Skyoak Wealth, LLC - Q42025 Holdings

Skyoak Wealth, LLC holds 250 stocks with a total portfolio value of $ 555.98M as of Q42025. In Q42025, Skyoak Wealth, LLC added 21 new positions, increased stakes in 62 stocks, reduced 93 holdings, and fully exited 21 positions. The largest holding is Spdr Series Trust (SPYV), representing 5.08% of the total portfolio.