Holdings of SkyOak Wealth, LLC
237 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 37.6 % of the equity sleeve
Sector breakdown
- Technology 11.0 %
- Financials 5.8 %
- Communication 4.8 %
- Health care 3.8 %
- Funds 3.1 %
- Consumer discretionary 3.0 %
- Industrials 2.3 %
- Consumer staples 1.9 %
- Utilities 1.0 %
- Energy 0.3 %
- Real estate 0.1 %
- Unattributed 62.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- NL 0.1 %
- ZA 0.0 %
- KY 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 234 | 511.4M $ | 99.83 % |
| 2 | NL | 1 | 418.7K $ | 0.08 % |
| 3 | ZA | 1 | 236.3K $ | 0.05 % |
| 4 | KY | 1 | 231.7K $ | 0.05 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 201 | Hartford Insurance Group Inc/The | 1,767 | 239K $ | |
| 202 | Palomar Holdings Inc | 1,991 | 237.9K $ | |
| 203 | iShares Trust | 2,990 | 237.9K $ | |
| 204 | DRDGOLD Ltd | 8,044 | 236.3K $ | |
| 205 | CMS Energy Corp | 3,000 | 232.7K $ | |
| 206 | Salesforce Inc | 1,245 | 232.4K $ | |
| 207 | NetEase Inc | 2,070 | 231.7K $ | |
| 208 | Deckers Outdoor Corp | 2,315 | 231.7K $ | |
| 209 | American Express Co | 755 | 228.4K $ | |
| 210 | Williams-Sonoma Inc | 1,252 | 228.3K $ | |
| 211 | Coca-Cola Consolidated Inc | 1,190 | 228.2K $ | |
| 212 | Grand Canyon Education Inc | 1,334 | 226.8K $ | |
| 213 | Duke Energy Corp | 1,652 | 216.3K $ | |
| 214 | Vanguard High Dividend Yield E | 1,455 | 215.5K $ | |
| 215 | Northrop Grumman Corp | 315 | 214.9K $ | |
| 216 | Vanguard Scottsdale Funds | 3,861 | 213.7K $ | |
| 217 | Vanguard Mid-Cap Growth ETF | 817 | 210.3K $ | |
| 218 | Cavco Industries Inc | 432 | 209.2K $ | |
| 219 | Omega Healthcare Investors Inc | 4,755 | 208.4K $ | |
| 220 | ResMed Inc | 921 | 206.7K $ | |
| 221 | Annaly Capital Management Inc | 9,758 | 206.4K $ | |
| 222 | General Dynamics Corp | 600 | 205.9K $ | |
| 223 | Intel Corp | 4,633 | 204.5K $ | |
| 224 | Kinsale Capital Group Inc | 597 | 204K $ | |
| 225 | Honeywell International Inc | 896 | 202.6K $ | |
| 226 | Citigroup Inc | 1,785 | 202.4K $ | |
| 227 | ABM Industries Inc | 5,250 | 202.2K $ | |
| 228 | KB Home | 3,883 | 200.9K $ | |
| 229 | InterDigital Inc | 664 | 200.5K $ | |
| 230 | Doubleline Opportunistic Cr Fd | 11,437 | 167K $ | |
| 231 | Delcath Systems Inc | 15,000 | 139.2K $ | |
| 232 | Archer Aviation Inc | 25,000 | 129.3K $ | |
| 233 | Evolv Technologies Holdings Inc | 16,335 | 98.8K $ | |
| 234 | UWM Holdings Corp | 15,427 | 55.8K $ | |
| 235 | Cherry Hill Mortgage Investment Corp | 11,000 | 27.5K $ | |
| 236 | Lineage Cell Therapeutics Inc | 15,000 | 23.7K $ | |
| 237 | PRESURANCE HOLDINGS INC | 16,469 | 8.4K $ | |