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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 7 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 OEF ISHARES TR 1,734.0 $634K 0.10% NEW $365.81 +3.3%
122 UBER UBER TECHNOLOGIES INC Technology 8,765.0 $632K 0.10% NEW $72.16 +9.2%
123 FCVT FIRST TR EXCHANGE-TRADED FD 11,536.0 $620K 0.10% NEW $53.78 -7.0%
124 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 623.0 $602K 0.10% NEW $965.58 -12.0%
125 VTIP VANGUARD MALVERN FDS 11,795.0 $592K 0.10% NEW $50.23 -0.9%
126 VEA VANGUARD TAX-MANAGED FDS 8,308.0 $592K 0.10% NEW $71.25 +3.0%
127 VEEV VEEVA SYS INC Healthcare 3,320.0 $589K 0.10% NEW $177.47 +39.7%
128 F FORD MTR CO Consumer Cyclical 41,428.0 $576K 0.09% NEW $13.90 +3.7%
129 IJS ISHARES TR 4,136.0 $565K 0.09% NEW $136.68 +1.3%
130 SCHD SCHWAB STRATEGIC TR 17,761.0 $563K 0.09% NEW $31.71 +10.7%
131 IVE ISHARES TR 2,450.0 $556K 0.09% NEW $227.06 +4.5%
132 SUI SUN CMNTYS INC Real Estate 4,589.0 $550K 0.09% NEW $119.91 +1.5%
133 FITB FIFTH THIRD BANCORP Financial Services 9,756.0 $550K 0.09% NEW $56.37 -2.7%
134 UNP UNION PAC CORP Industrials 1,998.0 $543K 0.09% NEW $272.00 +13.3%
135 ESLT ELBIT SYS LTD Industrials 700.0 $531K 0.09% NEW $758.72 -2.3%
136 CSX CSX CORP Industrials 10,650.0 $506K 0.08% NEW $47.53 +8.5%
137 SDY SPDR SERIES TRUST 3,308.0 $503K 0.08% NEW $152.18 +4.1%
138 AVAV AEROVIRONMENT INC Industrials 3,000.0 $495K 0.08% NEW $165.07 -2.9%
139 SPEM SPDR INDEX SHS FDS 9,552.0 $495K 0.08% NEW $51.78 +1.2%
140 XLV SELECT SECTOR SPDR TR 3,107.0 $493K 0.08% NEW $158.64 +10.1%
Page 7 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%