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 Market Cap. of $200 Billions or more

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%
$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%
$1.29T
$3.21 Million 0.61% of portfolio
7,229
Q3 2025 Reduced 0.6%
$533B
$2.85 Million 0.54% of portfolio
8,355
Q3 2025 Reduced 0.85%
$662B
$2.73 Million 0.52% of portfolio
5,423
Q3 2025 Added 0.26%
$224B
$2.04 Million 0.39% of portfolio
6,726
Q3 2025 Reduced 0.55%
$303B
$1.96 Million 0.37% of portfolio
12,637
Q3 2025 Added 97.39%
$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
$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%
$512B
$966,000 0.18% of portfolio
1,700
Q4 2024 Added 21.43%
$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%
$258B
$701,000 0.13% of portfolio
4,195
Q4 2024 Added 9.79%
$522B
$635,000 0.12% of portfolio
3,427
Q2 2025 Reduced 2.95%
$490B
$558,000 0.11% of portfolio
4,955
Q2 2025 Added 1.85%
$388B
$531,000 0.1% of portfolio
3,288
Q3 2025 Reduced 22.4%
$291B
$525,000 0.1% of portfolio
1,101
Q1 2025 Added 8.79%
$342B
$433,000 0.08% of portfolio
2,374
Q3 2025 Reduced 37.26%
$228B
$355,000 0.07% of portfolio
2,654
Q4 2024 Reduced 1.15%
$265B
$301,000 0.06% of portfolio
378
Q4 2024 New
$279B
$253,000 0.05% of portfolio
2,458
Q1 2025 New
$255B
$250,000 0.05% of portfolio
755
Q3 2024 New
$418B
$202,000 0.04% of portfolio
1,135
Q3 2025 New
$237B
$211,000 0.04% of portfolio
892
Q3 2025 Added 0.68%
$300B
$221,000 0.04% of portfolio
642
Q3 2025 Reduced 80.59%

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
Track This Portfolio

Track Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email