Skyoak Wealth, LLC Top Holdings and 13F Report (2025)

About Skyoak Wealth, LLC

Investment Activity

Skyoak 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: $26,409,637
SPDR Portfolio S&P 500 Value ETF: $21,489,817
Apple: $20,028,891
iShares Core S&P U.S. Value ETF: $18,671,326
Schwab U.S. Large-Cap Growth ETF: $17,307,030

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $1,676,727 Holding
770700102 - Robinhood Markets: $1,251,305 Holding
745867101 - PulteGroup: $378,201 Holding
92939U106 - WEC Energy Group: $353,531 Holding
594972408 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JPST JPMorgan Ultra-Short Income ETF	$26,409,637	$1,594,188 ▲	6.4%	521,620	5.8%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$21,489,817	$981,413 ▲	4.8%	420,791	4.7%	ETF
AAPL Apple	$20,028,891	$535,336 ▼	-2.6%	90,167	4.4%	Computer and Technology
IUSV iShares Core S&P U.S. Value ETF	$18,671,326	$274,379 ▲	1.5%	202,311	4.1%	Manufacturing
SCHG Schwab U.S. Large-Cap Growth ETF	$17,307,030	$198,317 ▼	-1.1%	691,175	3.8%	ETF
LLY Eli Lilly and Company	$15,183,496	$479,853 ▼	-3.1%	18,384	3.3%	Medical
SPLG SPDR Portfolio S&P 500 ETF	$13,089,154	$103,375 ▼	-0.8%	199,044	2.9%	ETF
IEFA iShares Core MSCI EAFE ETF	$12,839,557	$827,460 ▲	6.9%	169,723	2.8%	ETF
JSCP JPMorgan Short Duration Core Plus ETF	$10,154,399	$968,938 ▲	10.5%	215,090	2.2%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$9,984,285	$1,279,579 ▲	14.7%	104,690	2.2%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$8,755,703	$2,241,925 ▲	34.4%	100,444	1.9%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$7,988,009	$294,218 ▼	-3.6%	163,823	1.7%	ETF
META Meta Platforms	$7,629,278	$716,416 ▼	-8.6%	13,237	1.7%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$7,396,836	$124,303 ▼	-1.7%	35,823	1.6%	ETF
JPIE JPMorgan Income ETF	$6,996,098	$1,499,164 ▲	27.3%	151,858	1.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$6,946,907	$917,707 ▼	-11.7%	66,433	1.5%	ETF
JPM JPMorgan Chase & Co.	$6,865,295	$1,227 ▲	0.0%	27,987	1.5%	Finance
VIG Vanguard Dividend Appreciation ETF	$6,565,110	$190,495 ▲	3.0%	33,843	1.4%	ETF
AMZN Amazon.com	$6,546,656	$196,348 ▲	3.1%	34,409	1.4%	Retail/Wholesale
SSUS Day Hagan/Ned Davis Research Smart Sector ETF	$6,516,572	$179,043 ▼	-2.7%	160,073	1.4%	ETF
FV First Trust Dorsey Wright Focus 5 ETF	$6,158,145	$146,696 ▼	-2.3%	112,252	1.3%	Manufacturing
MSFT Microsoft	$5,997,044	$216,593 ▲	3.7%	15,976	1.3%	Computer and Technology
VBK Vanguard Small-Cap Growth ETF	$5,875,473	$93,405 ▲	1.6%	23,337	1.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$5,062,904	$409,647 ▲	8.8%	111,863	1.1%	ETF
MS Morgan Stanley	$4,972,555	$131,719 ▼	-2.6%	42,621	1.1%	Finance
ARKK ARK Innovation ETF	$4,702,284	$23,362 ▲	0.5%	98,829	1.0%	ETF
PG Procter & Gamble	$4,585,541	$203,654 ▲	4.6%	26,907	1.0%	Consumer Staples
QQQ Invesco QQQ	$4,508,705	$74,559 ▼	-1.6%	9,615	1.0%	Finance
LNTH Lantheus	$4,376,774		0.0%	44,844	1.0%	Medical
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$4,234,590	$586,916 ▲	16.1%	42,085	0.9%	ETF
GOOG Alphabet	$4,094,163	$126,703 ▼	-3.0%	26,206	0.9%	Computer and Technology
LDUR PIMCO Low Duration Exchange-Traded Fund	$4,079,990	$498,601 ▲	13.9%	42,510	0.9%	ETF
STWD Starwood Property Trust	$3,996,940	$387,868 ▲	10.7%	202,172	0.9%	Finance
IBM International Business Machines	$3,771,091	$47,244 ▲	1.3%	15,166	0.8%	Computer and Technology
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$3,692,927	$86,962 ▼	-2.3%	33,548	0.8%	ETF
GOOGL Alphabet	$3,469,658	$69,279 ▼	-2.0%	22,437	0.8%	Computer and Technology
NVDA NVIDIA	$3,442,100	$190,421 ▼	-5.2%	31,760	0.8%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$3,198,126	$353,925 ▲	12.4%	55,970	0.7%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$3,009,949	$111,378 ▼	-3.6%	82,668	0.7%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$3,001,269	$502,652 ▼	-14.3%	59,022	0.7%	ETF
AWR American States Water	$2,968,229	$56,807 ▼	-1.9%	37,725	0.7%	Utilities
V Visa	$2,953,326	$35,046 ▼	-1.2%	8,427	0.6%	Business Services
BRK.B Berkshire Hathaway	$2,939,842	$28,227 ▲	1.0%	5,520	0.6%	Finance
FLV American Century Focused Large Cap Value ETF	$2,936,638	$50,950 ▲	1.8%	42,018	0.6%	ETF
NEE NextEra Energy	$2,832,268	$37,713 ▼	-1.3%	39,953	0.6%	Utilities
EMR Emerson Electric	$2,747,853	$12,389 ▼	-0.4%	25,063	0.6%	Industrials
VB Vanguard Small-Cap ETF	$2,465,623	$52,333 ▼	-2.1%	11,119	0.5%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$2,461,974	$225,920 ▼	-8.4%	30,633	0.5%	ETF
UL Unilever	$2,448,310	$31,382 ▼	-1.3%	41,114	0.5%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$2,377,091	$39,027 ▲	1.7%	8,649	0.5%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,375,189	$66,316 ▼	-2.7%	58,273	0.5%	ETF
VOO Vanguard S&P 500 ETF	$2,362,958	$6,167 ▼	-0.3%	4,598	0.5%	ETF
UPS United Parcel Service	$2,198,043	$98,441 ▲	4.7%	19,984	0.5%	Transportation
NOW ServiceNow	$2,156,743		0.0%	2,709	0.5%	Computer and Technology
MCD McDonald's	$2,101,675	$17,493 ▲	0.8%	6,728	0.5%	Retail/Wholesale
TMUS T-Mobile US	$2,091,273	$200,032 ▼	-8.7%	7,841	0.5%	Computer and Technology
VZ Verizon Communications	$2,000,711	$731,663 ▼	-26.8%	44,107	0.4%	Computer and Technology
TSLA Tesla	$1,895,755	$186,077 ▲	10.9%	7,315	0.4%	Auto/Tires/Trucks
IWN iShares Russell 2000 Value ETF	$1,792,284	$92,400 ▼	-4.9%	11,871	0.4%	ETF
UNH UnitedHealth Group	$1,781,274	$162,886 ▲	10.1%	3,401	0.4%	Medical
BRK.A Berkshire Hathaway	$1,676,727	$1,676,727 ▲	New Holding	2	0.4%	Finance
CWB SPDR Bloomberg Convertible Securities ETF	$1,611,395	$22,986 ▼	-1.4%	21,031	0.4%	ETF
BAC Bank of America	$1,515,636	$12,102 ▼	-0.8%	36,320	0.3%	Finance
VUG Vanguard Growth ETF	$1,508,867	$8,529 ▼	-0.6%	4,069	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$1,472,203	$54,816 ▲	3.9%	2,632	0.3%	Finance
GVIP Goldman Sachs Hedge Industry VIP ETF	$1,439,127	$35,012 ▼	-2.4%	12,208	0.3%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$1,369,529	$705,679 ▼	-34.0%	14,930	0.3%	ETF
ABBV AbbVie	$1,356,642	$5,867 ▼	-0.4%	6,475	0.3%	Medical
GLD SPDR Gold Shares	$1,321,122	$14,407 ▼	-1.1%	4,585	0.3%	Finance
IVV iShares Core S&P 500 ETF	$1,305,595	$77,527 ▼	-5.6%	2,324	0.3%	ETF
HOOD Robinhood Markets	$1,251,305	$1,251,305 ▲	New Holding	30,065	0.3%	Finance
T AT&T	$1,204,813	$42,844 ▲	3.7%	42,603	0.3%	Computer and Technology
CSCO Cisco Systems	$1,163,665		0.0%	18,857	0.3%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$1,115,173	$16,863 ▲	1.5%	18,384	0.2%	ETF
QCOM QUALCOMM	$1,077,574	$14,900 ▲	1.4%	7,015	0.2%	Computer and Technology
PRU Prudential Financial	$976,709	$85,878 ▼	-8.1%	8,746	0.2%	Finance
VGIT Vanguard Intermediate-Term Treasury ETF	$961,805	$26,195 ▲	2.8%	16,192	0.2%	ETF
CVX Chevron	$931,973	$15,558 ▲	1.7%	5,571	0.2%	Energy
MA Mastercard	$931,804		0.0%	1,700	0.2%	Business Services
KO Coca-Cola	$920,361	$2,650 ▼	-0.3%	12,851	0.2%	Consumer Staples
PEP PepsiCo	$915,684	$44,982 ▲	5.2%	6,107	0.2%	Consumer Staples
IWV iShares Russell 3000 ETF	$893,604	$14,295 ▼	-1.6%	2,813	0.2%	ETF
VEEV Veeva Systems	$884,827		0.0%	3,820	0.2%	Medical
AVGO Broadcom	$882,356	$937,608 ▼	-51.5%	5,270	0.2%	Computer and Technology
SSO ProShares Ultra S&P500	$852,882		0.0%	10,303	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$821,989	$14,209 ▼	-1.7%	10,413	0.2%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$790,054	$84,892 ▼	-9.7%	15,086	0.2%	Manufacturing
EFA iShares MSCI EAFE ETF	$762,704		0.0%	9,332	0.2%	Finance
IDXX IDEXX Laboratories	$729,033		0.0%	1,736	0.2%	Medical
NOBL ProShares S&P 500 Aristocrats ETF	$720,267	$46,083 ▼	-6.0%	7,049	0.2%	ETF
TRV Travelers Companies	$719,596		0.0%	2,721	0.2%	Finance
COST Costco Wholesale	$685,691		0.0%	725	0.2%	Retail/Wholesale
FI Fiserv	$683,911	$14,575 ▼	-2.1%	3,097	0.1%	Business Services
CMA Comerica	$658,278	$4,784 ▲	0.7%	11,146	0.1%	Finance
LMT Lockheed Martin	$635,222	$421,248 ▲	196.9%	1,422	0.1%	Aerospace
AFL Aflac	$629,447		0.0%	5,661	0.1%	Finance
AMD Advanced Micro Devices	$628,974	$122,261 ▲	24.1%	6,122	0.1%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$622,957		0.0%	7,530	0.1%	Manufacturing
IWO iShares Russell 2000 Growth ETF	$601,773	$40,374 ▼	-6.3%	2,355	0.1%	ETF
MAR Marriott International	$600,979	$715 ▲	0.1%	2,523	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Skyoak Wealth, LLC Top Holdings and 13F Report (2025)

About Skyoak Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Skyoak Wealth, LLC Top Holdings and 13F Report (2025)

About Skyoak Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSkyoak Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools