Oak Harvest Investment Services
Q4 2025 13F Holdings
- Locationhouston, TX
- Num holdings
232
- Value ($000)
$916,995
- Date Filed01/27/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $56M | 6 % | 953,522 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $46.09M | 5 % | 73,501 | ||
APPLE INC | COM | 037833100 | $32.24M | 4 % | 118,578 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $26.3M | 3 % | 183,259 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $24.36M | 3 % | 75,605 | ||
BROADCOM INC | COM | 11135F101 | $22.71M | 3 % | 65,613 | ||
MICROSOFT CORP | COM | 594918104 | $20.56M | 2 % | 42,516 | ||
MORGAN STANLEY | COM NEW | 617446448 | $20.17M | 2 % | 113,628 | ||
CISCO SYS INC | COM | 17275R102 | $15.76M | 2 % | 204,601 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $15.52M | 2 % | 31,807 |
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