Oak Barrel Wealth Advisory LLC

Q2 2026 13F Holdings

Location
Reston, VA
Holdings as of
6/30/2026
Value ($000)
$226,453
Num holdings
86
Date filed
8/7/2026
Form type
13F-HR
Prev filing
5/7/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type