SkyOak Wealth, LLC ETF holdings
Southfield, MI
Reported $392.8M in 104 ETFs in its Form 13F for June 30, 2026.
ETF value
$392.8M
ETFs held
104
Change from prior quarter
+14.4%
With price moves
ETFs as a share of its 13F
64.2%
of $612.1M
Top 10 of 104 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $29.7M | 487,942 | −31,119 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $29.4M | 581,430 | +31,824 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $26.6M | 786,395 | +25,858 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $23.4M | 247,664 | +85,910 shares |
| IUSV | iShares Core S&P U.S. Value ETF | $20.9M | 189,458 | −11,018 shares |
| IEFA | iShares Core MSCI EAFE ETF | $19.7M | 204,042 | +12,293 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $16.7M | 189,822 | −1,590 shares |
| JSCP | JPMorgan Short Duration Core Plus ETF | $14.8M | 313,090 | +21,644 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $13.2M | 69,234 | −164 shares |
| AVUV | Avantis US Small Cap Value ETF | $11.2M | 89,676 | +22,552 shares |
94 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001800379. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SkyOak Wealth, LLC own?
SkyOak Wealth, LLC reported 104 ETF positions worth $392.8M in its Form 13F for June 30, 2026. The largest was SPYV, at $29.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.