StockDriftsStockDriftsTop 50 SkyOak Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 4.85% | 487.9K | $29.7M | -6.00%(-31.12K) | $42.77(+48.27%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.8% | 581.4K | $29.4M | +5.79%(+31.82K) | $50.47(+0.07%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.35% | 786.4K | $26.6M | +3.40%(+25.86K) | $18.18(+95.92%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.99% | 84.4K | $24.4M | -0.09%(-75) | $70.34(+334.14%) | 2026-06-30 | |
| IEF | ISHARES TR | 3.83% | 247.7K | $23.4M | +53.11%(+85.91K) | $95.08(-2.23%) | 2026-06-30 | |
| IUSV | ISHARES TR | 3.41% | 189.5K | $20.9M | -5.50%(-11.02K) | $61.33(+88.09%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.22% | 204.0K | $19.7M | +6.41%(+12.29K) | $71.85(+41.02%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.2% | 16.3K | $19.6M | +0.67%(+109) | $131.49(+796.92%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.73% | 189.8K | $16.7M | -0.83%(-1.59K) | $39.99(+128.22%) | 2026-06-30 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 2.41% | 313.1K | $14.8M | +7.43%(+21.64K) | $46.92(+0.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.10% | +56.51% | +7.09% | +40.83% |
| Top 20 Holdings Unweighted | +17.18% | +60.89% | +8.28% | +48.87% |
SkyOak Wealth, LLC reports $612.09M in US-listed equity holdings across 251 positions in its most recent 13F filing. Its largest disclosed positions are SPYV (4.8%), JPST (4.8%) and SCHG (4.3%). The top 20 holdings account for 52.38% of reported assets. Its disclosed equity book has returned +56.51% on a three-year cumulative basis. Figures reflect the Q2 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