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

SkyOak Wealth, LLC

$546M in tracked AUM across 255 positions as of Q1 2026.

SW
CIK 0001800379 · last filed Mar 31, 2026
Total AUM
$546M
as of Q1 2026
Holdings
255
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$546M▼ 1.8%
255 positionsView →2025Q4Dec 31
$556M▲ 5.0%
250 positionsView →2025Q3Sep 30
$529M▲ 6.4%
250 positionsView →2025Q2Jun 30
$498M▲ 9.0%
246 positionsLocked2025Q1Mar 31
$457M▼ 2.3%
245 positionsLocked2024Q4Dec 31
$467M▲ 3.5%
255 positionsLocked2024Q3Sep 30
$452M▲ 5.4%
242 positionsLocked2024Q2Jun 30
$428M▲ 2.5%
246 positionsLocked2024Q1Mar 31
$418M▲ 8.8%
249 positionsLocked2023Q4Dec 31
$384M▲ 12.3%
241 positionsLocked2023Q3Sep 30
$342M▼ 3.3%
237 positionsLocked2023Q2Jun 30
$354M▲ 8.0%
244 positionsLocked
Showing 12 of 26