SkyOak Wealth, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 28, 2026, disclosing its equity holdings as of September 30, 2026. The firm reported a total portfolio value of $6,156,258, representing a total of 239 individual equity positions.
The largest holding disclosed in the filing is NVIDIA Corporation, for which the firm holds 3,866,684 shares. Other significant positions include Starwood Property Trust, Inc., with 637,830 shares, and Microsoft Corporation, with 14,482 shares. The filing lists Ann Zemann, Chief Compliance Officer, as the authorized signatory for the report.
The portfolio is heavily diversified across various sectors, including technology, healthcare, finance, and energy. Major technology holdings include Apple Inc., Alphabet Inc., Meta Platforms Inc., and Eli Lilly & Co. Financial sector exposure is represented by JPMorgan Chase & Co., Morgan Stanley, and Mastercard Inc. Energy and industrial stocks such as Chevron Corporation, ExxonMobil Holdings Corp, and Lockheed Martin Corp are also included in the list of 239 holdings.
