Oak Wealth Advisors LLC: 13F holdings
CIK 20567282026Q2
| Positions | 68 |
|---|
| Reported value | $208.5m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 68 (+11 vs prior quarter) |
|---|
| Reported value | $208.5m (+14.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUS AMERICAN CENTY ETF TR | 225,124 | $28.8m | 13.8% |
| AVDE AMERICAN CENTY ETF TR | 298,639 | $26.6m | 12.8% |
| IVV ISHARES TR | 28,956 | $21.7m | 10.4% |
| DFAI DIMENSIONAL ETF TRUST | 411,081 | $17.0m | 8.1% |
| AVEM AMERICAN CENTY ETF TR | 126,760 | $12.2m | 5.9% |
| PAVE DIMENSIONAL ETF TRUST | 223,132 | $11.5m | 5.5% |
| AVUV AMERICAN CENTY ETF TR | 78,939 | $9.8m | 4.7% |
| HELO J P MORGAN EXCHANGE TRADED F | 113,336 | $7.7m | 3.7% |
| BND VANGUARD BD INDEX FDS | 90,593 | $6.7m | 3.2% |
| AVDV AMERICAN CENTY ETF TR | 64,510 | $6.6m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056728")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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