Skyoak Wealth, LLC Top Holdings and 13F Report (2026)

About Skyoak Wealth, LLC

Investment Activity

Skyoak Wealth, LLC has $615.63 million in total holdings as of September 30, 2026.
Skyoak Wealth, LLC owns shares of 239 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 2.87% of the portfolio was purchased this quarter.
About 2.50% of the portfolio was sold this quarter.
This quarter, Skyoak Wealth, LLC has purchased 251 new stocks and bought additional shares in 52 stocks.
Skyoak Wealth, LLC sold shares of 96 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 Value ETF: $30,652,481
JPMorgan Ultra-Short Income ETF: $29,015,756
Schwab U.S. Large-Cap Growth ETF: $28,867,304
Apple: $27,842,837
iShares 7-10 Year Treasury Bond ETF: $22,022,506

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $743,016 Holding
21037T109 - Constellation Energy: $317,017 Holding
829073105 - Simpson Manufacturing: $274,946 Holding
91913Y100 - Valero Energy: $272,877 Holding
651587107 - NewMarket: $244,125 Holding

Largest Purchases this Quarter

Starwood Property Trust: 292,959 shares (about $3.95M)
Vanguard Intermediate-Term Treasury ETF: 24,018 shares (about $1.36M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 9,010 shares (about $825.68K)
SPDR Portfolio S&P 500 Value ETF: 13,489 shares (about $824.58K)
EXXONMOBIL HOLDINGS CORP: 4,565 shares (about $743.02K)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC: 3,498 shares (about $654.30K)
Procter & Gamble: 3,694 shares (about $536.67K)
Broadcom: 1,074 shares (about $377.16K)
Oracle: 2,500 shares (about $343.25K)
Eli Lilly and Company: 254 shares (about $293.90K)

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
SPYV SPDR Portfolio S&P 500 Value ETF	$30,652,481	$824,583 ▲	2.8%	501,431	5.0%	ETF
JPST JPMorgan Ultra-Short Income ETF	$29,015,756	$270,890 ▼	-0.9%	576,052	4.7%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$28,867,304	$612,139 ▲	2.2%	803,432	4.7%	ETF
AAPL Apple	$27,842,837	$272,078 ▼	-1.0%	83,607	4.5%	Technology
IEF iShares 7-10 Year Treasury Bond ETF	$22,022,506	$96,365 ▼	-0.4%	246,585	3.6%	ETF
IUSV iShares Core S&P U.S. Value ETF	$20,774,423	$118,992 ▼	-0.6%	188,379	3.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$20,466,623	$698,991 ▲	3.5%	211,257	3.3%	ETF
LLY Eli Lilly and Company	$18,582,700	$293,898 ▼	-1.6%	16,060	3.0%	Healthcare
SPLG SPDR Portfolio S&P 500 ETF	$16,870,475	$167,941 ▼	-1.0%	187,951	2.7%	ETF
JSCP JPMorgan Short Duration Core Plus ETF	$14,254,950	$140,929 ▼	-1.0%	310,025	2.3%	ETF
XLK Technology Select Sector SPDR Fund	$13,546,487	$6,068 ▼	0.0%	69,203	2.2%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$10,929,542	$368,385 ▲	3.5%	92,804	1.8%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$10,077,057	$119,404 ▼	-1.2%	145,496	1.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$9,910,904	$387,441 ▲	4.1%	72,853	1.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$9,178,263	$406,629 ▲	4.6%	154,751	1.5%	ETF
NVDA NVIDIA	$8,830,894	$285,472 ▼	-3.1%	38,668	1.4%	Technology
JPM JPMorgan Chase & Co.	$8,770,193	$154,496 ▼	-1.7%	26,510	1.4%	Finance
STWD Starwood Property Trust	$8,610,707	$3,954,947 ▲	84.9%	637,830	1.4%	Finance
META Meta Platforms	$8,337,399	$162,440 ▼	-1.9%	11,497	1.4%	Communication Services
JPIE JPMorgan Income ETF	$8,138,377	$24,285 ▼	-0.3%	181,296	1.3%	ETF
SSUS Day Hagan Smart Sector ETF	$8,083,035	$41,836 ▼	-0.5%	144,134	1.3%	ETF
ARK ETF TR	$7,852,918	$112,622 ▼	-1.4%	88,136	1.3%	INNOVATION ETF
AMZN Amazon.com	$7,848,474	$140,770 ▼	-1.8%	31,501	1.3%	Consumer Discretionary
FV First Trust Dorsey Wright Focus 5 ETF	$7,751,116	$15,486 ▼	-0.2%	105,608	1.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$7,727,444	$9,099 ▼	-0.1%	33,121	1.3%	ETF
MS Morgan Stanley	$7,661,162	$39,872 ▼	-0.5%	40,734	1.2%	Finance
MSFT Microsoft	$7,428,014	$202,088 ▼	-2.6%	14,482	1.2%	Technology
GOOG Alphabet	$7,411,446	$104,267 ▼	-1.4%	21,751	1.2%	Communication Services
VBK Vanguard Small-Cap Growth ETF	$7,384,513	$9,121 ▼	-0.1%	21,859	1.2%	ETF
VBR Vanguard Small-Cap Value ETF	$7,007,833	$53,599 ▲	0.8%	30,333	1.1%	ETF
QQQ Invesco QQQ	$6,315,127	$117,618 ▼	-1.8%	8,537	1.0%	ETF
GOOGL Alphabet	$6,152,150	$252,555 ▼	-3.9%	17,880	1.0%	Communication Services
JEPI JPMorgan Equity Premium Income ETF	$4,797,026	$404,222 ▲	9.2%	85,326	0.8%	ETF
IBM International Business Machines	$4,488,596	$224,991 ▼	-4.8%	20,409	0.7%	Technology
LDUR PIMCO Low Duration Exchange-Traded Fund	$4,443,808	$140,231 ▼	-3.1%	47,217	0.7%	ETF
LNTH Lantheus	$4,386,088	$34,935 ▼	-0.8%	44,068	0.7%	Healthcare
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$4,290,815		0.0%	29,584	0.7%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$4,136,103	$14,400 ▲	0.3%	33,605	0.7%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$3,802,416	$119,454 ▼	-3.0%	37,816	0.6%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$3,744,502	$106,997 ▼	-2.8%	74,577	0.6%	ETF
J P MORGAN EXCHANGE TRADED F	$3,666,864	$18,454 ▼	-0.5%	72,525	0.6%	ULTRA SHT MUNCPL
EMR Emerson Electric	$3,659,429	$22,024 ▼	-0.6%	23,594	0.6%	Industrials
VTI Vanguard Total Stock Market ETF	$3,461,362	$39,295 ▲	1.1%	9,249	0.6%	ETF
FLV American Century Focused Large Cap Value ETF	$3,438,871		0.0%	41,744	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$3,370,893	$11,440 ▲	0.3%	4,420	0.5%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$3,363,830	$47,838 ▲	1.4%	63,637	0.5%	ETF
VOO Vanguard S&P 500 ETF	$3,315,068	$40,650 ▲	1.2%	4,730	0.5%	ETF
VB Vanguard Small-Cap ETF	$3,196,005	$284 ▲	0.0%	11,234	0.5%	ETF
PG Procter & Gamble	$3,138,666	$536,671 ▼	-14.6%	21,604	0.5%	Consumer Staples
BRK.B Berkshire Hathaway	$3,010,108	$5,477 ▲	0.2%	6,045	0.5%	Finance
NEE NextEra Energy	$2,928,563	$1,515 ▲	0.1%	38,666	0.5%	Utilities
CVX Chevron	$2,918,774	$20,217 ▼	-0.7%	14,293	0.5%	Energy
MU Micron Technology	$2,806,377	$532,519 ▲	23.4%	2,635	0.5%	Technology
V Visa	$2,790,197		0.0%	7,765	0.5%	Finance
AWR American States Water	$2,730,456	$254,645 ▼	-8.5%	33,165	0.4%	Utilities
VUG Vanguard Growth ETF	$2,594,087	$172,290 ▲	7.1%	28,788	0.4%	ETF
TSLA Tesla	$2,552,858	$13,128 ▼	-0.5%	7,195	0.4%	Consumer Discretionary
VGIT Vanguard Intermediate-Term Treasury ETF	$2,550,493	$1,360,860 ▲	114.4%	45,014	0.4%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$2,403,904	$825,678 ▲	52.3%	26,232	0.4%	ETF
COST Costco Wholesale	$2,190,278	$104,689 ▲	5.0%	2,406	0.4%	Consumer Staples
IWN iShares Russell 2000 Value ETF	$2,178,699	$28,485 ▼	-1.3%	10,402	0.4%	ETF
GVIP Goldman Sachs Hedge Industry VIP ETF	$2,077,248		0.0%	12,208	0.3%	ETF
CWB SPDR Bloomberg Convertible Securities ETF	$2,058,305	$23,777 ▼	-1.1%	20,343	0.3%	ETF
AVGO Broadcom	$1,953,242	$377,163 ▼	-16.2%	5,562	0.3%	Technology
BAC Bank of America	$1,911,549	$61,615 ▲	3.3%	35,119	0.3%	Finance
NOW ServiceNow	$1,814,495	$80,406 ▼	-4.2%	13,540	0.3%	Technology
UNILEVER PLC	$1,804,045	$223,122 ▼	-11.0%	29,706	0.3%	SPON ADR NEW
ABBV AbbVie	$1,759,193		0.0%	6,725	0.3%	Healthcare
IVV iShares Core S&P 500 ETF	$1,739,271		0.0%	2,271	0.3%	ETF
CSCO Cisco Systems	$1,738,763	$33,903 ▼	-1.9%	16,155	0.3%	Technology
VZ Verizon Communications	$1,736,961	$120,776 ▼	-6.5%	37,867	0.3%	Communication Services
CIEN Ciena	$1,710,197	$97,806 ▼	-5.4%	4,861	0.3%	Technology
ISHARES BITCOIN TRUST ETF	$1,639,242	$1,704 ▲	0.1%	34,627	0.3%	SHS BEN INT
VEU Vanguard FTSE All-World ex-US ETF	$1,610,863	$16,345 ▲	1.0%	19,415	0.3%	ETF
BRK.A Berkshire Hathaway	$1,568,711		0.0%	2	0.3%	Finance
MCD McDonald's	$1,547,104	$12,009 ▲	0.8%	6,699	0.3%	Consumer Discretionary
LMT Lockheed Martin	$1,460,049	$509,260 ▲	53.6%	2,867	0.2%	Industrials
FIDELITY WISE ORIGIN BITCOIN	$1,450,621	$143,391 ▼	-9.0%	19,970	0.2%	SHS
SSO ProShares Ultra S&P500	$1,323,440	$27,732 ▼	-2.1%	19,089	0.2%	ETF
PANW Palo Alto Networks	$1,304,766	$275,733 ▲	26.8%	3,284	0.2%	Technology
IWV iShares Russell 3000 ETF	$1,278,198	$138,569 ▲	12.2%	2,961	0.2%	ETF
LAM RESEARCH CORP	$1,187,892	$13,469 ▲	1.1%	3,616	0.2%	COM NEW
GLD SPDR Gold Shares	$1,148,994	$9,521 ▲	0.8%	3,017	0.2%	ETF
QCOM Qualcomm	$1,143,809	$110,424 ▼	-8.8%	6,215	0.2%	Technology
TMUS T-Mobile US	$1,129,981		0.0%	6,929	0.2%	Communication Services
NOC Northrop Grumman	$1,119,256	$338,436 ▲	43.3%	2,315	0.2%	Industrials
KO Coca-Cola	$1,055,125	$36,585 ▼	-3.4%	12,257	0.2%	Consumer Staples
AMD Advanced Micro Devices	$1,054,684	$7,341 ▲	0.7%	1,724	0.2%	Technology
PALANTIR TECHNOLOGIES INC	$969,667	$654,301 ▼	-40.3%	5,184	0.2%	CL A
VEEV Veeva Systems	$945,981	$1,713 ▼	-0.2%	3,314	0.2%	Healthcare
MA Mastercard	$937,499		0.0%	1,700	0.2%	Finance
TRV Travelers Companies	$910,170		0.0%	2,553	0.1%	Finance
IDXX IDEXX Laboratories	$906,522		0.0%	1,736	0.1%	Healthcare
TD Toronto Dominion Bank	$869,487		0.0%	7,398	0.1%	Finance
IVW iShares S&P 500 Growth ETF	$863,803	$4,268 ▼	-0.5%	6,072	0.1%	ETF
CAT Caterpillar	$862,369		0.0%	1,064	0.1%	Industrials
TXN Texas Instruments	$836,069	$28,009 ▼	-3.2%	2,985	0.1%	Technology
JNJ Johnson & Johnson	$814,605	$50,830 ▼	-5.9%	3,077	0.1%	Healthcare
NOBL ProShares S&P 500 Aristocrats ETF	$809,066	$58,807 ▼	-6.8%	14,955	0.1%	ETF
IWO iShares Russell 2000 Growth ETF	$795,530		0.0%	2,229	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Skyoak Wealth, LLC Top Holdings and 13F Report (2026)

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

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Skyoak Wealth, LLC Top Holdings and 13F Report (2026)

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