OAK WEALTH ADVISORS LLC 13F Portfolio
OAK WEALTH ADVISORS LLC runs OAK WEALTH ADVISORS LLC and currently holds 68 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $208.49M. Their top holdings are AVUS, AVDE, IVV, DFAI, AVEM. The top five represent 51.0% of reported portfolio weight. OAK WEALTH ADVISORS LLC ranks #800 out of 1000 investors tracked by Alpha Score. In the most recent quarter, OAK WEALTH ADVISORS LLC initiated 10 new positions. They added to 29 existing positions. They trimmed 15 positions. Their current best-performing preview position is LLY with returns of +30.41%.
Portfolio Value
$208.49M
Alpha Score
27.1
#800 of 1000
Holdings
68
OAK WEALTH ADVISORS LLC Current 13F Holdings
Reported holdings from OAK WEALTH ADVISORS LLC's latest SEC 13F filing, ranked by portfolio weight.
68 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVUS AMERICAN CENTY ETF TR | 13.83% | $97.49 | $130.49 | +33.84% | Added +0.75% |
 AVDE AMERICAN CENTY ETF TR | 12.78% | $63.27 | $89.80 | +41.92% | Added +0.92% |
 IVV ISHARES TR | 10.40% | $592.97 | $781.99 | +31.88% | Trimmed -1.40% |
 DFAI DIMENSIONAL ETF TRUST | 8.13% | $29.73 | $41.35 | +39.09% | Trimmed -0.47% |
 AVEM AMERICAN CENTY ETF TR | 5.87% | $60.62 | $94.11 | +55.25% | Added +0.55% |
 DFAU DIMENSIONAL ETF TRUST | 5.53% | $41.18 | $53.42 | +29.72% | Trimmed -0.88% |
 AVUV AMERICAN CENTY ETF TR | 4.72% | $96.65 | $119.63 | +23.78% | Added +1.55% |
 HELO J P MORGAN EXCHANGE TRADED F | 3.67% | $61.91 | $69.96 | +13.00% | Trimmed -0.03% |
 BND VANGUARD BD INDEX FDS | 3.19% | $72.75 | $70.22 | -3.48% | Added +5.18% |
 AVDV AMERICAN CENTY ETF TR | 3.19% | $67.82 | $108.42 | +59.86% | Added +1.62% |
Showing 1-10 of 68