Oak Harbor Wealth Partners, LLC Portfolio Holdings
Oak Harbor Wealth Partners, LLC
- $361 Million
- Q2 2025
Oak Harbor Wealth Partners, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $361 Million distributed in 249 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $31.7M, Ishares Core U.S. Aggregate Bo with a value of $16.8M, Vanguard Mid Cap ETF with a value of $14.6M, Apple Inc. with a value of $11.7M, and Ishares Tr with a value of $9.74M.
Examining the 13F form we can see an increase of $18.6M in the current position value, from $343M to 361M.
Below you can find more details about Oak Harbor Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$361 Million
ETFs: $154 Million
Technology: $43 Million
Financial Services: $35.2 Million
Healthcare: $29.9 Million
Industrials: $27.9 Million
Consumer Defensive: $25.6 Million
Consumer Cyclical: $18.3 Million
Communication Services: $11.4 Million
Other: $15.2 Million