Oak Wealth Advisors LLC

Q3 2025 13F Holdings

  • Location
    northbrook, IL
  • Num holdings

    118

  • Value ($000)

    $344,182

  • Date Filed
    10/24/2025
  • Form type
    13F-HR
  • CIK
    0002056728
  • 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
A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$24.37M
14 %

308,843

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$24.37M
14 %

308,843

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$22.86M
13 %

210,282

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$22.86M
13 %

210,282

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$20.82M
12 %

31,111

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$20.82M
12 %

31,111

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$14.86M
9 %

408,841

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$14.86M
9 %

408,841

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$10.37M
6 %

226,615

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$10.37M
6 %

226,615

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