Managers / Q2 2023 · view latest →
SkyOak Wealth, LLC
CIK 0001800379 · 28411 NORTHWESTERN HIGHWAY, SUITE 760, SOUTHFIELD, MI, 48034 · 8009718070
Reported Value
$354M
Q2 2023
Positions
244
Filings on Record
26
2019–present window
Filed
Jul 20, 2023
original filing
Summary
Skyoak Wealth, Llc reported $354M in U.S.-listed holdings across 244 positions for Q2 2023.
Its largest position, AAPL, represents 5.5% of the portfolio.
Compared with Q1 2023, the fund opened 17 new positions and exited 28.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $546M | 255 | Apr 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $556M | 250 | Feb 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $529M | 250 | Oct 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $498M | 246 | Jul 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $457M | 245 | May 1, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $467M | 255 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $452M | 242 | Nov 4, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $428M | 246 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $418M | 249 | Apr 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $384M | 241 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $342M | 237 | Oct 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $354M | 244 | Jul 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $328M | 255 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $297.5B | 230 | Jan 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $279M | 220 | Oct 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $293M | 223 | Jul 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $360M | 239 | Apr 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $393M | 245 | Jan 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $371M | 232 | Oct 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $374M | 236 | Jul 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $359M | 235 | Apr 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $322M | 216 | Feb 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $278M | 204 | Nov 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $271M | 240 | Aug 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $196M | 212 | May 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $323M | 310 | Feb 4, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.