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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 6 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IGSB ISHARES TR 16,033.0 $840K 0.14% NEW $52.41 -0.6%
102 IVW ISHARES TR 6,102.0 $839K 0.14% NEW $137.53 +0.9%
103 JNJ JOHNSON & JOHNSON Healthcare 3,269.0 $830K 0.14% NEW $253.97 +6.4%
104 NOC NORTHROP GRUMMAN CORP Industrials 1,615.0 $823K 0.13% NEW $509.31 +8.2%
105 IWM ISHARES TR 2,732.0 $821K 0.13% NEW $300.45 -0.2%
106 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,203.0 $816K 0.13% NEW $370.59 -3.8%
107 RTX RTX CORPORATION Industrials 4,265.0 $809K 0.13% NEW $189.73 +10.6%
108 VTWO VANGUARD SCOTTSDALE FDS 6,596.0 $801K 0.13% NEW $121.42 -0.1%
109 VCSH VANGUARD SCOTTSDALE FDS 9,889.0 $782K 0.13% NEW $79.03 -0.6%
110 EFA ISHARES TR 6,942.0 $721K 0.12% NEW $103.88 +4.2%
111 PRU PRUDENTIAL FINL INC Financial Services 6,658.0 $719K 0.12% NEW $107.93 +12.2%
112 T AT&T INC Communication Services 33,541.0 $694K 0.11% NEW $20.70 +22.3%
113 SHY ISHARES TR 8,386.0 $689K 0.11% NEW $82.11 -0.1%
114 IYY ISHARES TR 3,730.0 $680K 0.11% NEW $182.28 +2.4%
115 AFL AFLAC INC Financial Services 5,661.0 $664K 0.11% NEW $117.25 -1.0%
116 DVY ISHARES TR 4,234.0 $662K 0.11% NEW $156.30 +5.0%
117 ULTA ULTA BEAUTY INC Consumer Cyclical 1,463.0 $660K 0.11% NEW $450.98 +15.6%
118 DIA STATE STR SPDR DOW JONES IND Financial Services 1,252.0 $654K 0.11% NEW $522.52 +1.9%
119 SCHV SCHWAB STRATEGIC TR 18,744.0 $652K 0.11% NEW $34.81 +0.4%
120 XOM EXXON MOBIL CORP Energy 4,724.0 $646K 0.11% NEW $136.73 +20.8%
Page 6 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%