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OAK WEALTH ADVISORS LLC
OAK WEALTH ADVISORS LLC
Latest filing: 2026-06-30
OAK WEALTH ADVISORS LLC runs OAK WEALTH ADVISORS LLC and currently holds 68 stock positions, which is fewer than the average of 230 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 #799 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%.
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68 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVUS AMERICAN CENTY ETF TR | 13.83% | $97.49 | $130.54 | +33.90% | Added +0.75% |
 AVDE AMERICAN CENTY ETF TR | 12.78% | $63.27 | $94.24 | +48.94% | Added +0.92% |
 IVV ISHARES TR | 10.40% | $592.97 | $769.30 | +29.74% | Trimmed -1.40% |
 DFAI DIMENSIONAL ETF TRUST | 8.13% | $29.73 | $43.33 | +45.75% | Trimmed -0.47% |
 AVEM AMERICAN CENTY ETF TR | 5.87% | $60.62 | $94.23 | +55.44% | Added +0.55% |
 DFAU DIMENSIONAL ETF TRUST | 5.53% | $41.18 | $53.04 | +28.79% | Trimmed -0.88% |
 AVUV AMERICAN CENTY ETF TR | 4.72% | $96.65 | $126.43 | +30.81% | Added +1.55% |
 HELO J P MORGAN EXCHANGE TRADED F | 3.67% | $61.91 | $69.39 | +12.08% | Trimmed -0.03% |
 BND VANGUARD BD INDEX FDS | 3.19% | $72.75 | $72.23 | -0.71% | Added +5.18% |
 AVDV AMERICAN CENTY ETF TR | 3.19% | $67.82 | $111.97 | +65.10% | Added +1.62% |
Showing 1-10 of 68