Skyoak Wealth, Llc Portfolio Stock Holdings
Skyoak Wealth, Llc disclosed 255 stock positions valued at approximately $546.1 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, J P MORGAN EXCHANGE TRADED F, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 255
- Portfolio Value
- $546.1M
Holdings by Sector
Skyoak Wealth, Llc Portfolio Holdings in Q1 2026
248 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYV | Other | 5.38% | 519,061 | +22,074 | +4.44% | $29,368,457 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 5.09% | 549,606 | +4,708 | +0.86% | $27,815,577 |
| SCHWAB STRATEGIC TR | SCHG | Other | 4.06% | 760,537 | +31,081 | +4.26% | $22,154,453 |
| APPLE INC | AAPL | Technology | 3.93% | 84,499 | -1,228 | -1.43% | $21,444,995 |
| ISHARES TR | IUSV | Other | 3.75% | 200,476 | -545 | -0.27% | $20,498,642 |
| ISHARES TR | IEFA | Other | 3.18% | 191,749 | +5,193 | +2.78% | $17,359,077 |
| ISHARES TR | IEF | Other | 2.83% | 161,754 | +22,017 | +15.76% | $15,437,802 |
| ELI LILLY & CO | LLY | Healthcare | 2.73% | 16,205 | -509 | -3.05% | $14,904,835 |
| SPDR SERIES TRUST | SPLG | Other | 2.68% | 191,412 | +1,670 | +0.88% | $14,650,710 |
| J P MORGAN EXCHANGE TRADED F | JSCP | Other | 2.52% | 291,446 | +20,261 | +7.47% | $13,785,396 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.69% | 69,398 | -2,507 | -3.49% | $9,223,060 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.59% | 149,638 | -939 | -0.62% | $8,705,939 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 1.59% | 188,237 | +18,727 | +11.05% | $8,672,079 |
| ISHARES TR | IJR | Other | 1.56% | 68,485 | +1,300 | +1.93% | $8,513,424 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.44% | 26,710 | +88 | +0.33% | $7,856,878 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.40% | 36,612 | +1,473 | +4.19% | $7,625,181 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.36% | 67,124 | +6,642 | +10.98% | $7,415,188 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.31% | 33,276 | -15 | -0.05% | $7,156,361 |
| NVIDIA CORPORATION | NVDA | Technology | 1.31% | 41,018 | -69 | -0.17% | $7,153,501 |
| MORGAN STANLEY | MS | Financial Services | 1.26% | 41,878 | -153 | -0.36% | $6,891,860 |
| STRATEGY SHS | SSUS | Other | 1.26% | 147,572 | +512 | +0.35% | $6,889,473 |
| VANGUARD INDEX FDS | VBK | Other | 1.26% | 22,683 | -9 | -0.04% | $6,855,836 |
| VANGUARD INDEX FDS | VBR | Other | 1.25% | 31,480 | +273 | +0.87% | $6,839,030 |
| META PLATFORMS INC | META | Communication Services | 1.24% | 11,848 | -223 | -1.85% | $6,778,599 |
| ALPHABET INC | GOOG | Communication Services | 1.23% | 23,451 | +440 | +1.91% | $6,727,157 |
| FIRST TR EXCHANGE TRADED FD | FV | Other | 1.19% | 107,748 | +297 | +0.28% | $6,512,020 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.16% | 116,987 | +4,617 | +4.11% | $6,323,129 |
| ARK ETF TR | ARKK | Other | 1.14% | 92,431 | +359 | +0.39% | $6,247,411 |
| MICROSOFT CORP | MSFT | Technology | 1.10% | 16,205 | +2,418 | +17.54% | $5,998,629 |
| STARWOOD PPTY TR INC | STWD | Real Estate | 1.09% | 346,798 | +33,655 | +10.75% | $5,971,862 |
| ALPHABET INC | GOOGL | Communication Services | 0.98% | 18,645 | -259 | -1.37% | $5,361,556 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.93% | 20,893 | +426 | +2.08% | $5,064,279 |
| INVESCO QQQ TR | QQQ | Other | 0.93% | 8,758 | -394 | -4.31% | $5,055,146 |
| LANTHEUS HLDGS INC | LNTH | Healthcare | 0.89% | 64,284 | +1,154 | +1.83% | $4,875,941 |
| PIMCO ETF TR | MINT | Other | 0.87% | 47,406 | +2,405 | +5.34% | $4,767,587 |
| PIMCO ETF TR | LDUR | Other | 0.84% | 47,985 | +4,921 | +11.43% | $4,597,966 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 0.71% | 30,941 | -1,075 | -3.36% | $3,871,606 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.69% | 26,043 | -231 | -0.88% | $3,761,694 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.67% | 39,178 | -282 | -0.71% | $3,638,853 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.63% | 67,322 | -26,419 | -28.18% | $3,432,076 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.62% | 74,400 | +522 | +0.71% | $3,396,373 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.61% | 58,839 | +2,576 | +4.58% | $3,334,995 |
| AMERICAN CENTY ETF TR | FLV | Other | 0.59% | 41,744 | -122 | -0.29% | $3,201,147 |
| SPDR SERIES TRUST | SPYG | Other | 0.58% | 32,578 | +1,492 | +4.80% | $3,189,712 |
| EMERSON ELEC CO | EMR | Industrials | 0.58% | 24,124 | -381 | -1.55% | $3,160,661 |
| CHEVRON CORPORATION | CVX | Energy | 0.54% | 14,358 | -776 | -5.13% | $2,970,670 |
| VANGUARD INDEX FDS | VB | Other | 0.54% | 11,176 | +52 | +0.47% | $2,927,313 |
| SPDR SERIES TRUST | SPSM | Other | 0.53% | 60,415 | +1,744 | +2.97% | $2,919,235 |
| VANGUARD INDEX FDS | VTI | Other | 0.53% | 9,021 | +94 | +1.05% | $2,894,032 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.52% | 4,363 | +30 | +0.69% | $2,837,708 |
| VANGUARD INDEX FDS | VOO | Other | 0.51% | 4,650 | +9 | +0.19% | $2,778,608 |
| AMER STATES WTR CO | AWR | Utilities | 0.51% | 36,634 | -399 | -1.08% | $2,770,263 |
| TESLA INC | TSLA | Consumer Cyclical | 0.50% | 7,336 | +133 | +1.85% | $2,727,158 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.49% | 5,597 | +198 | +3.67% | $2,682,082 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.47% | 55,683 | +55,683 | +100.00% | $2,587,032 |
| BROADCOM INC | AVGO | Technology | 0.47% | 8,336 | +2,276 | +37.56% | $2,580,128 |
| VISA INC | V | Financial Services | 0.45% | 8,065 | - | - | $2,437,566 |
| ISHARES TR | IWN | Other | 0.42% | 12,069 | +48 | +0.40% | $2,288,162 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.42% | 59,076 | +41,115 | +228.91% | $2,269,700 |
| CIENA CORP | CIEN | Technology | 0.40% | 5,675 | -1,475 | -20.63% | $2,203,205 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.38% | 2,083 | -27 | -1.28% | $2,075,564 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.38% | 41,192 | -138 | -0.33% | $2,067,861 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.38% | 6,647 | -11 | -0.17% | $2,065,871 |
| SPDR SERIES TRUST | CWB | Other | 0.35% | 20,756 | -75 | -0.36% | $1,899,589 |
| SPDR SERIES TRUST | BIL | Other | 0.34% | 20,309 | -9,293 | -31.39% | $1,861,117 |
| VANGUARD INDEX FDS | VUG | Other | 0.33% | 4,098 | +323 | +8.56% | $1,789,965 |
| GOLDMAN SACHS ETF TR | GVIP | Other | 0.33% | 12,208 | - | - | $1,779,099 |
| BANK AMERICA CORP | BAC | Financial Services | 0.31% | 35,085 | - | - | $1,710,405 |
| SERVICENOW INC | NOW | Technology | 0.28% | 14,775 | +1,230 | +9.08% | $1,544,726 |
| ISHARES TR | IVV | Other | 0.28% | 2,319 | -5 | -0.22% | $1,514,714 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.28% | 2 | - | - | $1,508,094 |
| ABBVIE INC | ABBV | Healthcare | 0.27% | 6,725 | - | - | $1,462,620 |
| T-MOBILE US INC | TMUS | Communication Services | 0.27% | 6,929 | -702 | -9.20% | $1,455,298 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.26% | 19,013 | +190 | +1.01% | $1,427,876 |
| CISCO SYS INC | CSCO | Technology | 0.24% | 17,170 | - | - | $1,332,220 |
| SPDR GOLD TR | GLD | Other | 0.24% | 2,992 | -25 | -0.83% | $1,287,428 |
| AT&T INC | T | Communication Services | 0.23% | 43,486 | - | - | $1,260,659 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.21% | 18,872 | -1,852 | -8.94% | $1,123,828 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.20% | 7,469 | +1,070 | +16.72% | $1,092,565 |
| PROSHARES TR | SSO | Other | 0.20% | 20,829 | -416 | -1.96% | $1,080,609 |
| CUMMINS INC | CMI | Industrials | 0.20% | 2,000 | +200 | +11.11% | $1,076,040 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.19% | 3,037 | +110 | +3.76% | $1,026,034 |
| ISHARES TR | IWV | Other | 0.18% | 2,680 | -56 | -2.05% | $993,502 |
| COCA COLA CO | KO | Consumer Defensive | 0.18% | 12,882 | -13 | -0.10% | $979,692 |
| IDEXX LABS INC | IDXX | Healthcare | 0.18% | 1,736 | - | - | $975,441 |
| QUALCOMM INC | QCOM | Technology | 0.17% | 7,015 | - | - | $903,392 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.16% | 5,580 | +230 | +4.30% | $894,586 |
| LAM RESEARCH CORP | LRCX | Other | 0.16% | 4,025 | -1,200 | -22.97% | $859,982 |
| PROSHARES TR | NOBL | Other | 0.16% | 8,020 | +538 | +7.19% | $850,200 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.16% | 1,700 | - | - | $849,422 |
| ISHARES TR | IGSB | Other | 0.15% | 15,909 | +1,174 | +7.97% | $836,177 |
| RTX CORPORATION | RTX | Industrials | 0.15% | 4,265 | +70 | +1.67% | $822,719 |
| EXXON MOBIL CORP | XOM | Energy | 0.15% | 4,724 | -141 | -2.90% | $801,538 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.15% | 3,269 | -60 | -1.80% | $799,074 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.15% | 9,989 | -197 | -1.93% | $791,841 |
| CATERPILLAR INC | CAT | Industrials | 0.14% | 1,064 | - | - | $753,529 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.14% | 1,909 | -155 | -7.51% | $745,293 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.14% | 2,553 | -168 | -6.17% | $744,659 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.13% | 2,203 | -320 | -12.68% | $720,535 |
| GE AEROSPACE | GE | Industrials | 0.13% | 2,495 | -268 | -9.70% | $708,006 |