Oak Wealth Advisors LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Northbrook, IL
CIK
0002056728
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
52
135,160
AVUS, AVDE, IVV, DFAI
13F-HR
4/23/2025
000205672825000012
Q4 2024
59
129,998
AVUS, IVV, AVDE, DFAI
13F-HR
2/14/2025
000205672825000009