SKYOAK WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOGL | 22K | $5.25M |
 | ACHR | 21K | $196.39K |
 | ET | 19K | $319.00K |
 | LLY | 18K | $13.64M |
 | CSCO | 17K | $1.17M |
 | CNFR | 16K | $20.26K |
 | EVLV | 16K | $123.33K |
 | FBP | 14K | $299.53K |
 | CMA | 13K | $914.31K |
 | KO | 13K | $860.56K |
 | CVX | 13K | $1.96M |
 | RMTI | 12K | $14.76K |
 | META | 12K | $8.83M |
 | CHMI | 11K | $26.29K |
 | MSFT | 11K | $5.57M |
 | CSX | 11K | $378.18K |
 | RGTI | 10K | $311.96K |
 | UWMC | 10K | $61.67K |
 | NSSC | 9K | $403.17K |
 | IVT | 9K | $254.29K |
Alphabet Inc.
GOOGL
Shares Held
22K
Value
$5.25M
Archer Aviation Inc.
ACHR
Shares Held
21K
Value
$196.39K
Energy Transfer LP
ET
Shares Held
19K
Value
$319.00K
Eli Lilly and Company
LLY
Shares Held
18K
Value
$13.64M
Cisco Systems, Inc.
CSCO
Shares Held
17K
Value
$1.17M
Conifer Holdings, Inc.
CNFR
Shares Held
16K
Value
$20.26K
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
16K
Value
$123.33K
First BanCorp.
FBP
Shares Held
14K
Value
$299.53K
Comerica Incorporated
CMA
Shares Held
13K
Value
$914.31K
The Coca-Cola Company
KO
Shares Held
13K
Value
$860.56K
Chevron Corporation
CVX
Shares Held
13K
Value
$1.96M
Rockwell Medical, Inc.
RMTI
Shares Held
12K
Value
$14.76K
Meta Platforms, Inc.
META
Shares Held
12K
Value
$8.83M
Cherry Hill Mortgage Investment Corporation
CHMI
Shares Held
11K
Value
$26.29K
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.57M
CSX Corporation
CSX
Shares Held
11K
Value
$378.18K
Rigetti Computing, Inc.
RGTI
Shares Held
10K
Value
$311.96K
UWM Holdings Corporation
UWMC
Shares Held
10K
Value
$61.67K
Napco Security Technologies, Inc.
NSSC
Shares Held
9K
Value
$403.17K
InvenTrust Properties Corp.
IVT
Shares Held
9K
Value
$254.29K