SkyOak Wealth, LLC 13F Holdings · Q2 2026
SkyOak Wealth, LLC reported 251 securities worth $612.09M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYV (4.85%), JPST (4.80%), SCHG (4.35%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $29.7M | 4.85% | 487,942 | Trimmed |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $29.4M | 4.80% | 581,430 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $26.6M | 4.35% | 786,395 | Added |
| 4 | AAPL | APPLE INC | $24.4M | 3.99% | 84,424 | Trimmed |
| 5 | IEF | ISHARES TR | $23.4M | 3.83% | 247,664 | Added |
| 6 | IUSV | ISHARES TR | $20.9M | 3.41% | 189,458 | Trimmed |
| 7 | IEFA | ISHARES TR | $19.7M | 3.22% | 204,042 | Added |
| 8 | LLY | ELI LILLY & CO | $19.6M | 3.20% | 16,314 | Added |
| 9 | SPYM | SPDR SERIES TRUST | $16.7M | 2.73% | 189,822 | Trimmed |
| 10 | JSCP | J P MORGAN EXCHANGE TRADED F | $14.8M | 2.41% | 313,090 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $13.2M | 2.15% | 69,234 | Trimmed |
| 12 | AVUV | AMERICAN CENTY ETF TR | $11.2M | 1.83% | 89,676 | Added |
| 13 | IJR | ISHARES TR | $10.4M | 1.70% | 70,005 | Added |
| 14 | DYNF | BLACKROCK ETF TRUST | $10.0M | 1.64% | 147,220 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $8.8M | 1.44% | 26,977 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $8.8M | 1.44% | 147,895 | Added |
| 17 | MS | MORGAN STANLEY | $8.6M | 1.40% | 40,946 | Trimmed |
| 18 | JPIE | J P MORGAN EXCHANGE TRADED F | $8.4M | 1.37% | 181,837 | Trimmed |
| 19 | FV | FIRST TR EXCHANGE TRADED FD | $8.0M | 1.31% | 105,819 | Trimmed |
| 20 | SSUS | STRATEGY SHS | $8.0M | 1.31% | 144,880 | Trimmed |
| 21 | VBK | VANGUARD INDEX FDS | $8.0M | 1.31% | 21,886 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $8.0M | 1.30% | 39,918 | Trimmed |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $7.8M | 1.28% | 33,160 | Trimmed |
| 24 | GOOG | ALPHABET INC | $7.8M | 1.27% | 22,057 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $7.6M | 1.25% | 32,066 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR