account_balance

Investment manager · 13F filer · SEC CIK 2124777

Oasis Advisors, LLC

Reported value$238Mas of Sep 30, 2026
Positions85 39 new, 8 sold out
Top 10 weight57.6%QQQM alone is 10%
FiledOct 1616 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
QQQM Invesco Exch Traded Fd Tr II 9.9% Added +10501%
SCHG Schwab Strategic Tr 9.7% Added +15%
XMMO Invesco Exchange Traded Fd T 7.5% Added +44%
XMHQ Invesco Exchange Traded Fd T 5.5% Added +34%
SMH Vaneck ETF Trust 5.2% Added +26%
EFA iShares Tr 4.9% Added +23%
BOXX Ea Series Trust 4.2% Added +809%
JEPI J P Morgan Exchange Traded F 3.8% Added +141%
AGG iShares Tr 3.8% Added +24%
SCHD Schwab Strategic Tr 3.0% Added +320%
DADS Tidal Trust I 2.8% Added +95%
VYM Vanguard Whitehall FDS 2.3% Added +102%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 30, 2026 filing
add_circleNew
  • VTEB $2.71M
  • MSFT $1.63M
  • VAIE $1.58M
  • NVDA $1.46M
arrow_upwardAdded
  • QQQM +10501%
  • SGOV +1873%
  • QUAL +1155%
  • BOXX +809%
arrow_downwardTrimmed
  • SPSB −14%
remove_circleSold out
  • GLTR $3.18M
  • IAU $1.18M
  • FDVV $882K
  • SHYG $790K

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.

This is data, not investment advice. About StockToast · Your watchlist