Filer Snapshot

SkyOak Wealth, LLC

CIK 0001800379. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

28

Latest Filing

30 Apr 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 30 Apr 2026 for CIK 0001800379.

View Source Filing
Business address
28411 Northwestern Highway, Suite 760, Southfield, MI, 48034
Top securities (13F)
SPYV, JPST, SCHG, AAPL, IUSV, IEFA, IEF, LLY, SPYM, JSCP, XLK, DYNF, JPIE, IJR, JPM, AMZN, AVUV, VIG, NVDA, and MS
State of incorporation
NV
Fiscal year end
31 December
Former names
SkyOak Wealt, LLC (to 04 Feb 2020)

Filer intelligence

What SEC filings say about SkyOak Wealth, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $546.07M across 255 reported holdings for Q1 2026.
  • Largest parsed 13F holding: SPYV at $29.37M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 255 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 30 Apr 2026

SPYV

5.4%

Spdr Series Trust

$29.37M

JPST

5.1%

J P Morgan Exchange Traded F

$27.82M

SCHG

4.1%

Schwab Strategic Tr

$22.15M

AAPL

3.9%

Apple Inc

$21.44M

IUSV

3.8%

Ishares Tr

$20.5M

Latest update

What changed recently for SkyOak Wealth, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

30 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 30 Apr 2026.

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Benchmark Context

Benchmark context for this company

SkyOak Wealth, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

SkyOak Wealth, LLC has filed 28 SEC EDGAR filings since 04 Feb 2020. Common forms include 13F-HR, N-PX.

SkyOak Wealth, LLC SEC filings SkyOak Wealth, LLC 13F portfolio

Latest Filings

Recent SEC filings for SkyOak Wealth, LLC with direct links to document and filing folders.

13F-HR File 028-19736

13F-HR filing

Filing date
30 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-19736

13F-HR filing

Filing date
05 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-19736

13F-HR filing

Filing date
23 Oct 2025
Reporting date
30 Sep 2025
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N-PX File 028-19736

N-PX filing

Filing date
30 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-19736

13F-HR filing

Filing date
30 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-19736

13F-HR filing

Filing date
01 May 2025
Reporting date
31 Mar 2025
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13F-HR File 028-19736

13F-HR filing

Filing date
24 Jan 2025
Reporting date
31 Dec 2024
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13F-HR File 028-19736

13F-HR filing

Filing date
04 Nov 2024
Reporting date
30 Sep 2024
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N-PX File 028-19736

N-PX filing

Filing date
30 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-19736

13F-HR filing

Filing date
12 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-19736

13F-HR filing

Filing date
29 Apr 2024
Reporting date
31 Mar 2024
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13F-HR File 028-19736

13F-HR filing

Filing date
12 Jan 2024
Reporting date
31 Dec 2023
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13F-HR File 028-19736

13F-HR filing

Filing date
24 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-19736

13F-HR filing

Filing date
20 Jul 2023
Reporting date
30 Jun 2023
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13F-HR File 028-19736

13F-HR filing

Filing date
02 May 2023
Reporting date
31 Mar 2023
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13F-HR File 028-19736

13F-HR filing

Filing date
26 Jan 2023
Reporting date
31 Dec 2022
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13F-HR File 028-19736

13F-HR filing

Filing date
25 Oct 2022
Reporting date
30 Sep 2022
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13F-HR File 028-19736

13F-HR filing

Filing date
26 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-19736

13F-HR filing

Filing date
18 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-19736

13F-HR filing

Filing date
24 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-19736

13F-HR filing

Filing date
21 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-19736

13F-HR filing

Filing date
19 Jul 2021
Reporting date
30 Jun 2021
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13F-HR File 028-19736

13F-HR filing

Filing date
29 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-19736

13F-HR filing

Filing date
02 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-19736

13F-HR filing

Filing date
03 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-19736

13F-HR filing

Filing date
10 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-19736

13F-HR filing

Filing date
04 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-19736

13F-HR filing

Filing date
04 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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About this filer

SkyOak Wealth, LLC files with the SEC under CIK 0001800379. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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