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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.2 Million 5.11% of portfolio
497,839
Q2 2025 Reduced 4.56%
$0
$23.5 Million 4.75% of portfolio
448,072
Q2 2025 Added 6.48%
$0
$22 Million 4.46% of portfolio
754,621
Q2 2025 Added 9.18%
$0
$19.6 Million 3.96% of portfolio
206,758
Q2 2025 Added 2.2%
$0
$15 Million 3.03% of portfolio
179,455
Q2 2025 Added 5.73%
$0
$14.5 Million 2.94% of portfolio
199,519
Q2 2025 Added 0.24%
$0
$10.8 Million 2.18% of portfolio
226,657
Q2 2025 Added 5.38%
$0
$10.5 Million 2.13% of portfolio
109,592
Q2 2025 Added 4.68%
$0
$9.66 Million 1.96% of portfolio
38,162
Q2 2025 Added 6.53%
$0
$8.92 Million 1.81% of portfolio
163,782
Q2 2025 Reduced 0.03%
$0
$7.2 Million 1.46% of portfolio
160,001
Q2 2025 Reduced 0.04%
$0
$7.22 Million 1.46% of portfolio
66,027
Q2 2025 Reduced 0.61%
$0
$6.89 Million 1.4% of portfolio
148,741
Q2 2025 Reduced 2.05%
$0
$6.94 Million 1.4% of portfolio
98,689
Q2 2025 Reduced 0.14%
$0
$6.65 Million 1.35% of portfolio
112,235
Q2 2025 Reduced 0.02%
$0
$6.46 Million 1.31% of portfolio
23,337
Q1 2025 Added 1.62%
$0
$6.08 Million 1.23% of portfolio
31,166
Q2 2025 New
$0
$5.71 Million 1.16% of portfolio
115,407
Q2 2025 Added 3.17%
$0
$5.63 Million 1.14% of portfolio
10,212
Q2 2025 Added 6.21%
$0
$4.48 Million 0.91% of portfolio
87,990
Q2 2025 Added 49.08%
$0
$4.17 Million 0.84% of portfolio
41,501
Q2 2025 Reduced 1.39%
$0
$4.08 Million 0.83% of portfolio
33,647
Q2 2025 Added 0.3%
$0
$4.11 Million 0.83% of portfolio
42,926
Q2 2025 Added 0.98%
$0
$3.85 Million 0.78% of portfolio
42,274
Q2 2025 Reduced 57.91%
$0
$3.29 Million 0.67% of portfolio
57,947
Q2 2025 Added 3.53%
$0
$3.23 Million 0.65% of portfolio
79,708
Q2 2025 Reduced 3.58%
$0
$3.11 Million 0.63% of portfolio
32,583
Q2 2025 Added 6.37%
$0
$2.93 Million 0.59% of portfolio
42,018
Q1 2025 Added 1.77%
$0
$2.68 Million 0.54% of portfolio
4,340
Q2 2025 Added 64.89%
$0
$2.64 Million 0.54% of portfolio
11,154
Q2 2025 Added 0.31%
$0
$2.67 Million 0.54% of portfolio
8,790
Q2 2025 Added 1.63%
$0
$2.62 Million 0.53% of portfolio
4,621
Q2 2025 Added 0.5%
$0
$2.58 Million 0.52% of portfolio
60,639
Q2 2025 Added 4.06%
$0
$2.25 Million 0.46% of portfolio
24,543
Q2 2025 Added 64.39%
$0
$1.85 Million 0.38% of portfolio
11,757
Q2 2025 Reduced 0.96%
$0
$1.74 Million 0.35% of portfolio
21,031
Q1 2025 Reduced 1.41%
$0
$1.73 Million 0.35% of portfolio
3,946
Q2 2025 Reduced 3.02%
$0
$1.69 Million 0.34% of portfolio
12,208
Q1 2025 Reduced 2.38%
$0
$1.44 Million 0.29% of portfolio
2,324
Q1 2025 Reduced 5.61%
$0
$1.25 Million 0.25% of portfolio
18,569
Q2 2025 Added 1.01%
$0
$1.2 Million 0.24% of portfolio
12,314
Q2 2025 Added 19.52%
$0
$968,000 0.2% of portfolio
16,192
Q1 2025 Added 2.8%
$0
$982,000 0.2% of portfolio
2,800
Q2 2025 Reduced 0.46%
$106B
$948,000 0.19% of portfolio
3,112
Q2 2025 Reduced 32.13%
$0
$827,000 0.17% of portfolio
10,404
Q2 2025 Reduced 0.09%
$0
$795,000 0.16% of portfolio
15,086
Q1 2025 Reduced 9.7%
$0
$737,000 0.15% of portfolio
7,324
Q2 2025 Added 3.9%
$0
$690,000 0.14% of portfolio
6,274
Q2 2025 Reduced 2.53%
$0
$661,000 0.13% of portfolio
2,314
Q2 2025 Reduced 1.74%

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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