OakTrust Wealth Advisors, LLC

Q4 2025 13F Detailed Holdings

Location
Wilton, CT
Holdings as of
12/31/2025
Value ($000)
$108,372
Num holdings
68
Date filed
2/27/2026
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 CAPITAL WEALTH PLANNING LLC
2 JP MORGAN
3 LPL RESEARCH-MD
4 First Trust
5 T. ROWE PRICE ASSOCIATES INC.
6 JPMORGAN CHASE BANK, NA