Skyoak Wealth, LLC Top Holdings and 13F Report (2025) About Skyoak Wealth, LLCInvestment ActivitySkyoak Wealth, LLC has $456.60 million in total holdings as of March 31, 2025.Skyoak Wealth, LLC owns shares of 245 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 5.22% of the portfolio was purchased this quarter.About 4.22% of the portfolio was sold this quarter.This quarter, Skyoak Wealth, LLC has purchased 255 new stocks and bought additional shares in 70 stocks.Skyoak Wealth, LLC sold shares of 92 stocks and completely divested from 35 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $26,409,637SPDR Portfolio S&P 500 Value ETF $21,489,817Apple $20,028,891iShares Core S&P U.S. Value ETF $18,671,326Schwab U.S. Large-Cap Growth ETF $17,307,030 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $1,676,727 Holding770700102 - Robinhood Markets $1,251,305 Holding745867101 - PulteGroup $378,201 Holding92939U106 - WEC Energy Group $353,531 Holding594972408 - Strategy $345,924 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 25,719 shares (about $2.24M)Berkshire Hathaway 2 shares (about $1.68M)JPMorgan Ultra-Short Income ETF 31,487 shares (about $1.59M)JPMorgan Income ETF 32,541 shares (about $1.50M)iShares 7-10 Year Treasury Bond ETF 13,417 shares (about $1.28M) Largest Sales this Quarter Broadcom 5,600 shares (about $937.61K)iShares Core S&P Small-Cap ETF 8,776 shares (about $917.71K)Verizon Communications 16,130 shares (about $731.66K)Meta Platforms 1,243 shares (about $716.42K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 7,693 shares (about $705.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSkyoak Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPSTJPMorgan Ultra-Short Income ETF$26,409,637$1,594,188 ▲6.4%521,6205.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$21,489,817$981,413 ▲4.8%420,7914.7%ETFAAPLApple$20,028,891$535,336 ▼-2.6%90,1674.4%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$18,671,326$274,379 ▲1.5%202,3114.1%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$17,307,030$198,317 ▼-1.1%691,1753.8%ETFLLYEli Lilly and Company$15,183,496$479,853 ▼-3.1%18,3843.3%MedicalSPLGSPDR Portfolio S&P 500 ETF$13,089,154$103,375 ▼-0.8%199,0442.9%ETFIEFAiShares Core MSCI EAFE ETF$12,839,557$827,460 ▲6.9%169,7232.8%ETFJSCPJPMorgan Short Duration Core Plus ETF$10,154,399$968,938 ▲10.5%215,0902.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$9,984,285$1,279,579 ▲14.7%104,6902.2%ETFAVUVAvantis U.S. Small Cap Value ETF$8,755,703$2,241,925 ▲34.4%100,4441.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$7,988,009$294,218 ▼-3.6%163,8231.7%ETFMETAMeta Platforms$7,629,278$716,416 ▼-8.6%13,2371.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$7,396,836$124,303 ▼-1.7%35,8231.6%ETFJPIEJPMorgan Income ETF$6,996,098$1,499,164 ▲27.3%151,8581.5%ETFIJRiShares Core S&P Small-Cap ETF$6,946,907$917,707 ▼-11.7%66,4331.5%ETFJPMJPMorgan Chase & Co.$6,865,295$1,227 ▲0.0%27,9871.5%FinanceVIGVanguard Dividend Appreciation ETF$6,565,110$190,495 ▲3.0%33,8431.4%ETFAMZNAmazon.com$6,546,656$196,348 ▲3.1%34,4091.4%Retail/WholesaleSSUSDay Hagan/Ned Davis Research Smart Sector ETF$6,516,572$179,043 ▼-2.7%160,0731.4%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$6,158,145$146,696 ▼-2.3%112,2521.3%ManufacturingMSFTMicrosoft$5,997,044$216,593 ▲3.7%15,9761.3%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$5,875,473$93,405 ▲1.6%23,3371.3%ETFVWOVanguard FTSE Emerging Markets ETF$5,062,904$409,647 ▲8.8%111,8631.1%ETFMSMorgan Stanley$4,972,555$131,719 ▼-2.6%42,6211.1%FinanceARKKARK Innovation ETF$4,702,284$23,362 ▲0.5%98,8291.0%ETFPGProcter & Gamble$4,585,541$203,654 ▲4.6%26,9071.0%Consumer StaplesQQQInvesco QQQ$4,508,705$74,559 ▼-1.6%9,6151.0%FinanceLNTHLantheus$4,376,7740.0%44,8441.0%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$4,234,590$586,916 ▲16.1%42,0850.9%ETFGOOGAlphabet$4,094,163$126,703 ▼-3.0%26,2060.9%Computer and TechnologyLDURPIMCO Low Duration Exchange-Traded Fund$4,079,990$498,601 ▲13.9%42,5100.9%ETFSTWDStarwood Property Trust$3,996,940$387,868 ▲10.7%202,1720.9%FinanceIBMInternational Business Machines$3,771,091$47,244 ▲1.3%15,1660.8%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,692,927$86,962 ▼-2.3%33,5480.8%ETFGOOGLAlphabet$3,469,658$69,279 ▼-2.0%22,4370.8%Computer and TechnologyNVDANVIDIA$3,442,100$190,421 ▼-5.2%31,7600.8%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$3,198,126$353,925 ▲12.4%55,9700.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,009,949$111,378 ▼-3.6%82,6680.7%ETFJMSTJPMorgan Ultra-Short Municipal ETF$3,001,269$502,652 ▼-14.3%59,0220.7%ETFAWRAmerican States Water$2,968,229$56,807 ▼-1.9%37,7250.7%UtilitiesVVisa$2,953,326$35,046 ▼-1.2%8,4270.6%Business ServicesBRK.BBerkshire Hathaway$2,939,842$28,227 ▲1.0%5,5200.6%FinanceFLVAmerican Century Focused Large Cap Value ETF$2,936,638$50,950 ▲1.8%42,0180.6%ETFNEENextEra Energy$2,832,268$37,713 ▼-1.3%39,9530.6%UtilitiesEMREmerson Electric$2,747,853$12,389 ▼-0.4%25,0630.6%IndustrialsVBVanguard Small-Cap ETF$2,465,623$52,333 ▼-2.1%11,1190.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,461,974$225,920 ▼-8.4%30,6330.5%ETFULUnilever$2,448,310$31,382 ▼-1.3%41,1140.5%Consumer StaplesVTIVanguard Total Stock Market ETF$2,377,091$39,027 ▲1.7%8,6490.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,375,189$66,316 ▼-2.7%58,2730.5%ETFVOOVanguard S&P 500 ETF$2,362,958$6,167 ▼-0.3%4,5980.5%ETFUPSUnited Parcel Service$2,198,043$98,441 ▲4.7%19,9840.5%TransportationNOWServiceNow$2,156,7430.0%2,7090.5%Computer and TechnologyMCDMcDonald's$2,101,675$17,493 ▲0.8%6,7280.5%Retail/WholesaleTMUST-Mobile US$2,091,273$200,032 ▼-8.7%7,8410.5%Computer and TechnologyVZVerizon Communications$2,000,711$731,663 ▼-26.8%44,1070.4%Computer and TechnologyTSLATesla$1,895,755$186,077 ▲10.9%7,3150.4%Auto/Tires/TrucksIWNiShares Russell 2000 Value ETF$1,792,284$92,400 ▼-4.9%11,8710.4%ETFUNHUnitedHealth Group$1,781,274$162,886 ▲10.1%3,4010.4%MedicalBRK.ABerkshire Hathaway$1,676,727$1,676,727 ▲New Holding20.4%FinanceCWBSPDR Bloomberg Convertible Securities ETF$1,611,395$22,986 ▼-1.4%21,0310.4%ETFBACBank of America$1,515,636$12,102 ▼-0.8%36,3200.3%FinanceVUGVanguard Growth ETF$1,508,867$8,529 ▼-0.6%4,0690.3%ETFSPYSPDR S&P 500 ETF Trust$1,472,203$54,816 ▲3.9%2,6320.3%FinanceGVIPGoldman Sachs Hedge Industry VIP ETF$1,439,127$35,012 ▼-2.4%12,2080.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,369,529$705,679 ▼-34.0%14,9300.3%ETFABBVAbbVie$1,356,642$5,867 ▼-0.4%6,4750.3%MedicalGLDSPDR Gold Shares$1,321,122$14,407 ▼-1.1%4,5850.3%FinanceIVViShares Core S&P 500 ETF$1,305,595$77,527 ▼-5.6%2,3240.3%ETFHOODRobinhood Markets$1,251,305$1,251,305 ▲New Holding30,0650.3%FinanceTAT&T$1,204,813$42,844 ▲3.7%42,6030.3%Computer and TechnologyCSCOCisco Systems$1,163,6650.0%18,8570.3%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,115,173$16,863 ▲1.5%18,3840.2%ETFQCOMQUALCOMM$1,077,574$14,900 ▲1.4%7,0150.2%Computer and TechnologyPRUPrudential Financial$976,709$85,878 ▼-8.1%8,7460.2%FinanceVGITVanguard Intermediate-Term Treasury Index ETF$961,805$26,195 ▲2.8%16,1920.2%ETFCVXChevron$931,973$15,558 ▲1.7%5,5710.2%EnergyMAMastercard$931,8040.0%1,7000.2%Business ServicesKOCoca-Cola$920,361$2,650 ▼-0.3%12,8510.2%Consumer StaplesPEPPepsiCo$915,684$44,982 ▲5.2%6,1070.2%Consumer StaplesIWViShares Russell 3000 ETF$893,604$14,295 ▼-1.6%2,8130.2%ETFVEEVVeeva Systems$884,8270.0%3,8200.2%MedicalAVGOBroadcom$882,356$937,608 ▼-51.5%5,2700.2%Computer and TechnologySSOProShares Ultra S&P500$852,8820.0%10,3030.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$821,989$14,209 ▼-1.7%10,4130.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$790,054$84,892 ▼-9.7%15,0860.2%ManufacturingEFAiShares MSCI EAFE ETF$762,7040.0%9,3320.2%FinanceIDXXIDEXX Laboratories$729,0330.0%1,7360.2%MedicalNOBLProShares S&P 500 Aristocrats ETF$720,267$46,083 ▼-6.0%7,0490.2%ETFTRVTravelers Companies$719,5960.0%2,7210.2%FinanceCOSTCostco Wholesale$685,6910.0%7250.2%Retail/WholesaleFIFiserv$683,911$14,575 ▼-2.1%3,0970.1%Business ServicesCMAComerica$658,278$4,784 ▲0.7%11,1460.1%FinanceLMTLockheed Martin$635,222$421,248 ▲196.9%1,4220.1%AerospaceAFLAflac$629,4470.0%5,6610.1%FinanceAMDAdvanced Micro Devices$628,974$122,261 ▲24.1%6,1220.1%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$622,9570.0%7,5300.1%ManufacturingIWOiShares Russell 2000 Growth ETF$601,773$40,374 ▼-6.3%2,3550.1%ETFMARMarriott International$600,979$715 ▲0.1%2,5230.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
