SkyOak Wealth, LLC
Top Portfolio Positions
154 positions ·
$203,808,410 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
84,499 | $21,445,001 | 10.52% | |
| LLY |
ELI LILLY & Co
Healthcare
|
16,205 | $14,904,872 | 7.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,710 | $7,857,013 | 3.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,612 | $7,625,181 | 3.74% | |
| NVDA |
Nvidia Corp
Technology
|
41,018 | $7,153,539 | 3.51% | |
| MS |
Morgan Stanley
Financial Services
|
41,878 | $6,891,862 | 3.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,848 | $6,778,596 | 3.33% | |
| MSFT |
Microsoft Corp
Technology
|
16,205 | $5,998,604 | 2.94% | |
| STWD |
Starwood Property Trust, Inc.
Real Estate
|
346,798 | $5,971,861 | 2.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,645 | $5,361,556 | 2.63% |
Portfolio Trend
Holdings in AWR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,770,263 | 36,634 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,684,151 | 37,033 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,729,410 | 37,226 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,882,416 | 37,600 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,968,203 | 37,725 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,988,100 | 38,447 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,257,555 | 39,111 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,838,285 | 39,111 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,882,087 | 39,896 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,238,754 | 40,273 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,166,712 | 40,248 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,540,378 | 40,694 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,696,668 | 41,587 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,873,865 | 41,857 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,263,298 | 41,864 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,474,445 | 42,626 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,845,307 | 43,196 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,484,330 | 43,352 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,699,937 | 43,264 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,461,894 | 43,513 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,291,133 | 43,522 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,527,620 | 44,367 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,351,988 | 44,723 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,708,505 | 47,164 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,872,759 | 47,379 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||