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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SkyOak Wealth, LLC

Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001800379-25-000004

Total Value
$497.6M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q837497,839$25.2M5.07%
2SPDR SERIES TRUST78464A508448,072$23.5M4.71%
3SCHWAB STRATEGIC TR808524300754,621$22.0M4.43%
4ISHARES TR464287663206,758$19.6M3.93%
5APPLE INCAAPL90,824$18.6M3.74%
6ISHARES TR46432F842179,455$15.0M3.01%
7SPDR SERIES TRUST78464A854199,519$14.5M2.91%
8ELI LILLY & COLLY18,310$14.3M2.87%
9J P MORGAN EXCHANGE TRADED F46641Q274226,657$10.8M2.16%
10ISHARES TR464287440109,592$10.5M2.11%
11SELECT SECTOR SPDR TR81369Y80338,162$9.7M1.94%
12META PLATFORMS INCMETA12,824$9.5M1.90%
13BLACKROCK ETF TRUSTBLK163,782$8.9M1.79%
14JPMORGAN CHASE & CO.VYLD27,623$8.0M1.61%
15AMAZON COM INCAMZN34,990$7.7M1.54%
16ISHARES TR46428780466,027$7.2M1.45%
17NVIDIA CORPORATIONNVDA45,599$7.2M1.45%
18STRATEGY SHSSTRD160,001$7.2M1.45%
19ARK ETF TR00214Q10498,689$6.9M1.39%
20VANGUARD SPECIALIZED FUNDS92190884433,843$6.9M1.39%
21J P MORGAN EXCHANGE TRADED F46641Q159148,741$6.9M1.38%
22FIRST TR EXCHANGE TRADED FD33738R605112,235$6.7M1.34%
23VANGUARD INDEX FDS92290859523,337$6.5M1.30%
24VANGUARD INDEX FDS92290861131,166$6.1M1.22%
25MORGAN STANLEYMS-PQ42,627$6.0M1.21%
26VANGUARD INTL EQUITY INDEX F922042858115,407$5.7M1.15%
27INVESCO QQQ TRIVZ10,212$5.6M1.13%
28MICROSOFT CORPMSFT10,768$5.4M1.08%
29ALPHABET INCGOOG26,858$4.8M0.96%
30J P MORGAN EXCHANGE TRADED F46641Q65487,990$4.5M0.90%
31PROCTER AND GAMBLE CO74271810926,906$4.3M0.86%
32INTERNATIONAL BUSINESS MACHSINTR14,166$4.2M0.84%
33PIMCO ETF TR72201R83341,501$4.2M0.84%
34STARWOOD PPTY TR INCSTHO207,155$4.2M0.84%
35PIMCO ETF TR72201R71842,926$4.1M0.83%
36GOLDMAN SACHS ETF TRNVGLF33,647$4.1M0.82%
37ALPHABET INCGOOG22,915$4.0M0.81%
38AMERICAN CENTY ETF TR02507287742,274$3.9M0.77%
39LANTHEUS HLDGS INCLNTH45,222$3.7M0.74%
40EMERSON ELEC COEMR25,063$3.3M0.67%
41J P MORGAN EXCHANGE TRADED F46641Q33257,947$3.3M0.66%
42SPDR INDEX SHS FDS78463X88979,708$3.2M0.65%
43SPDR SERIES TRUST78464A40932,583$3.1M0.62%
44VISA INCV8,427$3.0M0.60%
45AMERICAN CENTY ETF TR02507279442,018$2.9M0.59%
46AMER STATES WTR CO02989910137,600$2.9M0.58%
47SERVICENOW INCNOW2,709$2.8M0.56%
48NEXTERA ENERGY INCNEE-PW39,953$2.8M0.56%
49SPDR S&P 500 ETF TRSPY4,340$2.7M0.54%
50VANGUARD INDEX FDS9229087698,790$2.7M0.54%
51VANGUARD INDEX FDS92290875111,154$2.6M0.53%
52BERKSHIRE HATHAWAY INC DELBRK-A5,409$2.6M0.53%
53VANGUARD INDEX FDS9229083634,621$2.6M0.53%
54SPDR SERIES TRUST78468R85360,639$2.6M0.52%
55UNILEVER PLCUNLYF41,088$2.5M0.51%
56UNITED PARCEL SERVICE INCUPS23,401$2.4M0.47%
57TESLA INCTSLA7,273$2.3M0.46%
58SPDR SERIES TRUST78468R66324,543$2.3M0.45%
59MCDONALDS CORPMCD6,763$2.0M0.40%
60VERIZON COMMUNICATIONS INCVZ43,476$1.9M0.38%
61T-MOBILE US INCTMUSZ7,841$1.9M0.38%
62ISHARES TR46428763011,757$1.9M0.37%
63SPDR SERIES TRUST78464A35921,031$1.7M0.35%
64VANGUARD INDEX FDS9229087363,946$1.7M0.35%
65BANK AMERICA CORP06050510436,320$1.7M0.35%
66GOLDMAN SACHS ETF TRNVGLF12,208$1.7M0.34%
67BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.31%
68UBER TECHNOLOGIES INCUBER15,719$1.5M0.29%
69ISHARES TR4642872002,324$1.4M0.29%
70BROADCOM INCAVGO4,592$1.3M0.25%
71AT&T INCT-PC43,486$1.3M0.25%
72VANGUARD INTL EQUITY INDEX F92204277518,569$1.2M0.25%
73PROSHARES TR74347R10712,314$1.2M0.24%
74ABBVIE INCABBV6,475$1.2M0.24%
75CISCO SYS INCCSCO17,170$1.2M0.24%
76LOCKHEED MARTIN CORPLMT2,422$1.1M0.23%
77QUALCOMM INCQCOM7,015$1.1M0.22%
78VEEVA SYS INCVEEV3,820$1.1M0.22%
79UNITEDHEALTH GROUP INCUNH3,307$1.0M0.21%
80ISHARES TR4642876892,800$982,7210.20%
81VANGUARD SCOTTSDALE FDS92206C70616,192$968,4440.19%
82MASTERCARD INCORPORATEDMA1,700$955,2980.19%
83SPDR GOLD TRGLD3,112$948,6310.19%
84IDEXX LABS INC45168D1041,736$931,0860.19%
85COCA COLA COKO12,976$918,0350.18%
86CHEVRON CORP NEWCVX6,402$916,7020.18%
87WORLD FDS TR98148L75316,136$865,2300.17%
88PRUDENTIAL FINL INCPUKPF7,743$831,8540.17%
89VANGUARD SCOTTSDALE FDS92206C40910,404$827,1050.17%
90ISHARES TR46428864615,086$795,9370.16%
91GE AEROSPACE3696043013,088$794,8200.16%
92MICRON TECHNOLOGY INCMU6,422$791,4660.16%
93COMERICA INC20034010713,234$789,3940.16%
94PROSHARES TR74348A4677,324$737,5270.15%
95TRAVELERS COMPANIES INCTRV2,721$727,9760.15%
96COSTCO WHSL CORP NEW22160K105725$717,7070.14%
97AEROVIRONMENT INCAVAV2,500$712,3750.14%
98ISHARES TR4642873096,274$690,7670.14%
99MARRIOTT INTL INC NEW5719032022,523$689,3090.14%
100ISHARES TR4642876482,314$661,4800.13%
101ISHARES TR4642874657,348$656,8380.13%
102TEXAS INSTRS INC8825081043,085$640,5080.13%
103ISHARES TR4642874577,530$623,9360.13%
104SPDR DOW JONES INDL AVERAGE78467X1091,415$623,3200.13%
105TORONTO DOMINION BK ONTTORO8,485$623,2230.13%
106RTX CORPORATIONRTX4,195$612,5540.12%
107RUBRIK INC.RBRK6,754$605,0910.12%
108SCHWAB STRATEGIC TR80852440921,798$603,1510.12%
109CIENA CORPCIEN7,400$601,8420.12%
110ADVANCED MICRO DEVICES INCAMD4,237$601,2300.12%
111AFLAC INCAFL5,661$597,0090.12%
112VANGUARD MALVERN FDS92202080511,795$592,9350.12%
113ISHARES TR4642876552,732$589,5380.12%
114CUMMINS INCCMI1,800$589,5000.12%
115ISHARES TR4642878463,890$586,9000.12%
116PALO ALTO NETWORKS INCPANW2,860$585,2700.12%
117SUN CMNTYS INC8666741044,589$580,4630.12%
118ISHARES TR4642871684,369$580,2340.12%
119ISHARES TR4642871011,828$556,2520.11%
120GARMIN LTDGRMN2,572$536,8280.11%
121EXXON MOBIL CORPXOM4,955$534,1900.11%
122FISERV INCFISV3,097$533,9540.11%
123JOHNSON & JOHNSONJNJ3,427$523,4740.11%
124AXON ENTERPRISE INCAXON624$516,6350.10%
125PALANTIR TECHNOLOGIES INCPLTR3,784$515,8350.10%
126ISHARES TR4642878794,911$488,5950.10%
127VANGUARD SCOTTSDALE FDS92206C6645,523$481,6950.10%
128ISHARES TR4642874082,460$480,7330.10%
129NETFLIX INCNFLX357$478,0690.10%
130ULTA BEAUTY INCULTA1,002$468,7560.09%
131COMFORT SYS USA INC199908104861$461,6770.09%
132UNION PAC CORPUNP1,998$459,7000.09%
133VANGUARD TAX-MANAGED FDS9219438588,052$459,0640.09%
134FORD MTR CO34537086041,529$450,5930.09%
135FIRST TR EXCHANGE-TRADED FD33739Q50711,536$447,7120.09%
136CONSOLIDATED EDISON INCED4,453$446,8230.09%
137ISHARES TR4642874813,134$434,6230.09%
138CATERPILLAR INCCAT1,101$427,2700.09%
139SPDR SERIES TRUST78464A7633,138$425,9210.09%
140WASTE MGMT INC DEL94106L1091,836$420,1140.08%
141SELECT SECTOR SPDR TR81369Y2093,117$420,0950.08%
142SPDR INDEX SHS FDS78463X5099,641$412,0690.08%
143PULTE GROUP INC7458671013,895$410,7670.08%
144ISHARES TR46428868713,060$400,6810.08%
145ISHARES TR4642876221,153$391,5240.08%
146ISHARES TR4642875723,513$378,7370.08%
147VANGUARD INDEX FDS9229086371,317$375,7400.08%
148SELECT SECTOR SPDR TR81369Y4071,699$369,2440.07%
149ENERGY TRANSFER L PET-PI20,090$364,2320.07%
150GENERAL MTRS CO37045V1007,345$361,4370.07%
151ABBOTT LABSABLZF2,654$360,9710.07%
152SELECT SECTOR SPDR TR81369Y6056,881$360,3580.07%
153VANGUARD INDEX FDS9229085534,009$357,0420.07%
154EMCOR GROUP INCEME660$353,0270.07%
155SELECT SECTOR SPDR TR81369Y8523,248$352,5410.07%
156DISNEY WALT CO2546871062,834$351,4510.07%
157FABRINETFN1,182$348,3120.07%
158CSX CORPCSX10,647$347,4120.07%
159F5 INCFFIV1,174$345,5320.07%
160WEC ENERGY GROUP INCWEC3,244$338,0250.07%
161COMCAST CORP NEWCCZ9,454$337,4130.07%
162DTE ENERGY CODTK2,525$334,4560.07%
163INVESCO EXCH TRADED FD TR IIIVZ29,778$331,4290.07%
164ISHARES TR4642875075,325$330,2570.07%
165AXCELIS TECHNOLOGIES INCACLS4,594$320,1560.06%
166VANGUARD INDEX FDS9229086291,143$319,8460.06%
167VANGUARD SCOTTSDALE FDS92206C6802,924$319,3030.06%
1683M COMMM2,091$318,2970.06%
169OKTA INCOKTA3,150$314,9060.06%
170SCHWAB STRATEGIC TR80852479711,877$314,7470.06%
171KRANESHARES TRUST5007673069,038$310,2750.06%
172AXOS FINANCIAL INCAX4,078$310,0910.06%
173ROKU INCROKU3,476$305,5060.06%
174KINSALE CAP GROUP INC49714P108623$301,4700.06%
175SOUTHERN COSOMN3,265$299,8250.06%
176QIFU TECHNOLOGY INCQFNHF6,899$299,1410.06%
177NOVA LTDNVMI1,074$295,5650.06%
178VANGUARD INDEX FDS9229085121,786$293,7260.06%
179TWILIO INCTWLO2,333$290,1320.06%
180MUELLER INDS INC6247561023,649$289,9860.06%
181INVESCO EXCHANGE TRADED FD TIVZ1,591$289,1950.06%
182SPDR SERIES TRUST78464A4749,502$286,8650.06%
183CRANE COMPANYCR1,500$284,8350.06%
184PHILLIPS 66PSX2,378$283,6950.06%
185ISHARES TR4642871502,079$280,7930.06%
186ARISTA NETWORKS INCANET2,740$280,3290.06%
187RESMED INCRSMDF1,084$279,6720.06%
188VERTIV HOLDINGS COVRT2,165$278,0080.06%
189ISHARES TR4642874732,058$271,9440.05%
190GREEN BRICK PARTNERS INCGRBK-PA4,302$270,5100.05%
191GOLDMAN SACHS GROUP INCGSCE378$267,5300.05%
192LULULEMON ATHLETICA INCLULU1,118$265,6140.05%
193ISHARES TR4642874323,000$264,7500.05%
194M/I HOMES INCMHO2,355$264,0430.05%
195TECNOGLASS INCTGLS3,410$263,7980.05%
196FIRST BANCORP P R31867270612,613$262,7290.05%
197AMGEN INCAMGN933$260,5030.05%
198APPLIED INDL TECHNOLOGIES IN03820C1051,107$257,3220.05%
199LOGITECH INTL S AH504302322,823$254,4370.05%
200ASML HOLDING N VASMLF317$254,0410.05%
201D R HORTON INC23331A1091,961$252,8120.05%
202BANCORP INC DELTBBK4,368$248,8450.05%
203ABM INDS INC0009571005,250$247,8530.05%
204SELECT SECTOR SPDR TR81369Y8863,022$246,7770.05%
205CONSTELLATION ENERGY CORPCEG761$245,6200.05%
206CROWDSTRIKE HLDGS INCCRWD479$243,9590.05%
207INVENTRUST PPTYS CORP46124J2018,885$243,4490.05%
208MEDPACE HLDGS INCMEDP773$242,6140.05%
209UNITED STS LIME & MINERALS IUNTCW2,430$242,5140.05%
210SALESFORCE INCCRM886$241,6030.05%
211ISHARES TR4642885132,990$241,1440.05%
212AMERICAN EXPRESS COAXP755$240,8300.05%
213MARATHON PETE CORPMARA1,448$240,5270.05%
214OFG BANCORPOFG5,618$240,4500.05%
215WALMART INCWMT2,458$240,3430.05%
216ISHARES TR46438G5708,610$234,9670.05%
217FIRST TR EXCHANGE TRADED FD33738R5063,737$234,4590.05%
218PAYLOCITY HLDG CORPPCTY1,291$233,9160.05%
219VANGUARD INDEX FDS922908538817$232,3470.05%
220GRUPO AEROPORTUARIO DEL SURE40051E202716$228,3110.05%
221WILLIAMS SONOMA INCWSM1,387$226,5940.05%
222SPDR S&P MIDCAP 400 ETF TRMDY400$226,5920.05%
223WESTERN MIDSTREAM PARTNERS LWES5,773$223,4150.04%
224KIMBERLY-CLARK CORPKMB1,714$221,0320.04%
225SNOWFLAKE INCSNOW983$219,9660.04%
226QUALYS INCQLYS1,515$216,4480.04%
227STRYKER CORPORATIONSYK546$215,9120.04%
228NVR INCNVR29$214,1840.04%
229HONEYWELL INTL INC438516106896$208,7280.04%
230GRAND CANYON ED INCLOPE1,103$208,4670.04%
231CMS ENERGY CORPCMS-PC3,000$207,8400.04%
232KB HOMEKBH3,883$205,6830.04%
233XPO INCXPO1,625$205,2210.04%
234GENERAL DYNAMICS CORPGD700$204,1620.04%
235J P MORGAN EXCHANGE TRADED F46654Q2033,750$204,0000.04%
236WAYFAIR INCW200,000$197,5060.04%
237DOUBLELINE OPPORTUNISTIC CRDBL10,897$167,6030.03%
238ARCHER AVIATION INCACHR-WT13,000$141,0500.03%
239RIGETTI COMPUTING INCRGTIW10,472$124,1980.02%
240EVOLV TECHNOLOGIES HLDNGS INEVLVW16,335$101,9300.02%
241NEUMORA THERAPEUTICS INC.NMRA100,000$73,3300.01%
242CHERRY HILL MTG INVT CORP16465110111,000$30,0300.01%
243LINEAGE CELL THERAPEUTICS IN53566P10915,000$13,6110.00%
244CONIFER HLDGS INCPRHIZ16,469$12,8310.00%
245ROCKWELL MED INCRMTI12,300$10,4300.00%
246PAYSAFE LIMITEDPSFE41,828$6900.00%