SkyOak Wealth, LLC

Q4 2025 13F-HR Holdings

Location
Southfield, MI
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
250
Total value ($000)
$555,980
Net value change ($000)
+26,544 (5.0%)
New positions
22
Sold out positions
20
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LLY 4,318 31.6%
SPYV 3,137 12.5%
CMA 2,909 318.3%
UL 2,343 NEW
JPST 1,766 6.8%
IEF 1,327 11.0%
JSCP 1,320 11.4%
IEFA 1,280 8.3%
LNTH 1,213 40.6%
MSFT 1,095 19.6%
Top Reduces (Value $000, Stocks/ETFs)
Unilever PLC -2,416 -100.0%
ARKK -1,167 -14.1%
META -862 -9.8%
BIL -668 -19.8%
JEPI -534 -14.2%
BTCL -436 -48.1%
DAL -432 -100.0%
NOW -418 -16.8%
PAG -418 -100.0%
ACLS -408 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type