Oak Wealth Advisors LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location northbrook, ILCIK 0002056728All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
118 | $172.09M | AVDE, AVDE, AVUS, AVUS | 13F-HR | Oct 24, 2025 | 000205672825000016 | ||
57 | $155.91M | AVDE, AVUS, IVV, DFAI | 13F-HR | Jul 15, 2025 | 000205672825000013 | ||
52 | $135.16M | AVUS, AVDE, IVV, DFAI | 13F-HR | Apr 24, 2025 | 000205672825000012 | ||
59 | $130.00M | AVUS, IVV, AVDE, DFAI | 13F-HR | Feb 14, 2025 | 000205672825000009 |