Oak Wealth Advisors LLC
Q1 2025 13F Holdings
- Locationnorthbrook, IL
- Num holdings
52
- Value ($000)
$135,161
- Date Filed04/24/2025
- Form type13F-HR
- CIK0002056728
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $21.62M | 16 % | 234,041 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $18.64M | 14 % | 281,321 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $15.97M | 12 % | 28,417 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $11.87M | 9 % | 379,989 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $7.48M | 6 % | 124,259 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $7.26M | 5 % | 83,331 | ||
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $6.18M | 5 % | 103,515 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $5.83M | 4 % | 151,650 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $4.96M | 4 % | 82,019 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $4.20M | 3 % | 60,247 |
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