SkyOak Wealth, LLC: 13F holdings
CIK 18003792026Q2
| Positions | 251 |
|---|
| Reported value | $612.1m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 251 (-4 vs prior quarter) |
|---|
| Reported value | $612.1m (+12.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYV SPDR SERIES TRUST | 487,942 | $29.7m | 4.8% |
| JPST J P MORGAN EXCHANGE TRADED F | 581,430 | $29.4m | 4.8% |
| SCHG SCHWAB STRATEGIC TR | 786,395 | $26.6m | 4.3% |
| AAPL APPLE INC | 84,424 | $24.4m | 4.0% |
| IEF ISHARES TR | 247,664 | $23.4m | 3.8% |
| QQQE ISHARES TR | 189,458 | $20.9m | 3.4% |
| IEFA ISHARES TR | 204,042 | $19.7m | 3.2% |
| LLY ELI LILLY & CO | 16,314 | $19.6m | 3.2% |
| SPYM SPDR SERIES TRUST | 189,822 | $16.7m | 2.7% |
| JSCP J P MORGAN EXCHANGE TRADED F | 313,090 | $14.8m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800379")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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