Skyoak Wealth, LLC Top Holdings and 13F Report (2025) About Skyoak Wealth, LLCInvestment ActivitySkyoak Wealth, LLC has $529.44 million in total holdings as of September 30, 2025.Skyoak Wealth, LLC owns shares of 250 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 3.95% of the portfolio was purchased this quarter.About 4.03% of the portfolio was sold this quarter.This quarter, Skyoak Wealth, LLC has purchased 246 new stocks and bought additional shares in 52 stocks.Skyoak Wealth, LLC sold shares of 89 stocks and completely divested from 16 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $25,799,672SPDR Portfolio S&P 500 Value ETF $25,097,277Schwab U.S. Large-Cap Growth ETF $22,984,688Apple $22,339,373iShares Core S&P U.S. Value ETF $20,343,439 Largest New Holdings this Quarter 512807306 - LAM RESEARCH CORP $863,655 HoldingM22465104 - Check Point Software Technologies $475,893 Holding247361702 - Delta Air Lines $431,981 Holding70959W103 - Penske Automotive Group $418,427 Holding630402105 - NAPCO Security Technologies $403,172 Holding Largest Purchases this Quarter International Business Machines 8,400 shares (about $2.37M)iShares 7-10 Year Treasury Bond ETF 15,951 shares (about $1.54M)Starwood Property Trust 74,573 shares (about $1.44M)Costco Wholesale 1,405 shares (about $1.30M)Avantis U.S. Small Cap Value ETF 12,007 shares (about $1.20M) Largest Sales this Quarter United Parcel Service 19,155 shares (about $1.60M)Uber Technologies 12,579 shares (about $1.23M)Schwab U.S. Large-Cap Growth ETF 34,324 shares (about $1.10M)UnitedHealth Group 2,665 shares (about $920.23K)Apple 3,091 shares (about $787.06K) 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$25,799,672$544,283 ▲2.2%508,5684.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$25,097,277$305,477 ▲1.2%453,5934.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$22,984,688$1,095,279 ▼-4.5%720,2974.3%ETFAAPLApple$22,339,373$787,058 ▼-3.4%87,7334.2%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$20,343,439$322,039 ▼-1.6%203,5363.8%ManufacturingIEFAiShares Core MSCI EAFE ETF$15,408,577$259,660 ▼-1.7%176,4812.9%ETFSPLGSPDR Portfolio S&P 500 ETF$15,247,394$382,926 ▼-2.4%194,6312.9%ETFLLYEli Lilly and Company$13,643,935$326,563 ▼-2.3%17,8822.6%MedicalIEFiShares 7-10 Year Treasury Bond ETF$12,109,878$1,538,633 ▲14.6%125,5432.3%ETFJSCPJPMorgan Short Duration Core Plus ETF$11,576,514$785,375 ▲7.3%243,1532.2%ETFXLKTechnology Select Sector SPDR Fund$10,238,423$518,066 ▼-4.8%36,3241.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$8,992,184$703,710 ▼-7.3%151,8951.7%ETFMETAMeta Platforms$8,830,187$587,504 ▼-6.2%12,0241.7%Computer and TechnologyJPMJPMorgan Chase & Co.$8,387,865$325,206 ▼-3.7%26,5921.6%FinanceARKKARK Innovation ETF$8,249,244$267,616 ▼-3.1%95,5881.6%ETFNVDANVIDIA$7,945,714$562,167 ▼-6.6%42,5861.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$7,724,456$121,564 ▼-1.5%65,0041.5%ETFAMZNAmazon.com$7,553,647$129,107 ▼-1.7%34,4021.4%Retail/WholesaleJPIEJPMorgan Income ETF$7,226,501$323,431 ▲4.7%155,7101.4%ETFVIGVanguard Dividend Appreciation ETF$7,202,409$100,558 ▼-1.4%33,3771.4%ETFSSUSDay Hagan Smart Sector ETF$7,187,019$542,149 ▼-7.0%148,7781.4%ETFVBKVanguard Small-Cap Growth ETF$6,755,875$189,581 ▼-2.7%22,7001.3%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$6,722,035$227,556 ▼-3.3%108,5601.3%ManufacturingMSMorgan Stanley$6,705,101$70,896 ▼-1.0%42,1811.3%FinanceVBRVanguard Small-Cap Value ETF$6,448,722$55,934 ▼-0.9%30,8981.2%ETFIBMInternational Business Machines$6,367,312$2,370,177 ▲59.3%22,5661.2%Computer and TechnologyGOOGAlphabet$6,349,105$192,161 ▼-2.9%26,0691.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$6,061,694$191,038 ▼-3.1%111,8811.1%ETFQQQInvesco QQQ$5,634,235$496,485 ▼-8.1%9,3851.1%FinanceMSFTMicrosoft$5,573,039$4,144 ▼-0.1%10,7601.1%Computer and TechnologySTWDStarwood Property Trust$5,457,071$1,444,479 ▲36.0%281,7281.0%FinanceAVUVAvantis U.S. Small Cap Value ETF$5,402,588$1,195,057 ▲28.4%54,2811.0%ETFGOOGLAlphabet$5,246,584$324,052 ▼-5.8%21,5821.0%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$4,471,002$20,008 ▼-0.4%87,5980.8%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$4,332,939$50,548 ▼-1.2%33,2590.8%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$4,225,412$46,720 ▲1.1%41,9650.8%ETFPGProcter & Gamble$4,069,773$64,380 ▼-1.6%26,4870.8%Consumer StaplesLDURPIMCO Low Duration Exchange-Traded Fund$3,964,161$162,966 ▼-3.9%41,2310.7%ETFJEPIJPMorgan Equity Premium Income ETF$3,753,925$445,152 ▲13.5%65,7430.7%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,372,914$1,121,093 ▲49.8%36,7620.6%ETFEMREmerson Electric$3,227,094$60,604 ▼-1.8%24,6010.6%IndustrialsTSLATesla$3,214,881$19,568 ▼-0.6%7,2290.6%Auto/Tires/TrucksSPDWSPDR Portfolio Developed World ex-US ETF$3,157,617$253,104 ▼-7.4%73,7930.6%ETFFLVAmerican Century Focused Large Cap Value ETF$3,093,916$4,941 ▼-0.2%41,9510.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,031,835$373,414 ▼-11.0%29,0100.6%ETFLNTHLantheus$2,987,591$668,155 ▲28.8%58,2490.6%MedicalNEENextEra Energy$2,983,742$32,310 ▼-1.1%39,5250.6%UtilitiesVTIVanguard Total Stock Market ETF$2,908,243$23,628 ▲0.8%8,8620.5%ETFSPYSPDR S&P 500 ETF Trust$2,899,630$8,660 ▲0.3%4,3530.5%FinanceVVisa$2,852,230$24,579 ▼-0.9%8,3550.5%Business ServicesVOOVanguard S&P 500 ETF$2,834,095$4,287 ▲0.2%4,6280.5%ETFVBVanguard Small-Cap ETF$2,821,100$15,257 ▼-0.5%11,0940.5%ETFAWRAmerican States Water$2,729,410$27,422 ▼-1.0%37,2260.5%UtilitiesBRK.BBerkshire Hathaway$2,726,359$7,038 ▲0.3%5,4230.5%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,682,880$125,897 ▼-4.5%57,9210.5%ETFNOWServiceNow$2,493,0390.0%2,7090.5%Computer and TechnologyULUnilever$2,416,402$19,266 ▼-0.8%40,7630.5%Consumer StaplesIWNiShares Russell 2000 Value ETF$2,135,865$57,110 ▲2.7%12,0800.4%ETFMCDMcDonald's$2,044,012$11,244 ▼-0.5%6,7260.4%Retail/WholesaleCOSTCostco Wholesale$1,971,592$1,300,510 ▲193.8%2,1300.4%Retail/WholesaleCVXChevron$1,962,400$968,233 ▲97.4%12,6370.4%EnergyVZVerizon Communications$1,889,032$21,755 ▼-1.1%42,9810.4%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$1,885,206$18,100 ▼-1.0%20,8310.4%ETFBACBank of America$1,873,7560.0%36,3200.4%FinanceGVIPGoldman Sachs Hedge Industry VIP ETF$1,871,0370.0%12,2080.4%ETFTMUST-Mobile US$1,865,967$11,011 ▼-0.6%7,7950.4%Computer and TechnologyVUGVanguard Growth ETF$1,805,252$87,289 ▼-4.6%3,7640.3%ETFBRK.ABerkshire Hathaway$1,583,8200.0%20.3%FinanceABBVAbbVie$1,557,107$57,885 ▲3.9%6,7250.3%MedicalIVViShares Core S&P 500 ETF$1,555,2550.0%2,3240.3%ETFAVGOBroadcom$1,520,555$5,608 ▲0.4%4,6090.3%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,335,119$9,849 ▲0.7%18,7070.3%ETFSSOProShares Ultra S&P500$1,312,930$67,839 ▼-4.9%11,7090.2%ETFTAT&T$1,228,0450.0%43,4860.2%Computer and TechnologyCSCOCisco Systems$1,174,7710.0%17,1700.2%Computer and TechnologyQCOMQUALCOMM$1,167,0150.0%7,0150.2%Computer and TechnologyMUMicron Technology$1,158,659$84,160 ▲7.8%6,9250.2%Computer and TechnologyVEEVVeeva Systems$1,138,0160.0%3,8200.2%MedicalIDXXIDEXX Laboratories$1,109,1130.0%1,7360.2%MedicalGLDSPDR Gold Shares$1,089,516$16,707 ▼-1.5%3,0650.2%FinanceCIENCiena$1,077,9580.0%7,4000.2%Computer and TechnologyIWViShares Russell 3000 ETF$1,045,974$15,159 ▼-1.4%2,7600.2%ETFMAMastercard$966,9770.0%1,7000.2%Business ServicesVGITVanguard Intermediate-Term Treasury ETF$944,692$27,314 ▼-2.8%15,7370.2%ETFCMAComerica$914,307$7,537 ▲0.8%13,3440.2%FinanceWORLD FDS TR$906,7010.0%16,1360.2%T REX TARGET ETFGEGE Aerospace$867,264$61,668 ▼-6.6%2,8830.2%AerospaceLAM RESEARCH CORP$863,655$863,655 ▲New Holding6,4500.2%COM NEWKOCocaCola$860,5620.0%12,9760.2%Consumer StaplesVCSHVanguard Short-Term Corporate Bond ETF$814,154$17,424 ▼-2.1%10,1860.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$792,427$7,583 ▼-0.9%14,9430.1%ManufacturingLMTLockheed Martin$766,287$442,799 ▼-36.6%1,5350.1%AerospaceCMICummins$760,2660.0%1,8000.1%Auto/Tires/TrucksTRVTravelers Companies$759,7580.0%2,7210.1%FinanceIVWiShares S&P 500 Growth ETF$757,3970.0%6,2740.1%ETFNOBLProShares S&P 500 Aristocrats ETF$749,010$5,875 ▼-0.8%7,2670.1%ETFPANWPalo Alto Networks$743,213$160,860 ▲27.6%3,6500.1%Computer and TechnologyPRUPrudential Financial$739,303$63,899 ▼-8.0%7,1270.1%FinanceIWOiShares Russell 2000 Growth ETF$726,171$14,402 ▼-1.9%2,2690.1%ETFRTXRTX$701,9490.0%4,1950.1%AerospaceShowing 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. 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