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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$18.6 Million 3.77% of portfolio
90,824
Q2 2025 Added 0.73%
$608B
$14.3 Million 2.89% of portfolio
18,310
Q2 2025 Reduced 0.4%
$1.78T
$9.47 Million 1.92% of portfolio
12,824
Q2 2025 Reduced 3.12%
$859B
$8.01 Million 1.62% of portfolio
27,623
Q2 2025 Reduced 1.3%
$2.26T
$7.68 Million 1.55% of portfolio
34,990
Q2 2025 Added 1.69%
$456B
$7.2 Million 1.46% of portfolio
45,599
Q2 2025 Added 43.57%
$250B
$6 Million 1.22% of portfolio
42,627
Q2 2025 Added 0.01%
$3.95T
$5.36 Million 1.08% of portfolio
10,768
Q2 2025 Reduced 32.6%
$1.24T
$4.76 Million 0.96% of portfolio
26,858
Q2 2025 Added 2.49%
$368B
$4.29 Million 0.87% of portfolio
26,906
Q2 2025 Reduced -0.0%
$210B
$4.18 Million 0.85% of portfolio
14,166
Q2 2025 Reduced 6.59%
$1.21T
$4.04 Million 0.82% of portfolio
22,915
Q2 2025 Added 2.13%
$551B
$2.99 Million 0.61% of portfolio
8,427
Q1 2025 Reduced 1.17%
$621B
$2.63 Million 0.53% of portfolio
5,409
Q2 2025 Reduced 2.01%
$1.08T
$2.31 Million 0.47% of portfolio
7,273
Q2 2025 Reduced 0.57%
$222B
$1.98 Million 0.4% of portfolio
6,763
Q2 2025 Added 0.52%
$381B
$1.72 Million 0.35% of portfolio
36,320
Q1 2025 Reduced 0.79%
$423B
$1.46 Million 0.3% of portfolio
2
Q1 2025 New
$203B
$1.26 Million 0.25% of portfolio
43,486
Q2 2025 Added 2.07%
$351B
$1.2 Million 0.24% of portfolio
6,475
Q1 2025 Reduced 0.43%
$293B
$1.19 Million 0.24% of portfolio
17,170
Q2 2025 Reduced 8.95%
$245B
$1.03 Million 0.21% of portfolio
3,307
Q2 2025 Reduced 2.76%
$302B
$916,000 0.19% of portfolio
6,402
Q2 2025 Added 14.92%
$306B
$918,000 0.19% of portfolio
12,976
Q2 2025 Added 0.97%
$548B
$955,000 0.19% of portfolio
1,700
Q4 2024 Added 21.43%
$306B
$794,000 0.16% of portfolio
3,088
Q2 2025 New
$439B
$717,000 0.15% of portfolio
725
Q2 2024 Reduced 21.62%
$229B
$612,000 0.12% of portfolio
4,195
Q4 2024 Added 9.79%
$282B
$601,000 0.12% of portfolio
4,237
Q2 2025 Reduced 30.79%
$452B
$523,000 0.11% of portfolio
3,427
Q2 2025 Reduced 2.95%
$442B
$534,000 0.11% of portfolio
4,955
Q2 2025 Added 1.85%
$367B
$515,000 0.1% of portfolio
3,784
Q2 2025 Reduced 23.0%
$545B
$478,000 0.1% of portfolio
357
Q1 2025 Reduced 5.31%
$218B
$427,000 0.09% of portfolio
1,101
Q1 2025 Added 8.79%
$229B
$360,000 0.07% of portfolio
2,654
Q4 2024 Reduced 1.15%
$207B
$351,000 0.07% of portfolio
2,834
Q1 2025 Added 0.25%
$281B
$240,000 0.05% of portfolio
2,458
Q1 2025 New
$227B
$240,000 0.05% of portfolio
755
Q3 2024 New
$295B
$254,000 0.05% of portfolio
317
Q2 2025 New
$232B
$241,000 0.05% of portfolio
886
Q2 2025 Added 5.98%
$254B
$267,000 0.05% of portfolio
378
Q4 2024 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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