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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 Q3 2025 · Filed October 23, 2025 · Accession 0001800379-25-000006

Total Value
$529.4M
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q837508,568$25.8M4.87%
2SPDR SERIES TRUST78464A508453,593$25.1M4.74%
3SCHWAB STRATEGIC TR808524300720,297$23.0M4.34%
4APPLE INCAAPL87,733$22.3M4.22%
5ISHARES TR464287663203,536$20.3M3.84%
6ISHARES TR46432F842176,481$15.4M2.91%
7SPDR SERIES TRUST78464A854194,631$15.2M2.88%
8ELI LILLY & COLLY17,882$13.6M2.58%
9ISHARES TR464287440125,543$12.1M2.29%
10J P MORGAN EXCHANGE TRADED F46641Q274243,153$11.6M2.19%
11SELECT SECTOR SPDR TR81369Y80336,324$10.2M1.93%
12BLACKROCK ETF TRUSTBLK151,895$9.0M1.70%
13META PLATFORMS INCMETA12,024$8.8M1.67%
14JPMORGAN CHASE & CO.VYLD26,592$8.4M1.58%
15ARK ETF TR00214Q10495,588$8.2M1.56%
16NVIDIA CORPORATIONNVDA42,586$7.9M1.50%
17ISHARES TR46428780465,004$7.7M1.46%
18AMAZON COM INCAMZN34,402$7.6M1.43%
19J P MORGAN EXCHANGE TRADED F46641Q159155,710$7.2M1.36%
20VANGUARD SPECIALIZED FUNDS92190884433,377$7.2M1.36%
21STRATEGY SHSSTRD148,778$7.2M1.36%
22VANGUARD INDEX FDS92290859522,700$6.8M1.28%
23FIRST TR EXCHANGE TRADED FD33738R605108,560$6.7M1.27%
24MORGAN STANLEYMS-PQ42,181$6.7M1.27%
25VANGUARD INDEX FDS92290861130,898$6.4M1.22%
26INTERNATIONAL BUSINESS MACHSINTR22,566$6.4M1.20%
27ALPHABET INCGOOG26,069$6.3M1.20%
28VANGUARD INTL EQUITY INDEX F922042858111,881$6.1M1.14%
29INVESCO QQQ TRIVZ9,385$5.6M1.06%
30MICROSOFT CORPMSFT10,760$5.6M1.05%
31STARWOOD PPTY TR INCSTHO281,728$5.5M1.03%
32AMERICAN CENTY ETF TR02507287754,281$5.4M1.02%
33ALPHABET INCGOOG21,582$5.2M0.99%
34J P MORGAN EXCHANGE TRADED F46641Q65487,598$4.5M0.84%
35GOLDMAN SACHS ETF TRNVGLF33,259$4.3M0.82%
36PIMCO ETF TR72201R83341,965$4.2M0.80%
37PROCTER AND GAMBLE CO74271810926,487$4.1M0.77%
38PIMCO ETF TR72201R71841,231$4.0M0.75%
39J P MORGAN EXCHANGE TRADED F46641Q33265,743$3.8M0.71%
40SPDR SERIES TRUST78468R66336,762$3.4M0.64%
41EMERSON ELEC COEMR24,601$3.2M0.61%
42TESLA INCTSLA7,229$3.2M0.61%
43SPDR INDEX SHS FDS78463X88973,793$3.2M0.60%
44AMERICAN CENTY ETF TR02507279441,951$3.1M0.58%
45SPDR SERIES TRUST78464A40929,010$3.0M0.57%
46LANTHEUS HLDGS INCLNTH58,249$3.0M0.56%
47NEXTERA ENERGY INCNEE-PW39,525$3.0M0.56%
48VANGUARD INDEX FDS9229087698,862$2.9M0.55%
49SPDR S&P 500 ETF TRSPY4,353$2.9M0.55%
50VISA INCV8,355$2.9M0.54%
51VANGUARD INDEX FDS9229083634,628$2.8M0.54%
52VANGUARD INDEX FDS92290875111,094$2.8M0.53%
53AMER STATES WTR CO02989910137,226$2.7M0.52%
54BERKSHIRE HATHAWAY INC DELBRK-A5,423$2.7M0.51%
55SPDR SERIES TRUST78468R85357,921$2.7M0.51%
56SERVICENOW INCNOW2,709$2.5M0.47%
57UNILEVER PLCUNLYF40,763$2.4M0.46%
58ISHARES TR46428763012,080$2.1M0.40%
59MCDONALDS CORPMCD6,726$2.0M0.39%
60COSTCO WHSL CORP NEW22160K1052,130$2.0M0.37%
61CHEVRON CORP NEWCVX12,637$2.0M0.37%
62VERIZON COMMUNICATIONS INCVZ42,981$1.9M0.36%
63SPDR SERIES TRUST78464A35920,831$1.9M0.36%
64BANK AMERICA CORP06050510436,320$1.9M0.35%
65GOLDMAN SACHS ETF TRNVGLF12,208$1.9M0.35%
66T-MOBILE US INCTMUSZ7,795$1.9M0.35%
67VANGUARD INDEX FDS9229087363,764$1.8M0.34%
68BERKSHIRE HATHAWAY INC DELBRK-A2$1.6M0.30%
69ABBVIE INCABBV6,725$1.6M0.29%
70ISHARES TR4642872002,324$1.6M0.29%
71BROADCOM INCAVGO4,609$1.5M0.29%
72VANGUARD INTL EQUITY INDEX F92204277518,707$1.3M0.25%
73PROSHARES TR74347R10711,709$1.3M0.25%
74AT&T INCT-PC43,486$1.2M0.23%
75CISCO SYS INCCSCO17,170$1.2M0.22%
76QUALCOMM INCQCOM7,015$1.2M0.22%
77MICRON TECHNOLOGY INCMU6,925$1.2M0.22%
78VEEVA SYS INCVEEV3,820$1.1M0.21%
79IDEXX LABS INC45168D1041,736$1.1M0.21%
80SPDR GOLD TRGLD3,065$1.1M0.21%
81CIENA CORPCIEN7,400$1.1M0.20%
82ISHARES TR4642876892,760$1.0M0.20%
83MASTERCARD INCORPORATEDMA1,700$966,9770.18%
84VANGUARD SCOTTSDALE FDS92206C70615,737$944,6920.18%
85COMERICA INC20034010713,344$914,3070.17%
86WORLD FDS TR98148L75316,136$906,7010.17%
87GE AEROSPACE3696043012,883$867,2640.16%
88LAM RESEARCH CORPLRCX6,450$863,6550.16%
89COCA COLA COKO12,976$860,5620.16%
90VANGUARD SCOTTSDALE FDS92206C40910,186$814,1540.15%
91ISHARES TR46428864614,943$792,4270.15%
92LOCKHEED MARTIN CORPLMT1,535$766,2870.14%
93CUMMINS INCCMI1,800$760,2660.14%
94TRAVELERS COMPANIES INCTRV2,721$759,7580.14%
95ISHARES TR4642873096,274$757,3970.14%
96PROSHARES TR74348A4677,267$749,0100.14%
97PALO ALTO NETWORKS INCPANW3,650$743,2130.14%
98PRUDENTIAL FINL INCPUKPF7,127$739,3030.14%
99ISHARES TR4642876482,269$726,1710.14%
100RTX CORPORATIONRTX4,195$701,9490.13%
101TORONTO DOMINION BK ONTTORO8,485$678,3760.13%
102ISHARES TR4642876552,736$662,0030.13%
103MARRIOTT INTL INC NEW5719032022,523$657,0900.12%
104JOHNSON & JOHNSONJNJ3,427$635,4340.12%
105GARMIN LTDGRMN2,572$633,2780.12%
106AFLAC INCAFL5,661$632,3340.12%
107ISHARES TR4642878463,890$632,0390.12%
108ISHARES TR4642874577,530$624,6890.12%
109ISHARES TR4642874656,679$623,6180.12%
110CROWDSTRIKE HLDGS INCCRWD1,267$621,3110.12%
111ISHARES TR4642871684,369$620,8220.12%
112SPDR DOW JONES INDL AVERAGE78467X1091,316$610,4970.12%
113VANGUARD MALVERN FDS92202080511,795$597,1810.11%
114SUN CMNTYS INC8666741044,589$591,9810.11%
115ISHARES TR4642871011,775$590,8370.11%
116TEXAS INSTRS INC8825081043,085$566,8070.11%
117EXXON MOBIL CORPXOM4,955$558,7190.11%
118SCHWAB STRATEGIC TR80852440919,104$556,1170.11%
119ULTA BEAUTY INCULTA1,002$547,8440.10%
120VANGUARD SCOTTSDALE FDS92206C6645,523$540,2460.10%
121ADVANCED MICRO DEVICES INCAMD3,288$531,9660.10%
122CATERPILLAR INCCAT1,101$525,1590.10%
123PULTE GROUP INC7458671013,942$520,8560.10%
124ISHARES TR4642874082,460$508,0150.10%
125FORD MTR CO34537086041,482$496,1240.09%
126FIRST TR EXCHANGE-TRADED FD33739Q50711,536$493,3670.09%
127VANGUARD TAX-MANAGED FDS9219438588,048$482,2560.09%
128CHECK POINT SOFTWARE TECH LTM224651042,300$475,8930.09%
129UNION PAC CORPUNP1,998$472,2670.09%
130ISHARES TR4642878794,111$454,6350.09%
131SPDR INDEX SHS FDS78463X5099,578$448,3600.08%
132CONSOLIDATED EDISON INCED4,453$447,5800.08%
133ISHARES TR4642874813,134$446,3130.08%
134SPDR SERIES TRUST78464A7633,138$439,4770.08%
135PALANTIR TECHNOLOGIES INCPLTR2,374$433,0650.08%
136SELECT SECTOR SPDR TR81369Y2093,107$432,3540.08%
137DELTA AIR LINES INC DELDAL7,612$431,9810.08%
138NETFLIX INCNFLX357$428,0140.08%
139GENERAL MTRS CO37045V1006,945$423,4630.08%
140ISHARES TR4642876221,152$421,0330.08%
141PENSKE AUTOMOTIVE GRP INC70959W1032,406$418,4270.08%
142COMFORT SYS USA INC199908104507$418,3660.08%
143AXCELIS TECHNOLOGIES INCACLS4,177$407,8420.08%
144SELECT SECTOR SPDR TR81369Y4071,699$407,1480.08%
145ISHARES TR46428868712,850$406,3170.08%
146WASTE MGMT INC DEL94106L1091,836$405,4440.08%
147NAPCO SEC TECHNOLOGIES INC6304021059,387$403,1720.08%
148FISERV INCFISV3,097$399,2960.08%
149HONEYWELL INTL INC4385161061,896$399,1690.08%
150ALNYLAM PHARMACEUTICALS INCALNY847$386,2320.07%
151SELECT SECTOR SPDR TR81369Y8523,223$381,5460.07%
152ISHARES TR4642875723,173$380,7920.07%
153KRANESHARES TRUST5007673069,038$379,6860.07%
154F5 INCFFIV1,174$379,4250.07%
155CSX CORPCSX10,650$378,1820.07%
156WEC ENERGY GROUP INCWEC3,244$371,7300.07%
157SELECT SECTOR SPDR TR81369Y6056,881$370,6790.07%
158VANGUARD INDEX FDS9229086371,203$370,3560.07%
159UNITED STS LIME & MINERALS IUNTCW2,809$369,5240.07%
160ARISTA NETWORKS INCANET2,524$367,7720.07%
161VANGUARD INDEX FDS9229085534,009$366,5030.07%
162STERLING INFRASTRUCTURE INCSTRL1,069$363,1180.07%
163NOVA LTDNVMI1,130$361,2160.07%
164DTE ENERGY CODTK2,526$357,2040.07%
165MUELLER INDS INC6247561023,528$356,7160.07%
166BANCORP INC DELTBBK4,758$356,3270.07%
167ABBOTT LABSABLZF2,654$355,4770.07%
168UNITED PARCEL SERVICE INCUPS4,246$354,6770.07%
169M/I HOMES INCMHO2,445$353,1560.07%
170VANGUARD SCOTTSDALE FDS92206C6802,922$352,1200.07%
171ISHARES TR4642875075,325$347,5100.07%
172INVESCO EXCH TRADED FD TR IIIVZ29,778$345,4250.07%
173D R HORTON INC23331A1092,020$342,3290.06%
174GREEN BRICK PARTNERS INCGRBK-PA4,523$334,0690.06%
175SCHWAB STRATEGIC TR80852479711,967$326,6990.06%
176DISNEY WALT CO2546871062,840$325,2050.06%
1773M COMMM2,094$324,9470.06%
178PHILLIPS 66PSX2,378$323,4560.06%
179ENERGY TRANSFER L PET-PI18,590$319,0040.06%
180RIGETTI COMPUTING INCRGTIW10,472$311,9610.06%
181VANGUARD INDEX FDS9229085121,786$311,8000.06%
182EMCOR GROUP INCEME480$311,7790.06%
183CASEYS GEN STORES INC147528103551$311,4910.06%
184SOUTHERN COSOMN3,265$309,4240.06%
185VANGUARD INDEX FDS9229086291,053$309,3080.06%
186UBER TECHNOLOGIES INCUBER3,140$307,6260.06%
187ISHARES TR4642871502,079$302,8550.06%
188INVESCO EXCHANGE TRADED FD TIVZ1,591$301,8700.06%
189GOLDMAN SACHS GROUP INCGSCE378$301,0200.06%
190FIRST BANCORP P R31867270613,584$299,5270.06%
191WILLIAMS SONOMA INCWSM1,520$297,0840.06%
192RLI CORPRLI4,456$290,6200.05%
193AXOS FINANCIAL INCAX3,433$290,6030.05%
194SPDR SERIES TRUST78464A4749,502$287,8160.05%
195RESMED INCRSMDF1,044$285,7740.05%
196ISHARES TR4642874732,007$280,3180.05%
197MARATHON PETE CORPMARA1,448$279,0880.05%
198DECKERS OUTDOOR CORPDECK2,748$278,5650.05%
199KINSALE CAP GROUP INC49714P108654$278,1200.05%
200CRANE COMPANYCR1,500$276,2100.05%
201COREWEAVE INCCRWV2,015$275,7530.05%
202COPART INCCPRT6,016$270,5400.05%
203ONEOK INC NEWOKE3,700$269,9890.05%
204ISHARES TR46438G5708,835$269,1140.05%
205ISHARES TR4642874323,000$268,1100.05%
206AXON ENTERPRISE INCAXON373$267,6800.05%
207SELECT SECTOR SPDR TR81369Y8863,022$263,5490.05%
208AMGEN INCAMGN933$263,2930.05%
209LULULEMON ATHLETICA INCLULU1,465$260,6670.05%
210INVENTRUST PPTYS CORP46124J2018,885$254,2890.05%
211WALMART INCWMT2,458$253,3210.05%
212FIRST TR EXCHANGE TRADED FD33738R5063,737$251,3510.05%
213AMERICAN EXPRESS COAXP755$250,7810.05%
214CONSTELLATION ENERGY CORPCEG761$250,4220.05%
215NVR INCNVR31$249,0740.05%
216TECNOGLASS INCTGLS3,709$248,1690.05%
217KB HOMEKBH3,883$247,1140.05%
218PAYLOCITY HLDG CORPPCTY1,547$246,3910.05%
219ISHARES TR4642885132,990$242,7580.05%
220ABM INDS INC0009571005,250$242,1300.05%
221QFIN HOLDINGS INCQFNHF8,354$240,4280.05%
222VANGUARD INDEX FDS922908538817$240,0260.05%
223GENERAL DYNAMICS CORPGD700$238,7000.05%
224SPDR S&P MIDCAP 400 ETF TRMDY400$238,4120.05%
225TWILIO INCTWLO2,333$233,5100.04%
226UNITEDHEALTH GROUP INCUNH642$221,6830.04%
227BANK MONTREAL QUE0636711011,700$221,4250.04%
228CMS ENERGY CORPCMS-PC3,000$219,7800.04%
229SONY GROUP CORPSNEJF7,500$215,9250.04%
230J P MORGAN EXCHANGE TRADED F46654Q2033,750$215,7000.04%
231SALESFORCE INCCRM892$211,4040.04%
232XPO INCXPO1,625$210,0640.04%
233KIMBERLY-CLARK CORPKMB1,664$206,9630.04%
234VANGUARD WHITEHALL FDS9219464061,455$205,0820.04%
235VANGUARD SCOTTSDALE FDS92206C8473,599$204,6390.04%
236DUKE ENERGY CORP NEWDUKB1,652$204,4350.04%
237ALIBABA GROUP HLDG LTDBBAAY1,135$202,8590.04%
238STRYKER CORPORATIONSYK546$201,7440.04%
239QUALYS INCQLYS1,515$200,4800.04%
240WAYFAIR INCW200,000$198,6620.04%
241ARCHER AVIATION INCACHR-WT20,500$196,3900.04%
242NEUMORA THERAPEUTICS INC.NMRA100,000$182,0000.03%
243DOUBLELINE OPPORTUNISTIC CRDBL11,071$172,4860.03%
244EVOLV TECHNOLOGIES HLDNGS INEVLVW16,335$123,3290.02%
245UWM HOLDINGS CORPORATIONUWMC10,127$61,6730.01%
246CHERRY HILL MTG INVT CORP16465110111,000$26,2900.00%
247LINEAGE CELL THERAPEUTICS IN53566P10915,000$25,3500.00%
248PRESURANCE HOLDINGS INCPRHIZ16,469$20,2570.00%
249ROCKWELL MED INCRMTI12,300$14,7600.00%
250PAYSAFE LIMITEDPSFE41,828$7740.00%