Skyoak Wealth, LLC Top Holdings and 13F Report (2026) About Skyoak Wealth, LLCInvestment ActivitySkyoak Wealth, LLC has $612.09 million in total holdings as of June 30, 2026.Skyoak Wealth, LLC owns shares of 251 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 5.17% of the portfolio was purchased this quarter.About 4.71% of the portfolio was sold this quarter.This quarter, Skyoak Wealth, LLC has purchased 255 new stocks and bought additional shares in 64 stocks.Skyoak Wealth, LLC sold shares of 87 stocks and completely divested from 24 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Value ETF $29,661,983JPMorgan Ultra-Short Income ETF $29,402,932Schwab U.S. Large-Cap Growth ETF $26,611,618Apple $24,428,950iShares 7-10 Year Treasury Bond ETF $23,421,584 Largest New Holdings this Quarter 315948109 - FIDELITY WISE ORIGIN BITCOIN $1,120,241 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $303,106 Holding743315103 - Progressive $286,606 Holding27579R104 - East West Bancorp $281,803 Holding03831W108 - APPLOVIN CORP $257,615 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 85,910 shares (about $8.12M)Avantis U.S. Small Cap Value ETF 22,552 shares (about $2.81M)Vanguard Growth ETF 22,778 shares (about $1.96M)Vanguard FTSE Emerging Markets ETF 30,908 shares (about $1.84M)JPMorgan Ultra-Short Income ETF 31,824 shares (about $1.61M) Largest Sales this Quarter Fifth Third Bancorp 45,927 shares (about $2.59M)Lantheus 19,865 shares (about $2.20M)SPDR Portfolio S&P 500 Value ETF 31,119 shares (about $1.89M)iShares Core S&P U.S. Value ETF 11,018 shares (about $1.21M)Amazon.com 4,546 shares (about $1.08M) 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 PortfolioSectorSPYVSPDR Portfolio S&P 500 Value ETF$29,661,983$1,891,723 â–¼-6.0%487,9424.8%ETFJPSTJPMorgan Ultra-Short Income ETF$29,402,932$1,609,341 â–²5.8%581,4304.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$26,611,618$875,035 â–²3.4%786,3954.3%ETFAAPLApple$24,428,950$21,702 â–¼-0.1%84,4244.0%TechnologyIEFiShares 7-10 Year Treasury Bond ETF$23,421,584$8,124,509 â–²53.1%247,6643.8%ETFIUSViShares Core S&P U.S. Value ETF$20,868,770$1,213,631 â–¼-5.5%189,4583.4%ETFIEFAiShares Core MSCI EAFE ETF$19,706,421$1,187,261 â–²6.4%204,0423.2%ETFLLYEli Lilly and Company$19,567,473$130,738 â–²0.7%16,3143.2%HealthcareSPLGSPDR Portfolio S&P 500 ETF$16,681,580$139,729 â–¼-0.8%189,8222.7%ETFJSCPJPMorgan Short Duration Core Plus ETF$14,760,629$1,020,406 â–²7.4%313,0902.4%ETFXLKTechnology Select Sector SPDR Fund$13,190,461$31,245 â–¼-0.2%69,2342.2%ETFAVUVAvantis U.S. Small Cap Value ETF$11,187,925$2,813,574 â–²33.6%89,6761.8%ETFIJRiShares Core S&P Small-Cap ETF$10,382,445$225,431 â–²2.2%70,0051.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$10,012,406$164,448 â–¼-1.6%147,2201.6%ETFJPMJPMorgan Chase & Co.$8,830,344$87,397 â–²1.0%26,9771.4%FinanceVWOVanguard FTSE Emerging Markets ETF$8,827,833$1,844,894 â–²26.4%147,8951.4%ETFMSMorgan Stanley$8,559,289$194,824 â–¼-2.2%40,9461.4%FinanceJPIEJPMorgan Income ETF$8,373,594$294,720 â–¼-3.4%181,8371.4%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$8,029,563$146,373 â–¼-1.8%105,8191.3%ETFSSUSDay Hagan Smart Sector ETF$8,013,313$148,895 â–¼-1.8%144,8801.3%ETFVBKVanguard Small-Cap Growth ETF$8,003,588$291,458 â–¼-3.5%21,8861.3%ETFNVDANVIDIA$7,987,101$220,096 â–¼-2.7%39,9181.3%TechnologyVIGVanguard Dividend Appreciation ETF$7,846,209$27,448 â–¼-0.3%33,1601.3%ETFGOOGAlphabet$7,793,407$492,542 â–¼-5.9%22,0571.3%Communication ServicesAMZNAmazon.com$7,642,610$1,083,494 â–¼-12.4%32,0661.2%Consumer DiscretionaryVBRVanguard Small-Cap Value ETF$7,314,242$335,083 â–¼-4.4%30,1011.2%ETFARK ETF TR$7,225,308$244,965 â–¼-3.3%89,4001.2%INNOVATION ETFGOOGLAlphabet$6,652,085$11,078 â–¼-0.2%18,6141.1%Communication ServicesMETAMeta Platforms$6,602,325$71,538 â–¼-1.1%11,7211.1%Communication ServicesQQQInvesco QQQ$6,403,994$45,659 â–¼-0.7%8,6961.0%ETFIBMInternational Business Machines$6,026,782$151,569 â–²2.6%21,4321.0%TechnologySTWDStarwood Property Trust$5,648,987$31,564 â–¼-0.6%344,8710.9%FinanceMSFTMicrosoft$5,549,053$495,744 â–¼-8.2%14,8760.9%TechnologyLNTHLantheus$4,927,844$2,203,823 â–¼-30.9%44,4190.8%HealthcareLDURPIMCO Low Duration Exchange-Traded Fund$4,656,894$69,031 â–²1.5%48,7070.8%ETFJEPIJPMorgan Equity Premium Income ETF$4,413,099$1,089,889 â–²32.8%78,1360.7%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$4,197,627$192,543 â–¼-4.4%29,5840.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,984,737$108,281 â–²2.8%33,4880.7%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,931,982$847,003 â–¼-17.7%39,0040.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,865,307$116,300 â–²3.1%76,7080.6%ETFJMSTJPMorgan Ultra-Short Municipal ETF$3,717,390$283,968 â–²8.3%72,8900.6%ETFPGProcter & Gamble$3,709,703$109,247 â–¼-2.9%25,2980.6%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,617,728$133,620 â–²3.8%62,7320.6%ETFVBVanguard Small-Cap ETF$3,404,872$17,277 â–²0.5%11,2330.6%ETFEMREmerson Electric$3,397,808$55,542 â–¼-1.6%23,7360.6%IndustrialsFLVAmerican Century Focused Large Cap Value ETF$3,393,7870.0%41,7440.6%ETFNEENextEra Energy$3,392,002$46,694 â–¼-1.4%38,6460.6%UtilitiesVTIVanguard Total Stock Market ETF$3,383,657$45,515 â–²1.4%9,1440.6%ETFSPYSPDR S&P 500 ETF Trust$3,289,706$31,366 â–²1.0%4,4050.5%ETFVOOVanguard S&P 500 ETF$3,208,776$15,110 â–²0.5%4,6720.5%ETFTSLATesla$3,041,779$43,742 â–¼-1.4%7,2320.5%Consumer DiscretionaryBRK.BBerkshire Hathaway$3,019,353$218,670 â–²7.8%6,0340.5%FinanceAWRAmerican States Water$2,996,032$31,069 â–¼-1.0%36,2580.5%UtilitiesVVisa$2,664,094$102,927 â–¼-3.7%7,7650.4%FinanceCIENCiena$2,520,988$262,940 â–¼-9.4%5,1390.4%TechnologyAVGOBroadcom$2,506,816$642,192 â–¼-20.4%6,6360.4%TechnologyMUMicron Technology$2,464,848$1,041,355 â–¼-29.7%2,1350.4%TechnologyCVXChevron$2,385,618$5,636 â–²0.2%14,3920.4%EnergyIWNiShares Russell 2000 Value ETF$2,331,006$338,657 â–¼-12.7%10,5380.4%ETFVUGVanguard Growth ETF$2,315,099$1,962,097 â–²555.8%26,8760.4%ETFGVIPGoldman Sachs Hedge Industry VIP ETF$2,303,7610.0%12,2080.4%ETFCWBSPDR Bloomberg Convertible Securities ETF$2,218,720$19,192 â–¼-0.9%20,5780.4%ETFCOSTCostco Wholesale$2,143,162$194,578 â–²10.0%2,2910.4%Consumer StaplesUNILEVER PLC$2,006,806$98,717 â–¼-4.7%33,3800.3%SPON ADR NEWBACBank of America$1,936,561$62,563 â–¼-3.1%33,9870.3%FinanceCSCOCisco Systems$1,934,566$82,222 â–¼-4.1%16,4700.3%TechnologyMCDMcDonald's$1,796,7940.0%6,6470.3%Consumer DiscretionaryVZVerizon Communications$1,714,768$29,299 â–¼-1.7%40,5000.3%Communication ServicesIVViShares Core S&P 500 ETF$1,700,693$35,946 â–¼-2.1%2,2710.3%ETFABBVAbbVie$1,692,2790.0%6,7250.3%HealthcareVEUVanguard FTSE All-World ex-US ETF$1,609,508$17,169 â–²1.1%19,2180.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,578,221$282,892 â–¼-15.2%17,2220.3%ETFBRK.ABerkshire Hathaway$1,572,5850.0%20.3%FinanceLAM RESEARCH CORP$1,549,155$194,999 â–¼-11.2%3,5750.3%COM NEWCMICummins$1,426,4200.0%2,0000.2%IndustrialsNOWServiceNow$1,403,819$63,043 â–¼-4.3%14,1400.2%TechnologySSOProShares Ultra S&P500$1,313,169$90,289 â–¼-6.4%19,4890.2%ETFQCOMQualcomm$1,259,344$36,958 â–¼-2.9%6,8150.2%TechnologyVGITVanguard Intermediate-Term Treasury ETF$1,238,344$125,274 â–²11.3%20,9960.2%ETFTMUST-Mobile US$1,162,2010.0%6,9290.2%Communication ServicesISHARES BITCOIN TRUST ETF$1,151,534$815,105 â–¼-41.4%34,5910.2%SHS BEN INTCATCaterpillar$1,132,6450.0%1,0640.2%IndustrialsIWViShares Russell 3000 ETF$1,125,552$17,054 â–¼-1.5%2,6400.2%ETFFIDELITY WISE ORIGIN BITCOIN$1,120,241$1,120,241 â–²New Holding21,9440.2%SHSGLDSPDR Gold Shares$1,102,1930.0%2,9920.2%ETFKOCocaCola$1,030,695$16,254 â–¼-1.6%12,6820.2%Consumer StaplesPALANTIR TECHNOLOGIES INC$1,012,929$141,521 â–²16.2%8,6820.2%CL AAMDAdvanced Micro Devices$994,518$582,653 â–¼-36.9%1,7120.2%TechnologyLMTLockheed Martin$951,181$407,576 â–²75.0%1,8670.2%IndustrialsTXNTexas Instruments$919,5460.0%3,0850.2%TechnologyIDXXIDEXX Laboratories$913,9000.0%1,7360.1%HealthcareORCLOracle$908,610$366,375 â–²67.6%6,2000.1%TechnologyNOBLProShares S&P 500 Aristocrats ETF$900,919$450,516 â–²100.0%16,0420.1%ETFTDToronto Dominion Bank$898,3390.0%7,3980.1%FinanceCRWDCrowdStrike$898,216$558,619 â–¼-38.3%1,1770.1%TechnologyPANWPalo Alto Networks$883,242$1,019,650 â–¼-53.6%2,5900.1%TechnologyIWOiShares Russell 2000 Growth ETF$878,137$1,576 â–¼-0.2%2,2290.1%ETFMAMastercard$873,1200.0%1,7000.1%FinanceINTCIntel$863,332$216,426 â–²33.5%6,1830.1%TechnologyTRVTravelers Companies$842,7960.0%2,5530.1%FinanceShowing largest 100 holdings. 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