SkyOak Wealth
SkyOak Wealth reported 239 stocks worth $616M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SPYV (5.0%), JPST (4.7%) and SCHG (4.7%). Compared with Q2 2026, the fund added to SPYV, SCHG and IEFA, trimmed JPST, AAPL and IEF and sold out of XOM, KMB and CASY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYV State Street | $30.7M | 5.0% | 501K | +13K (+3%) | 8 of 8 | |
| 2 |  JPST J P Morgan Exchange Traded F | $29M | 4.7% | 576K | −5,378 (−1%) | 8 of 8 | |
| 3 |  SCHG Schwab Strategic TR | $28.9M | 4.7% | 803K | +17K (+2%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $27.8M | 4.5% | 84K | −817 (−1%) | 8 of 8 | |
| 5 |  IEF Ishares TR | $22M | 3.6% | 247K | −1,079 (−0%) | 8 of 8 | |
| 6 |  IUSV Ishares TR | $20.8M | 3.4% | 188K | −1,079 (−1%) | 8 of 8 | |
| 7 |  IEFA Ishares TR | $20.5M | 3.3% | 211K | +7,215 (+4%) | 8 of 8 | |
| 8 |  LLY Eli Lilly & Co | $18.6M | 3.0% | 16K | −254 (−2%) | 8 of 8 | |
| 9 |  SPYM Spdr Series Trust | $16.9M | 2.7% | 188K | −1,871 (−1%) | 8 of 8 | |
| 10 |  JSCP J P Morgan Exchange Traded F | $14.3M | 2.3% | 310K | −3,065 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $646K | 4,724 |
 KMB Kimberly Clark Corp | $354K | 3,222 |
 CASY Caseys Genl | $313K | 394 |
CATALYST PHARMACEUTICALS INC | $310K | 9,873 |
 MEDP Medpace Hldgs Inc | $301K | 568 |
🔒 Free account: see all 27.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SkyOak Wealth 13F FAQ
What does SkyOak Wealth own?
SkyOak Wealth reported 239 stocks worth $616M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SPYV (5.0%), JPST (4.7%) and SCHG (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did SkyOak Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 15 new positions, 47 added to, 94 trimmed and 27 sold out. It sold all of XOM, KMB and CASY.
When will SkyOak Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is SkyOak Wealth's portfolio worth?
The Q3 2026 filing reports $616M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.