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OakTrust Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    wilton, CT
  • CIK
    0002113908
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

68

$109.85M
KRE, JPLD, NEAR, SPY
13F-HR
Apr 23, 2026
000195175726000717

68

$108.37M
KRE, NEAR, JPLD, SPY
13F-HR
Feb 27, 2026
000195175726000489