Oak Wealth Advisors LLC
Q2 2025 13F Holdings
- Locationnorthbrook, IL
- Num holdings
57
- Value ($000)
$155,911
- Date Filed07/15/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $21.92M | 14 % | 296,116 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $20.90M | 13 % | 207,329 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $18.34M | 12 % | 29,543 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $13.90M | 9 % | 402,204 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $9.50M | 6 % | 224,182 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $8.27M | 5 % | 120,701 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $7.46M | 5 % | 81,905 | ||
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $6.23M | 4 % | 99,614 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $5.50M | 4 % | 82,098 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $5.09M | 3 % | 64,158 |
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