§ 13F · FUND PROFILE
SkyOak Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $497.6T (13F)Positions · 246Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | 497K | $28.2T | 5.1% | +10% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 545K | $27.6T | 5.0% | +7% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 729K | $23.8T | 4.3% | +1% |
| 4 | AAPL | APPLE INC | 86K | $23.3T | 4.2% | −2% |
| 5 | IUSV | ISHARES TR | 201K | $20.6T | 3.7% | −1% |
| 6 | LLY | ELI LILLY & CO | 17K | $18.0T | 3.2% | −7% |
| 7 | IEFA | ISHARES TR | 187K | $16.7T | 3.0% | +6% |
| 8 | SPYM | SPDR SERIES TRUST | 190K | $15.2T | 2.7% | −3% |
| 9 | IEF | ISHARES TR | 140K | $13.4T | 2.4% | +11% |
| 10 | JSCP | J P MORGAN EXCHANGE TRADED F | 271K | $12.9T | 2.3% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SKYOAK SIGNAL
AC read
SkyOak Wealth, LLC is a Other fund managing $497648.4 trillion in assets. The fund runs a broad portfolio of 246 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed