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