Oak Barrel Wealth Advisory LLC - Portfolio overview

Oak Barrel Wealth Advisory LLC has 79 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. PVAL - PUTNAM ETF TRUST, 32.44%
2. IVV - ISHARES TR, 8.29%
3. JTEK - J P MORGAN EXCHANGE TRADED F, 5.81%

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

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