StockDriftsStockDriftsTop 50 Skyoak Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 4.98% | 501.4K | $30.7M | +2.76%(+13.49K) | $43.26(+48.08%) | 2026-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.71% | 576.1K | $29.0M | -0.92%(-5.38K) | $50.47(-0.20%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.69% | 803.4K | $28.9M | +2.17%(+17.04K) | $18.51(+91.75%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.52% | 83.6K | $27.8M | -0.97%(-817) | $70.34(+393.45%) | 2026-09-30 | |
| IEF | ISHARES TR | 3.58% | 246.6K | $22.0M | -0.44%(-1.08K) | $95.08(-4.19%) | 2026-09-30 | |
| IUSV | ISHARES TR | 3.37% | 188.4K | $20.8M | -0.57%(-1.08K) | $61.33(+88.49%) | 2026-09-30 | |
| IEFA | ISHARES TR | 3.32% | 211.3K | $20.5M | +3.54%(+7.21K) | $72.70(+32.86%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 3.02% | 16.1K | $18.6M | -1.56%(-254) | $131.49(+874.90%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 2.74% | 188.0K | $16.9M | -0.99%(-1.87K) | $39.99(+126.58%) | 2026-09-30 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 2.32% | 310.0K | $14.3M | -0.98%(-3.06K) | $46.92(-1.44%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.59% | +58.48% | +7.91% | +46.29% |
| Top 20 Holdings Unweighted | +17.77% | +63.36% | +8.47% | +50.13% |
Skyoak Wealth LLC reports $615.63M in US-listed equity holdings across 239 positions in its most recent 13F filing. Its largest disclosed positions are SPYV (5.0%), JPST (4.7%) and SCHG (4.7%). The top 20 holdings account for 52.89% of reported assets. Its disclosed equity book has returned +58.48% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Skyoak Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800379). View Skyoak Wealth LLC’s 13F filings on SEC