SkyOak Wealth, LLC - Portfolio Stock Holdings
SkyOak Wealth, LLC disclosed 274 stock positions in a recent SEC 13F filing. $611,186,079 of stock holdings were filed, with the largest holdings including SPYV, JPST, and SCHG. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $692,739,420 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
274Est. Stock Holding Value:
$611,186,079Top Stock Holdings By Sector
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Portfolio Stock Holdings - SkyOak Wealth, LLC
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Portfolio Options Holdings - SkyOak Wealth, LLC
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