Holders — by stockHoldings — by fund
SkyOak Wealth, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1800379
$612.1M
disclosed book value
251
positions
4.8%
largest position share
Positions, as of 2026-06-30
top 100 of 251 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYVSPDR SERIES TRUST | 487,942 | $29.7M | 4.8% |
| 2 | JPSTJ P MORGAN EXCHANGE TRADED F | 581,430 | $29.4M | 4.8% |
| 3 | SCHGSCHWAB STRATEGIC TR | 786,395 | $26.6M | 4.3% |
| 4 | AAPLAPPLE INC | 84,424 | $24.4M | 4% |
| 5 | IEFISHARES TR | 247,664 | $23.4M | 3.8% |
| 6 | IUSVISHARES TR | 189,458 | $20.9M | 3.4% |
| 7 | IEFAISHARES TR | 204,042 | $19.7M | 3.2% |
| 8 | LLYELI LILLY & CO | 16,314 | $19.6M | 3.2% |
| 9 | SPYMSPDR SERIES TRUST | 189,822 | $16.7M | 2.7% |
| 10 | JSCPJ P MORGAN EXCHANGE TRADED F | 313,090 | $14.8M | 2.4% |
| 11 | XLKSELECT SECTOR SPDR TR | 69,234 | $13.2M | 2.2% |
| 12 | AVUVAMERICAN CENTY ETF TR | 89,676 | $11.2M | 1.8% |
| 13 | IJRISHARES TR | 70,005 | $10.4M | 1.7% |
| 14 | DYNFBLACKROCK ETF TRUST | 147,220 | $10.0M | 1.6% |
| 15 | JPMJPMORGAN CHASE & CO | 26,977 | $8.8M | 1.4% |
| 16 | VWOVANGUARD INTL EQUITY INDEX F | 147,895 | $8.8M | 1.4% |
| 17 | MSMORGAN STANLEY | 40,946 | $8.6M | 1.4% |
| 18 | JPIEJ P MORGAN EXCHANGE TRADED F | 181,837 | $8.4M | 1.4% |
| 19 | FVFIRST TR EXCHANGE TRADED FD | 105,819 | $8.0M | 1.3% |
| 20 | STRATEGY SHS | 144,880 | $8.0M | 1.3% |
| 21 | VBKVANGUARD INDEX FDS | 21,886 | $8.0M | 1.3% |
| 22 | NVDANVIDIA CORPORATION | 39,918 | $8.0M | 1.3% |
| 23 | VIGVANGUARD SPECIALIZED FUNDS | 33,160 | $7.8M | 1.3% |
| 24 | GOOGALPHABET INC | 22,057 | $7.8M | 1.3% |
| 25 | AMZNAMAZON COM INC | 32,066 | $7.6M | 1.2% |
| 26 | VBRVANGUARD INDEX FDS | 30,101 | $7.3M | 1.2% |
| 27 | ARKKARK ETF TR | 89,400 | $7.2M | 1.2% |
| 28 | GOOGLALPHABET INC | 18,614 | $6.7M | 1.1% |
| 29 | METAMETA PLATFORMS INC | 11,721 | $6.6M | 1.1% |
| 30 | QQQINVESCO QQQ TR | 8,696 | $6.4M | 1% |
| 31 | IBMINTERNATIONAL BUSINESS MACHS | 21,432 | $6.0M | 1% |
| 32 | STWDSTARWOOD PPTY TR INC | 344,871 | $5.6M | 0.9% |
| 33 | MSFTMICROSOFT CORP | 14,876 | $5.5M | 0.9% |
| 34 | LNTHLANTHEUS HLDGS INC | 44,419 | $4.9M | 0.8% |
| 35 | LDURPIMCO ETF TR | 48,707 | $4.7M | 0.8% |
| 36 | JEPIJ P MORGAN EXCHANGE TRADED F | 78,136 | $4.4M | 0.7% |
| 37 | GSLCGOLDMAN SACHS ETF TR | 29,584 | $4.2M | 0.7% |
| 38 | SPYGSPDR SERIES TRUST | 33,488 | $4.0M | 0.7% |
| 39 | MINTPIMCO ETF TR | 39,004 | $3.9M | 0.6% |
| 40 | SPDWSPDR INDEX SHS FDS | 76,708 | $3.9M | 0.6% |
| 41 | JMSTJ P MORGAN EXCHANGE TRADED F | 72,890 | $3.7M | 0.6% |
| 42 | PGPROCTER & GAMBLE CO | 25,298 | $3.7M | 0.6% |
| 43 | SPSMSPDR SERIES TRUST | 62,732 | $3.6M | 0.6% |
| 44 | VBVANGUARD INDEX FDS | 11,233 | $3.4M | 0.6% |
| 45 | EMREMERSON ELEC CO | 23,736 | $3.4M | 0.6% |
| 46 | AMERICAN CENTY ETF TR | 41,744 | $3.4M | 0.6% |
| 47 | NEENEXTERA ENERGY INC | 38,646 | $3.4M | 0.6% |
| 48 | VTIVANGUARD INDEX FDS | 9,144 | $3.4M | 0.6% |
| 49 | SPYSTATE STR SPDR S&P 500 ETF T | 4,405 | $3.3M | 0.5% |
| 50 | VOOVANGUARD INDEX FDS | 4,672 | $3.2M | 0.5% |
| 51 | TSLATESLA INC | 7,232 | $3.0M | 0.5% |
| 52 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,034 | $3.0M | 0.5% |
| 53 | AWRAMER STATES WTR CO | 36,258 | $3.0M | 0.5% |
| 54 | VVISA INC | 7,765 | $2.7M | 0.4% |
| 55 | CIENCIENA CORP | 5,139 | $2.5M | 0.4% |
| 56 | AVGOBROADCOM INC | 6,636 | $2.5M | 0.4% |
| 57 | MUMICRON TECHNOLOGY INC | 2,135 | $2.5M | 0.4% |
| 58 | CVXCHEVRON CORPORATION | 14,392 | $2.4M | 0.4% |
| 59 | IWNISHARES TR | 10,538 | $2.3M | 0.4% |
| 60 | VUGVANGUARD INDEX FDS | 26,876 | $2.3M | 0.4% |
| 61 | GOLDMAN SACHS ETF TR | 12,208 | $2.3M | 0.4% |
| 62 | CWBSPDR SERIES TRUST | 20,578 | $2.2M | 0.4% |
| 63 | COSTCOSTCO WHOLESALE CORPORATION | 2,291 | $2.1M | 0.4% |
| 64 | ULUNILEVER PLC | 33,380 | $2.0M | 0.3% |
| 65 | BACBANK OF AMER CORP | 33,987 | $1.9M | 0.3% |
| 66 | CSCOCISCO SYS INC | 16,470 | $1.9M | 0.3% |
| 67 | MCDMCDONALDS CORP | 6,647 | $1.8M | 0.3% |
| 68 | VZVERIZON COMMUNICATIONS INC | 40,500 | $1.7M | 0.3% |
| 69 | IVVISHARES TR | 2,271 | $1.7M | 0.3% |
| 70 | ABBVABBVIE INC | 6,725 | $1.7M | 0.3% |
| 71 | VEUVANGUARD INTL EQUITY INDEX F | 19,218 | $1.6M | 0.3% |
| 72 | BILSPDR SERIES TRUST | 17,222 | $1.6M | 0.3% |
| 73 | BRK/ABERKSHIRE HATHAWAY INC DEL | 2 | $1.6M | 0.3% |
| 74 | LRCXLAM RESEARCH CORP | 3,575 | $1.5M | 0.3% |
| 75 | CMICUMMINS INC | 2,000 | $1.4M | 0.2% |
| 76 | NOWSERVICENOW INC | 14,140 | $1.4M | 0.2% |
| 77 | SSOPROSHARES TR | 19,489 | $1.3M | 0.2% |
| 78 | QCOMQUALCOMM INC | 6,815 | $1.3M | 0.2% |
| 79 | VGITVANGUARD SCOTTSDALE FDS | 20,996 | $1.2M | 0.2% |
| 80 | TMUST-MOBILE US INC | 6,929 | $1.2M | 0.2% |
| 81 | IBITISHARES BITCOIN TRUST ETF | 34,591 | $1.2M | 0.2% |
| 82 | CATCATERPILLAR INC | 1,064 | $1.1M | 0.2% |
| 83 | IWVISHARES TR | 2,640 | $1.1M | 0.2% |
| 84 | FBTCFIDELITY WISE ORIGIN BITCOIN | 21,944 | $1.1M | 0.2% |
| 85 | GLDSPDR GOLD TR | 2,992 | $1.1M | 0.2% |
| 86 | KOCOCA COLA CO | 12,682 | $1.0M | 0.2% |
| 87 | PLTRPALANTIR TECHNOLOGIES INC | 8,682 | $1.0M | 0.2% |
| 88 | AMDADVANCED MICRO DEVICES INC | 1,712 | $994,518 | 0.2% |
| 89 | LMTLOCKHEED MARTIN CORP | 1,867 | $951,181 | 0.2% |
| 90 | TXNTEXAS INSTRS INC | 3,085 | $919,546 | 0.2% |
| 91 | IDXXIDEXX LABS INC | 1,736 | $913,900 | 0.1% |
| 92 | ORCLORACLE CORP | 6,200 | $908,610 | 0.1% |
| 93 | NOBLPROSHARES TR | 16,042 | $900,919 | 0.1% |
| 94 | TDTORONTO DOMINION BK ONT | 7,398 | $898,339 | 0.1% |
| 95 | CRWDCROWDSTRIKE HLDGS INC | 1,177 | $898,216 | 0.1% |
| 96 | PANWPALO ALTO NETWORKS INC | 2,590 | $883,242 | 0.1% |
| 97 | IWOISHARES TR | 2,229 | $878,137 | 0.1% |
| 98 | MAMASTERCARD INCORPORATED | 1,700 | $873,120 | 0.1% |
| 99 | INTCINTEL CORP | 6,183 | $863,332 | 0.1% |
| 100 | TRVTRAVELERS COMPANIES INC | 2,553 | $842,796 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.