Oasis Advisors, LLC
Q1 2026 13F Holdings
- Locationforest city, IA
- Num holdings
210
- Value ($000)
$508,666
- Date Filed 05/05/2026
- Form type13F-HR
- CIK 0002124777
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | MSCI EAFE ETF | 464287465 | $30.42M | 6 % | 5,970,460 | ||
INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | $27.91M | 6 % | 4,669,420 | ||
APPLE INC | COM | 037833100 | $24.81M | 5 % | 97,740 | ||
UBS AG | ENTRACS GOLD SHS | 22542D233 | $22.21M | 4 % | 133,776 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $20.9M | 4 % | 15,144,064 | ||
PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | $19.05M | 4 % | 7,114,896 | ||
BONDBLOXX ETF TRUST | BONDBLOXX PRIVAT | 09789C671 | $15.88M | 3 % | 4,745,953 | ||
NVIDIA CORPORATION | COM | 67066G104 | $15.76M | 3 % | 90,342 | ||
EATON CORP PLC | SHS | G29183103 | $14.47M | 3 % | 40,469 | ||
MICROSOFT CORP | COM | 594918104 | $13.89M | 3 % | 37,512 |
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