Oak Barrel Wealth Advisory LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location reston, VACIK 0002116315All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
79 | $167.3M | PVAL, IVV, JTEK, IXN | 13F-HR | May 7, 2026 | 000195175726000799 |