Oak Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Oak Wealth Advisors LLC held in its portfolio 59 assets valued at $174,170,686 (i.e. $174.17M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($24.71M), AMERICAN CENTY ETF TR ($23.65M), and ISHARES TR ($20.27M).
The chart below shows the top 10 valuable assets, and the table below shows the top 59 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Oak Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 300172 | 24710151 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 211589 | 23651447 | US EQT ETF |
| ISHARES TR | 29593 | 20269365 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 407982 | 15548205 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 221356 | 10359452 | US CORE EQT MKT |
| AMERICAN CENTY ETF TR | 121615 | 9366749 | AVANTIS EMGMKT |
| AMERICAN CENTY ETF TR | 77925 | 7946839 | US SML CP VALU |
| J P MORGAN EXCHANGE TRADED F | 106203 | 7055041 | HEDGED EQUITY LA |
| AMERICAN CENTY ETF TR | 62035 | 5829464 | INTL SMCP VLU |
| VANGUARD BD INDEX FDS | 76743 | 5684344 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 73161 | 5426351 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 87479 | 2877171 | US SMALL CAP VAL |
| PIMCO ETF TR | 94560 | 2523647 | MULTISECTOR BD |
| DIMENSIONAL ETF TRUST | 65579 | 2135908 | EMGR CRE EQT MNG |
| VANGUARD MUN BD FDS | 17393 | 1753736 | INTERMEDIATE TRM |
| VANGUARD MUN BD FDS | 31061 | 1562077 | TAX EXEMPT BD |
| APPLE INC | 5306 | 1442461 | COM |
| VANGUARD INDEX FDS | 5294 | 1365587 | SMALL CP ETF |
| SPDR S&P 500 ETF TR | 1818 | 1239494 | TR UNIT |
| ISHARES TR | 11235 | 1203388 | NATIONAL MUN ETF |
| AMERICAN CENTY ETF TR | 16292 | 1197777 | AVANTIS ALL INT |
| VANGUARD INTL EQUITY INDEX F | 15203 | 1118320 | ALLWRLD EX US |
| ISHARES TR | 2224 | 1052619 | RUS 1000 GRW ETF |
| MICROSOFT CORP | 2167 | 1048005 | COM |
| VANGUARD INDEX FDS | 5284 | 1009191 | VALUE ETF |
| MCDONALDS CORP | 2923 | 893356 | COM |
| DIMENSIONAL ETF TRUST | 18361 | 855439 | US MKTWIDE VALUE |
| ISHARES TR | 8417 | 840731 | CORE US AGGBD ET |
| INVESCO QQQ TR | 1335 | 819844 | UNIT SER 1 |
| PIMCO ETF TR | 15588 | 816967 | INTER MUN BD ACT |
| PIMCO ETF TR | 15622 | 787999 | SHTRM MUN BD ACT |
| VANGUARD INDEX FDS | 2325 | 779364 | TOTAL STK MKT |
| VANGUARD TAX-MANAGED FDS | 11549 | 721466 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 1099 | 689216 | S&P 500 ETF SHS |
| VANGUARD STAR FDS | 8985 | 677856 | VG TL INTL STK F |
| AMERICAN CENTY ETF TR | 8635 | 658851 | AVANTIS RESPON U |
| ISHARES TR | 5173 | 637624 | S&P 500 GRWT ETF |
| DIMENSIONAL ETF TRUST | 12304 | 613955 | INTERNATNAL VAL |
| VANGUARD INDEX FDS | 6027 | 533322 | REAL ESTATE ETF |
| VANGUARD MUN BD FDS | 6465 | 488560 | CORE TAX EXEMPT |
| ELI LILLY & CO | 445 | 478233 | COM |
| ISHARES TR | 7221 | 430860 | SELECT US REIT |
| NVIDIA CORPORATION | 2181 | 406757 | COM |
| DIMENSIONAL ETF TRUST | 10148 | 401752 | US CORE EQUITY 2 |
| COHEN & STEERS ETF TRUST | 14066 | 358880 | REAL ESTATE ACTI |
| BERKSHIRE HATHAWAY INC DEL | 694 | 348839 | CL B NEW |
| DIMENSIONAL ETF TRUST | 10338 | 338366 | WORLD EX US CORE |
| AMERICAN CENTY ETF TR | 4423 | 328452 | AVANTIS RESPONSI |
| VANGUARD INDEX FDS | 672 | 327842 | GROWTH ETF |
| AMAZON COM INC | 1368 | 315762 | COM |
| AMERICAN CENTY ETF TR | 4084 | 309445 | US LARGE CAP VLU |
| ISHARES TR | 814 | 303980 | RUS 1000 ETF |
| ALPHABET INC | 946 | 296098 | CAP STK CL A |
| ISHARES TR | 1750 | 247030 | S&P SML 600 GWT |
| ASTERA LABS INC | 1364 | 226915 | COM |
| DIMENSIONAL ETF TRUST | 3186 | 221969 | US SMALL CAP ETF |
| MGE ENERGY INC | 2799 | 219498 | COM |
| SCHWAB STRATEGIC TR | 7811 | 212537 | FUNDAMENTAL US L |
| ISHARES TR | 972 | 206132 | S&P 500 VAL ETF |
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