SkyOak Wealth, LLC
SkyOak Wealth, LLC reported 252 positions worth $612.1M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: SPYV (4.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYV | SH | $29.7M | 4.85% | 487,942 | — | — | |
| ▸ 2 | JPST | SH | $29.4M | 4.80% | 581,430 | — | — | |
| ▸ 3 | SCHG | SH | $26.6M | 4.35% | 786,395 | — | — | |
| ▸ 4 | AAPL | SH | $24.4M | 3.99% | 84,424 | — | — | |
| ▸ 5 | IEF | SH | $23.4M | 3.83% | 247,664 | — | — | |
| ▸ 6 | IUSV | SH | $20.9M | 3.41% | 189,458 | — | — | |
| ▸ 7 | IEFA | SH | $19.7M | 3.22% | 204,042 | — | — | |
| ▸ 8 | LLY | SH | $19.6M | 3.20% | 16,314 | — | — | |
| ▸ 9 | SPYM | SH | $16.7M | 2.73% | 189,822 | — | — | |
| ▸ 10 | JSCP | SH | $14.8M | 2.41% | 313,090 | — | — |
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Frequently Asked Questions
What stocks does SkyOak Wealth, LLC hold as of Q2 2026?
SkyOak Wealth, LLC reported 252 positions worth $612.1M in its Q2 2026 13F filing. Largest positions: SPYV (4.8%), JPST (4.8%), SCHG (4.3%), AAPL (4.0%) and IEF (3.8%).
What did SkyOak Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SkyOak Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.