Oak Wealth Advisors LLC
Q3 2025 13F Holdings
- Locationnorthbrook, IL
- Num holdings
118
- Value ($000)
$344,182
- Date Filed10/24/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $24.37M | 14 % | 308,843 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $24.37M | 14 % | 308,843 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $22.86M | 13 % | 210,282 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $22.86M | 13 % | 210,282 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $20.82M | 12 % | 31,111 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $20.82M | 12 % | 31,111 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $14.86M | 9 % | 408,841 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $14.86M | 9 % | 408,841 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $10.37M | 6 % | 226,615 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $10.37M | 6 % | 226,615 |
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