13F Insight
DOSSIER · 13F-HR · Q1 2026

SkyOak Wealth, LLC

SkyOak Wealth's hedge fund based in Chicago, IL — $546M in tracked AUM across 255 positions as of Q1 2026.

SW
SkyOak Wealth·Chicago, IL·Hedge Fund
CIK 0001800379 · last filed Mar 31, 2026
Total AUM
$546M
▼ 17.3%
vs prior
Holdings
255
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SkyOak Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYV
SPDR SERIES TRUST
$29M519K5.4%
02
JPST
J P MORGAN EXCHANGE TRADED F
$28M550K5.1%
03
SCHG
SCHWAB STRATEGIC TR
$22M761K4.1%
04
AAPL
APPLE INC
$21M84K3.9%
05
IUSV
ISHARES TR
$20M200K3.8%
06
IEFA
ISHARES TR
$17M192K3.2%
07
IEF
ISHARES TR
$15M162K2.8%
08
LLY
ELI LILLY & CO
$15M16K2.7%
09
SPYM
SPDR SERIES TRUST
$15M191K2.7%
10
JSCP
J P MORGAN EXCHANGE TRADED F
$14M291K2.5%

Filing history

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