Arkolith/Funds/SkyOak Wealth, LLC

SkyOak Wealth, LLC

CIK 1800379Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

SkyOak Wealth, LLC holds a diversified book of 251 reported positions worth $612.1M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Fidelity Wise Origin Bitcoin and trimmed SS SPDR P S&P 500 Value ETF. Their largest long position is SS SPDR P S&P 500 Value ETF at 5% of the reported non-option book. They also disclosed $458 in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +30% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.

SkyOak Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Opened
19
bought for the first time
+16 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
24
exited the position entirely
+21 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+29.7%
+14.9%/yr · since Nov '24
Their reported book
+25.5%
held from quarter-end
S&P 500
+35.3%
same window
$9K$10K$11K$13K$14KNov '24Mar '25Aug '25Dec '25May '26Sep '26
SkyOak Wealth, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.2 points over this window.

Growth of $10,000 cloning SkyOak Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
37%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

36% mapped to company sectors

ETFs / funds
59%
Information Technology
14%
Financials
6%
Health Care
5%
No sector on file yet
5%
Consumer Discretionary
3%
Industrials
2%
Utilities
1%

+5 sectors below the cut, 4% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as SkyOak Wealth, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.8 / 80$4.4B
Hoffman, Alan N Investment Management9 / 80$161.9M
Swiss Re Ltd32 / 80$1.0B
Mirae Asset Global Investments Co., Ltd.55 / 80$280.9B
Prospect Hill Management, LLC8 / 80$240.9M
Avalon Advisory Group9 / 80$250.3M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with SkyOak Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

251 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500VAL
$29.7M487.9K
4.8%
−6.0%
Reduced · −31K sh
2J P Morgan Exchange Traded F
ULTRA SHRT ETF
$29.4M581.4K
4.8%
+5.8%
Added · +32K sh
3Schwab Strategic TR
US LCAP GR ETF
$26.6M786.4K
4.3%
+3.4%
Added · +26K sh
4Apple Inc
COM
$24.4M84.4K
4.0%
−0.1%
Reduced · −75 sh
5Ishares TR
7-10 YR TRSY BD
$23.4M247.7K
3.8%
+53%
Added · +86K sh
6Ishares TR
CORE S&P US VLU
$20.9M189.5K
3.4%
−5.5%
Reduced · −11K sh
7Ishares TR
CORE MSCI EAFE
$19.7M204.0K
3.2%
+6.4%
Added · +12K sh
8Eli Lilly & Co
COM
$19.6M16.3K
3.2%
+0.7%
Added · +109 sh
9SPDR Series Trust
ST STR P500ETF
$16.7M189.8K
2.7%
−0.8%
Reduced · −2K sh
10J P Morgan Exchange Traded F
SHORT DURA CORE
$14.8M313.1K
2.4%
+7.4%
Added · +22K sh
11Select Sector SPDR TR
ST STR TECHN ETF
$13.2M69.2K
2.2%
−0.2%
Reduced · −164 sh
12American Centy ETF TR
US SML CP VALU
$11.2M89.7K
1.8%
+34%
Added · +23K sh
13Ishares TR
CORE S&P SCP ETF
$10.4M70.0K
1.7%
+2.2%
Added · +2K sh
14BlackRock ETF Trust
ISHARES US EQUIT
$10.0M147.2K
1.6%
−1.6%
Reduced · −2K sh
15JPMorgan Chase & Co
COM
$8.8M27.0K
1.4%
+1.0%
Added · +267 sh
16Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$8.8M147.9K
1.4%
+26%
Added · +31K sh
17Morgan Stanley
COM NEW
$8.6M40.9K
1.4%
−2.2%
Reduced · −932 sh
18J P Morgan Exchange Traded F
INCOME ETF
$8.4M181.8K
1.4%
−3.4%
Reduced · −6K sh
19First TR Exchange Traded FD
DORSEY WRT 5 ETF
$8.0M105.8K
1.3%
−1.8%
Reduced · −2K sh
20Strategy SHS
DAY HAGAN SMART
$8.0M144.9K
1.3%
−1.8%
Reduced · −3K sh
21Vanguard Index FDS
SML CP GRW ETF
$8.0M21.9K
1.3%
−3.5%
Reduced · −797 sh
22Nvidia Corporation
COM
$8.0M39.9K
1.3%
−2.7%
Reduced · −1K sh
23Vanguard Specialized Funds
DIV APP ETF
$7.8M33.2K
1.3%
−0.3%
Reduced · −116 sh
24Alphabet Inc
CAP STK CL C
$7.8M22.1K
1.3%
−5.9%
Reduced · −1K sh
25Amazon Com Inc
COM
$7.6M32.1K
1.2%
−12%
Reduced · −5K sh
26Vanguard Index FDS
SM CP VAL ETF
$7.3M30.1K
1.2%
−4.4%
Reduced · −1K sh
27Ark ETF TR
INNOVATION ETF
$7.2M89.4K
1.2%
−3.3%
Reduced · −3K sh
28Alphabet Inc
CAP STK CL A
$6.7M18.6K
1.1%
−0.2%
Reduced · −31 sh
29Meta Platforms Inc
CL A
$6.6M11.7K
1.1%
−1.1%
Reduced · −127 sh
30Invesco QQQ TR
UNIT SER 1
$6.4M8.7K
1.0%
−0.7%
Reduced · −62 sh
31International Business Machs
COM
$6.0M21.4K
1.0%
+2.6%
Added · +539 sh
32Starwood Ppty TR Inc
COM
$5.6M344.9K
0.9%
−0.6%
Reduced · −2K sh
33Microsoft Corp
COM
$5.5M14.9K
0.9%
−8.2%
Reduced · −1K sh
34Lantheus Hldgs Inc
COM
$4.9M44.4K
0.8%
−31%
Reduced · −20K sh
35Pimco ETF TR
ENHNCD LW DUR AC
$4.7M48.7K
0.8%
+1.5%
Added · +722 sh
36J P Morgan Exchange Traded F
EQUITY PREMIUM
$4.4M78.1K
0.7%
+33%
Added · +19K sh
37Goldman Sachs ETF TR
ACTIVEBETA US LG
$4.2M29.6K
0.7%
−4.4%
Reduced · −1K sh
38SPDR Series Trust
ST STR P500GRW
$4.0M33.5K
0.7%
+2.8%
Added · +910 sh
39Pimco ETF TR
ENHAN SHRT MA AC
$3.9M39.0K
0.6%
−18%
Reduced · −8K sh
40SPDR Index SHS FDS
ST STR PO EX ETF
$3.9M76.7K
0.6%
+3.1%
Added · +2K sh
41J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$3.7M72.9K
0.6%
+8.3%
Added · +6K sh
42Procter & Gamble Co
COM
$3.7M25.3K
0.6%
−2.9%
Reduced · −745 sh
43SPDR Series Trust
ST STR SP600 SML
$3.6M62.7K
0.6%
+3.8%
Added · +2K sh
44Vanguard Index FDS
SMALL CP ETF
$3.4M11.2K
0.6%
+0.5%
Added · +57 sh
45Emerson Elec Co
COM
$3.4M23.7K
0.6%
−1.6%
Reduced · −388 sh
46American Centy ETF TR
FOCUSED LRG CAP
$3.4M41.7K
0.6%
Held
47NextEra Energy Inc
COM
$3.4M38.6K
0.6%
−1.4%
Reduced · −532 sh
48Vanguard Index FDS
TOTAL STK MKT
$3.4M9.1K
0.6%
+1.4%
Added · +123 sh
49State STR SPDR S&P 500 ETF T
TR UNIT
$3.3M4.4K
0.5%
+1.0%
Added · +42 sh
50Vanguard Index FDS
S&P 500 ETF SHS
$3.2M4.7K
0.5%
+0.5%
Added · +22 sh
Showing 50 of 251 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$458
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishUWM HOLDINGS CORPUWMC$458200

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$612.1M · Q2 2026Q3 2024 · $451.7MQ2 2026 · $612.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d252$612.1M13F-HR
Q1 2026Mar 31, 2026Apr 30, 202630d255$546.1M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d250$556.0M13F-HR
Q3 2025Sep 30, 2025Oct 23, 202523d250$529.4M13F-HR
Q2 2025Jun 30, 2025Jul 30, 202530d246$497.6M13F-HR
Q1 2025Mar 31, 2025May 1, 202531d245$456.6M13F-HR
Q4 2024Dec 31, 2024Jan 24, 202524d255$467.5M13F-HR
Q3 2024Sep 30, 2024Nov 4, 202435d242$451.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.