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 DRD
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,252 | 8,044 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $274,810 | 8,862 | Shares | Sole | 2026-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||