SkyOak Wealth, LLC has released its latest 13F filing, revealing a total investment value of approximately $615.6 million as of September 30, 2026. This filing is significant as it reflects the firm's strategic positioning in the wealth management sector, emphasizing its active investment strategies.

The filing indicates a diverse portfolio, with notable holdings in major companies such as Apple, Amazon, and Alphabet. This diversity showcases SkyOak's approach to balancing risk and opportunity in a competitive market.

Background

SkyOak Wealth, LLC is a wealth management firm based in Southfield, Michigan. The company operates under the Central Index Key (CIK) 0001800379 and is categorized as an "other" entity type. Its recent filings include a series of 13F-HR forms, with the latest dated October 28, 2026, and a previous filing on July 30, 2026.

What the Filing Says

According to the filing, the total value of SkyOak's reported investments amounts to $615,625,855. The filing also notes that there are 239 entries in the investment table, reflecting a comprehensive approach to asset management.

Impact

This update may affect clients and stakeholders of SkyOak Wealth, as it highlights the firm’s investment strategies and portfolio performance. The filing also provides insights for competitors in the wealth management industry, showcasing how firms are navigating market dynamics.

What's Next

The filing does not specify what happens next for SkyOak Wealth, LLC.