Oak Wealth Advisors LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $156 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $21.9B, American Centy ETF Tr Avantis with a value of $20.9B, Ishares Core S&P 500 ETF with a value of $18.3B, Dimensional ETF Tr with a value of $13.9B, and Dimensional ETF Tr with a value of $9.5B.

Examining the 13F form we can see an increase of $20.8B in the current position value, from $135B to 156B.

Oak Wealth Advisors LLC is based out at Northbrook, IL

Below you can find more details about Oak Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $156 Billion
ETFs: $142 Billion
Technology: $2.39 Billion
Consumer Cyclical: $1.13 Billion
Healthcare: $339 Million
Financial Services: $332 Million
Utilities: $329 Million
Communication Services: $201 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $156 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Oak Wealth Advisors LLC Portfolio

Follow Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Wealth Advisors LLC with notifications on news.