Oak Wealth Advisors LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    northbrook, IL
  • CIK
    0002056728
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

52

$135.16 M
AVUS, AVDE, IVV, DFAI
13F-HR
Apr 24, 2025
000205672825000012

59

$130.00 M
AVUS, IVV, AVDE, DFAI
13F-HR
Feb 14, 2025
000205672825000009
Oak Wealth Advisors Llc 13F Filings