Oak Wealth Advisors LLC
Oak Wealth Advisors LLC reported 68 positions worth $208.5M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: AVUS (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUS | SH | $28.8M | 13.83% | 225,124 | — | — | |
| ▸ 2 | AVDE | SH | $26.6M | 12.78% | 298,639 | — | — | |
| ▸ 3 | IVV | SH | $21.7M | 10.40% | 28,956 | — | — | |
| ▸ 4 | DFAI | SH | $17.0M | 8.13% | 411,081 | — | — | |
| ▸ 5 | AVEM | SH | $12.2M | 5.87% | 126,760 | — | — | |
| ▸ 6 | DFAU | SH | $11.5M | 5.53% | 223,132 | — | — | |
| ▸ 7 | AVUV | SH | $9.8M | 4.72% | 78,939 | — | — | |
| ▸ 8 | HELO | SH | $7.7M | 3.67% | 113,336 | — | — | |
| ▸ 9 | BND | SH | $6.7M | 3.19% | 90,593 | — | — | |
| ▸ 10 | AVDV | SH | $6.6M | 3.19% | 64,510 | — | — |
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Frequently Asked Questions
What stocks does Oak Wealth Advisors LLC hold as of Q2 2026?
Oak Wealth Advisors LLC reported 68 positions worth $208.5M in its Q2 2026 13F filing. Largest positions: AVUS (13.8%), AVDE (12.8%), IVV (10.4%), DFAI (8.1%) and AVEM (5.9%).
What did Oak Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Oak Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.