Oak Wealth Advisors LLC
Q4 2025 13F Holdings
- Locationnorthbrook, IL
- Num holdings
59
- Value ($000)
$174,171
- Date Filed02/11/2026
- Form type13F-HR
- CIK0002056728
- 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 |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $24.71M | 14 % | 300,172 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $23.65M | 14 % | 211,589 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $20.27M | 12 % | 29,593 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $15.55M | 9 % | 407,982 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $10.36M | 6 % | 221,356 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $9.37M | 5 % | 121,615 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $7.95M | 5 % | 77,925 | ||
J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $7.06M | 4 % | 106,203 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $5.83M | 3 % | 62,035 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $5.68M | 3 % | 76,743 |
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