Ann Zemann

Skyoak Wealth, Llc

Assets Managed

$546.07M

Holdings

255

Last Quarter

2026 - Q1

Filed Date

2mo 11d ago

Growth Rate

-1.78%(2Q avg: 1.62%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Skyoak Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 255 positions.

Assets under management

The assets under management (AUM) of Skyoak Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 546.07M in assets, with a quarterly growth rate of -1.78% and a 2-quarter average growth rate of 1.62%. The portfolio is managed by Ann Zemann, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPYV Spdr Port S&p 500 Value Recent Activity Increased 4.45%	5.38%	$29.368M 519,061 shares@ $56.58 avg price	Increased 4.45%
JPST Jpmorgan Ultra-short Income Recent Activity Increased 0.87%	5.1%	$27.816M 549,606 shares@ $50.62 avg price	Increased 0.87%
SCHG Schwab Us Large-cap Growth Recent Activity Increased 4.27%	4.06%	$22.154M 760,537 shares@ $29.14 avg price	Increased 4.27%
AAPL Apple Inc Recent Activity Decreased -1.43%	3.93%	$21.445M 84,499 shares@ $253.79 avg price	Decreased -1.43%
IUSV Ishares Core S&p U.s. Value Recent Activity Decreased -0.27%	3.76%	$20.499M 200,476 shares@ $102.25 avg price	Decreased -0.27%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 2.79%	3.18%	$17.359M 191,749 shares@ $90.54 avg price	Increased 2.79%
IEF Ishares 7-10 Year Treasury B Recent Activity Increased 15.76%	2.83%	$15.438M 161,754 shares@ $95.45 avg price	Increased 15.76%
LLY Eli Lilly & Co Recent Activity Decreased -3.04%	2.73%	$14.905M 16,205 shares@ $919.77 avg price	Decreased -3.04%
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 0.89%	2.69%	$14.651M 191,412 shares@ $76.55 avg price	Increased 0.89%
JSCP Jpmorgan Short Duration Core Recent Activity Increased 7.48%	2.53%	$13.785M 291,446 shares@ $47.31 avg price	Increased 7.48%

1-10 of 255