account_balance

Investment manager · 13F filer · SEC CIK 2056728

Oak Wealth Advisors LLC

Reported value$223Mas of Sep 30, 2026
Positions75 11 new, 4 sold out
Top 10 weight69.3%AVUS alone is 14%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUS American Centy ETF Tr 14.2% Added +10%
AVDE American Centy ETF Tr 12.4% Added +3%
IVV iShares Tr 10.1% Held
DFAI Dimensional ETF Trust 7.6% Held
DFAU Dimensional ETF Trust 5.3% Held
AVEM American Centy ETF Tr 5.2% Trimmed −3%
AVUV American Centy ETF Tr 4.3% Added +3%
HELO J P Morgan Exchange Traded F 3.6% Added +3%
BND Vanguard Bd Index FDS 3.3% Added +14%
AVDV American Centy ETF Tr 3.2% Added +2%
PYLD Pimco ETF Tr 3.0% Added +10%
DFUS Dimensional ETF Trust 2.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • SNOW $1.21M
  • DFEM $511K
  • MINO $351K
  • BIL $347K
arrow_upwardAdded
  • IWB +319%
  • VCRM +208%
  • IALT +144%
  • MUNI +85%
arrow_downwardTrimmed
  • MUB −27%
  • VNQ −12%
  • VTEI −12%
  • IVW −6%
remove_circleSold out
  • DFSV $3.3M
  • SCHF $402K
  • GLW $230K
  • INTC $229K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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