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
$60.8B
$585,000 0.12% of portfolio
2,860
Q2 2025 Added 7.52%
$233B
$612,000 0.12% of portfolio
4,195
Q4 2024 Added 9.79%
$177B
$600,000 0.12% of portfolio
3,085
Q4 2023 Reduced 5.92%
$20.1B
$601,000 0.12% of portfolio
7,400
Q1 2025 Reduced 18.56%
$257B
$601,000 0.12% of portfolio
4,237
Q2 2025 Reduced 30.79%
$69B
$597,000 0.12% of portfolio
5,661
Q3 2024 Reduced 4.34%
$15.9B
$580,000 0.12% of portfolio
4,589
Q1 2025 Reduced 7.22%
$58.1B
$589,000 0.12% of portfolio
1,800
Q2 2024 Added 20.0%
$463B
$523,000 0.11% of portfolio
3,427
Q2 2025 Reduced 2.95%
$480B
$534,000 0.11% of portfolio
4,955
Q2 2025 Added 1.85%
$45.2B
$536,000 0.11% of portfolio
2,572
Q1 2025 Reduced 1.11%
$336B
$515,000 0.1% of portfolio
3,784
Q2 2025 Reduced 23.0%
$54.1B
$516,000 0.1% of portfolio
624
Q2 2025 Added 40.54%
$547B
$478,000 0.1% of portfolio
357
Q1 2025 Reduced 5.31%
$46B
$450,000 0.09% of portfolio
41,529
Q2 2025 Reduced 0.52%
$88.5B
$420,000 0.09% of portfolio
1,836
Q2 2025 Reduced 4.28%
$28B
$461,000 0.09% of portfolio
861
Q1 2025 Reduced 27.03%
$34.2B
$446,000 0.09% of portfolio
4,453
Q1 2025 Added 18.65%
$26.9B
$468,000 0.09% of portfolio
1,002
Q1 2025 Added 0.2%
$134B
$459,000 0.09% of portfolio
1,998
Q3 2023 Reduced 26.97%
$30.7B
$410,000 0.08% of portfolio
3,895
Q2 2025 Added 5.87%
$79.5B
$387,000 0.08% of portfolio
3,097
Q1 2025 Reduced 2.09%
$235B
$360,000 0.07% of portfolio
2,654
Q4 2024 Reduced 1.15%
$13.1B
$348,000 0.07% of portfolio
1,182
Q1 2025 Reduced 2.48%
$68.9B
$347,000 0.07% of portfolio
10,647
Q2 2025 Added 8.64%
$143B
$337,000 0.07% of portfolio
9,454
Q1 2025 Reduced 9.57%
$83.4B
$361,000 0.07% of portfolio
7,345
Q2 2025 Added 0.01%
$34.5B
$338,000 0.07% of portfolio
3,244
Q1 2025 New
$19.4B
$345,000 0.07% of portfolio
1,174
Q4 2024 Reduced 25.7%
$54.1B
$364,000 0.07% of portfolio
20,090
Q1 2025 Added 17.55%
$212B
$351,000 0.07% of portfolio
2,834
Q1 2025 Added 0.25%
$30B
$353,000 0.07% of portfolio
660
Q1 2025 Reduced 13.84%
$26.4B
$334,000 0.07% of portfolio
2,525
Q2 2025 Added 0.04%
$13.8B
$314,000 0.06% of portfolio
3,150
Q2 2025 New
$18.1B
$290,000 0.06% of portfolio
2,333
Q1 2025 Reduced 20.46%
$85.8B
$318,000 0.06% of portfolio
2,091
Q2 2025 Added 0.19%
$99.8B
$299,000 0.06% of portfolio
3,265
Q1 2025 New
$5.62B
$289,000 0.06% of portfolio
3,649
Q2 2025 Added 2.07%
$8.56B
$295,000 0.06% of portfolio
1,074
Q2 2025 New
$64B
$283,000 0.06% of portfolio
2,378
Q3 2023 Added 1.62%
$9.73B
$301,000 0.06% of portfolio
623
Q1 2025 Reduced 11.13%
$2.88B
$320,000 0.06% of portfolio
4,594
Q2 2025 Reduced 35.24%
$5.41B
$310,000 0.06% of portfolio
4,078
Q1 2025 Reduced 13.12%
$39.9B
$279,000 0.06% of portfolio
1,084
Q1 2025 New
$4.47B
$299,000 0.06% of portfolio
6,899
Q1 2025 New
$11.3B
$305,000 0.06% of portfolio
3,476
Q1 2025 Added 0.43%
$283B
$240,000 0.05% of portfolio
2,458
Q1 2025 New
$14.7B
$223,000 0.05% of portfolio
5,773
Q1 2024 New
$95.7B
$243,000 0.05% of portfolio
479
Q2 2025 New

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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