Holdings
SkyOak Wealth, LLC
As of Jun 30, 2026, SkyOak Wealth, LLC reported 138 positions worth US$217M. Largest: Apple Inc, Eli Lilly And Company and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 84,424 | US$24.4M | −75 | Jun 30, 2026 |
| Eli Lilly And Company | 16,314 | US$19.6M | +109 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 40,422 | US$14.4M | −1,617 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 26,977 | US$8.83M | +267 | Jun 30, 2026 |
| Morgan Stanley | 40,946 | US$8.56M | −932 | Jun 30, 2026 |
| Nvidia Corporation | 39,918 | US$7.99M | −1,100 | Jun 30, 2026 |
| Amazon.com, Inc. | 32,066 | US$7.64M | −4,546 | Jun 30, 2026 |
| Meta Platforms, Inc. | 11,721 | US$6.6M | −127 | Jun 30, 2026 |
| International Business Machines Corporation | 21,432 | US$6.03M | +539 | Jun 30, 2026 |
| Starwood Property Trust Inc. | 345K | US$5.65M | −1,927 | Jun 30, 2026 |