Notify me when SkyOak Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 250 | $555,980,055 | +$37,545,465 | -$18,542,597 | +$19,002,868 | SPYV, JPST, SCHG, AAPL, IUSV | 13F-HR | 05 Feb 2026, 09:35 |
| Q3 2025 | 250 | $529,436,260 | +$20,907,035 | -$21,334,597 | -$427,562 | JPST, SPYV, SCHG, AAPL, IUSV | 13F-HR | 23 Oct 2025, 09:49 |
| Q2 2025 | 246 | $497,648,433 | +$28,949,539 | -$20,300,052 | +$8,649,487 | JPST, SPYV, SCHG, IUSV, AAPL | 13F-HR | 30 Jul 2025, 10:52 |
| Q1 2025 | 245 | $456,596,320 | +$23,837,940 | -$19,263,139 | +$4,574,801 | JPST, SPYV, AAPL, IUSV, SCHG | 13F-HR | 01 May 2025, 10:41 |
| Q4 2024 | 255 | $467,476,280 | +$48,994,389 | -$21,440,973 | +$27,553,416 | JPST, AAPL, SPYV, SCHG, IUSV | 13F-HR | 24 Jan 2025, 13:45 |
| Q3 2024 | 242 | $451,708,789 | +$28,169,113 | -$26,862,167 | +$1,306,946 | JPST, AAPL, SPYV, IUSV, SCHG | 13F-HR | 04 Nov 2024, 12:08 |
| Q2 2024 | 246 | $428,426,323 | +$20,796,568 | -$16,812,725 | +$3,983,843 | JPST, AAPL, SPYV, LLY, SCHG | 13F-HR | 12 Aug 2024, 12:19 |
| Q1 2024 | 249 | $417,917,399 | +$25,216,241 | -$19,502,755 | +$5,713,486 | JPST, SPYV, LLY, AAPL, IUSV | 13F-HR | 29 Apr 2024, 13:17 |
| Q4 2023 | 241 | $384,202,826 | +$29,102,861 | -$22,269,421 | +$6,833,440 | JPST, AAPL, SPYV, IUSV, SCHG | 13F-HR | 12 Jan 2024, 13:13 |
| Q3 2023 | 237 | $342,124,691 | +$12,586,465 | -$12,084,877 | +$501,588 | AAPL, JPST, SPYV, LLY, IUSV | 13F-HR | 24 Oct 2023, 11:18 |
| Q2 2023 | 244 | $353,917,011 | +$29,470,755 | -$27,452,160 | +$2,018,595 | AAPL, JPST, IUSV, SPYV, LLY | 13F-HR | 20 Jul 2023, 14:16 |
| Q1 2023 | 255 | $327,794,905 | +$22,486,510 | -$11,930,762 | +$10,555,748 | AAPL, JPST, IUSV, SPYV, LLY | 13F-HR | 02 May 2023, 13:43 |
| Q4 2022 | 230 | $297,486,173 | +$16,566,340 | -$13,007,910 | +$3,558,430 | AAPL, JPST, IUSV, LLY, SPYV | 13F-HR | 26 Jan 2023, 09:37 |
| Q3 2022 | 220 | $279,035,000 | +$24,489,880 | -$15,832,071 | +$8,657,809 | AAPL, JPST, LLY, IUSV, SPLG | 13F-HR | 25 Oct 2022, 10:59 |
| Q2 2022 | 223 | $292,862,000 | +$19,547,228 | -$31,127,557 | -$11,580,329 | AAPL, JPST, LLY, IUSV, SPLG | 13F-HR | 26 Jul 2022, 09:21 |
| Q1 2022 | 239 | $359,924,000 | +$56,949,856 | -$63,979,418 | -$7,029,562 | AAPL, JPST, IUSV, SPLG, LLY | 13F-HR | 18 Apr 2022, 12:43 |
| Q4 2021 | 245 | $393,376,000 | +$34,454,793 | -$28,118,528 | +$6,336,265 | AAPL, JPST, IUSV, LDUR, XLK | 13F-HR | 24 Jan 2022, 09:18 |
| Q3 2021 | 231 | $371,158,000 | +$48,471,902 | -$41,413,699 | +$7,058,203 | CBTG, AAPL, JPST, LDUR, IUSV | 13F-HR | 21 Oct 2021, 10:52 |
| Q2 2021 | 235 | $373,731,000 | +$29,268,402 | -$22,016,241 | +$7,252,161 | CBTG, AAPL, JPST, IUSV, ARKK | 13F-HR | 19 Jul 2021, 15:16 |
| Q1 2021 | 233 | $354,645,000 | +$58,575,458 | -$44,196,580 | +$14,378,878 | CBTG, AAPL, JPST, IUSV, ARKK | 13F-HR | 29 Apr 2021, 13:33 |
| Q4 2020 | 216 | $321,544,000 | +$34,672,864 | -$26,278,453 | +$8,394,411 | AAPL, JPST, IUSV, ARKK, MINT | 13F-HR | 02 Feb 2021, 12:57 |
| Q3 2020 | 204 | $278,135,000 | +$68,920,662 | -$63,387,535 | +$5,533,127 | AAPL, JPST, LDUR, IUSV, MINT | 13F-HR | 02 Nov 2020, 19:01 |
| Q2 2020 | 239 | $270,878,000 | +$69,538,058 | -$32,474,254 | +$37,063,804 | AAPL, XLK, IUSV, XLV, XLC | 13F-HR | 10 Aug 2020, 10:13 |
| Q1 2020 | 211 | $195,547,000 | +$34,146,465 | -$118,145,629 | -$83,999,164 | AAPL, MINT, XLK, XLU, XLV | 13F-HR | 04 May 2020, 13:22 |
| Q4 2019 | 308 | $322,683,000 | $0 | $0 | $0 | AAPL, SLYV, XLK, XLF, V | 13F-HR | 04 Feb 2020, 10:00 |