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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 Q4 2025 · Filed February 5, 2026 · Accession 0001800379-26-000001

Total Value
$556.0M
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A508496,987$28.2M5.08%
2J P MORGAN EXCHANGE TRADED F46641Q837544,898$27.6M4.96%
3SCHWAB STRATEGIC TR808524300729,456$23.8M4.28%
4APPLE INCAAPL85,727$23.3M4.19%
5ISHARES TR464287663201,021$20.6M3.71%
6ELI LILLY & COLLY16,714$18.0M3.23%
7ISHARES TR46432F842186,556$16.7M3.00%
8SPDR SERIES TRUST78464A854189,742$15.2M2.74%
9ISHARES TR464287440139,737$13.4M2.42%
10J P MORGAN EXCHANGE TRADED F46641Q274271,185$12.9M2.32%
11SELECT SECTOR SPDR TR81369Y80371,905$10.4M1.86%
12BLACKROCK ETF TRUSTBLK150,577$9.2M1.65%
13JPMORGAN CHASE & CO.VYLD26,622$8.6M1.54%
14AMAZON COM INCAMZN35,139$8.1M1.46%
15ISHARES TR46428780467,185$8.1M1.45%
16META PLATFORMS INCMETA12,071$8.0M1.43%
17J P MORGAN EXCHANGE TRADED F46641Q159169,510$7.8M1.41%
18NVIDIA CORPORATIONNVDA41,087$7.7M1.38%
19MORGAN STANLEYMS-PQ42,031$7.5M1.34%
20VANGUARD SPECIALIZED FUNDS92190884433,291$7.3M1.32%
21ALPHABET INCGOOG23,011$7.2M1.30%
22STRATEGY SHSSTRD147,060$7.2M1.29%
23ARK ETF TR00214Q10492,072$7.1M1.27%
24VANGUARD INDEX FDS92290859522,692$6.9M1.23%
25FIRST TR EXCHANGE TRADED FD33738R605107,451$6.8M1.22%
26MICROSOFT CORPMSFT13,787$6.7M1.20%
27VANGUARD INDEX FDS92290861131,207$6.6M1.19%
28AMERICAN CENTY ETF TR02507287760,482$6.2M1.11%
29INTERNATIONAL BUSINESS MACHSINTR20,467$6.1M1.09%
30VANGUARD INTL EQUITY INDEX F922042858112,370$6.0M1.09%
31ALPHABET INCGOOG18,904$5.9M1.06%
32STARWOOD PPTY TR INCSTHO313,143$5.6M1.01%
33INVESCO QQQ TRIVZ9,152$5.6M1.01%
34J P MORGAN EXCHANGE TRADED F46641Q65493,741$4.8M0.86%
35PIMCO ETF TR72201R83345,001$4.5M0.81%
36GOLDMAN SACHS ETF TRNVGLF32,016$4.2M0.76%
37LANTHEUS HLDGS INCLNTH63,130$4.2M0.76%
38PIMCO ETF TR72201R71843,064$4.1M0.74%
39COMERICA INC20034010743,982$3.8M0.69%
40PROCTER AND GAMBLE CO74271810926,274$3.8M0.68%
41SPDR SERIES TRUST78464A40931,086$3.3M0.60%
42SPDR INDEX SHS FDS78463X88973,878$3.3M0.59%
43EMERSON ELEC COEMR24,505$3.3M0.58%
44TESLA INCTSLA7,203$3.2M0.58%
45J P MORGAN EXCHANGE TRADED F46641Q33256,263$3.2M0.58%
46AMERICAN CENTY ETF TR02507279441,866$3.2M0.57%
47NEXTERA ENERGY INCNEE-PW39,460$3.2M0.57%
48VANGUARD INDEX FDS9229087698,927$3.0M0.54%
49SPDR S&P 500 ETF TRSPY4,333$3.0M0.53%
50VANGUARD INDEX FDS9229083634,641$2.9M0.52%
51VANGUARD INDEX FDS92290875111,124$2.9M0.52%
52VISA INCV8,065$2.8M0.51%
53SPDR SERIES TRUST78468R85358,671$2.7M0.49%
54BERKSHIRE HATHAWAY INC DELBRK-A5,399$2.7M0.49%
55SPDR SERIES TRUST78468R66329,602$2.7M0.49%
56AMER STATES WTR CO02989910137,033$2.7M0.48%
57UNILEVER PLCUNLYF35,823$2.3M0.42%
58CHEVRON CORP NEWCVX15,134$2.3M0.41%
59ISHARES TR46428763012,021$2.2M0.39%
60BROADCOM INCAVGO6,060$2.1M0.38%
61SERVICENOW INCNOW13,545$2.1M0.37%
62MCDONALDS CORPMCD6,658$2.0M0.37%
63BANK AMERICA CORP06050510435,085$1.9M0.35%
64GOLDMAN SACHS ETF TRNVGLF12,208$1.9M0.34%
65SPDR SERIES TRUST78464A35920,831$1.9M0.33%
66VANGUARD INDEX FDS9229087363,775$1.8M0.33%
67COSTCO WHSL CORP NEW22160K1052,110$1.8M0.33%
68VERIZON COMMUNICATIONS INCVZ41,330$1.7M0.30%
69CIENA CORPCIEN7,150$1.7M0.30%
70ISHARES TR4642872002,324$1.6M0.29%
71BERKSHIRE HATHAWAY INC DELBRK-A2$1.6M0.29%
72T-MOBILE US INCTMUSZ7,631$1.5M0.28%
73ABBVIE INCABBV6,725$1.5M0.28%
74VANGUARD INTL EQUITY INDEX F92204277518,823$1.4M0.25%
75CISCO SYS INCCSCO17,170$1.3M0.24%
76VANGUARD SCOTTSDALE FDS92206C70620,724$1.2M0.22%
77PROSHARES TR74347R10721,245$1.2M0.22%
78QUALCOMM INCQCOM7,015$1.2M0.22%
79SPDR GOLD TRGLD3,017$1.2M0.22%
80IDEXX LABS INC45168D1041,736$1.2M0.21%
81PALANTIR TECHNOLOGIES INCPLTR6,399$1.1M0.20%
82AT&T INCT-PC43,486$1.1M0.19%
83ISHARES TR4642876892,736$1.1M0.19%
84LOCKHEED MARTIN CORPLMT2,048$990,5560.18%
85PALO ALTO NETWORKS INCPANW5,350$985,4700.18%
86MASTERCARD INCORPORATEDMA1,700$970,4960.17%
87CROWDSTRIKE HLDGS INCCRWD2,064$967,5210.17%
88CUMMINS INCCMI1,800$918,8100.17%
89COCA COLA COKO12,895$901,5040.16%
90LAM RESEARCH CORPLRCX5,225$894,4160.16%
91ISHARES BITCOIN TRUST ETFIBIT17,961$891,7640.16%
92VEEVA SYS INCVEEV3,820$852,7390.15%
93GE AEROSPACE3696043012,763$851,0870.15%
94MICRON TECHNOLOGY INCMU2,927$835,2580.15%
95UBER TECHNOLOGIES INCUBER10,141$828,6210.15%
96VANGUARD SCOTTSDALE FDS92206C40910,186$812,1160.15%
97PRUDENTIAL FINL INCPUKPF7,047$795,4090.14%
98TORONTO DOMINION BK ONTTORO8,398$791,0920.14%
99TRAVELERS COMPANIES INCTRV2,721$789,2530.14%
100MARRIOTT INTL INC NEW5719032022,523$782,7360.14%
101ISHARES TR46428864614,735$779,1870.14%
102PROSHARES TR74348A4677,482$778,6520.14%
103RTX CORPORATIONRTX4,195$769,3630.14%
104ISHARES TR4642873096,104$752,3790.14%
105ISHARES TR4642876482,233$721,2810.13%
106ISHARES TR4642874578,386$694,5290.12%
107JOHNSON & JOHNSONJNJ3,329$688,9370.12%
108ISHARES TR4642876552,736$673,4940.12%
109ISHARES TR4642874656,646$638,2150.11%
110AFLAC INCAFL5,661$624,2380.11%
111ISHARES TR4642878463,730$618,4710.11%
112ISHARES TR4642871684,334$611,6880.11%
113CATERPILLAR INCCAT1,064$609,3140.11%
114ZSCALER INCZS2,705$608,4090.11%
115ULTA BEAUTY INCULTA1,002$606,2200.11%
116SPDR DOW JONES INDL AVERAGE78467X1091,249$600,1100.11%
117ISHARES TR4642871011,745$598,3700.11%
118EXXON MOBIL CORPXOM4,865$585,5000.11%
119VANGUARD MALVERN FDS92202080511,795$583,3810.10%
120SUN CMNTYS INC8666741044,589$568,6230.10%
121SCHWAB STRATEGIC TR80852440918,744$555,0100.10%
122VANGUARD SCOTTSDALE FDS92206C6645,523$549,6460.10%
123NETFLIX INCNFLX5,861$549,5270.10%
124FORD MTR CO34537086041,523$544,7860.10%
125GENERAL MTRS CO37045V1006,590$535,8990.10%
126TEXAS INSTRS INC8825081043,085$535,2170.10%
127ORACLE CORPORCL-PD2,700$526,2570.09%
128ISHARES TR4642874082,458$521,2680.09%
129VANGUARD TAX-MANAGED FDS9219438588,090$505,4030.09%
130GENERAL DYNAMICS CORPGD1,500$504,9900.09%
131FIRST TR EXCHANGE-TRADED FD33739Q50711,536$496,4480.09%
132ADVANCED MICRO DEVICES INCAMD2,288$489,9980.09%
133SELECT SECTOR SPDR TR81369Y2093,107$480,9110.09%
134WORLD FDS TR98148L75316,300$471,4800.08%
135ISHARES TR4642878794,136$470,3460.08%
136UNION PAC CORPUNP1,998$462,1770.08%
137SPDR INDEX SHS FDS78463X5099,579$448,4010.08%
138UNITED PARCEL SERVICE INCUPS4,503$446,6660.08%
139CONSOLIDATED EDISON INCED4,453$442,2370.08%
140SPDR SERIES TRUST78464A7633,138$436,6840.08%
141PULTE GROUP INC7458671013,679$431,4000.08%
142CHECK POINT SOFTWARE TECH LTM224651042,300$426,7880.08%
143ISHARES TR4642874813,072$420,6800.08%
144GARMIN LTDGRMN2,036$413,0030.07%
145ISHARES TR4642876221,097$409,6640.07%
146SELECT SECTOR SPDR TR81369Y4073,398$405,7550.07%
147WASTE MGMT INC DEL94106L1091,836$403,3880.07%
148ISHARES TR4642875723,123$395,5900.07%
149INVESCO EXCH TRADED FD TR IIIVZ34,778$390,9050.07%
150MUELLER INDS INC6247561023,387$388,8280.07%
151AEROVIRONMENT INCAVAV1,600$387,0240.07%
152CSX CORPCSX10,650$386,0630.07%
153COMFORT SYS USA INC199908104412$384,5150.07%
154SELECT SECTOR SPDR TR81369Y8523,223$379,4500.07%
155VANGUARD INDEX FDS9229086371,203$378,7040.07%
156SELECT SECTOR SPDR TR81369Y6056,881$376,8720.07%
157NAPCO SEC TECHNOLOGIES INC6304021058,962$373,7150.07%
158VANGUARD INDEX FDS9229085534,009$354,7560.06%
159NOVA LTDNVMI1,076$353,3480.06%
160ISHARES TR4642875075,325$351,4500.06%
161WEC ENERGY GROUP INCWEC3,244$342,1120.06%
162APPLOVIN CORPAPP500$336,9100.06%
1633M COMMM2,097$335,7430.06%
164OKTA INCOKTA3,850$332,9100.06%
165ISHARES TR46428868710,748$332,7580.06%
166ABBOTT LABSABLZF2,654$332,5200.06%
167TWILIO INCTWLO2,336$332,2730.06%
168GOLDMAN SACHS GROUP INCGSCE378$332,2620.06%
169SCHWAB STRATEGIC TR80852479711,969$328,3060.06%
170DTE ENERGY CODTK2,526$325,8450.06%
171UNITED STS LIME & MINERALS IUNTCW2,681$321,0230.06%
172SPROUTS FMRS MKT INC85208M1024,000$318,6800.06%
173VANGUARD INDEX FDS9229085121,786$316,7830.06%
174STERLING INFRASTRUCTURE INCSTRL1,017$311,4360.06%
175ISHARES TR4642871502,079$309,1760.06%
176KRANESHARES TRUST5007673069,038$307,7440.06%
177ENERGY TRANSFER L PET-PI18,590$306,5490.06%
178VANGUARD INDEX FDS9229086291,053$305,6020.05%
179AMGEN INCAMGN933$305,3800.05%
180INVESCO EXCHANGE TRADED FD TIVZ1,591$304,8380.05%
181ALNYLAM PHARMACEUTICALS INCALNY760$302,2140.05%
182ISHARES TR464287614635$300,5460.05%
183F5 INCFFIV1,174$299,6750.05%
184M/I HOMES INCMHO2,333$298,5070.05%
185VANGUARD SCOTTSDALE FDS92206C6802,419$294,5480.05%
186XPEL INCXPEL5,857$292,3230.05%
187CASEYS GEN STORES INC147528103528$291,8310.05%
188COREWEAVE INCCRWV4,065$291,0950.05%
189SPDR SERIES TRUST78464A4749,502$286,9600.05%
190SOUTHERN COSOMN3,265$284,7080.05%
191EMCOR GROUP INCEME460$281,4230.05%
192PHILLIPS 66PSX2,178$281,0490.05%
193AMERICAN EXPRESS COAXP755$279,3120.05%
194DISNEY WALT CO2546871062,444$278,0790.05%
195ISHARES TR4642874731,969$277,7270.05%
196POWELL INDS INC739128106868$276,7010.05%
197CRANE COMPANYCR1,500$276,6450.05%
198ISHARES TR46438G5708,835$275,9170.05%
199LULULEMON ATHLETICA INCLULU1,325$275,3480.05%
200DRDGOLD LIMITEDDRDGF8,862$274,8110.05%
201WALMART INCWMT2,458$273,8460.05%
202RLI CORPRLI4,267$273,0030.05%
203DECKERS OUTDOOR CORPDECK2,629$272,5480.05%
204GREEN BRICK PARTNERS INCGRBK-PA4,330$271,3180.05%
205FIRST BANCORP P R31867270613,009$269,6770.05%
206ISHARES TR4642874323,000$261,4800.05%
207INFOSYS LTDINFY14,564$259,5300.05%
208SELECT SECTOR SPDR TR81369Y8866,044$258,0180.05%
209IES HLDGS INCIESC658$255,9750.05%
210INVENTRUST PPTYS CORP46124J2018,885$250,6460.05%
211FIRST TR EXCHANGE TRADED FD33738R5063,541$245,9930.04%
212KINSALE CAP GROUP INC49714P108627$245,2320.04%
213RESMED INCRSMDF1,002$241,3520.04%
214SPDR S&P MIDCAP 400 ETF TRMDY400$241,3120.04%
215ISHARES TR4642885132,990$241,0840.04%
216MARATHON PETE CORPMARA1,448$235,4880.04%
217ARISTA NETWORKS INCANET1,797$235,4610.04%
218AB ACTIVE ETFS INC00039J8306,400$229,9520.04%
219CONSTELLATION ENERGY CORPCEG648$228,9190.04%
220VANGUARD INDEX FDS922908538817$228,0570.04%
221PAYLOCITY HLDG CORPPCTY1,480$225,7000.04%
222COPART INCCPRT5,760$225,5040.04%
223BRISTOL-MYERS SQUIBB COCELG-RI4,171$224,9840.04%
224LOGITECH INTL S AH504302322,239$224,3930.04%
225KIMBERLY-CLARK CORPKMB2,222$224,2270.04%
226ABM INDS INC0009571005,250$222,0750.04%
227XPO INCXPO1,625$220,8540.04%
228BANK MONTREAL QUE0636711011,700$220,6430.04%
229KB HOMEKBH3,883$219,0400.04%
230ANNALY CAPITAL MANAGEMENT INNLY-PJ9,791$218,9270.04%
231J P MORGAN EXCHANGE TRADED F46654Q2033,750$217,9500.04%
232HONEYWELL INTL INC4385161061,096$213,8750.04%
233AXON ENTERPRISE INCAXON373$211,8380.04%
234CMS ENERGY CORPCMS-PC3,000$209,7900.04%
235VANGUARD WHITEHALL FDS9219464061,455$208,8220.04%
236OMEGA HEALTHCARE INVS INC6819361004,708$208,7330.04%
237CITIGROUP INCC-PR1,785$208,2920.04%
238VANGUARD SCOTTSDALE FDS92206C8473,699$206,4040.04%
239FIRST TR EXCHANGE TRADED FD33738R1182,097$203,0730.04%
240UNITEDHEALTH GROUP INCUNH612$202,0280.04%
241QUALYS INCQLYS1,515$201,3440.04%
242ARCHER AVIATION INCACHR-WT25,000$188,0000.03%
243NEUMORA THERAPEUTICS INC.NMRA100,000$179,0000.03%
244DOUBLELINE OPPORTUNISTIC CRDBL11,248$171,5360.03%
245DELCATH SYS INCDCTH15,000$151,5000.03%
246EVOLV TECHNOLOGIES HLDNGS INEVLVW16,335$116,9590.02%
247UWM HOLDINGS CORPORATIONUWMC15,229$66,7020.01%
248CHERRY HILL MTG INVT CORP16465110111,000$28,0500.01%
249LINEAGE CELL THERAPEUTICS IN53566P10915,000$25,0500.00%
250PRESURANCE HOLDINGS INCPRHIZ16,469$11,7370.00%