• 13F History

SkyOak Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$467M
Signature - Title
Ann Zemann - Chief Compliance Officer
Location
Southfield, MI
Summary
This page shows a list of all the recent 13F filings made by SkyOak Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SkyOak Wealth, LLC reported 255 stock holdings with total value $467M as of Q4 2024. Top holdings included JPST, AAPL, SPYV, SCHG, and IUSV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 255 $467M +$49M -$21.4M +$27.6M JPST, AAPL, SPYV, SCHG, IUSV 13F-HR 1/24/2025, 01:45 PM
Q3 2024 242 $452M +$28.2M -$26.9M +$1.31M JPST, AAPL, SPYV, IUSV, SCHG 13F-HR 11/4/2024, 12:08 PM
Q2 2024 246 $428M +$20.8M -$16.8M +$3.98M JPST, AAPL, SPYV, LLY, SCHG 13F-HR 8/12/2024, 12:19 PM
Q1 2024 248 $418M +$25.2M -$19.5M +$5.71M JPST, SPYV, LLY, AAPL, IUSV 13F-HR 4/29/2024, 01:17 PM
Q4 2023 241 $384M +$29.1M -$22.3M +$6.83M JPST, AAPL, SPYV, IUSV, SCHG 13F-HR 1/12/2024, 01:13 PM
Q3 2023 237 $342M +$12.6M -$5.23M +$7.35M AAPL, JPST, SPYV, LLY, IUSV 13F-HR 10/24/2023, 11:18 AM
Q2 2023 244 $354M +$29.5M -$15.4M +$14.1M AAPL, JPST, IUSV, SPYV, LLY 13F-HR 7/20/2023, 02:16 PM
Q1 2023 254 $328M +$22.3M -$7.5M +$14.8M AAPL, JPST, IUSV, SPYV, LLY 13F-HR 5/2/2023, 01:43 PM
Q4 2022 230 $297M +$16.6M -$9.33M +$7.24M AAPL, JPST, IUSV, LLY, SPYV 13F-HR 1/26/2023, 08:37 AM
Q3 2022 220 $279M +$24.5M -$11.8M +$12.7M AAPL, JPST, LLY, IUSV, SPLG 13F-HR 10/25/2022, 10:59 AM
Q2 2022 223 $293M +$19.5M -$19.9M -$398K AAPL, JPST, LLY, IUSV, SPLG 13F-HR 7/26/2022, 09:21 AM
Q1 2022 239 $360M +$56.9M -$39.6M +$17.3M AAPL, JPST, IUSV, SPLG, LLY 13F-HR 4/18/2022, 12:43 PM
Q4 2021 245 $393M +$34.5M -$19.9M +$14.6M AAPL, JPST, IUSV, LDUR, XLK 13F-HR 1/24/2022, 08:18 AM
Q3 2021 231 $371M +$48.5M -$41.4M +$7.06M CBTG, AAPL, JPST, LDUR, IUSV 13F-HR 10/21/2021, 10:52 AM
Q2 2021 235 $374M +$29.3M -$22.1M +$7.22M CBTG, AAPL, JPST, IUSV, ARKK 13F-HR 7/19/2021, 03:16 PM
Q1 2021 232 $358M +$60.1M -$44.3M +$15.8M CBTG, AAPL, JPST, IUSV, ARKK 13F-HR 4/29/2021, 01:33 PM
Q4 2020 216 $322M +$34.7M -$19.9M +$14.8M AAPL, JPST, IUSV, ARKK, MINT 13F-HR 2/2/2021, 11:57 AM
Q3 2020 204 $278M +$68.9M -$30.4M +$38.5M AAPL, JPST, LDUR, IUSV, MINT 13F-HR 11/2/2020, 06:01 PM
Q2 2020 239 $271M +$69.5M -$16M +$53.5M AAPL, XLK, IUSV, XLV, XLC 13F-HR 8/10/2020, 10:13 AM
Q1 2020 210 $195M +$33.9M -$40.9M -$7.04M AAPL, MINT, XLK, XLU, XLV 13F-HR 5/4/2020, 01:22 PM
Q4 2019 308 $323M AAPL, SLYV, XLK, XLF, V 13F-HR 2/4/2020, 09:00 AM