SkyOak Wealth, LLC
•CIK: 1800379•Filing: Q4 2025
**SkyOak Wealth, LLC** manages $556M across a diversified portfolio of 250 positions. The fund exhibits notable concentration in core equity themes, with top holdings including SPYV at $28.2M and JPST at $27.6M. Significant allocations are also directed toward technology and growth sectors, evidenced by positions in SCHG ($23.8M) and AAPL ($23.3M). This structure suggests a tactical, large-cap growth orientation within its current mandate.
Total AUM
$556.0M
QoQ Performance
+5.0%
Positions
179
Top 10 Concentration
36.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYV
SPYV5.1%
JPST5.0%
SCHG4.3%
AAPL4.2%
IUSV3.7%
LLY3.2%
IEFA3.0%
SPYM2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.1%
Technology13.2%
Financial4.0%
Healthcare3.8%
Consumer3.1%
ETF1.4%
Industrial0.8%
Utilities0.7%
🚪 Exited Positionssold since Q3 2025
+56 more exited positions
Changes from Q3 2025
NEW12 new positions
↑56 increased
↓79 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023