§ 13F · FUND PROFILE
SkyOak Wealth, LLC.
AUM · $612M (13F)Positions · 252Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | 488K | $30M | 4.8% | −6% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 581K | $29M | 4.8% | +6% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 786K | $27M | 4.3% | +3% |
| 4 | AAPL | APPLE INC | 84K | $24M | 4.0% | ±0% |
| 5 | IEF | ISHARES TR | 248K | $23M | 3.8% | +53% |
| 6 | IUSV | ISHARES TR | 189K | $21M | 3.4% | −5% |
| 7 | IEFA | ISHARES TR | 204K | $20M | 3.2% | +6% |
| 8 | LLY | ELI LILLY & CO | 16K | $20M | 3.2% | +1% |
| 9 | SPYM | SPDR SERIES TRUST | 190K | $17M | 2.7% | −1% |
| 10 | JSCP | J P MORGAN EXCHANGE TRADED F | 313K | $15M | 2.4% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SKYOAK SIGNAL
AC read
SkyOak Wealth, LLC is a Other fund managing $612 million in assets. The fund runs a broad portfolio of 252 positions.
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