SkyOak Wealth, LLC - Portfolio overview

SkyOak Wealth, LLC has 290 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYV - SPDR SERIES TRUST, 5.14%
2. JPST - J P MORGAN EXCHANGE TRADED F, 4.87%
3. SCHG - SCHWAB STRATEGIC TR, 3.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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