What does SkyOak Wealth, LLC hold?

SkyOak Wealth, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1800379.

What is SkyOak Wealth, LLC's AUM?

SkyOak Wealth, LLC reported approximately $612.1M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $692.7M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source SkyOak Wealth, LLC's holdings?

All SkyOak Wealth, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1800379. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is SkyOak Wealth, LLC's 13F data updated on 13F Pro?

SkyOak Wealth, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

SkyOak Wealth, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1800379

Institutional-grade research for retail investors

Sector Allocation

Other63.5%$388.9M
Technology14.9%$91.4M
Financials6.4%$39.1M
Healthcare5.0%$30.6M
Consumer Discretionary2.6%$15.7M
Industrials2.1%$13.0M
Consumer Staples1.6%$9.6M
Utilities1.4%$8.3M
Real Estate1.1%$7.0M
Communication Services0.7%$4.1M

AUM History

13fpro.ai/research/fund/skyoak-wealth-llc-1800379

Conviction and streaks

Stable · top 10 = 36.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold4.8% weight · held 10 quarters

$Conviction hold4.3% weight · held 10 quarters

$AAPLConviction hold4.0% weight · held 10 quarters

$Conviction hold3.8% weight · held 10 quarters

$Accumulating+229% shares · 9 quarters running

$Accumulating+277% shares · 9 quarters running

$Accumulating+16% shares · 9 quarters running

$Accumulating+49% shares · 9 quarters running

$MMMAccumulating+12% shares · 7 quarters running

$Trimming-19% shares · 9 quarters running

$VZTrimming-51% shares · 9 quarters running

$PFHTrimming-38% shares · 9 quarters running

$Trimming-21% shares · 8 quarters running

$AWRTrimming-7% shares · 7 quarters running

Largest positions — Q2 2026

SPDR
$29.7M
J
$29.4M
SCHWAB
$26.6M
AAPL
$24.4M
ISHARES
$23.4M
ISHARES
$20.9M
ISHARES
$19.7M
LLY
$19.6M
SPDR
$16.7M
J
$14.8M
SELECT
$13.2M
AMERICAN
$11.2M
ISHARES
$10.4M
BLACKROCK
$10.0M
JPM
$8.8M
VANGUARD
$8.8M
MS
$8.6M
J
$8.4M
FIRST
$8.0M
STRATEGY
$8.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/skyoak-wealth-llc-1800379

SkyOak Wealth, LLC 13F holdings — Q2 2026

$612.1M portfolio (+12.1% QoQ) · 252 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio

Includes $458 of put/call options ($0 puts, $458 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $612.1M. Weights use the stock portfolio.

1
SPDR SERIES TRUST - ST STR P500VAL
$29.7M
4.8% of stocks
-6%This quarter—Since Q-end—Held
AIQuality—Est. buy—
2
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
$29.4M
4.8% of stocks
+6%This quarter—Since Q-end—Held
AIQuality—Est. buy—
3
SCHWAB STRATEGIC TR - US LCAP GR ETF
$26.6M
4.3% of stocks
+3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
4
Apple Inc.
$AAPL
$24.4M
4.0% of stocks
-0.1%This quarter—Since Q-end—Held
AIQuality75.7#88Est. buy—
5
ISHARES TR - 7-10 YR TRSY BD
$23.4M
3.8% of stocks
+53%This quarter—Since Q-end—Held
AIQuality—Est. buy—
6
ISHARES TR - CORE S&P US VLU
$20.9M
3.4% of stocks
-5%This quarter—Since Q-end—Held
AIQuality—Est. buy—
7
ISHARES TR - CORE MSCI EAFE
$19.7M
3.2% of stocks
+6%This quarter—Since Q-end—Held
AIQuality—Est. buy—
8
ELI LILLY & Co
$LLY
$19.6M
3.2% of stocks
+0.7%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
9
SPDR SERIES TRUST - ST STR P500ETF
$16.7M
2.7% of stocks
-0.8%This quarter—Since Q-end—Held
AIQuality—Est. buy—
10
J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE
$14.8M
2.4% of stocks
+7%This quarter—Since Q-end—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	SPDR SERIES TRUST - ST STR P500VAL	$29.7M	4.8%	-6%	—	—	—	—
2	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	$29.4M	4.8%	+6%	—	—	—	—
3	SCHWAB STRATEGIC TR - US LCAP GR ETF	$26.6M	4.3%	+3%	—	—	—	—
4	Apple Inc.$AAPL	$24.4M	4.0%	-0.1%	—	—	75.7#88	—
5	ISHARES TR - 7-10 YR TRSY BD	$23.4M	3.8%	+53%	—	—	—	—
6	ISHARES TR - CORE S&P US VLU	$20.9M	3.4%	-5%	—	—	—	—
7	ISHARES TR - CORE MSCI EAFE	$19.7M	3.2%	+6%	—	—	—	—
8	ELI LILLY & Co$LLY	$19.6M	3.2%	+0.7%	—	—	AI quality score is Pro: unlock with a free trial	—
9	SPDR SERIES TRUST - ST STR P500ETF	$16.7M	2.7%	-0.8%	—	—	—	—
10	J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE	$14.8M	2.4%	+7%	—	—	—	—

All holdings — SkyOak Wealth, LLC (Q2 2026)

Sort

252 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund	—	$13.2M	2.1%	69K	-0.2%	—	—	13F
12	—	AMERICAN CENTY ETF TR - US SML CP VALUetf/fund	—	$11.2M	1.8%	90K	+34%	—	—	13F
13	—	ISHARES TR - CORE S&P SCP ETFetf/fund	—	$10.4M	1.7%	70K	+2%	—	—	13F
14	—	BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund	—	$10.0M	1.6%	147K	-2%	—	—	13F
15	$JPM	JPMORGAN CHASE & CO	Financials	$8.8M	1.4%	27K	+1.0%	—	AI quality score is Pro: unlock with a free trial	13F
16	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund	—	$8.8M	1.4%	148K	+26%	—	—	13F
17	$MS	MORGAN STANLEY	Financials	$8.6M	1.4%	41K	-2%	—	AI quality score is Pro: unlock with a free trial	13F
18	—	J P MORGAN EXCHANGE TRADED F - INCOME ETFetf/fund	—	$8.4M	1.4%	182K	-3%	—	—	13F
19	—	FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETFetf/fund	—	$8.0M	1.3%	106K	-2%	—	—	13F
20	—	STRATEGY SHS - DAY HAGAN SMART	—	$8.0M	1.3%	145K	-2%	—	—	13F
21	—	VANGUARD INDEX FDS - SML CP GRW ETFetf/fund	—	$8.0M	1.3%	22K	-4%	—	—	13F
22	$NVDA	NVIDIA CORP	Technology	$8.0M	1.3%	40K	-3%	—	AI quality score is Pro: unlock with a free trial	13F
23	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund	—	$7.8M	1.3%	33K	-0.3%	—	—	13F
24	$GOOG	Alphabet Inc.	Technology	$7.8M	1.3%	22K	-6%	—	AI quality score is Pro: unlock with a free trial	13F
25	$AMZN	AMAZON COM INC	Consumer Discretionary	$7.6M	1.3%	32K	-12%	—	AI quality score is Pro: unlock with a free trial	13F
26	—	VANGUARD INDEX FDS - SM CP VAL ETF	—	$7.3M	1.2%	30K	-4%
27	—	ARK ETF TR - INNOVATION ETF	—	$7.2M	1.2%	89K	-3%
28	$GOOGL	Alphabet Inc.	Technology	$6.7M	1.1%	19K	-0.2%
29	$META	Meta Platforms, Inc.	Technology	$6.6M	1.1%	12K	-1%
30	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$6.4M	1.1%	8,696	-0.7%
31	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$6.0M	1.0%	21K	+3%
32	$STWD	STARWOOD PROPERTY TRUST, INC.	Real Estate	$5.6M	0.9%	345K	-0.6%
33	$MSFT	MICROSOFT CORP	Technology	$5.5M	0.9%	15K	-8%
34	$LNTH	Lantheus Holdings, Inc.	Healthcare	$4.9M	0.8%	44K	-31%
35	—	PIMCO ETF TR - ENHNCD LW DUR AC	—	$4.7M	0.8%	49K	+2%
36	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$4.4M	0.7%	78K	+33%
37	—	GOLDMAN SACHS ETF TR - ACTIVEBETA US LG	—	$4.2M	0.7%	30K	-4%
38	—	SPDR SERIES TRUST - ST STR P500GRW	—	$4.0M	0.7%	33K	+3%
39	—	PIMCO ETF TR - ENHAN SHRT MA AC	—	$3.9M	0.6%	39K	-18%
40	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$3.9M	0.6%	77K	+3%
41	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL	—	$3.7M	0.6%	73K	+8%
42	$PG	PROCTER & GAMBLE Co	Consumer Staples	$3.7M	0.6%	25K	-3%
43	—	SPDR SERIES TRUST - ST STR SP600 SML	—	$3.6M	0.6%	63K	+4%
44	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$3.4M	0.6%	11K	+0.5%
45	$EMR	EMERSON ELECTRIC CO	Industrials	$3.4M	0.6%	24K	-2%
46	—	AMERICAN CENTY ETF TR - FOCUSED LRG CAP	—	$3.4M	0.6%	42K	—
47	$NEE	NEXTERA ENERGY INC	Utilities	$3.4M	0.6%	39K	-1%
48	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$3.4M	0.6%	9,144	+1%
49	$SPY	SPDR S&P 500 ETF TRUST	—	$3.3M	0.5%	4,405	+1.0%
50	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$3.2M	0.5%	4,672	+0.5%
51	$TSLA	Tesla, Inc.	Consumer Discretionary	$3.0M	0.5%	7,232	-1%
52	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$3.0M	0.5%	6,034	+8%
53	$AWR	AMERICAN STATES WATER CO	Utilities	$3.0M	0.5%	36K	-1%
54	$V	VISA INC.	Financials	$2.7M	0.4%	7,765	-4%
55	$CIEN	CIENA CORP	Technology	$2.5M	0.4%	5,139	-9%
56	$AVGO	Broadcom Inc.	Technology	$2.5M	0.4%	6,636	-20%
57	$MU	MICRON TECHNOLOGY INC	Technology	$2.5M	0.4%	2,135	-30%
58	$CVX	CHEVRON CORP	Energy	$2.4M	0.4%	14K	+0.2%
59	—	ISHARES TR - RUS 2000 VAL ETF	—	$2.3M	0.4%	11K	-13%
60	—	VANGUARD INDEX FDS - GROWTH ETF	—	$2.3M	0.4%	27K	+556%
61	—	GOLDMAN SACHS ETF TR - HEDGE IND ETF	—	$2.3M	0.4%	12K	—
62	—	SPDR SERIES TRUST - ST STR CONV ETF	—	$2.2M	0.4%	21K	-0.9%
63	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$2.1M	0.3%	2,291	+10%
64	$UL	UNILEVER PLC	Consumer Staples	$2.0M	0.3%	33K	-5%
65	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.9M	0.3%	34K	-3%
66	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.9M	0.3%	16K	-4%
67	$MCD	MCDONALDS CORP	Consumer Discretionary	$1.8M	0.3%	6,647	—
68	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$1.7M	0.3%	41K	-2%
69	—	ISHARES TR - CORE S&P500 ETF	—	$1.7M	0.3%	2,271	-2%
70	$ABBV	AbbVie Inc.	Healthcare	$1.7M	0.3%	6,725	—
71	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$1.6M	0.3%	19K	+1%
72	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	—	$1.6M	0.3%	17K	-15%
73	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$1.6M	0.3%	2	—
74	$LRCX	LAM RESEARCH CORP	Technology	$1.5M	0.3%	3,575	-11%
75	$CMI	CUMMINS INC	Industrials	$1.4M	0.2%	2,000	—
76	$NOW	ServiceNow, Inc.	Technology	$1.4M	0.2%	14K	-4%
77	—	PROSHARES TR - PSHS ULT S&P 500	—	$1.3M	0.2%	19K	-6%
78	$QCOM	QUALCOMM INC/DE	Technology	$1.3M	0.2%	6,815	-3%
79	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	—	$1.2M	0.2%	21K	+11%
80	$TMUS	T-Mobile US, Inc.	Communication Services	$1.2M	0.2%	6,929	—
81	$IBIT	iShares Bitcoin Trust ETF	Financials	$1.2M	0.2%	35K	-41%
82	$CAT	CATERPILLAR INC	Industrials	$1.1M	0.2%	1,064	—
83	—	ISHARES TR - RUSSELL 3000 ETF	—	$1.1M	0.2%	2,640	-1%
84	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$1.1M	0.2%	22K	New
85	$GLD	SPDR GOLD TRUST	Financials	$1.1M	0.2%	2,992	—
86	$KO	COCA COLA CO	Consumer Staples	$1.0M	0.2%	13K	-2%
87	$PLTR	Palantir Technologies Inc.	Technology	$1.0M	0.2%	8,682	+16%
88	$AMD	ADVANCED MICRO DEVICES INC	Technology	$995K	0.2%	1,712	-37%
89	$LMT	LOCKHEED MARTIN CORP	Industrials	$951K	0.2%	1,867	+75%
90	$TXN	TEXAS INSTRUMENTS INC	Technology	$920K	0.1%	3,085	—
91	$IDXX	IDEXX LABORATORIES INC /DE	Healthcare	$914K	0.1%	1,736	—
92	$ORCL	ORACLE CORP	Technology	$909K	0.1%	6,200	+68%
93	—	PROSHARES TR - S&P 500 DV ARIST	—	$901K	0.1%	16K	+100%
94	$TD	TORONTO DOMINION BANK	Financials	$898K	0.1%	7,398	—
95	$CRWD	CrowdStrike Holdings, Inc.	Technology	$898K	0.1%	1,177	-38%
96	$PANW	Palo Alto Networks Inc	Technology	$883K	0.1%	2,590	-54%
97	—	ISHARES TR - RUS 2000 GRW ETF	—	$878K	0.1%	2,229	-0.2%
98	$MA	Mastercard Inc	Financials	$873K	0.1%	1,700	—
99	$INTC	INTEL CORP	Technology	$863K	0.1%	6,183	+33%
100	$TRV	TRAVELERS COMPANIES, INC.	Financials	$843K	0.1%	2,553	—
101	—	ISHARES TR - ISHS 1-5YR INVS	—	$840K	0.1%	16K	+0.8%
102	—	ISHARES TR - S&P 500 GRWT ETF	—	$839K	0.1%	6,102	-0.0%
103	$JNJ	JOHNSON & JOHNSON	Healthcare	$830K	0.1%	3,269	—
104	$NOC	NORTHROP GRUMMAN CORP /DE/	Technology	$823K	0.1%	1,615	+413%
105	—	ISHARES TR - RUSSELL 2000 ETF	—	$821K	0.1%	2,732	-0.1%
106	$MAR	MARRIOTT INTERNATIONAL INC /MD/	Consumer Discretionary	$816K	0.1%	2,203	—
107	$RTX	RTX Corp	Industrials	$809K	0.1%	4,265	—
108	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX	—	$801K	0.1%	6,596	+0.0%
109	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$782K	0.1%	9,889	-1%
110	—	ISHARES TR - MSCI EAFE ETF	—	$721K	0.1%	6,942	+5%
111	$PFH	PRUDENTIAL FINANCIAL INC	Financials	$719K	0.1%	6,658	-5%
112	$T	AT&T INC.	Communication Services	$694K	0.1%	34K	-23%
113	—	ISHARES TR - 1 3 YR TREAS BD	—	$689K	0.1%	8,386	—
114	—	ISHARES TR - DOW JONES US ETF	—	$680K	0.1%	3,730	—
115	$AFL	AFLAC INC	Financials	$664K	0.1%	5,661	—
116	—	ISHARES TR - SELECT DIVID ETF	—	$662K	0.1%	4,234	-2%
117	$ULTA	Ulta Beauty, Inc.	Consumer Discretionary	$660K	0.1%	1,463	+46%
118	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$654K	0.1%	1,252	+0.1%
119	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$652K	0.1%	19K	—
120	$XOM.R34088	EXXON MOBIL CORP	Energy	$646K	0.1%	4,724	—
121	—	ISHARES TR - S&P 100 ETF	—	$634K	0.1%	1,734	+0.1%
122	$UBER	Uber Technologies, Inc	Technology	$632K	0.1%	8,765	-10%
123	—	FIRST TR EXCHANGE-TRADED FD - SSI STRG ETF	—	$620K	0.1%	12K	—
124	$STX	Seagate Technology Holdings plc	Technology	$602K	0.1%	623	-14%
125	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$592K	0.1%	12K	—
126	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$592K	0.1%	8,308	+3%
127	$VEEV	VEEVA SYSTEMS INC	Technology	$589K	0.1%	3,320	—
128	$F	FORD MOTOR CO	Consumer Discretionary	$576K	0.1%	41K	+0.0%
129	—	ISHARES TR - SP SMCP600VL ETF	—	$565K	0.1%	4,136	—
130	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$563K	0.1%	18K	+0.2%
131	—	ISHARES TR - S&P 500 VAL ETF	—	$556K	0.1%	2,450	-0.3%
132	$SUI	SUN COMMUNITIES INC	Real Estate	$550K	0.1%	4,589	—
133	$FITB	FIFTH THIRD BANCORP	Financials	$550K	0.1%	9,756	-82%
134	$UNP	UNION PACIFIC CORP	Industrials	$543K	0.1%	1,998	—
135	$ESLT	ELBIT SYSTEMS LTD	Industrials	$531K	0.1%	700	+40%
136	$CSX	CSX CORP	Industrials	$506K	0.1%	11K	—
137	—	SPDR SERIES TRUST - ST STR SP DIV	—	$503K	0.1%	3,308	—
138	$AVAV	AeroVironment Inc	Industrials	$495K	0.1%	3,000	—
139	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	—	$495K	0.1%	9,552	+0.1%
140	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$493K	0.1%	3,107	—
141	$ED	CONSOLIDATED EDISON INC	Utilities	$493K	0.1%	4,453	—
142	$GRMN	GARMIN LTD	Technology	$466K	0.1%	1,960	—
143	—	ISHARES TR - RUS MD CP GR ETF	—	$450K	0.1%	3,072	—
144	—	ISHARES TR - RUS 1000 ETF	—	$432K	0.1%	1,055	-4%
145	$GM	General Motors Co	Consumer Discretionary	$431K	0.1%	5,590	—
146	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$429K	0.1%	15K	—
147	$UPS	UNITED PARCEL SERVICE INC	Industrials	$427K	0.1%	3,974	-12%
148	—	ISHARES TR - GLOBAL 100 ETF	—	$427K	0.1%	3,123	—
149	—	VANGUARD INDEX FDS - MID CAP ETF	—	$415K	0.1%	5,156	+300%
150	—	VANGUARD INDEX FDS - LARGE CAP ETF	—	$414K	0.1%	1,203	—

What changed in Q2 2026

Against the previous quarter's 13F: 21 new, 64 added to, 87 trimmed, 24 sold out. Share-count changes; largest moves by dollar size first.

New positions (21)

$FBTCFidelity Wise Origin Bitcoin Fund$1.1M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$303K
first bought this quarter
$PGRPROGRESSIVE CORP/OH/$287K
first bought this quarter
$EWBCEAST WEST BANCORP INC$282K
first bought this quarter
$APPAppLovin Corp$258K
first bought this quarter
$CHCOCITY HOLDING CO$250K
first bought this quarter

+15 more in the Excel export

Added to (64)

ISHARES TR - 7-10 YR TRSY BD+53%
now $23.4M
AMERICAN CENTY ETF TR - US SML CP VALU+34%
now $11.2M
VANGUARD INDEX FDS - GROWTH ETF+556%
now $2.3M
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF+26%
now $8.8M
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+6%
now $29.4M
ISHARES TR - CORE MSCI EAFE+6%
now $19.7M

+58 more in the Excel export

Trimmed (87)

$FITBFIFTH THIRD BANCORP-82%
now $550K
$LNTHLantheus Holdings, Inc.-31%
now $4.9M
SPDR SERIES TRUST - ST STR P500VAL-6%
now $29.7M
ISHARES TR - CORE S&P US VLU-5%
now $20.9M
$AMZNAMAZON COM INC-12%
now $7.6M
$MUMICRON TECHNOLOGY INC-30%
now $2.5M

+81 more in the Excel export

Sold out (24)

$GEGENERAL ELECTRIC COwas $708K
held 4 qtrs
$CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTDwas $486K
held 3 qtrs
$ASTSAST SpaceMobile, Inc.was $441K
held 1 qtr
$ASMLASML HOLDING NVwas $419K
held 1 qtr
$OKTAOkta, Inc.was $405K
held 2 qtrs
$RKLBRocket Lab Corpwas $385K

+18 more in the Excel export

Firm AUM (Form ADV): $692.7M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F SkyOak Wealth, LLC has filed, 26 earlier quarters. Pick one to see what it held then.

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Portfolio Overview

SkyOak Wealth, LLC disclosed 252 positions worth $612.1M in its Form 13F-HR for Q2 2026 — $612.1M in common stock plus $458 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 21 new positions and exited 24 — including a new stake in $FBTC and a full exit from $GE. The portfolio is most concentrated in Other (63.5% of disclosed assets). All figures are sourced directly from SkyOak Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1800379.

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AI-Powered Hedge Fund Analysis: SkyOak Wealth, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For SkyOak Wealth, LLC (SEC CIK: 1800379), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in SkyOak Wealth, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.