SkyOak Wealth, LLC
SkyOak Wealth, LLC reported a Form 13F information table total of $546.07 million in 255 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1800379): holdings report, quarter ended 2026-03-31, filed 2026-04-30; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| VeraBank, N.A. | United States | $0.546B | 250 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | United States | $0.545B | 237 |
| AIRE ADVISORS, LLC | United States | $0.547B | 166 |
| Harvest Investment Services, LLC | United States | $0.547B | 346 |
| DELTEC ASSET MANAGEMENT LLC | United States | $0.545B | 235 |
| BRASADA CAPITAL MANAGEMENT, LP | United States | $0.545B | 145 |
| MITCHELL CAPITAL MANAGEMENT CO | United States | $0.545B | 113 |
| Marino Management, LLC | United States | $0.547B | 11 |
| Sompo Asset Management Co., Ltd. | Japan | $0.545B | 180 |
| Waterfront Wealth Inc. | United States | $0.545B | 283 |