SkyOak Wealth, LLC

13F filer · CIK 0001800379

Reported Jul 30, 2026

Net seller this quarter

13F portfolio value$612MU.S. long equity reported on 13F

Positions15816 new · 20 closed

Net flow last quarter-$14.1MBuys minus sells

Top 10 positions weight17.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 2026158 positions
AAPLApple Inc.	$24.4M	3.99%	0.00%	-0.1%	Q4 2019
LLYELI LILLY & Co	$19.6M	3.20%	0.00%	+0.7%	Q4 2019
JPMJPMorgan Chase & Co	$8.83M	1.44%	0.00%	+1.0%	Q4 2019
MSMorgan Stanley	$8.56M	1.40%	0.00%	-2.2%	Q4 2020
NVDANvidia Corp	$7.99M	1.30%	0.00%	-2.7%	Q4 2019
GOOGAlphabet Inc.	$7.79M	1.27%	Not reported	-5.9%	Q4 2019
AMZNAmazon Com Inc	$7.64M	1.25%	0.00%	-12.4%	Q4 2019
GOOGLAlphabet Inc.	$6.65M	1.09%	0.00%	-0.2%	Q4 2019
METAMeta Platforms, Inc.	$6.6M	1.08%	Not reported	-1.1%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$6.4M	1.05%	Not reported	-0.7%	Q2 2020
IBMInternational Business Machines Corp	$6.03M	0.98%	0.00%	+2.6%	Q4 2019
STWDStarwood Property Trust, Inc.	$5.65M	0.92%	0.09%	-0.6%	Q4 2019
MSFTMicrosoft Corp	$5.55M	0.91%	0.00%	-8.2%	Q4 2019
LNTHLantheus Holdings, Inc.	$4.93M	0.81%	0.07%	-30.9%	Q2 2020
PGPROCTER & GAMBLE Co	$3.71M	0.61%	0.00%	-2.9%	Q4 2019
EMREmerson Electric Co	$3.4M	0.56%	0.00%	-1.6%	Q4 2019
NEENextera Energy Inc	$3.39M	0.55%	0.00%	-1.4%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$3.29M	0.54%	Not reported	+1.0%	Q4 2019
TSLATesla, Inc.	$3.04M	0.50%	0.00%	-1.4%	Q4 2019
BRK.BBerkshire Hathaway Inc	$3.02M	0.49%	Not reported	+7.8%	Q4 2019
AWRAmerican States Water Co	$3M	0.49%	0.09%	-1.0%	Q4 2019
VVisa Inc.	$2.66M	0.44%	0.00%	-3.7%	Q4 2019
CIENCiena Corp	$2.52M	0.41%	0.00%	-9.4%	Q4 2019
AVGOBroadcom Inc.	$2.51M	0.41%	0.00%	-20.4%	Q4 2021
MUMicron Technology Inc	$2.46M	0.40%	0.00%	-29.7%	Q2 2020
CVXChevron Corp	$2.39M	0.39%	0.00%	+0.2%	Q4 2019
COSTCostco Wholesale Corp	$2.14M	0.35%	0.00%	+10.0%	Q4 2019
ULUnilever PLC	$2.01M	0.33%	0.00%	-4.7%	Q4 2019
BACBank of America Corp	$1.94M	0.32%	0.00%	-3.1%	Q4 2019
CSCOCisco Systems, Inc.	$1.93M	0.32%	0.00%	-4.1%	Q4 2019
MCDMcdonalds Corp	$1.8M	0.29%	0.00%	Not reported	Q4 2019
VZVerizon Communications Inc	$1.71M	0.28%	0.00%	-1.7%	Q4 2019
ABBVAbbVie Inc.	$1.69M	0.28%	0.00%	Not reported	Q4 2019
BRK.ABerkshire Hathaway Inc	$1.57M	0.26%	Not reported	Not reported	Q4 2019
LRCXLam Research Corp	$1.55M	0.25%	0.00%	-11.2%	Q4 2019
CMICummins Inc	$1.43M	0.23%	0.00%	Not reported	Q4 2019
NOWServiceNow, Inc.	$1.4M	0.23%	0.00%	-4.3%	Q4 2019
QCOMQualcomm Inc	$1.26M	0.21%	0.00%	-2.9%	Q4 2019
TMUST-Mobile US, Inc.	$1.16M	0.19%	0.00%	Not reported	Q4 2019
IBITiShares Bitcoin Trust ETF	$1.15M	0.19%	0.00%	-41.5%	Q4 2025
CATCaterpillar Inc	$1.13M	0.19%	0.00%	Not reported	Q4 2019
FBTCFidelity Wise Origin Bitcoin Fund	$1.12M	0.18%	0.01%	New	Q2 2026
GLDSPDR Gold Trust	$1.1M	0.18%	0.00%	Not reported	Q2 2020
KOCoca Cola Co	$1.03M	0.17%	0.00%	-1.6%	Q4 2019
PLTRPalantir Technologies Inc.	$1.01M	0.17%	0.00%	+16.2%	Q3 2024
AMDAdvanced Micro Devices Inc	$995K	0.16%	0.00%	-36.9%	Q4 2019
LMTLockheed Martin Corp	$951K	0.16%	0.00%	+75.0%	Q4 2019
TXNTexas Instruments Inc	$920K	0.15%	0.00%	Not reported	Q4 2019
IDXXIdexx Laboratories Inc	$914K	0.15%	0.00%	Not reported	Q4 2019
ORCLOracle Corp	$909K	0.15%	0.00%	+67.6%	Q4 2025

Q1 2026Reported Apr 30, 2026162 positions
AAPLApple Inc.	$21.4M	3.93%	0.00%	-1.4%	Q4 2019
LLYELI LILLY & Co	$14.9M	2.73%	0.00%	-3.1%	Q4 2019
JPMJPMorgan Chase & Co	$7.86M	1.44%	0.00%	+0.3%	Q4 2019
AMZNAmazon Com Inc	$7.63M	1.40%	0.00%	+4.2%	Q4 2019
NVDANvidia Corp	$7.15M	1.31%	0.00%	-0.2%	Q4 2019
MSMorgan Stanley	$6.89M	1.26%	0.00%	-0.4%	Q4 2020
METAMeta Platforms, Inc.	$6.78M	1.24%	Not reported	-1.9%	Q4 2019
GOOGAlphabet Inc.	$6.73M	1.23%	Not reported	+1.9%	Q4 2019
MSFTMicrosoft Corp	$6M	1.10%	0.00%	+17.5%	Q4 2019
STWDStarwood Property Trust, Inc.	$5.97M	1.09%	0.09%	+10.8%	Q4 2019
GOOGLAlphabet Inc.	$5.36M	0.98%	0.00%	-1.4%	Q4 2019
IBMInternational Business Machines Corp	$5.06M	0.93%	0.00%	+2.1%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$5.06M	0.93%	Not reported	-4.3%	Q2 2020
LNTHLantheus Holdings, Inc.	$4.88M	0.89%	0.10%	+1.8%	Q2 2020
PGPROCTER & GAMBLE Co	$3.76M	0.69%	0.00%	-0.9%	Q4 2019
NEENextera Energy Inc	$3.64M	0.67%	0.00%	-0.7%	Q4 2019
EMREmerson Electric Co	$3.16M	0.58%	0.00%	-1.6%	Q4 2019
CVXChevron Corp	$2.97M	0.54%	0.00%	-5.1%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.84M	0.52%	Not reported	+0.7%	Q4 2019
AWRAmerican States Water Co	$2.77M	0.51%	0.09%	-1.1%	Q4 2019
TSLATesla, Inc.	$2.73M	0.50%	0.00%	+1.9%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.68M	0.49%	Not reported	+3.7%	Q4 2019
FITBFifth Third Bancorp	$2.59M	0.47%	0.01%	Not reported	Q4 2019
AVGOBroadcom Inc.	$2.58M	0.47%	0.00%	+37.6%	Q4 2021
VVisa Inc.	$2.44M	0.45%	0.00%	Not reported	Q4 2019
IBITiShares Bitcoin Trust ETF	$2.27M	0.42%	0.00%	+228.9%	Q4 2025
CIENCiena Corp	$2.2M	0.40%	0.00%	-20.6%	Q4 2019
COSTCostco Wholesale Corp	$2.08M	0.38%	0.00%	-1.3%	Q4 2019
VZVerizon Communications Inc	$2.07M	0.38%	0.00%	-0.3%	Q4 2019
MCDMcdonalds Corp	$2.07M	0.38%	0.00%	-0.2%	Q4 2019
ULUnilever PLC	$2M	0.37%	0.00%	-2.2%	Q4 2019
BACBank of America Corp	$1.71M	0.31%	0.00%	Not reported	Q4 2019
NOWServiceNow, Inc.	$1.54M	0.28%	0.00%	+9.1%	Q4 2019
BRK.ABerkshire Hathaway Inc	$1.51M	0.28%	Not reported	Not reported	Q4 2019
ABBVAbbVie Inc.	$1.46M	0.27%	0.00%	Not reported	Q4 2019
TMUST-Mobile US, Inc.	$1.46M	0.27%	0.00%	-9.2%	Q4 2019
CSCOCisco Systems, Inc.	$1.33M	0.24%	0.00%	Not reported	Q4 2019
GLDSPDR Gold Trust	$1.29M	0.24%	0.00%	-0.8%	Q2 2020
TAt&T Inc.	$1.26M	0.23%	0.00%	Not reported	Q4 2019
PLTRPalantir Technologies Inc.	$1.09M	0.20%	0.00%	+16.7%	Q3 2024
CMICummins Inc	$1.08M	0.20%	0.00%	+11.1%	Q4 2019
MUMicron Technology Inc	$1.03M	0.19%	0.00%	+3.8%	Q2 2020
KOCoca Cola Co	$980K	0.18%	0.00%	-0.1%	Q4 2019
IDXXIdexx Laboratories Inc	$975K	0.18%	0.00%	Not reported	Q4 2019
QCOMQualcomm Inc	$903K	0.17%	0.00%	Not reported	Q4 2019
PANWPalo Alto Networks Inc	$895K	0.16%	0.00%	+4.3%	Q4 2019
LRCXLam Research Corp	$860K	0.16%	0.00%	-23.0%	Q4 2019
NOBLNoble International, Ltd.	$850K	0.16%	Not reported	+7.2%	Q4 2019
MAMastercard Inc	$849K	0.16%	0.00%	Not reported	Q4 2019
RTXRTX Corp	$823K	0.15%	0.00%	+1.7%	Q2 2020

Q4 2025Reported Feb 5, 2026158 positions
AAPLApple Inc.	$23.3M	4.19%	0.00%	-2.3%	Q4 2019
LLYELI LILLY & Co	$18M	3.23%	0.00%	-6.5%	Q4 2019
JPMJPMorgan Chase & Co	$8.58M	1.54%	0.00%	+0.1%	Q4 2019
AMZNAmazon Com Inc	$8.11M	1.46%	0.00%	+2.1%	Q4 2019
METAMeta Platforms, Inc.	$7.97M	1.43%	Not reported	+0.4%	Q4 2019
NVDANvidia Corp	$7.66M	1.38%	0.00%	-3.5%	Q4 2019
MSMorgan Stanley	$7.46M	1.34%	0.00%	-0.4%	Q4 2020
GOOGAlphabet Inc.	$7.22M	1.30%	Not reported	-11.7%	Q4 2019
MSFTMicrosoft Corp	$6.67M	1.20%	0.00%	+28.1%	Q4 2019
IBMInternational Business Machines Corp	$6.06M	1.09%	0.00%	-9.3%	Q4 2019
GOOGLAlphabet Inc.	$5.92M	1.06%	0.00%	-12.4%	Q4 2019
STWDStarwood Property Trust, Inc.	$5.64M	1.01%	0.08%	+11.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$5.62M	1.01%	Not reported	-2.5%	Q2 2020
LNTHLantheus Holdings, Inc.	$4.2M	0.76%	0.10%	+8.4%	Q2 2020
CMAComerica Inc	$3.82M	0.69%	0.03%	+229.6%	Q4 2019
PGPROCTER & GAMBLE Co	$3.77M	0.68%	0.00%	-0.8%	Q4 2019
EMREmerson Electric Co	$3.25M	0.58%	0.00%	-0.4%	Q4 2019
TSLATesla, Inc.	$3.24M	0.58%	0.00%	-0.4%	Q4 2019
NEENextera Energy Inc	$3.17M	0.57%	0.00%	-0.2%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.96M	0.53%	Not reported	-0.5%	Q4 2019
VVisa Inc.	$2.83M	0.51%	0.00%	-3.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.71M	0.49%	Not reported	-0.4%	Q4 2019
AWRAmerican States Water Co	$2.68M	0.48%	0.09%	-0.5%	Q4 2019
ULUnilever PLC	$2.34M	0.42%	0.00%	-1.0%	Q4 2019
CVXChevron Corp	$2.31M	0.41%	0.00%	+19.8%	Q4 2019
AVGOBroadcom Inc.	$2.1M	0.38%	0.00%	+31.5%	Q4 2021
NOWServiceNow, Inc.	$2.07M	0.37%	0.00%	Not reported	Q4 2019
MCDMcdonalds Corp	$2.03M	0.37%	0.00%	-1.0%	Q4 2019
BACBank of America Corp	$1.93M	0.35%	0.00%	-3.4%	Q4 2019
COSTCostco Wholesale Corp	$1.82M	0.33%	0.00%	-0.9%	Q4 2019
VZVerizon Communications Inc	$1.68M	0.30%	0.00%	-3.8%	Q4 2019
CIENCiena Corp	$1.67M	0.30%	0.01%	-3.4%	Q4 2019
BRK.ABerkshire Hathaway Inc	$1.59M	0.29%	Not reported	Not reported	Q4 2019
TMUST-Mobile US, Inc.	$1.55M	0.28%	0.00%	-2.1%	Q4 2019
ABBVAbbVie Inc.	$1.54M	0.28%	0.00%	Not reported	Q4 2019
CSCOCisco Systems, Inc.	$1.32M	0.24%	0.00%	Not reported	Q4 2019
QCOMQualcomm Inc	$1.2M	0.22%	0.00%	Not reported	Q4 2019
GLDSPDR Gold Trust	$1.2M	0.22%	0.00%	-1.6%	Q2 2020
IDXXIdexx Laboratories Inc	$1.17M	0.21%	0.00%	Not reported	Q4 2019
PLTRPalantir Technologies Inc.	$1.14M	0.20%	0.00%	+169.6%	Q3 2024
TAt&T Inc.	$1.08M	0.19%	0.00%	Not reported	Q4 2019
LMTLockheed Martin Corp	$991K	0.18%	0.00%	+33.4%	Q4 2019
PANWPalo Alto Networks Inc	$985K	0.18%	0.00%	+46.6%	Q4 2019
MAMastercard Inc	$970K	0.17%	0.00%	Not reported	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$968K	0.17%	0.00%	+62.9%	Q4 2020
CMICummins Inc	$919K	0.17%	0.00%	Not reported	Q4 2019
KOCoca Cola Co	$902K	0.16%	0.00%	-0.6%	Q4 2019
LRCXLam Research Corp	$894K	0.16%	0.00%	-19.0%	Q4 2019
IBITiShares Bitcoin Trust ETF	$892K	0.16%	0.00%	New	Q4 2025
VEEVVeeva Systems Inc	$853K	0.15%	0.00%	Not reported	Q4 2019

Q3 2025Reported Oct 23, 2025159 positions
AAPLApple Inc.	$22.3M	4.22%	0.00%	-3.4%	Q4 2019
LLYELI LILLY & Co	$13.6M	2.58%	0.00%	-2.3%	Q4 2019
METAMeta Platforms, Inc.	$8.83M	1.67%	Not reported	-6.2%	Q4 2019
JPMJPMorgan Chase & Co	$8.39M	1.58%	0.00%	-3.7%	Q4 2019
NVDANvidia Corp	$7.95M	1.50%	0.00%	-6.6%	Q4 2019
AMZNAmazon Com Inc	$7.55M	1.43%	0.00%	-1.7%	Q4 2019
MSMorgan Stanley	$6.71M	1.27%	0.00%	-1.1%	Q4 2020
IBMInternational Business Machines Corp	$6.37M	1.20%	0.00%	+59.3%	Q4 2019
GOOGAlphabet Inc.	$6.35M	1.20%	Not reported	-2.9%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$5.63M	1.06%	Not reported	-8.1%	Q2 2020
MSFTMicrosoft Corp	$5.57M	1.05%	0.00%	-0.1%	Q4 2019
STWDStarwood Property Trust, Inc.	$5.46M	1.03%	0.08%	+36.0%	Q4 2019
GOOGLAlphabet Inc.	$5.25M	0.99%	0.00%	-5.8%	Q4 2019
PGPROCTER & GAMBLE Co	$4.07M	0.77%	0.00%	-1.6%	Q4 2019
EMREmerson Electric Co	$3.23M	0.61%	0.00%	-1.8%	Q4 2019
TSLATesla, Inc.	$3.21M	0.61%	0.00%	-0.6%	Q4 2019
LNTHLantheus Holdings, Inc.	$2.99M	0.56%	0.08%	+28.8%	Q2 2020
NEENextera Energy Inc	$2.98M	0.56%	0.00%	-1.1%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.9M	0.55%	Not reported	+0.3%	Q4 2019
VVisa Inc.	$2.85M	0.54%	0.00%	-0.9%	Q4 2019
AWRAmerican States Water Co	$2.73M	0.52%	0.10%	-1.0%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.73M	0.51%	Not reported	+0.3%	Q4 2019
NOWServiceNow, Inc.	$2.49M	0.47%	0.00%	Not reported	Q4 2019
ULUnilever PLC	$2.42M	0.46%	0.00%	-0.8%	Q4 2019
MCDMcdonalds Corp	$2.04M	0.39%	0.00%	-0.6%	Q4 2019
COSTCostco Wholesale Corp	$1.97M	0.37%	0.00%	+193.8%	Q4 2019
CVXChevron Corp	$1.96M	0.37%	0.00%	+97.4%	Q4 2019
VZVerizon Communications Inc	$1.89M	0.36%	0.00%	-1.1%	Q4 2019
BACBank of America Corp	$1.87M	0.35%	0.00%	Not reported	Q4 2019
TMUST-Mobile US, Inc.	$1.87M	0.35%	0.00%	-0.6%	Q4 2019
BRK.ABerkshire Hathaway Inc	$1.58M	0.30%	Not reported	Not reported	Q4 2019
ABBVAbbVie Inc.	$1.56M	0.29%	0.00%	+3.9%	Q4 2019
AVGOBroadcom Inc.	$1.52M	0.29%	0.00%	+0.4%	Q4 2021
TAt&T Inc.	$1.23M	0.23%	0.00%	Not reported	Q4 2019
CSCOCisco Systems, Inc.	$1.17M	0.22%	0.00%	Not reported	Q4 2019
QCOMQualcomm Inc	$1.17M	0.22%	0.00%	Not reported	Q4 2019
MUMicron Technology Inc	$1.16M	0.22%	0.00%	+7.8%	Q2 2020
VEEVVeeva Systems Inc	$1.14M	0.21%	0.00%	Not reported	Q4 2019
IDXXIdexx Laboratories Inc	$1.11M	0.21%	0.00%	Not reported	Q4 2019
GLDSPDR Gold Trust	$1.09M	0.21%	0.00%	-1.5%	Q2 2020
CIENCiena Corp	$1.08M	0.20%	0.01%	Not reported	Q4 2019
MAMastercard Inc	$967K	0.18%	0.00%	Not reported	Q4 2019
CMAComerica Inc	$914K	0.17%	0.01%	+0.8%	Q4 2019
GEGeneral Electric Co	$867K	0.16%	0.00%	-6.6%	Q2 2025
LRCXLam Research Corp	$864K	0.16%	0.00%	Not reported	Q4 2019
KOCoca Cola Co	$861K	0.16%	0.00%	Not reported	Q4 2019
LMTLockheed Martin Corp	$766K	0.14%	0.00%	-36.6%	Q4 2019
CMICummins Inc	$760K	0.14%	0.00%	Not reported	Q4 2019
TRVTravelers Companies, Inc.	$760K	0.14%	0.00%	Not reported	Q4 2019
NOBLNoble International, Ltd.	$749K	0.14%	Not reported	-0.8%	Q4 2019

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