SkyOak Wealth, LLC
Top Portfolio Positions
155 positions ·
$205,931,523 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
84,499 | $21,445,001 | 10.41% | |
| LLY |
ELI LILLY & Co
Healthcare
|
16,205 | $14,904,872 | 7.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,710 | $7,857,013 | 3.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,612 | $7,625,181 | 3.70% | |
| NVDA |
Nvidia Corp
Technology
|
41,018 | $7,153,539 | 3.47% | |
| MS |
Morgan Stanley
Financial Services
|
41,878 | $6,891,862 | 3.35% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,848 | $6,778,596 | 3.29% | |
| MSFT |
Microsoft Corp
Technology
|
16,205 | $5,998,604 | 2.91% | |
| STWD |
Starwood Property Trust, Inc.
Real Estate
|
346,798 | $5,971,861 | 2.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,645 | $5,361,556 | 2.60% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DBL
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $166,980 | 11,437 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $171,532 | 11,248 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $172,486 | 11,071 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $167,595 | 10,897 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $167,694 | 10,729 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $163,773 | 10,566 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $164,575 | 10,403 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $157,393 | 10,247 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $155,556 | 10,088 | Shares | Sole | 2024-04-29 | |
| 2023-06-30 | $150,076 | 10,343 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $199,030 | 14,036 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $206,281 | 13,891 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $198,658 | 13,748 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $239,932 | 15,400 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $255,975 | 15,273 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $233,816 | 12,197 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $239,361 | 12,138 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $242,505 | 12,089 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $237,689 | 12,041 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $235,682 | 11,994 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $226,699 | 11,894 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $342,995 | 18,100 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $330,012 | 19,299 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||