Long-term investor
Skyoak Wealth, LLC @skyoakwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001800379).
Record
- Tracked since 2025-06-30 (448 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months n/a · 1 year +15.8% · all +15.8%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A508 · 4.8% · long · since 2025-06-30
- 46641Q837 · 4.8% · long · since 2025-06-30
- 808524300 · 4.3% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- 464287440 · 3.8% · long · since 2025-06-30
- 464287663 · 3.4% · long · since 2025-06-30
- 46432F842 · 3.2% · long · since 2025-06-30
- LLY · 3.2% · long · since 2025-06-30
- 78464A854 · 2.7% · long · since 2025-06-30
- 46641Q274 · 2.4% · long · since 2025-06-30
- 81369Y803 · 2.2% · long · since 2025-06-30
- 025072877 · 1.8% · long · since 2025-06-30