Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SkyOak Wealth, LLC (CIK 1800379) reported $546.1M across 255 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYV ($29.4M, 5.38%), JPST ($27.8M, 5.09%), SCHG ($22.2M, 4.06%), AAPL ($21.4M, 3.93%), IUSV ($20.5M, 3.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $29.4M | 5.38% | 519,061 | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $27.8M | 5.09% | 549,606 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $22.2M | 4.06% | 760,537 | Added |
| 4 | AAPL | APPLE INC | $21.4M | 3.93% | 84,499 | Trimmed |
| 5 | IUSV | ISHARES TR | $20.5M | 3.75% | 200,476 | Trimmed |
| 6 | IEFA | ISHARES TR | $17.4M | 3.18% | 191,749 | Added |
| 7 | IEF | ISHARES TR | $15.4M | 2.83% | 161,754 | Added |
| 8 | LLY | ELI LILLY & CO | $14.9M | 2.73% | 16,205 | Trimmed |
| 9 | SPLG | SPDR SERIES TRUST | $14.7M | 2.68% | 191,412 | Added |
| 10 | JSCP | J P MORGAN EXCHANGE TRADED F | $13.8M | 2.52% | 291,446 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $9.2M | 1.69% | 69,398 | Trimmed |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | $8.7M | 1.59% | 188,237 | Added |
| 13 | DYNF | BLACKROCK ETF TRUST | $8.7M | 1.59% | 149,638 | Trimmed |
| 14 | IJR | ISHARES TR | $8.5M | 1.56% | 68,485 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $7.9M | 1.44% | 26,710 | Added |
| 16 | AMZN | AMAZON COM INC | $7.6M | 1.40% | 36,612 | Added |
| 17 | AVUV | AMERICAN CENTY ETF TR | $7.4M | 1.36% | 67,124 | Added |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $7.2M | 1.31% | 33,276 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $7.2M | 1.31% | 41,018 | Trimmed |
| 20 | SSUS | STRATEGY SHS | $6.9M | 1.26% | 147,572 | Added |
| 21 | VBK | VANGUARD INDEX FDS | $6.9M | 1.26% | 22,683 | Trimmed |
| 22 | MS | MORGAN STANLEY | $6.9M | 1.26% | 41,878 | Trimmed |
| 23 | VBR | VANGUARD INDEX FDS | $6.8M | 1.25% | 31,480 | Added |
| 24 | META | META PLATFORMS INC | $6.8M | 1.24% | 11,848 | Trimmed |
| 25 | GOOG | ALPHABET INC | $6.7M | 1.23% | 23,451 | Added |
Source: SEC Form 13F filings · as of 2026-03-31