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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.9B
$260,000 0.05% of portfolio
1,465
Q3 2025 Added 31.04%
$23.4B
$249,000 0.05% of portfolio
31
Q3 2025 Added 6.9%
$99.7B
$279,000 0.05% of portfolio
1,448
Q3 2023 New
$35.8B
$285,000 0.05% of portfolio
1,044
Q3 2025 Reduced 3.69%
$2.57B
$252,000 0.05% of portfolio
4,523
Q3 2025 Added 5.14%
$3.48B
$240,000 0.05% of portfolio
8,354
Q3 2025 Added 21.09%
$0
$242,000 0.05% of portfolio
2,990
Q2 2025 Reduced 20.05%
$8.94B
$278,000 0.05% of portfolio
654
Q3 2025 Added 4.98%
$0
$268,000 0.05% of portfolio
3,000
Q1 2025 Reduced 1.22%
$8.24B
$246,000 0.05% of portfolio
1,547
Q3 2025 Added 19.83%
$31.5B
$269,000 0.05% of portfolio
3,700
Q3 2025 New
$94.5B
$238,000 0.05% of portfolio
700
Q2 2025 New
$1.9B
$254,000 0.05% of portfolio
8,885
Q3 2024 Reduced 6.89%
$5.15B
$247,000 0.05% of portfolio
3,883
Q3 2024 Reduced 17.45%
$0
$238,000 0.05% of portfolio
400
Q2 2025 Reduced 33.33%
$0
$280,000 0.05% of portfolio
2,007
Q3 2025 Reduced 2.48%
$0
$287,000 0.05% of portfolio
9,502
Q2 2024 Reduced 2.13%
$136B
$201,000 0.04% of portfolio
546
Q1 2025 New
$96.4B
$204,000 0.04% of portfolio
1,652
Q3 2025 New
$0
$204,000 0.04% of portfolio
3,599
Q3 2025 New
$1.37B
$196,000 0.04% of portfolio
20,500
Q3 2025 Added 57.69%
$35.1B
$206,000 0.04% of portfolio
1,664
Q3 2025 Reduced 2.92%
$418B
$202,000 0.04% of portfolio
1,135
Q3 2025 New
$0
$205,000 0.04% of portfolio
1,455
Q3 2025 New
$0
$215,000 0.04% of portfolio
3,750
Q2 2025 New
$83.6B
$221,000 0.04% of portfolio
1,700
Q3 2025 New
$5.51B
$200,000 0.04% of portfolio
1,515
Q2 2025 New
$15.4B
$210,000 0.04% of portfolio
1,625
Q2 2025 New
$21.7B
$233,000 0.04% of portfolio
2,333
Q1 2025 Reduced 20.46%
$36B
$215,000 0.04% of portfolio
7,500
Q3 2025 New
$237B
$211,000 0.04% of portfolio
892
Q3 2025 Added 0.68%
$21.5B
$219,000 0.04% of portfolio
3,000
Q1 2025 New
$300B
$221,000 0.04% of portfolio
642
Q3 2025 Reduced 80.59%
$0
$171,000 0.03% of portfolio
11,071
Q3 2025 Added 1.6%
$867M
$123,000 0.02% of portfolio
16,335
Q3 2024 Reduced 4.39%
$526M
$61,000 0.01% of portfolio
10,127
Q3 2025 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 7.88%
World Fds Tr
-
$0 0.0% of portfolio
-
Q4 2024 New
Lam Research Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
Wayfair Inc
-
$0 0.0% of portfolio
-
Q2 2022 New
Coreweave Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
$323M
$25,000 0.0% of portfolio
15,000
Q4 2019 New
Crane Company
-
$0 0.0% of portfolio
-
Q1 2024 New
$9.93M
$14,000 0.0% of portfolio
12,300
Q4 2024 Reduced 50.94%
Ishares Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.61%
$18.1M
$20,000 0.0% of portfolio
16,469
Q1 2024 Reduced 5.89%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 8.45%
Neumora Therapeutics Inc.
-
$0 0.0% of portfolio
-
Q2 2025 New
$45.4M
$26,000 0.0% of portfolio
11,000
Q1 2022 New

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
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