Chief Compliance Officer

0001800379-26-000002.txt : 20260430 0001800379-26-000002.hdr.sgml : 20260430 20260430141337 ACCESSION NUMBER: 0001800379-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260430 DATE AS OF CHANGE: 20260430 EFFECTIVENESS DATE: 20260430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SkyOak Wealth, LLC CENTRAL INDEX KEY: 0001800379 ORGANIZATION NAME: EIN: 830960582 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19736 FILM NUMBER: 26923281 BUSINESS ADDRESS: STREET 1: 28411 NORTHWESTERN HIGHWAY STREET 2: SUITE 760 CITY: SOUTHFIELD STATE: MI ZIP: 48034 BUSINESS PHONE: 8009718070 MAIL ADDRESS: STREET 1: 28411 NORTHWESTERN HIGHWAY STREET 2: SUITE 760 CITY: SOUTHFIELD STATE: MI ZIP: 48034 FORMER COMPANY: FORMER CONFORMED NAME: SkyOak Wealt, LLC DATE OF NAME CHANGE: 20200116 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001800379 XXXXXXXX 03-31-2026 03-31-2026 SkyOak Wealth, LLC

28411 NORTHWESTERN HIGHWAY SUITE 760 SOUTHFIELD MI 48034

13F HOLDINGS REPORT 028-19736 000499564 801-14715 N Ann Zemann Chief Compliance Officer 402-250-2691 Ann Zemann Papillion NE 04-30-2026 0 255 546069714 false INFORMATION TABLE 2 1q2026sko.xml 13F1Q26 SKO 3M CO COM 88579Y101 305091 2101 SH SOLE 0 0 2101 AB ACTIVE ETFS INC SHORT DURATION H 00039J830 227328 6400 SH SOLE 0 0 6400 ABBOTT LABORATORIES COM 002824100 272486 2654 SH SOLE 0 0 2654 ABBVIE INC COM 00287Y109 1462620 6725 SH SOLE 0 0 6725 ABM INDS INC COM 000957100 202230 5250 SH SOLE 0 0 5250 ADVANCED MICRO DEVICES INC COM 007903107 552312 2715 SH SOLE 0 0 2715 AEROVIRONMENT INC COM 008073108 549150 3000 SH SOLE 0 0 3000 AFLAC INC COM 001055102 621068 5661 SH SOLE 0 0 5661 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 251461 760 SH SOLE 0 0 760 ALPHABET INC CAP STK CL A 02079K305 5361556 18645 SH SOLE 0 0 18645 ALPHABET INC CAP STK CL C 02079K107 6727157 23451 SH SOLE 0 0 23451 AMAZON COM INC COM 023135106 7625181 36612 SH SOLE 0 0 36612 AMER STATES WTR CO COM 029899101 2770263 36634 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