Sky Oak Wealth, LLC Portfolio Holdings

Sky Oak Wealth, LLC

  • $494 Million
  • Q2 2025

Sky Oak Wealth, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $494 Million distributed in 246 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 $25.2M, Spdr Portfolio S&P 500 Value E with a value of $23.5M, Schwab Strategic Tr Us Large C with a value of $22M, Ishares Core S&P U.S. Value Et with a value of $19.6M, and Apple Inc. with a value of $18.6M.

Examining the 13F form we can see an increase of $39.5M in the current position value, from $454M to 494M.

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

Portfolio value $494 Million
ETFs: $301 Million
Technology: $51.2 Million
Financial Services: $29.7 Million
Communication Services: $25 Million
Healthcare: $24.1 Million
Consumer Cyclical: $16 Million
Industrials: $14.9 Million
Consumer Defensive: $9.1 Million
Other: $15.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$18.6 Million 3.77% of portfolio
90,824
Q2 2025 Added 0.73%
$722B
$14.3 Million 2.89% of portfolio
18,310
Q2 2025 Reduced 0.4%
$1.75T
$9.47 Million 1.92% of portfolio
12,824
Q2 2025 Reduced 3.12%
$914B
$8.01 Million 1.62% of portfolio
27,623
Q2 2025 Reduced 1.3%
$2.36T
$7.68 Million 1.55% of portfolio
34,990
Q2 2025 Added 1.69%
$424B
$7.2 Million 1.46% of portfolio
45,599
Q2 2025 Added 43.57%
$267B
$6 Million 1.22% of portfolio
42,627
Q2 2025 Added 0.01%
$3.8T
$5.36 Million 1.08% of portfolio
10,768
Q2 2025 Reduced 32.6%
$1.52T
$4.76 Million 0.96% of portfolio
26,858
Q2 2025 Added 2.49%
$380B
$4.29 Million 0.87% of portfolio
26,906
Q2 2025 Reduced -0.0%
$232B
$4.18 Million 0.85% of portfolio
14,166
Q2 2025 Reduced 6.59%
$6.29B
$4.16 Million 0.84% of portfolio
207,155
Q2 2025 Added 2.46%
$1.5T
$4.04 Million 0.82% of portfolio
22,915
Q2 2025 Added 2.13%
$3.56B
$3.7 Million 0.75% of portfolio
45,222
Q2 2025 Added 0.84%
$77.5B
$3.34 Million 0.68% of portfolio
25,063
Q1 2025 Reduced 0.45%
$566B
$2.99 Million 0.61% of portfolio
8,427
Q1 2025 Reduced 1.17%
$192B
$2.79 Million 0.56% of portfolio
2,709
Q4 2024 Reduced 0.11%
$138B
$2.77 Million 0.56% of portfolio
39,953
Q1 2025 Reduced 1.31%
$644B
$2.63 Million 0.53% of portfolio
5,409
Q2 2025 Reduced 2.01%
$158B
$2.51 Million 0.51% of portfolio
41,088
Q2 2025 Reduced 0.06%
$61.4B
$2.36 Million 0.48% of portfolio
23,401
Q2 2025 Added 17.1%
$1.34T
$2.31 Million 0.47% of portfolio
7,273
Q2 2025 Reduced 0.57%
$224B
$1.98 Million 0.4% of portfolio
6,763
Q2 2025 Added 0.52%
$298B
$1.87 Million 0.38% of portfolio
7,841
Q1 2025 Reduced 8.73%
$186B
$1.88 Million 0.38% of portfolio
43,476
Q2 2025 Reduced 1.43%
$412B
$1.72 Million 0.35% of portfolio
36,320
Q1 2025 Reduced 0.79%
$184B
$1.47 Million 0.3% of portfolio
15,719
Q2 2025 New
$444B
$1.46 Million 0.3% of portfolio
2
Q1 2025 New
$140B
$1.27 Million 0.26% of portfolio
4,592
Q2 2025 Reduced 12.87%
$211B
$1.26 Million 0.25% of portfolio
43,486
Q2 2025 Added 2.07%
$390B
$1.2 Million 0.24% of portfolio
6,475
Q1 2025 Reduced 0.43%
$278B
$1.19 Million 0.24% of portfolio
17,170
Q2 2025 Reduced 8.95%
$186B
$1.12 Million 0.23% of portfolio
7,015
Q1 2025 Added 1.4%
$124B
$1.12 Million 0.23% of portfolio
2,422
Q2 2025 Added 70.32%
$38.6B
$1.1 Million 0.22% of portfolio
3,820
Q4 2024 Reduced 6.26%
$320B
$1.03 Million 0.21% of portfolio
3,307
Q2 2025 Reduced 2.76%
$313B
$916,000 0.19% of portfolio
6,402
Q2 2025 Added 14.92%
$290B
$918,000 0.19% of portfolio
12,976
Q2 2025 Added 0.97%
$53.4B
$931,000 0.19% of portfolio
1,736
Q4 2023 Reduced 8.44%
$571B
$955,000 0.19% of portfolio
1,700
Q4 2024 Added 21.43%
$38.3B
$831,000 0.17% of portfolio
7,743
Q2 2025 Reduced 11.47%
$316B
$794,000 0.16% of portfolio
3,088
Q2 2025 New
$174B
$791,000 0.16% of portfolio
6,422
Q2 2025 Added 23.07%
$9.11B
$789,000 0.16% of portfolio
13,234
Q2 2025 Added 18.73%
$64.5B
$727,000 0.15% of portfolio
2,721
Q4 2024 Added 0.22%
$426B
$717,000 0.15% of portfolio
725
Q2 2024 Reduced 21.62%
$6.27B
$712,000 0.14% of portfolio
2,500
Q1 2025 Added 38.89%
$85B
$689,000 0.14% of portfolio
2,523
Q1 2025 Added 0.12%
$142B
$623,000 0.13% of portfolio
8,485
Q4 2024 Reduced 19.88%

Summary

  • Portfolio
  • No. of Stocks 246
  • Current Value $494 Million
  • Prior Value $454 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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