Oak Wealth Advisors LLC - Portfolio overview

Oak Wealth Advisors LLC has 62 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AVDE - AMERICAN CENTY ETF TR, 13.76%
2. AVUS - AMERICAN CENTY ETF TR, 13.62%
3. IVV - ISHARES TR, 10.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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