SkyOak Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Southfield, MI
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
252
Total value ($000)
$612,088
Net value change ($000)
+66,018 (12.1%)
New positions
20
Sold out positions
24
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IEF 7,984 51.7%
LLY 4,662 31.3%
SCHG 4,458 20.1%
XLK 3,967 43.0%
AVUV 3,773 50.9%
AAPL 2,984 13.9%
VWO 2,505 39.6%
IEFA 2,347 13.5%
SPYM 2,031 13.9%
IJR 1,869 22.0%
Top Reduces (Value $000, Stocks/ETFs)
FITB -2,037 -78.7%
IBIT -1,118 -49.3%
MINT -836 -17.5%
GE -708 -100.0%
CVX -585 -19.7%
T -567 -45.0%
CHKP -486 -100.0%
MSFT -450 -7.5%
ASTS -441 -100.0%
ASML -419 -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