Sky Oak Wealth, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $454 Million distributed in 245 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 $26.4M, Spdr Portfolio S&P 500 Value E with a value of $21.5M, Apple Inc. with a value of $20M, Ishares Core S&P U.S. Value Et with a value of $18.7M, and Schwab Strategic Tr Us Large C with a value of $17.3M.
Examining the 13F form we can see an decrease of $10.4M in the current position value, from $465M to 454M.
Below you can find more details about Sky Oak Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$454 Million
ETFs: $272 Million
Technology: $45.7 Million
Financial Services: $27.3 Million
Healthcare: $26.9 Million
Communication Services: $21.9 Million
Consumer Cyclical: $14.2 Million
Industrials: $11.7 Million
Consumer Defensive: $10 Million
Other: $17.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
