SkyOak Wealth, LLC

SkyOak Wealth, LLC reported 252 holdings worth US$612M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 30, 2026

SkyOak Wealth, LLC reported 252 holdings worth US$612M as of Jun 30, 2026. Largest: Apple Inc, Eli Lilly And Company and Alphabet Inc (google) Class C. Filed Jul 30, 2026 (Form 13F).

Holdings
252
Value as reported
US$612M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc84,424US$24.4M4.0%
Eli Lilly And Company16,314US$19.6M3.2%
Alphabet Inc (google) Class C40,422US$14.4M2.4%
Jp Morgan Chase & Co.26,977US$8.83M1.4%
Morgan Stanley40,946US$8.56M1.4%
Nvidia Corporation39,918US$7.99M1.3%
Amazon.com, Inc.32,066US$7.64M1.2%
Meta Platforms, Inc.11,721US$6.6M1.1%
International Business Machines Corporation21,432US$6.03M0.98%
Starwood Property Trust Inc.345KUS$5.65M0.92%
Microsoft Corp.14,876US$5.55M0.91%
Lantheus Holdings, Inc.44,419US$4.93M0.81%
Berkshire Hathaway Inc.9,027US$4.59M0.75%
Procter & Gamble Company (the)25,298US$3.71M0.61%
Emerson Electric Company23,736US$3.4M0.56%
Nextera Energy, Inc.38,646US$3.39M0.55%
Tesla, Inc.7,232US$3.04M0.50%
American States Water Company36,258US$3M0.49%
Visa Inc.7,765US$2.66M0.44%
Ciena Corporation5,139US$2.52M0.41%
Broadcom Inc.6,636US$2.51M0.41%
Micron Technology, Inc.2,135US$2.46M0.40%
Chevron Corporation14,392US$2.39M0.39%
Costco Wholesale Corporation2,291US$2.14M0.35%
Unilever Plc33,380US$2.01M0.33%
Bank Of America Corporation33,987US$1.94M0.32%
Cisco Systems, Inc.16,470US$1.93M0.32%
Mcdonald's Corporation6,647US$1.8M0.29%
Verizon Communications Inc.40,500US$1.71M0.28%
Abbvie Inc.6,725US$1.69M0.28%
Lam Research Corporation3,575US$1.55M0.25%
Cummins Inc.2,000US$1.43M0.23%
Servicenow, Inc.14,140US$1.4M0.23%
Qualcomm Incorporated6,815US$1.26M0.21%
T-mobile Us, Inc.6,929US$1.16M0.19%
Caterpillar, Inc.1,064US$1.13M0.19%
Coca-cola Company (the)12,682US$1.03M0.17%
Palantir Technologies Inc.8,682US$1.01M0.17%
Advanced Micro Devices Inc1,712US$995K0.16%
Lockheed Martin Corporation1,867US$951K0.16%
Texas Instruments Incorporated3,085US$920K0.15%
Idexx Laboratories, Inc.1,736US$914K0.15%
Oracle Corporation6,200US$909K0.15%
Toronto-dominion Bank7,398US$898K0.15%
Crowdstrike Holdings, Inc.1,177US$898K0.15%
Palo Alto Networks, Inc.2,590US$883K0.14%
Mastercard Incorporated1,700US$873K0.14%
Intel Corporation6,183US$863K0.14%
The Travelers Companies, Inc.2,553US$843K0.14%
Johnson & Johnson3,269US$830K0.14%
Northrop Grumman Corporation1,615US$823K0.13%
Marriott International2,203US$816K0.13%
Rtx Corporation4,265US$809K0.13%
Prudential Financial, Inc.6,658US$719K0.12%
At&t Inc.33,541US$694K0.11%
Aflac Incorporated5,661US$664K0.11%
Ulta Beauty, Inc.1,463US$660K0.11%
Exxon Mobil Corporation4,724US$646K0.11%
Uber Technologies, Inc.8,765US$632K0.10%
Veeva Systems Inc.3,320US$589K0.10%
Ford Mtr Co Del41,428US$576K0.09%
Sun Communities, Inc.4,589US$550K0.09%
Fifth Third Bancorp9,756US$550K0.09%
Union Pacific Corporation1,998US$543K0.09%
Csx Corporation10,650US$506K0.08%
Aerovironment, Inc.3,000US$495K0.08%
Consolidated Edison, Inc.4,453US$493K0.08%
General Motors Company5,590US$431K0.07%
United Parcel Service, Inc.3,974US$427K0.07%
Waste Management, Inc.1,836US$409K0.07%
F5, Inc.974US$405K0.07%
Goldman Sachs Group, Inc. (the)382US$386K0.06%
Kimberly-clark Corporation3,222US$354K0.06%
3m Company2,104US$341K0.06%
Crane Company1,500US$335K0.05%
Xpo, Inc.1,625US$334K0.05%
Dte Energy Company2,078US$317K0.05%
Inventrust Properties Corp.8,885US$315K0.05%
Caseys General Stores, Inc.394US$313K0.05%
Bank Of N.t. Butterfield & Son Limited (the) Voting5,237US$312K0.05%
Catalyst Pharmaceuticals, Inc.9,873US$310K0.05%
Mueller Industries, Inc.2,479US$305K0.05%
Space Exploration Technologies Corp1,774US$303K0.05%
Medpace Holdings, Inc.568US$301K0.05%
Bank Of Montreal1,700US$300K0.05%
Green Brick Partners, Inc.3,678US$294K0.05%
Energy Transfer Lp15,206US$291K0.05%
Southern Company (the)3,031US$290K0.05%
Phillips 661,703US$288K0.05%
Progressive Corporation (the)1,312US$287K0.05%
Kinsale Capital Group, Inc.859US$283K0.05%
East West Bancorp, Inc.2,183US$282K0.05%
Walmart Inc.2,483US$281K0.05%
Amgen Inc.764US$277K0.05%
Netflix, Inc.3,861US$276K0.05%
Marathon Petroleum Corporation1,065US$272K0.04%
Arista Networks, Inc.1,577US$268K0.04%
Napco Security Technologies, Inc.7,036US$267K0.04%
Resmed Inc.1,332US$260K0.04%
Applovin Corporation500US$258K0.04%

Every holding of SkyOak Wealth, LLC

Source

View original at SEC

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