13F filer

SkyOak Wealth

As of Sep 30, 2026 Filed Oct 28, 2026 CIK 1800379 SEC filings ↗

13F Value

$615.6M

Positions

239

Top Position

SPYV5.0%

Top 5

22.5%

Latest filing changes

vs Jun 30, 2026

1 STWD Starwood Ppty Tr +84.9%+$4.0M

2 VGIT Vanguard Intermediate-Term Treasury ETF +114.4%+$1.4M

3 BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF +52.3%+$826K

4 SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF +2.8%+$825K

5 IEFA iShares Core MSCI EAFE ETF +3.5%+$699K

Holdings239

#
1	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	5.0%	$30.7M	+2.8%	501.4K	4.8%	ETF
2	JPST JPMorgan Ultra-Short Income ETF	4.7%	$29.0M	-0.9%	576.1K	4.8%	ETF
3	SCHG Schwab U.S. Large-Cap Growth ETF	4.7%	$28.9M	+2.2%	803.4K	4.3%	ETF
4	AAPL Apple	4.5%	$27.8M	-1.0%	83.6K	4.0%	Common Stock
5	IEF iShares 7-10 Year Treasury Bond ETF	3.6%	$22.0M	-0.4%	246.6K	3.8%	ETF
6	IUSV iShares Core S&P U.S. Value ETF	3.4%	$20.8M	-0.6%	188.4K	3.4%	ETF
7	IEFA iShares Core MSCI EAFE ETF	3.3%	$20.5M	+3.5%	211.3K	3.2%	ETF
8	LLY Eli Lilly	3.0%	$18.6M	-1.6%	16.1K	3.2%	Common Stock
9	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2.7%	$16.9M	-1.0%	188.0K	2.7%	ETF
10	JSCP JPMorgan Short Duration Core Plus ETF	2.3%	$14.3M	-1.0%	310.0K	2.4%	ETF
11	XLK State Street(R) Technology Select Sector SPDR(R) ETF	2.2%	$13.5M	-0.0%	69.2K	2.2%	ETF
12	AVUV Avantis U.S. Small Cap Value ETF	1.8%	$10.9M	+3.5%	92.8K	1.8%	ETF
13	DYNF iShares U.S. Equity Factor Rotation Active ETF	1.6%	$10.1M	-1.2%	145.5K	1.6%	ETF
14	IJR iShares Core S&P Small-Cap ETF	1.6%	$9.9M	+4.1%	72.9K	1.7%	ETF
15	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	1.5%	$9.2M	+4.6%	154.8K	1.4%	ETF
16	NVDA NVIDIA	1.4%	$8.8M	-3.1%	38.7K	1.3%	Common Stock
17	JPM JPMorgan Chase	1.4%	$8.8M	-1.7%	26.5K	1.4%	Common Stock
18	STWD Starwood Ppty Tr	1.4%	$8.6M	+84.9%	637.8K	0.9%	Common Stock
19	META Meta Platforms	1.4%	$8.3M	-1.9%	11.5K	1.1%	Common Stock
20	JPIE JPMorgan Income ETF	1.3%	$8.1M	-0.3%	181.3K	1.4%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing27

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.