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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 12 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TWLO TWILIO INC Communication Services 1,133.0 $234K 0.04% NEW $206.33 +9.2%
222 ABM ABM INDS INC Industrials 5,250.0 $232K 0.04% NEW $44.24 +5.8%
223 DAL DELTA AIR LINES INC Industrials 2,475.0 $232K 0.04% NEW $93.66 -12.0%
224 DIS DISNEY WALT CO Communication Services 2,406.0 $232K 0.04% NEW $96.24 +12.0%
225 FORTINET INC 1,500.0 $230K 0.04% NEW $153.62
226 VYM VANGUARD WHITEHALL FDS 1,455.0 $230K 0.04% NEW $158.03 +4.4%
227 CMS CMS ENERGY CORP Utilities 3,000.0 $230K 0.04% NEW $76.50 -10.8%
228 OHI OMEGA HEALTHCARE INVS INC Real Estate 4,804.0 $229K 0.04% NEW $47.68 -2.2%
229 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 760.0 $229K 0.04% NEW $301.03 -21.5%
230 SYFI AB ACTIVE ETFS INC 6,400.0 $229K 0.04% NEW $35.72 -0.1%
231 C CITIGROUP INC Financial Services 1,585.0 $222K 0.04% NEW $139.96 -5.9%
232 ANNALY CAPITAL MANAGEMENT IN 9,758.0 $218K 0.04% NEW $22.36
233 LOPE GRAND CANYON ED INC Consumer Defensive 1,513.0 $217K 0.04% NEW $143.11 +3.0%
234 ARKG ARK ETF TR 5,068.0 $213K 0.04% NEW $42.06 +17.6%
235 HWKN HAWKINS INC Basic Materials 1,490.0 $212K 0.04% NEW $142.10 -16.3%
236 CRM SALESFORCE INC Technology 1,345.0 $211K 0.03% NEW $156.66 +33.5%
237 DUK DUKE ENERGY CORP NEW Utilities 1,652.0 $209K 0.03% NEW $126.58 -5.3%
238 AXON AXON ENTERPRISE INC Industrials 373.0 $209K 0.03% NEW $560.61 +12.0%
239 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,097.0 $208K 0.03% NEW $99.29 -7.7%
240 FUTU FUTU HLDGS LTD Financial Services 2,208.0 $207K 0.03% NEW $93.74 +31.9%
Page 12 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%