SkyOak Wealth, LLC — 13F holdings

SkyOak Wealth, LLC reported 252 holdings worth $612M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. SPYV SPDR SERIES TRUST — $29.7M (4.8%)
2. JPST J P MORGAN EXCHANGE TRADED F — $29.4M (4.8%)
3. SCHG SCHWAB STRATEGIC TR — $26.6M (4.3%)
4. AAPL APPLE INC — $24.4M (4.0%)
5. IEF ISHARES TR — $23.4M (3.8%)
6. IUSV ISHARES TR — $20.9M (3.4%)
7. IEFA ISHARES TR — $19.7M (3.2%)
8. LLY ELI LILLY & CO — $19.6M (3.2%)
9. SPYM SPDR SERIES TRUST — $16.7M (2.7%)
10. JSCP J P MORGAN EXCHANGE TRADED F — $14.8M (2.4%)