SkyOak Wealth, LLC

CIK

1800379

Location

SOUTHFIELD, MI

Portfolio Value

Small $206,782,992

Diversification

Diversified

Filing Date

Global Rank

#4,119 / 8,622 ▲ 51 · as of Mar 2026

Top Industry

Consumer Electronics 11.0%

3Y Alpha vs SPY

+0.3%

Period ended 4 months ago

Filed Apr 30, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+75.6%

SPY

+67.9%

Annualised alpha

+1.8%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

156 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.4%

−0.6 pts

Top 5

28.5%

−2.4 pts

Top 10

43.5%

−3.2 pts

HHI

300

Diversified−36

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.8%	$59,532,930	31
Financial Services	14.7%	$30,421,065	24
Healthcare	12.5%	$25,899,994	16
Communication Services	8.6%	$17,768,809	8
Consumer Cyclical	7.9%	$16,251,826	14
Industrials	6.5%	$13,384,426	26
Unclassified	5.9%	$12,275,655	6
Consumer Defensive	4.9%	$10,195,015	9
Utilities	3.9%	$8,046,791	7
Real Estate	3.5%	$7,262,773	6
Energy	2.4%	$4,930,323	6
Basic Materials	0.4%	$813,385	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NMRA	Neumora Therapeutics, Inc.	+50,000	150,000	$292,500
IBIT	iShares Bitcoin Trust ETF	+41,115	59,076	$2,269,699
STWD	Starwood Property Trust, Inc.	+33,655	346,798	$5,971,861
MSFT	Microsoft Corp	+2,418	16,205	$5,998,604
AVGO	Broadcom Inc.	+2,276	8,336	$2,580,075
AMZN	Amazon Com Inc	+1,473	36,612	$7,625,181
AVAV	AeroVironment Inc	+1,400	3,000	$549,150
OKTA	Okta, Inc.	+1,300	5,150	$405,356
NOW	ServiceNow, Inc.	+1,230	14,775	$1,544,726
LNTH	Lantheus Holdings, Inc.	+1,154	64,284	$4,875,941
CHKP	Check Point Software Technologies Ltd	+1,100	3,400	$485,690
PLTR	Palantir Technologies Inc.	+1,070	7,469	$1,092,565
ANET	Arista Networks, Inc.	+1,007	2,804	$344,275
KMB	Kimberly Clark Corp	+1,000	3,222	$310,826
ORCL	Oracle Corp	+1,000	3,700	$544,307
AMD	Advanced Micro Devices Inc	+427	2,715	$552,312
IBM	International Business Machines Corp	+426	20,893	$5,064,254
PANW	Palo Alto Networks Inc	+230	5,580	$894,585
CMI	Cummins Inc	+200	2,000	$1,076,040
BRK-B	Berkshire Hathaway Inc	+198	5,597	$2,682,082
UWMC	UWM Holdings Corp	+198	15,427	$55,845
DBL	DoubleLine Opportunistic Credit Fund	+189	11,437	$166,980
TSLA	Tesla, Inc.	+133	7,336	$2,727,158
MU	Micron Technology Inc	+110	3,037	$1,026,020
JPM	Jpmorgan Chase & Co	+88	26,710	$7,857,013
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ET	Energy Transfer LP	−3,000	15,590	$300,887
NSSC	Napco Security Technologies, Inc	−2,800	6,162	$242,721
NFLX	Netflix Inc	−2,000	3,861	$371,235
CIEN	Ciena Corp	−1,475	5,675	$2,203,205
AAPL	Apple Inc.	−1,228	84,499	$21,445,001
LRCX	Lam Research Corp	−1,200	4,025	$859,981
FBP	First Bancorp /Pr/	−1,127	11,882	$253,799
GM	General Motors Co	−1,000	5,590	$416,455
TD	Toronto Dominion Bank	−1,000	7,398	$690,307
LMT	Lockheed Martin Corp	−981	1,067	$644,884
GD	General Dynamics Corp	−900	600	$205,932
DRD	Drdgold Ltd	−818	8,044	$236,252
UL	Unilever PLC	−801	35,022	$1,995,203
CVX	Chevron Corp	−776	14,358	$2,970,670
TMUS	T-Mobile US, Inc.	−702	6,929	$1,455,297
MLI	Mueller Industries Inc	−666	2,721	$301,486
GRBK	Green Brick Partners, Inc.	−527	3,803	$245,103
LLY	ELI LILLY & Co	−509	16,205	$14,904,872
VEEV	Veeva Systems Inc	−500	3,320	$583,191
AWR	American States Water Co	−399	36,634	$2,770,263
QQQ	Invesco Qqq Trust, Series 1	−394	8,758	$5,054,942
EMR	Emerson Electric Co	−381	24,124	$3,160,726
UBER	Uber Technologies, Inc	−375	9,766	$702,468
PSX	Phillips 66	−350	1,828	$333,025
MAR	Marriott International Inc /Md/	−320	2,203	$720,535
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
FITB	Fifth Third Bancorp	55,683	$2,587,032
ASTS	AST SpaceMobile, Inc.	5,324	$441,199
ESLT	Elbit Systems Ltd	500	$424,545
ASML	Asml Holding NV	317	$418,703
RKLB	Rocket Lab Corp	6,000	$385,320
CPRX	Catalyst Pharmaceuticals, Inc.	12,232	$302,864
MEDP	Medpace Holdings, Inc.	600	$288,114
STX	Seagate Technology Holdings plc	723	$283,242
NTB	Bank of N.T. Butterfield & Son Ltd	5,213	$273,578
CBT	Cabot Corp	3,404	$256,355
BKE	Buckle Inc	4,890	$246,260
EXLS	ExlService Holdings, Inc.	8,051	$245,152
BA	Boeing Co	1,212	$241,224
ACGL	Arch Capital Group Ltd.	2,493	$239,303
HIG	Hartford Insurance Group, Inc.	1,767	$238,951
TTE	TotalEnergies SE	2,625	$238,822
PLMR	Palomar Holdings, Inc.	1,991	$237,924
CRM	Salesforce, Inc.	1,245	$232,404
NTES	NetEase, Inc.	2,070	$231,715
WSM	Williams Sonoma Inc	1,252	$228,277
COKE	Coca-Cola Consolidated, Inc.	1,190	$228,170
LOPE	Grand Canyon Education, Inc.	1,334	$226,820
DUK	Duke Energy CORP	1,652	$216,312
NOC	Northrop Grumman Corp /De/	315	$214,905
CVCO	Cavco Industries, Inc.	432	$209,213
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
ZS	Zscaler, Inc.	2,705	$608,408
PHM	Pultegroup Inc/Mi/	3,679	$431,399
FIX	Comfort Systems USA Inc	412	$384,515
NVMI	Nova Ltd.	1,076	$353,347
WEC	Wec Energy Group, Inc.	3,244	$342,112
APP	AppLovin Corp	500	$336,910
MHO	M/I Homes, Inc.	2,333	$298,507
XPEL	XPEL, Inc.	5,857	$292,322
CRWV	CoreWeave, Inc.	4,065	$291,094
EME	EMCOR Group, Inc.	460	$281,423
POWL	Powell Industries Inc	868	$276,701
LULU	lululemon athletica inc.	1,325	$275,348
RLI	Rli Corp	4,267	$273,002
INFY	Infosys Ltd	14,564	$259,530
IESC	IES Holdings, Inc.	658	$255,975
CEG	Constellation Energy Corp	648	$228,918
PCTY	Paylocity Holding Corp	1,480	$225,700
CPRT	Copart Inc	5,760	$225,504
LOGI	Logitech International S.A.	2,239	$224,392
AXON	Axon Enterprise, Inc.	373	$211,837
UNH	Unitedhealth Group Inc	612	$202,027
QLYS	Qualys, Inc.	1,515	$201,343
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

156 tracked positions · $206,782,992 total · filing declares 255 positions · $546,069,714 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 156 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	84,499	-1,228	$21,445,001	−8.0%	10.37%
LLY	ELI LILLY & Co Healthcare	Reduced	16,205	-509	$14,904,872	−17.0%	7.21%
JPM	Jpmorgan Chase & Co Financial Services	Added	26,710	+88	$7,857,013	−8.4%	3.80%
AMZN	Amazon Com Inc Consumer Cyclical	Added	36,612	+1,473	$7,625,181	−6.0%	3.69%
NVDA	Nvidia Corp Technology	Reduced	41,018	-69	$7,153,539	−6.6%	3.46%
MS	Morgan Stanley Financial Services	Reduced	41,878	-153	$6,891,862	−7.6%	3.33%
META	Meta Platforms, Inc. Communication Services	Reduced	11,848	-223	$6,778,596	−14.9%	3.28%
MSFT	Microsoft Corp Technology	Added	16,205	+2,418	$5,998,604	−10.0%	2.90%
STWD	Starwood Property Trust, Inc. Real Estate	Added	346,798	+33,655	$5,971,861	+5.9%	2.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,645	-259	$5,361,556	−9.4%	2.59%
IBM	International Business Machines Corp Technology	Added	20,893	+426	$5,064,254	−16.5%	2.45%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,758	-394	$5,054,942	−10.1%	2.44%
LNTH	Lantheus Holdings, Inc. Healthcare	Added	64,284	+1,154	$4,875,941	+16.1%	2.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	26,043	-231	$3,761,650	−0.1%	1.82%
NEE	Nextera Energy Inc Utilities	Reduced	39,178	-282	$3,638,852	+14.9%	1.76%
EMR	Emerson Electric Co Industrials	Reduced	24,124	-381	$3,160,726	−2.8%	1.53%
CVX	Chevron Corp Energy	Reduced	14,358	-776	$2,970,670	+28.8%	1.44%
SPY	Spdr S&P 500 ETF Trust	Added	4,363	+30	$2,837,433	−4.0%	1.37%
AWR	American States Water Co Utilities	Reduced	36,634	-399	$2,770,263	+3.2%	1.34%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,336	+133	$2,727,158	−15.8%	1.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,597	+198	$2,682,082	−1.2%	1.30%
FITB	Fifth Third Bancorp Financial Services	NEW	55,683	NEW	$2,587,032	NEW	1.25%
AVGO	Broadcom Inc. Technology	Added	8,336	+2,276	$2,580,075	+23.0%	1.25%
V	Visa Inc. Financial Services	Held	8,065	0	$2,437,565	−13.8%	1.18%
IBIT	iShares Bitcoin Trust ETF	Added	59,076	+41,115	$2,269,699	+154.5%	1.10%
CIEN	Ciena Corp Technology	Reduced	5,675	-1,475	$2,203,205	+31.8%	1.07%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,083	-27	$2,075,563	+14.1%	1.00%
VZ	Verizon Communications Inc Communication Services	Reduced	41,192	-138	$2,067,838	+22.8%	1.00%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,647	-11	$2,065,821	+1.5%	1.00%
UL	Unilever PLC Consumer Defensive	Reduced	35,022	-801	$1,995,203	−14.8%	0.96%
BAC	Bank Of America Corp /De/ Financial Services	Held	35,085	0	$1,710,393	−11.4%	0.83%
NOW	ServiceNow, Inc. Technology	Added	14,775	+1,230	$1,544,726	−25.6%	0.75%
ABBV	AbbVie Inc. Healthcare	Held	6,725	0	$1,462,620	−4.8%	0.71%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	6,929	-702	$1,455,297	−6.1%	0.70%
CSCO	Cisco Systems, Inc. Technology	Held	17,170	0	$1,332,220	+0.7%	0.64%
GLD	Spdr Gold Trust	Reduced	2,992	-25	$1,287,427	+7.7%	0.62%
T	At&T Inc. Communication Services	Held	43,486	0	$1,260,659	+16.7%	0.61%
PLTR	Palantir Technologies Inc. Technology	Added	7,469	+1,070	$1,092,565	−3.9%	0.53%
CMI	Cummins Inc Industrials	Added	2,000	+200	$1,076,040	+17.1%	0.52%
MU	Micron Technology Inc Technology	Added	3,037	+110	$1,026,020	+22.8%	0.50%
KO	Coca Cola Co Consumer Defensive	Reduced	12,882	-13	$979,676	+8.7%	0.47%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	1,736	0	$975,441	−16.9%	0.47%
QCOM	Qualcomm Inc/De Technology	Held	7,015	0	$903,391	−24.7%	0.44%
PANW	Palo Alto Networks Inc Technology	Added	5,580	+230	$894,585	−9.2%	0.43%
LRCX	Lam Research Corp Technology	Reduced	4,025	-1,200	$859,981	−3.8%	0.42%
MA	Mastercard Inc Financial Services	Held	1,700	0	$849,422	−12.5%	0.41%
RTX	RTX Corp Industrials	Added	4,265	+70	$822,718	+6.9%	0.40%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,724	-141	$801,473	+36.9%	0.39%
JNJ	Johnson & Johnson Healthcare	Reduced	3,269	-60	$799,074	+16.0%	0.39%
CAT	Caterpillar Inc Industrials	Held	1,064	0	$753,801	+23.7%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.