SkyOak Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Southfield, MI
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
255
Total value ($000)
$546,070
Net value change ($000)
-9,910 (-1.8%)
New positions
29
Sold out positions
24
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FITB 2,587 NEW
IEF 2,001 14.9%
IBIT 1,378 154.5%
AVUV 1,247 20.2%
SPYV 1,134 4.0%
JSCP 888 6.9%
JPIE 825 10.5%
LNTH 675 16.1%
IEFA 670 4.0%
CVX 664 28.8%
Top Reduces (Value $000, Stocks/ETFs)
CMA -3,823 -100.0%
LLY -3,057 -17.0%
AAPL -1,861 -8.0%
SCHG -1,641 -6.9%
JMST -1,343 -28.1%
META -1,189 -14.9%
XLK -1,129 -10.9%
IBM -998 -16.5%
BIL -844 -31.2%
ARKK -835 -11.8%
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