Oak Harvest Investment Services

Q3 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    220

  • Value ($000)

    $857,351

  • Date Filed
    10/17/2025
  • Form type
    13F-HR
  • CIK
    0001839430
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$51.76M
6 %

879,579

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$44.57M
5 %

72,786

A
AAPL

APPLE INC

COM
037833100
$34.54M
4 %

135,662

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$25.39M
3 %

180,165

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$23.36M
3 %

74,068

A
AVGO

BROADCOM INC

COM
11135F101
$17.93M
2 %

54,350

---

MORGAN STANLEY

COM NEW
617446448
$17.84M
2 %

112,216

A
AEM

AGNICO EAGLE MINES LTD

COM
008474108
$17.05M
2 %

101,143

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$14.29M
2 %

29,793

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$13.82M
2 %

64,053

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