Institutional Fund
Skyoak Wealth, LLC
Southfield, MICIK 18003795 filings on record
Portfolio Value
$546.07M
Q1 2026
Holdings
255
Reported positions
New Buys
29
Opened this quarter
QoQ Change
-1.8%
from $555.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust5.4%
- J P Morgan Exchange Traded F5.1%
- Schwab Strategic Tr4.1%
- Apple Inc3.9%
- Ishares Tr3.8%
- Ishares Tr3.2%
- Other74.6%
Portfolio Holdings
255 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 519.1K | $29.37M | 5.4% | +22.1K | Added |
| 2 | J P Morgan Exchange Traded F | 549.6K | $27.82M | 5.1% | +4.7K | Added |
| 3 | Schwab Strategic Tr | 760.5K | $22.15M | 4.1% | +31.1K | Added |
| 4 | Apple Inc | 84.5K | $21.44M | 3.9% | −1.2K | Reduced |
| 5 | Ishares Tr | 200.5K | $20.50M | 3.8% | −545 | Reduced |
| 6 | Ishares Tr | 191.7K | $17.36M | 3.2% | +5.2K | Added |
| 7 | Ishares Tr | 161.8K | $15.44M | 2.8% | +22.0K | Added |
| 8 | Eli Lilly & Co | 16.2K | $14.90M | 2.7% | −509 | Reduced |
| 9 | Spdr Series Trust | 191.4K | $14.65M | 2.7% | +1.7K | Added |
| 10 | J P Morgan Exchange Traded F | 291.4K | $13.79M | 2.5% | +20.3K | Added |
245 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio