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Oak Wealth Advisors LLC

Q1 2026 13F Holdings

  • Location
    northbrook, IL
  • Num holdings

    57

  • Value ($000)

    $182,000

  • Date Filed
    04/22/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$25.1M
14 %

295,906

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$24.84M
14 %

223,453

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$19.18M
11 %

29,367

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$16.09M
9 %

413,013

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$10.16M
6 %

126,063

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$10.16M
6 %

225,102

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$8.59M
5 %

77,733

H
HELO

J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA
46654Q724
$7.25M
4 %

113,365

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$6.34M
4 %

86,129

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$6.34M
4 %

63,479

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