.8M	47406	0.87%	SOLE
36	PIMCO ETF TR	ENHNCD LW DUR AC	$4.6M	47985	0.84%	SOLE
37	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$3.9M	30941	0.71%	SOLE
38	PROCTER & GAMBLE CO	COM	$3.8M	26043	0.69%	SOLE
39	NEXTERA ENERGY INC	COM	$3.6M	39178	0.67%	SOLE
40	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$3.4M	67322	0.63%	SOLE
41	SPDR INDEX SHS FDS	STATE STREET SPD	$3.4M	74400	0.62%	SOLE
42	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.3M	58839	0.61%	SOLE
43	AMERICAN CENTY ETF TR	FOCUSED LRG CAP	$3.2M	41744	0.59%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	32578	0.58%	SOLE
45	EMERSON ELEC CO	COM	$3.2M	24124	0.58%	SOLE
46	CHEVRON CORPORATION	COM	$3.0M	14358	0.54%	SOLE
47	VANGUARD INDEX FDS	SMALL CP ETF	$2.9M	11176	0.54%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	60415	0.53%	SOLE
49	VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	9021	0.53%	SOLE
50	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.8M	4363	0.52%	SOLE

1–50 of 255

1 / 6

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.