Sky Oak Wealth, LLC Portfolio Holdings

Sky Oak Wealth, LLC

  • $525 Million
  • Q3 2025

Sky Oak Wealth, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $525 Million distributed in 250 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $25.8M, Spdr Portfolio S&P 500 Value E with a value of $25.1M, Schwab Strategic Tr Us Large C with a value of $23M, Apple Inc. with a value of $22.3M, and Ishares Core S&P U.S. Value Et with a value of $20.3M.

Examining the 13F form we can see an increase of $30.8M in the current position value, from $494M to 525M.

Below you can find more details about Sky Oak Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $525 Million
ETFs: $319 Million
Technology: $57.9 Million
Financial Services: $31.5 Million
Communication Services: $26.4 Million
Healthcare: $22.8 Million
Consumer Cyclical: $18.9 Million
Industrials: $12.7 Million
Consumer Defensive: $9.78 Million
Other: $18.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$22.3 Million 4.26% of portfolio
87,733
Q3 2025 Reduced 3.4%
$971B
$13.6 Million 2.6% of portfolio
17,882
Q3 2025 Reduced 2.34%
$1.37T
$8.83 Million 1.68% of portfolio
12,024
Q3 2025 Reduced 6.24%
$881B
$8.39 Million 1.6% of portfolio
26,592
Q3 2025 Reduced 3.73%
$465B
$7.95 Million 1.51% of portfolio
42,586
Q3 2025 Reduced 6.61%
$2.39T
$7.55 Million 1.44% of portfolio
34,402
Q3 2025 Reduced 1.68%
$270B
$6.71 Million 1.28% of portfolio
42,181
Q3 2025 Reduced 1.05%
$266B
$6.37 Million 1.21% of portfolio
22,566
Q3 2025 Added 59.3%
$1.74T
$6.35 Million 1.21% of portfolio
26,069
Q3 2025 Reduced 2.94%
$3.78T
$5.57 Million 1.06% of portfolio
10,760
Q3 2025 Reduced 0.07%
$5.51B
$5.46 Million 1.04% of portfolio
281,728
Q3 2025 Added 36.0%
$1.65T
$5.25 Million 1.0% of portfolio
21,582
Q3 2025 Reduced 5.82%
$346B
$4.07 Million 0.78% of portfolio
26,487
Q3 2025 Reduced 1.56%
$75.4B
$3.23 Million 0.62% of portfolio
24,601
Q3 2025 Reduced 1.84%
$1.29T
$3.21 Million 0.61% of portfolio
7,229
Q3 2025 Reduced 0.6%
$3.64B
$2.99 Million 0.57% of portfolio
58,249
Q3 2025 Added 28.81%
$533B
$2.85 Million 0.54% of portfolio
8,355
Q3 2025 Reduced 0.85%
$2.76B
$2.73 Million 0.52% of portfolio
37,226
Q3 2025 Reduced 0.99%
$662B
$2.73 Million 0.52% of portfolio
5,423
Q3 2025 Added 0.26%
$169B
$2.49 Million 0.48% of portfolio
2,709
Q4 2024 Reduced 0.11%
$150B
$2.42 Million 0.46% of portfolio
40,763
Q3 2025 Reduced 0.79%
$224B
$2.04 Million 0.39% of portfolio
6,726
Q3 2025 Reduced 0.55%
$404B
$1.97 Million 0.38% of portfolio
2,130
Q3 2025 Added 193.79%
$303B
$1.96 Million 0.37% of portfolio
12,637
Q3 2025 Added 97.39%
$172B
$1.89 Million 0.36% of portfolio
42,981
Q3 2025 Reduced 1.14%
$269B
$1.87 Million 0.36% of portfolio
7,795
Q3 2025 Reduced 0.59%
$413B
$1.87 Million 0.36% of portfolio
36,320
Q1 2025 Reduced 0.79%
$414B
$1.56 Million 0.3% of portfolio
6,725
Q3 2025 Added 3.86%
$453B
$1.51 Million 0.29% of portfolio
2
Q1 2025 New
$139B
$1.52 Million 0.29% of portfolio
4,609
Q3 2025 Added 0.37%
$181B
$1.23 Million 0.23% of portfolio
43,486
Q2 2025 Added 2.07%
$187B
$1.17 Million 0.22% of portfolio
7,015
Q1 2025 Added 1.4%
$41.2B
$1.14 Million 0.22% of portfolio
3,820
Q4 2024 Reduced 6.26%
$268B
$1.16 Million 0.22% of portfolio
6,925
Q3 2025 Added 7.83%
$319B
$1.17 Million 0.22% of portfolio
17,170
Q2 2025 Reduced 8.95%
$57.4B
$1.11 Million 0.21% of portfolio
1,736
Q4 2023 Reduced 8.44%
$28.4B
$1.08 Million 0.21% of portfolio
7,400
Q1 2025 Reduced 18.56%
$512B
$966,000 0.18% of portfolio
1,700
Q4 2024 Added 21.43%
$10.3B
$914,000 0.17% of portfolio
13,344
Q3 2025 Added 0.83%
$328B
$867,000 0.17% of portfolio
2,883
Q3 2025 Reduced 6.64%
$306B
$860,000 0.16% of portfolio
12,976
Q2 2025 Added 0.97%
$123B
$766,000 0.15% of portfolio
1,535
Q3 2025 Reduced 36.62%
$67.3B
$759,000 0.14% of portfolio
2,721
Q4 2024 Added 0.22%
$39.9B
$739,000 0.14% of portfolio
7,127
Q3 2025 Reduced 7.96%
$61.4B
$743,000 0.14% of portfolio
3,650
Q3 2025 Added 27.62%
$65.2B
$760,000 0.14% of portfolio
1,800
Q2 2024 Added 20.0%
$92.7B
$657,000 0.13% of portfolio
2,523
Q1 2025 Added 0.12%
$148B
$678,000 0.13% of portfolio
8,485
Q4 2024 Reduced 19.88%
$258B
$701,000 0.13% of portfolio
4,195
Q4 2024 Added 9.79%

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $525 Million
  • Prior Value $494 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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