Oak Wealth Advisors Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationnorthbrook, IL
- CIK0002056728
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
59 | $174.17M | AVDE, AVUS, IVV, DFAI | 13F-HR | Feb 11, 2026 | 000205672826000001 | ||
118 | $172.09M | AVDE, AVDE, AVUS, AVUS | 13F-HR | Oct 24, 2025 | 000205672825000016 | ||
57 | $155.91M | AVDE, AVUS, IVV, DFAI | 13F-HR | Jul 15, 2025 | 000205672825000013 | ||
52 | $135.16M | AVUS, AVDE, IVV, DFAI | 13F-HR | Apr 24, 2025 | 000205672825000012 | ||
59 | $130M | AVUS, IVV, AVDE, DFAI | 13F-HR | Feb 14, 2025 | 000205672825000009 |