SkyOak Wealth, LLC
All 13F Filings
- Location
- Southfield, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 555,980
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 250 | 555,980 | 13F-HR | SkyOak Wealth, LLC |
| Q3 2025 | 10/23/2025 | 250 | 529,436 | 13F-HR | SkyOak Wealth, LLC |
| Q2 2025 | 7/30/2025 | 246 | 497,648 | 13F-HR | SkyOak Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 413.3 K | 74.3% | 25.96 K | 0 | 25.96 K |
| ETFs | 142.7 K | 25.7% | 790 | 0 | 790 |
| Debt | 0 | 0.0% | 0 | 199 | -199 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
555,980
Holdings
250
QoQ value change ($000)
26,544
(5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.