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OAK WEALTH ADVISORS LLC 13F portfolio summary

OAK WEALTH ADVISORS LLC of OAK WEALTH ADVISORS LLC has 55 current stock holdings with a reported portfolio value of $182.0M. The portfolio 1 year return is +20.06%. Top holdings include QQQ (0.00%), SPY (0.00%), AVDE (14.17%), AVUS (14.03%), IVV (10.83%).

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OAK WEALTH ADVISORS LLC

OAK WEALTH ADVISORS LLC
Latest filing: 2026-03-31

OAK WEALTH ADVISORS LLC runs OAK WEALTH ADVISORS LLC and currently holds 55 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $182.00M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. OAK WEALTH ADVISORS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, OAK WEALTH ADVISORS LLC's portfolio at OAK WEALTH ADVISORS LLC has delivered returns of +20.06%. Their 3-year annualized return is +18.99%. Looking at the 5-year horizon, OAK WEALTH ADVISORS LLC has achieved +18.99% annualized returns at OAK WEALTH ADVISORS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.06%
#0/1000
3 Year
+18.99%
#0/1000
5 Year
+18.99%
#0/1000

Portfolio Value

$182.00M

Alpha Score

17.3

#0 of 1000

Holdings

55

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change