SkyOak Wealth, LLC
All 13F Filings
- Location
- Southfield, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 612,088
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 252 | 612,088 | 13F-HR | SkyOak Wealth, LLC |
| Q1 2026 | 4/30/2026 | 255 | 546,070 | 13F-HR | SkyOak Wealth, LLC |
| 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 | 228.4 K | 37.3% | 18.31 K | 0 | 18.31 K |
| ETFs | 383.7 K | 62.7% | 47.72 K | 0 | 47.72 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
612,088
Holdings
252
QoQ value change ($000)
66,018
(12.1%)
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.