Oak Harvest Investment Services
Q3 2025 13F Holdings
- Locationhouston, TX
- Num holdings
220
- Value ($000)
$857,351
- Date Filed10/17/2025
- Form type13F-HR
- CIK0001839430
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $51.76 M | 6 % | 879,579 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $44.57 M | 5 % | 72,786 | ||
AAPL APPLE INC | COM | 037833100 | $34.54 M | 4 % | 135,662 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $25.39 M | 3 % | 180,165 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $23.36 M | 3 % | 74,068 | ||
AVGO BROADCOM INC | COM | 11135F101 | $17.93 M | 2 % | 54,350 | ||
MORGAN STANLEY | COM NEW | 617446448 | $17.84 M | 2 % | 112,216 | ||
AEM AGNICO EAGLE MINES LTD | COM | 008474108 | $17.05 M | 2 % | 101,143 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $14.29 M | 2 % | 29,793 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $13.82 M | 2 % | 64,053 |
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