§ 13F · FUND PROFILE
SkyOak Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $529M (13F)Positions · 250Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | 519K | $29M | 5.4% | +4% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 550K | $28M | 5.1% | +1% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 761K | $22M | 4.1% | +4% |
| 4 | AAPL | APPLE INC | 84K | $21M | 3.9% | −1% |
| 5 | IUSV | ISHARES TR | 200K | $20M | 3.8% | ±0% |
| 6 | IEFA | ISHARES TR | 192K | $17M | 3.2% | +3% |
| 7 | IEF | ISHARES TR | 162K | $15M | 2.8% | +16% |
| 8 | LLY | ELI LILLY & CO | 16K | $15M | 2.7% | −3% |
| 9 | SPYM | SPDR SERIES TRUST | 191K | $15M | 2.7% | +1% |
| 10 | JSCP | J P MORGAN EXCHANGE TRADED F | 291K | $14M | 2.5% | +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 $529 million in assets. The fund runs a broad portfolio of 250 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed