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Portfolio (Quarterly) Guide ↗

SkyOak Wealth, LLC

· CIK 0001800379
13F Portfolio $612M AUM 252 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 252 New
Page 4 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GVIP GOLDMAN SACHS ETF TR 12,208.0 $2.3M 0.38% NEW $188.71 -8.4%
62 CWB SPDR SERIES TRUST 20,578.0 $2.2M 0.36% NEW $107.82 -3.8%
63 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,291.0 $2.1M 0.35% NEW $935.47 +1.3%
64 UNILEVER PLC 33,380.0 $2.0M 0.33% NEW $60.12
65 BAC BANK OF AMER CORP Financial Services 33,987.0 $1.9M 0.32% NEW $56.98 +8.3%
66 CSCO CISCO SYS INC Technology 16,470.0 $1.9M 0.32% NEW $117.46 -5.5%
67 MCD MCDONALDS CORP Consumer Cyclical 6,647.0 $1.8M 0.29% NEW $270.32 +0.2%
68 VZ VERIZON COMMUNICATIONS INC Communication Services 40,500.0 $1.7M 0.28% NEW $42.34 +16.8%
69 IVV ISHARES TR 2,271.0 $1.7M 0.28% NEW $748.87 +2.7%
70 ABBV ABBVIE INC Healthcare 6,725.0 $1.7M 0.28% NEW $251.64 +5.3%
71 VEU VANGUARD INTL EQUITY INDEX F 19,218.0 $1.6M 0.26% NEW $83.75 +2.3%
72 BIL SPDR SERIES TRUST 17,222.0 $1.6M 0.26% NEW $91.64 -0.0%
73 BERKSHIRE HATHAWAY INC DEL 2.0 $1.6M 0.26% NEW $786292.50
74 LRCX LAM RESEARCH CORP Technology 3,575.0 $1.5M 0.25% NEW $433.33 -27.5%
75 CMI CUMMINS INC Industrials 2,000.0 $1.4M 0.23% NEW $713.21 -17.6%
76 NOW SERVICENOW INC Technology 14,140.0 $1.4M 0.23% NEW $99.28 +29.4%
77 SSO PROSHARES TR 19,489.0 $1.3M 0.21% NEW $67.38 +4.1%
78 QCOM QUALCOMM INC Technology 6,815.0 $1.3M 0.21% NEW $184.79 -13.0%
79 VGIT VANGUARD SCOTTSDALE FDS 20,996.0 $1.2M 0.20% NEW $58.98 -1.1%
80 TMUS T-MOBILE US INC Communication Services 6,929.0 $1.2M 0.19% NEW $167.73 +9.1%
Page 4 of 13  ·  252 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.1%
Financial Services 20.4%
Healthcare 14.1%
Communication Services 8.1%
Consumer Cyclical 7.5%
Industrials 6.6%
Utilities 3.6%
Consumer Defensive 3.6%
Real Estate 3.1%
Energy 1.8%