Oak Wealth Advisors LLC Incresed Positions in Q3 2025

Oak Wealth Advisors LLC

  • $172 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.57K
+ 5.31%
$620.67 - $670.08 $973K - $1.05M
31.1K $20.8B
AVDE
American Centy ETF Tr Avantis

ETFs
12.7K
+ 4.3%
$73.24 - $79.04 $932K - $1.01M
309K $24.4B
AVUS
American Centy ETF Tr Avantis

ETFs
2.95K
+ 1.42%
$101.2 - $109.16 $299K - $322K
210K $22.9B
AVEM
American Centy ETF Tr Avantis

ETFs
5.92K
+ 4.91%
$68.33 - $75.41 $405K - $447K
127K $9.51B
Pimco ETF Tr
35.6K
+ 183.45%
N/A
55K $1.48B
DFAI
Dimensional ETF Tr

ETFs
6.64K
+ 1.65%
$34.05 - $36.55 $226K - $243K
409K $14.9B
DFAU
Dimensional ETF Tr

ETFs
2.43K
+ 1.09%
$42.42 - $45.96 $103K - $112K
227K $10.4B
J P Morgan Exchange Traded F
7.31K
+ 7.34%
N/A
107K $6.95B
AVUV
American Centy ETF Tr Avantis

ETFs
220
+ 0.27%
$90.37 - $102.12 $19.9K - $22.5K
82.1K $8.17B
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.67K
+ 14.22%
$72.57 - $74.72 $629K - $648K
69.6K $5.18B
Vanguard Mun Bd Fds
4.76K
+ 63.61%
N/A
12.2K $1.23B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.56K
+ 11.72%
$48.5 - $50.19 $173K - $179K
33.9K $1.7B
American Centy ETF Tr
1.49K
+ 12.71%
N/A
13.2K $931M
VB
Vanguard Small Cap ETF

ETFs
100
+ 1.93%
$237.58 - $259.17 $23.8K - $25.9K
5.29K $1.35B
VTI
Vanguard Total Stock Market Et

ETFs
163
+ 7.48%
$303.93 - $329.86 $49.5K - $53.8K
2.34K $768M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
62
+ 4.73%
$567.77 - $614.76 $35.2K - $38.1K
1.37K $841M
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.28%
$617.65 - $666.84 $3.09K - $3.33K
1.78K $1.18B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
434
+ 5.04%
$68.24 - $73.73 $29.6K - $32K
9.05K $665M
VEA
Vanguard Ftse Developed Market

ETFs
332
+ 2.96%
$56.02 - $60.3 $18.6K - $20K
11.5K $692M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16
+ 0.09%
$36.04 - $38.78 $577 - $620
17.5K $676M
DFAX
Dimensional ETF Tr
26
+ 0.12%
$29.25 - $31.56 $761 - $821
21.1K $661M
VNQ
Vanguard Specialized Funds Van

ETFs
22
+ 0.14%
$88.47 - $93.24 $1.95K - $2.05K
15.3K $1.39B
AVGE
American Centy ETF Tr Avantis
63
+ 1.93%
N/A
3.33K $278M
ICF
Ishares Tr

ETFs
110
+ 1.65%
$59.57 - $62.89 $6.55K - $6.92K
6.78K $418M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14
+ 0.23%
$97.75 - $100.75 $1.37K - $1.41K
6.03K $604M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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