Oak Wealth Advisors LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 53 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 $21.6B, American Centy ETF Tr Avantis with a value of $18.6B, Ishares Core S&P 500 ETF with a value of $16B, Dimensional ETF Tr with a value of $11.9B, and American Centy ETF Tr Avantis with a value of $7.48B.
Examining the 13F form we can see an increase of $5.16B in the current position value, from $130B to 135B.
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.
