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

About Skyoak Wealth, LLC

Investment Activity

Skyoak Wealth, LLC has $546.07 million in total holdings as of March 31, 2026.
Skyoak Wealth, LLC owns shares of 255 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 4.86% of the portfolio was purchased this quarter.
About 3.42% of the portfolio was sold this quarter.
This quarter, Skyoak Wealth, LLC has purchased 250 new stocks and bought additional shares in 75 stocks.
Skyoak Wealth, LLC sold shares of 73 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 Value ETF: $29,368,457
JPMorgan Ultra-Short Income ETF: $27,815,577
Schwab U.S. Large-Cap Growth ETF: $22,154,453
Apple: $21,444,995
iShares Core S&P U.S. Value ETF: $20,498,642

Largest New Holdings this Quarter

316773100 - Fifth Third Bancorp: $2,587,032 Holding
00217D100 - AST SpaceMobile: $441,200 Holding
M3760D101 - Elbit Systems: $424,545 Holding
N07059210 - ASML: $418,703 Holding
773121108 - ROCKET LAB CORP: $385,320 Holding

Largest Purchases this Quarter

Fifth Third Bancorp: 55,683 shares (about $2.59M)
iShares 7-10 Year Treasury Bond ETF: 22,017 shares (about $2.10M)
ISHARES BITCOIN TRUST ETF: 41,115 shares (about $1.58M)
SPDR Portfolio S&P 500 Value ETF: 22,074 shares (about $1.25M)
JPMorgan Short Duration Core Plus ETF: 20,261 shares (about $958.35K)

Largest Sales this Quarter

JPMorgan Ultra-Short Municipal ETF: 26,419 shares (about $1.35M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 9,293 shares (about $851.61K)
Lockheed Martin: 981 shares (about $592.92K)
Ciena: 1,475 shares (about $572.64K)
Eli Lilly and Company: 509 shares (about $468.16K)

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	$29,368,457	$1,248,946 â–²	4.4%	519,061	5.4%	ETF
JPST JPMorgan Ultra-Short Income ETF	$27,815,577	$238,272 â–²	0.9%	549,606	5.1%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$22,154,453	$905,390 â–²	4.3%	760,537	4.1%	ETF
AAPL Apple	$21,444,995	$311,654 â–¼	-1.4%	84,499	3.9%	Computer and Technology
IUSV iShares Core S&P U.S. Value ETF	$20,498,642	$55,726 â–¼	-0.3%	200,476	3.8%	Manufacturing
IEFA iShares Core MSCI EAFE ETF	$17,359,077	$470,123 â–²	2.8%	191,749	3.2%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$15,437,802	$2,101,303 â–²	15.8%	161,754	2.8%	ETF
LLY Eli Lilly and Company	$14,904,835	$468,162 â–¼	-3.0%	16,205	2.7%	Medical
SPLG SPDR Portfolio S&P 500 ETF	$14,650,710	$127,822 â–²	0.9%	191,412	2.7%	ETF
JSCP JPMorgan Short Duration Core Plus ETF	$13,785,396	$958,345 â–²	7.5%	291,446	2.5%	ETF
XLK Technology Select Sector SPDR Fund	$9,223,060	$333,183 â–¼	-3.5%	69,398	1.7%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$8,705,939	$54,631 â–¼	-0.6%	149,638	1.6%	ETF
JPIE JPMorgan Income ETF	$8,672,079	$862,753 â–²	11.0%	188,237	1.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$8,513,424	$161,604 â–²	1.9%	68,485	1.6%	ETF
JPM JPMorgan Chase & Co.	$7,856,878	$25,886 â–²	0.3%	26,710	1.4%	Finance
AMZN Amazon.com	$7,625,181	$306,782 â–²	4.2%	36,612	1.4%	Retail/Wholesale
AVUV Avantis U.S. Small Cap Value ETF	$7,415,188	$733,742 â–²	11.0%	67,124	1.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$7,156,361	$3,226 â–¼	0.0%	33,276	1.3%	ETF
NVDA NVIDIA	$7,153,501	$12,034 â–¼	-0.2%	41,018	1.3%	Computer and Technology
MS Morgan Stanley	$6,891,860	$25,179 â–¼	-0.4%	41,878	1.3%	Finance
SSUS Day Hagan Smart Sector ETF	$6,889,473	$23,903 â–²	0.3%	147,572	1.3%	ETF
VBK Vanguard Small-Cap Growth ETF	$6,855,836	$2,720 â–¼	0.0%	22,683	1.3%	ETF
VBR Vanguard Small-Cap Value ETF	$6,839,030	$59,309 â–²	0.9%	31,480	1.3%	ETF
META Meta Platforms	$6,778,599	$127,585 â–¼	-1.8%	11,848	1.2%	Computer and Technology
GOOG Alphabet	$6,727,157	$126,218 â–²	1.9%	23,451	1.2%	Computer and Technology
FV First Trust Dorsey Wright Focus 5 ETF	$6,512,020	$17,950 â–²	0.3%	107,748	1.2%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$6,323,129	$249,548 â–²	4.1%	116,987	1.2%	ETF
ARK ETF TR	$6,247,411	$24,265 â–²	0.4%	92,431	1.1%	INNOVATION ETF
MSFT Microsoft	$5,998,629	$895,075 â–²	17.5%	16,205	1.1%	Computer and Technology
STWD Starwood Property Trust	$5,971,862	$579,539 â–²	10.7%	346,798	1.1%	Finance
GOOGL Alphabet	$5,361,556	$74,478 â–¼	-1.4%	18,645	1.0%	Computer and Technology
IBM International Business Machines	$5,064,279	$103,259 â–²	2.1%	20,893	0.9%	Computer and Technology
QQQ Invesco QQQ	$5,055,146	$227,418 â–¼	-4.3%	8,758	0.9%	Finance
LNTH Lantheus	$4,875,941	$87,531 â–²	1.8%	64,284	0.9%	Medical
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$4,767,587	$241,869 â–²	5.3%	47,406	0.9%	ETF
LDUR PIMCO Low Duration Exchange-Traded Fund	$4,597,966	$471,535 â–²	11.4%	47,985	0.8%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$3,871,606	$134,513 â–¼	-3.4%	30,941	0.7%	ETF
PG Procter & Gamble	$3,761,694	$33,366 â–¼	-0.9%	26,043	0.7%	Consumer Staples
NEE NextEra Energy	$3,638,853	$26,192 â–¼	-0.7%	39,178	0.7%	Utilities
JMST JPMorgan Ultra-Short Municipal ETF	$3,432,076	$1,346,841 â–¼	-28.2%	67,322	0.6%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$3,396,373	$23,829 â–²	0.7%	74,400	0.6%	ETF
JEPI JPMorgan Equity Premium Income ETF	$3,334,995	$146,008 â–²	4.6%	58,839	0.6%	ETF
FLV American Century Focused Large Cap Value ETF	$3,201,147	$9,356 â–¼	-0.3%	41,744	0.6%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$3,189,712	$146,082 â–²	4.8%	32,578	0.6%	ETF
EMR Emerson Electric	$3,160,661	$49,918 â–¼	-1.6%	24,124	0.6%	Industrials
CVX Chevron	$2,970,670	$160,554 â–¼	-5.1%	14,358	0.5%	Energy
VB Vanguard Small-Cap ETF	$2,927,313	$13,620 â–²	0.5%	11,176	0.5%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,919,235	$84,270 â–²	3.0%	60,415	0.5%	ETF
VTI Vanguard Total Stock Market ETF	$2,894,032	$30,156 â–²	1.1%	9,021	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$2,837,708	$19,512 â–²	0.7%	4,363	0.5%	Finance
VOO Vanguard S&P 500 ETF	$2,778,608	$5,378 â–²	0.2%	4,650	0.5%	ETF
AWR American States Water	$2,770,263	$30,172 â–¼	-1.1%	36,634	0.5%	Utilities
TSLA Tesla	$2,727,158	$49,443 â–²	1.8%	7,336	0.5%	Auto/Tires/Trucks
BRK.B Berkshire Hathaway	$2,682,082	$94,882 â–²	3.7%	5,597	0.5%	Finance
FITB Fifth Third Bancorp	$2,587,032	$2,587,032 â–²	New Holding	55,683	0.5%	Finance
AVGO Broadcom	$2,580,128	$704,459 â–²	37.6%	8,336	0.5%	Computer and Technology
V Visa	$2,437,566		0.0%	8,065	0.4%	Business Services
IWN iShares Russell 2000 Value ETF	$2,288,162	$9,100 â–²	0.4%	12,069	0.4%	ETF
ISHARES BITCOIN TRUST ETF	$2,269,700	$1,579,638 â–²	228.9%	59,076	0.4%	SHS BEN INT
CIEN Ciena	$2,203,205	$572,639 â–¼	-20.6%	5,675	0.4%	Computer and Technology
COST Costco Wholesale	$2,075,564	$26,904 â–¼	-1.3%	2,083	0.4%	Retail/Wholesale
VZ Verizon Communications	$2,067,861	$6,928 â–¼	-0.3%	41,192	0.4%	Computer and Technology
MCD McDonald's	$2,065,871	$3,419 â–¼	-0.2%	6,647	0.4%	Retail/Wholesale
UNILEVER PLC	$1,995,203	$45,633 â–¼	-2.2%	35,022	0.4%	SPON ADR NEW
CWB SPDR Bloomberg Convertible Securities ETF	$1,899,589	$6,864 â–¼	-0.4%	20,756	0.3%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,861,117	$851,611 â–¼	-31.4%	20,309	0.3%	ETF
VUG Vanguard Growth ETF	$1,789,965	$141,083 â–²	8.6%	4,098	0.3%	ETF
GVIP Goldman Sachs Hedge Industry VIP ETF	$1,779,099		0.0%	12,208	0.3%	ETF
BAC Bank of America	$1,710,405		0.0%	35,085	0.3%	Finance
NOW ServiceNow	$1,544,726	$128,596 â–²	9.1%	14,775	0.3%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,514,714	$3,266 â–¼	-0.2%	2,319	0.3%	ETF
BRK.A Berkshire Hathaway	$1,508,094		0.0%	2	0.3%	Finance
ABBV AbbVie	$1,462,620		0.0%	6,725	0.3%	Medical
TMUS T-Mobile US	$1,455,298	$147,441 â–¼	-9.2%	6,929	0.3%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$1,427,876	$14,269 â–²	1.0%	19,013	0.3%	ETF
CSCO Cisco Systems	$1,332,220		0.0%	17,170	0.2%	Computer and Technology
GLD SPDR Gold Shares	$1,287,428	$10,757 â–¼	-0.8%	2,992	0.2%	Finance
T AT&T	$1,260,659		0.0%	43,486	0.2%	Computer and Technology
VGIT Vanguard Intermediate-Term Treasury ETF	$1,123,828	$110,287 â–¼	-8.9%	18,872	0.2%	ETF
PALANTIR TECHNOLOGIES INC	$1,092,565	$156,520 â–²	16.7%	7,469	0.2%	CL A
SSO ProShares Ultra S&P500	$1,080,609	$21,582 â–¼	-2.0%	20,829	0.2%	ETF
CMI Cummins	$1,076,040	$107,604 â–²	11.1%	2,000	0.2%	Auto/Tires/Trucks
MU Micron Technology	$1,026,034	$37,163 â–²	3.8%	3,037	0.2%	Computer and Technology
IWV iShares Russell 3000 ETF	$993,502	$20,760 â–¼	-2.0%	2,680	0.2%	ETF
KO CocaCola	$979,692	$989 â–¼	-0.1%	12,882	0.2%	Consumer Staples
IDXX IDEXX Laboratories	$975,441		0.0%	1,736	0.2%	Medical
QCOM Qualcomm	$903,392		0.0%	7,015	0.2%	Computer and Technology
PANW Palo Alto Networks	$894,586	$36,874 â–²	4.3%	5,580	0.2%	Computer and Technology
LAM RESEARCH CORP	$859,982	$256,392 â–¼	-23.0%	4,025	0.2%	COM NEW
NOBL ProShares S&P 500 Aristocrats ETF	$850,200	$57,033 â–²	7.2%	8,020	0.2%	ETF
MA Mastercard	$849,422		0.0%	1,700	0.2%	Business Services
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$836,177	$61,705 â–²	8.0%	15,909	0.2%	Manufacturing
RTX RTX	$822,719	$13,503 â–²	1.7%	4,265	0.2%	Aerospace
XOM ExxonMobil	$801,538	$23,924 â–¼	-2.9%	4,724	0.1%	Energy
JNJ Johnson & Johnson	$799,074	$14,666 â–¼	-1.8%	3,269	0.1%	Medical
VCSH Vanguard Short-Term Corporate Bond ETF	$791,841	$15,616 â–¼	-1.9%	9,989	0.1%	ETF
CAT Caterpillar	$753,529		0.0%	1,064	0.1%	Industrials
CRWD CrowdStrike	$745,293	$60,514 â–¼	-7.5%	1,909	0.1%	Computer and Technology
TRV Travelers Companies	$744,659	$49,002 â–¼	-6.2%	2,553	0.1%	Finance
MAR Marriott International	$720,535	$104,662 â–¼	-12.7%	2,203	0.1%	Consumer Discretionary

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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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