Oak Wealth Advisors LLC Portfolio Holdings
Oak Wealth Advisors LLC
- $156 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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