Oak Wealth Advisors LLC
Q2 2026 13F Holdings
- Locationnorthbrook, IL
- Num holdings
68
- Value ($000)
$208,491
- Date Filed 07/22/2026
- Form type13F-HR
- CIK 0002056728
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $28.83M | 14 % | 225,124 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $26.64M | 13 % | 298,639 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $21.69M | 10 % | 28,956 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $16.96M | 8 % | 411,081 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $12.23M | 6 % | 126,760 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $11.53M | 6 % | 223,132 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $9.85M | 5 % | 78,939 | ||
J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | 46654Q724 | $7.66M | 4 % | 113,336 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $6.65M | 3 % | 90,593 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $6.65M | 3 % | 64,510 |
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